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Nutshell

By Nutshell

4.3 out of 5 stars

How would you rate your experience with Nutshell?

Nutshell Reviews & Product Details

Pricing

Pricing provided by Nutshell.

Sales Foundation

Starting at $13.00
1 user Per Month

Nutshell Media

Nutshell Demo - Sales Automation
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...
Nutshell Demo - Pipeline Management
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.
Nutshell Demo - Reporting
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...
Nutshell Demo - Email
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.
Nutshell Demo - Contact Management
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.
Nutshell Demo - Email Marketing
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.
Play Nutshell Video
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.
Play Nutshell Video
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.
Play Nutshell Video
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.
Play Nutshell Video
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
Play Nutshell Video
Learn about the exciting product updates from 2024 and unveil our plans for Q1 2025
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Nutshell Reviews (1,409)

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Reviews

Nutshell Reviews (1,409)

View 1 Video Reviews
4.3
1,409 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the ease of use and intuitive interface of Nutshell, highlighting how it simplifies lead management and enhances productivity. Many appreciate the strong customer support and the ability to customize workflows, making it a practical choice for small teams. However, some users note that the automation features could be more robust, indicating room for improvement.

Pros & Cons

Generated from real user reviews
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Garret W.
GW
Regional Customer Representative
Small-Business (50 or fewer emp.)
"Great CRM That's Consistently Improving!"
What do you like best about Nutshell?

We've been using Nutshell for over 4 years for our business and it's been instrumental for keeping our client list up to date and managing our leads. They have a roadmap that consistently improves their system and features Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some of the roadmap/AI features are not very helpful for our industry. We would like if Nutshell had a scheduling feature for projects/travel. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you so much for sharing your positive review of Nutshell, Garret! We're glad to hear your team has been using Nutshell for 3 years to manage your leads!

I also appreciate you sharing your feedback about using Scheduler to schedule projects/travel. We're always working to make Nutshell the best CRM for our customers, so I've shared your request with our product development team for consideration in future updates.

All the best,

Jewell from Nutshell

LD
Sales and Estimator
Small-Business (50 or fewer emp.)
"Excellent Support and User-Friendly Experience"
What do you like best about Nutshell?

Great Staff and Support. Ease of use was simple. Great way to help see things flow. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Lead automation is there but mostly its lacking depending on what you need. Logging activities is still manual. Can be easy to forget.w Review collected by and hosted on G2.com.

AN
"Very disappointed in platform"
What do you like best about Nutshell?

There is not much I can say I liked due to the complications with the system Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The inability for automations in regards to outside platforms was nonexistent. Pipelines would not be automated to website form submissions and therefore every client who came into the platform had to manually have an email drip sequence added to their contact. There was major inconsistencies between what was on the lead page versus the persons page. You had to jump between the two to make sure emails were sent and read. It was very clunky and inconsistent and messy. The email templates were superbasic and did not have a true professional look. Review collected by and hosted on G2.com.

AN
"Excellent tool for small businesses looking to sophisticate their marketing data"
What do you like best about Nutshell?

The value is unbeatable. We access Nutshell through part of a larger marketing platform suite form our agency. I don't actually know the typical cost for Nutshell alone but the cost we pay for the full suite is excellent value for all the tools we receive. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The only downsides I've experienced so far:

- We want to use the scheduler, but would like it to connect to a Outlook calendar in 2 directions - so reflect real time availability

- Exporting VisitorIQ customer data is cumbersome Review collected by and hosted on G2.com.

Raven S.
RS
Content Marketing Specialist
Mid-Market (51-1000 emp.)
"Easy and User Friendly Platform for CRM and Email Marketing"
What do you like best about Nutshell?

Nutshell makes my job so much easier. I primarily use it for email marketing, and I’m honestly impressed by how intuitive and flexible it is. Designing beautiful, custom emails is a breeze, you can drag in blocks, resize images, and tweak layouts without any hassle. Scheduling campaigns, uploading and updating audiences it's all super smooth.

One of my favourite features? The ability to build and customize website forms effortlessly. Plus, you get access to clear, actionable insights from both forms and email campaigns, which makes monthly reporting quick and painless. Overall, Nutshell has become an essential tool in my day-to-day workflow. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

One of the only minor downsides I’ve experienced with Nutshell is that email sending has occasionally been a bit slow though it's only happened once or twice. That said, their customer support was quick to respond and super helpful in diagnosing the issue. Since then, everything’s been running smoothly. It’s great to know there's a reliable team behind the product when you need them. Review collected by and hosted on G2.com.

Stephanie M.
SM
senior consultant
Small-Business (50 or fewer emp.)
"Highly Customizable with Tons of Options"
What do you like best about Nutshell?

Nutshell has a huge amount of options in general as well as options for customization, which I love! Also was impressed by the customer service: they followed up and made sure things were resolved. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

not being able to import pictures during the initial import (but that is likely a general issue for this type of software) Review collected by and hosted on G2.com.

Daniele G.
DG
Client Partnerships Consultant
Mid-Market (51-1000 emp.)
"Effective Marketing Tool with Stability Concerns"
What do you like best about Nutshell?

I appreciate Nutshell's interface, which simplifies my workflow and enhances productivity. The way it displays activities on a monthly and weekly basis is particularly beneficial, as it allows me to track progress effectively and manage tasks efficiently. I also value the feature that lets me see the progression of work, which provides a clear overview of ongoing and completed tasks, aiding in better decision-making. Furthermore, the initial setup process was straightforward, which minimized downtime and enabled a quick start to using the platform. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I find the frequent crashes to be a significant issue, as they occur every few days and disrupt my workflow. Review collected by and hosted on G2.com.

AF
Owner
Small-Business (50 or fewer emp.)
"Great software for a great price"
What do you like best about Nutshell?

When I first signed up for Nutshell I had two video calls with the support team to get me started off which was great. It was very easy to implement and connect to our reservation system to bring all our data in without issue. Nutshell allowed us to get insights into our data that we hadn't previously had. We also benefitted greatly from the ability to centralize our email in one platform and connect it with sales data. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We didn't see any downsides of using Nutshell. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Arlin! We're glad to hear how Nutshell is helping you centralize your sales data and communications, manage customer interactions and save time following up with customers!

All the best,

Jewell from Nutshell

MM
Business Development Coordinator
Mid-Market (51-1000 emp.)
"Great but would appreciate more label and organizing options"
What do you like best about Nutshell?

I like the search feature, the sequencing email options, and the map feature. It makes it easier to find information, keep contact with clients, and find information. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I can't label when a company has more than 1 phone number. If someone on my team else was looking at it, they wouldn't know which to use. Also, when you remove a user from a company, I do not like that all of the communication with them disappears from the company's history. Lastly, when scrolling down to the beginning of a company's communication, it takes way too long to load. I would appreciate the earlier messages being first, or at least a feature to reverse the current order. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Maggie! We're glad to hear how Nutshell is helping you organize your contacts!

To set a phone number as primary, click on the "Phone" dropdown menu above the contact's number on their page and select the label you'd like for the number - you can even create a custom label. And I appreciate your feedback about sorting through a company's timeline - our team is working to provide greater customization options here! In the meantime, the AI summary feature makes it quick to get a thorough summary of a contact's timeline in only a few seconds. Learn more here: https://support.nutshell.com/en/articles/10943691-ai-crm-timeline-summarization

All the best,

Jewell from Nutshell

MS
New Business Director
Mid-Market (51-1000 emp.)
"Intuitive Platform That Boosts Daily Productivity"
What do you like best about Nutshell?

It's an intuitive platform, easy to access and use, making my day easier and more productive through the use of its tools. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I haven't yet found any opportunities for improvement or any aspect that I disliked. I hear the team say that the database isn't uniform, meaning it doesn't always show the same data to everyone, but I haven't experienced this myself, so I can't confirm it. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by Nutshell.

Sales Foundation

Starting at $13.00
1 user Per Month

Sales Growth

Starting at $25.00
1 user Per Month

Sales Pro

Starting at $42.00
1 user Per Month
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Nutshell Features
User, Role, and Access Management
Contact & Account Management
Opportunity & Pipeline Mgmt.
Task / Activity Management
Email Marketing
Lead Management
Customer Support Portal
Knowledge Base
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Nutshell