Nutshell Reviews & Product Details

Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020.

Product Website

Seller

Nutshell

Discussions

Nutshell Community

Languages Supported

English

Overview by

Andy Fowler (Building growth software at Nutshell)

Pricing

Pricing provided by Nutshell.

Sales Foundation

Starting at $13.00

1 user Per Month

View More Pricing Information

Nutshell Integrations

(82)

Verified by Nutshell

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Nutshell Media

Automate your sales process. Design and execute a sales process that reduces time-wasting tasks and helps your reps know what to do at every moment. Specify the actions and follow-ups that need to happen from initial qualification through final negotiations, and accurately measure the impact o...

Find every contact, customer and conversation. Nutshell is the most flexible CRM for sales reps, offering four ways to view and manage your pipeline. List view, Map view, Chart view and Board view (drag-and-drop) let you decide how to work your deals, save views and share with your team.

Report on your performance. Nutshell’s easy-to-use, customizable reports give you at-a-glance insight into your business, so you can measure performance and pinpoint areas for improvement. Download presentation-ready charts and view “snapshots” of your business at different points in time so y...

Automate your email outreach. Whether you need to contact one prospect or a long list of them, Nutshell’s email templates, personal email sequences, and marketing software integrations help you stay at the top of your buyers’ inboxes with a fraction of the effort.

Find every contact, customer, and conversation. Nutshell is your company’s central repository for customer knowledge. Store all your contact details, call notes, and email conversations in one place so everyone on your team can quickly access them.

Catch your buyers’ attention at every stage of the funnel with beautifully designed marketing emails. Nutshell Marketing seamlessly connects to your CRM data so you can target custom audiences in a snap and manage all your outreach out of a single tool.

Nutshell is the best B2B Next Action Selling CRM on the market. Start a free trial to find out why.

See how easy it is to build a Sales Pipeline with Sales Automation in Nutshell.

Nutshell syncs seamlessly with Google and Microsoft to make sharing emails and calendar events back and forth a breeze.

Improve your team's efficiency and outcomes with Nutshell's email automation features.

Learn about the exciting product updates from 2024 and unveil our plans for Q1 2025

Official Downloads

(5)

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Tara A.

Mid-Market (51-1000 emp.)

7/18/2023

"Good value for CRM"

3.5/5

What do you like best about Nutshell?

Nutshell is incredibly affordable for the amenities included. I really like the Nutshell Marketing section. The email campaign feature is easy to use, and templates are highly editable. I also like Nutshell Forms and have used them for events as well as contact us forms on our website. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish their was a Recaptca function for Nutshell Forms to eliminate spam. I wish that the search feature was a little easier. For example, if you search for William Henderson, but the contact is William P Henderson, the contact won't appear. I also don't understand why an email campaign tells me 12 people clicked on a link, but when I click to see who clicked, there are only 8 people there. Review collected by and hosted on G2.com.

Rebecca G.

Small-Business (50 or fewer emp.)

2/8/2024

"Easy to use and helps organize my task and contacts"

5/5

What do you like best about Nutshell?

Email Sequence & how i can organize my notes and keep track of the pipeline Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

That my emails get blocked and i'm not too sure if it is because I am sending an email through the app Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive experience using Nutshell, Rebecca! We're excited to hear Nutshell is helping you organize your notes, sales pipeline, and interactions!

So sorry to hear about your emails getting blocked! Make sure your email deliverability is optimized by checking out this support article: https://support.nutshell.com/en/articles/8428871-email-deliverability-how-to-get-more-of-your-emails-to-your-audience-s-inboxes. And if you need more assistance with emailing in Nutshell, reach out to our support team here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

Best,

Jewell from Nutshell

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

10/17/2023

"Easy to use and integration is fairly intuitive"

4/5

What do you like best about Nutshell?

I love the way it integrates and helps me remember the items that are pressing.

I use it to input data about 3 times a week just to get the ease of the reminders.

The software is intuitive and the implementation into my environment had almost nonexistent set up for me. The Customer support team is always willing to help with any problems i have too.

I also thinks it has a good host of features. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The downsides are the fact that i feel like it can have a pretty steep learning curve. The system has so many things to do, that it can be overwhelming for someone that isn't ambitious enough to use it.

Otherwise, sometimes the system can be clunky. Review collected by and hosted on G2.com.

Verified User in Chemicals

Small-Business (50 or fewer emp.)

3/6/2024

"Overall it’s a very cost effective CRM"

3.5/5

What do you like best about Nutshell?

You can BCC emails to the program and it's fairly easy to learn and work with. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It doesn't extract the data 📈 correctly from the emails and it requires a lot of manual data entry. Also, there is no way to automatically upload your products and pricing from an excel spreadsheet. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive experience with Nutshell! We're glad to hear Nutshell is easy for your team to learn and use!

If you're experiencing difficulty getting email data into Nutshell correctly, our support team would be happy to help! Reach out to them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support.

While you can import products, they currently have to be imported with leads. You can learn more about imports here: https://support.nutshell.com/en/articles/8429035-what-data-can-i-import-into-nutshell.

We're always striving to make Nutshell the best CRM for our customers, so I'll share your feedback about importing products and pricing with our development team!

Best,

Jewell from Nutshell

Verified User in Environmental Services

Small-Business (50 or fewer emp.)

1/16/2024

"Business Development Manager"

5/5

What do you like best about Nutshell?

Nutshell helps me keep all my leads, contacts, documents, and notes connected. I really utilize the tagging feature to organize all my data. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish the mapping feature was more interactive. Being on the road a lot, I like to see what clients are near by that i have visited before and may need to follow up with. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive experience with Nutshell! We're glad to hear you're using our contact management and tagging features to stay organized!

I also appreciate your feedback about a more interactive map feature and will relay your suggestion to our product development team!

Sincerely, Jewell from Nutshell

Kandi H.

Small-Business (50 or fewer emp.)

1/15/2024

"Intuitive and customizable to our needs"

5/5

What do you like best about Nutshell?

I like that it's easy to use which means easy to train new employees on and easy to get buy in for them to use ! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It is a little simplistic so I wish there were some more in depth reports we could run. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive experience with Nutshell, Kandi! We're excited to hear that your team finds it easy to use and can keep track of customers and communication!

If you'd like to run more detailed reports, customers on our Nutshell Pro plan and above can create custom reports. You can learn more about custom reports here: https://support.nutshell.com/en/articles/8428981-create-a-custom-report-nutshell-pro.

Sincerely, Jewell from Nutshell

Dan W.

Small-Business (50 or fewer emp.)

10/31/2023

"That’s it in a Nutshell."

4.5/5

What do you like best about Nutshell?

Our company chose Nutshell early in Nutshell's existence. We were able to work with the folks at Nutshell to get us what we needed. As a manufacturer representative agency, we struggled to find a database we could actually utilize and would grow with us. Nutshell proved to be that product. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nothing. We were able to go mobile, have the data at our disposal and made it easy for all our sales people to use. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

4/17/2024

"Project Coordinator"

4.5/5

What do you like best about Nutshell?

The Support Team (Jessica and others) are super knowlegable and friendly. They are always there to answer your questions. Great Customer Service. Jessica was very helpfull with the Integration Process. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The Calendar View currently doesnt show the Lead Details. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive feedback about Nutshell! We're so glad to hear Nutshell is helping you report on leads and manage email marketing! And I'll be sure to pass on your compliments to our amazing support team!

All the best,

Jewell from Nutshell

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

12/7/2023

"Easy to use and learn"

5/5

What do you like best about Nutshell?

I love how it's customizable and very easy to use. The customer support is amazing and they are beyond helpful whenever there is an issue, which is usually some user error. I use Nutshell daily and compared to other CRM systems it is much more user-friendly and customizable. They even have training videos and a chat feature to get assistance if needed. The videos are cheesy but in a funny way. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I have not found something major to dislike. A small annoyance would be the name Nutshell. Spell/grammar check always sends up a red flag. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive experience with Nutshell! We're so excited to hear that you're finding Nutshell easy to use, and customizable for your team's needs! We're looking forward to seeing how Nutshell continues helping your organization grow!

All the best,

Jewell from Nutshell

Marielle M.

Small-Business (50 or fewer emp.)

2/8/2024

"MADE MY LIFE EASY!"

5/5

What do you like best about Nutshell?

The whole automation in place, Email sequences, notification and it's not rocket science to use! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are times that moving stages ave bugs. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you so much for sharing your positive experience with Nutshell, Marielle! We're excited to hear Nutshell's automations and email sequences are helping your team!

If you experience any issues with notifications, our support team is available to get that sorted out for you! You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support .

Cheers,

Jewell from Nutshell