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

(83)

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

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Maggie M.

Business Development Coordinator

Mid-Market (51-1000 emp.)

7/17/2025

"Great but would appreciate more label and organizing options"

3.5/5

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

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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

Marcus S.

New Business Director

Mid-Market (51-1000 emp.)

11/3/2025

"Intuitive Platform That Boosts Daily Productivity"

5/5

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.

Mahendra S.

1/31/2026

"User-Friendly CRM with Room for Customization"

4/5

What do you like best about Nutshell?

I like Nutshell's human-friendly interface and the way it handles email and automation without creating chaos. It helps me by reducing my time by following up on tasks promptly, and I never have to ask what we talked about last time. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes I want to divide data in very specific ways and Nutshell makes me choose simple views. It could improve by enhancing list filtering and visualization. Review collected by and hosted on G2.com.

Nicolas B.

Sales & Customer Service

Small-Business (50 or fewer emp.)

3/26/2025

"Nutshell made my work way more efficient"

5/5

What do you like best about Nutshell?

Nutshell helped our company immensely on streamlining the operations. It's pretty intuitive, therefore pretty easy to integrate it with your day-to-day work and get other colleagues used to it.

I didn't have to contact Customer Support too often, but the service was superb. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I can't think of any negative points regarding Nutshell. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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Thank you for sharing your positive review of Nutshell, Nicolas! We're glad that Nutshell is helping your streamline operations, keep your sales team on track with activities and reminders, and that our Support team has been able to resolve any questions you've had along the way!

All the best,

Jewell from Nutshell

Verified User in Marketing and Advertising

12/17/2025

"Very User-Friendly and Easily Customizable!"

5/5

What do you like best about Nutshell?

I like how easy it is to get people up and running in it, it is very intuitive and user friendly. The ability to easily customize it for our business’ needs is awesome and I can confidently say it makes my life much easier for CRM management! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Every once in a while I run across an issue where I’m making a global change and it doesn’t act like I think it should but this may be more user error than a Nutshell issue. Review collected by and hosted on G2.com.

Evan P.

11/21/2025

"Seamless Integration with Gmail for Effortless Communication"

5/5

What do you like best about Nutshell?

I love Nutshell for its easy-to-use interface, which makes managing customer communication and tracking effortless. The simplicity of navigation ensures that I can focus on more critical tasks without worrying about complicated processes. Additionally, the compatibility with Gmail is a game-changer for me as it prevents the duplication of emails across different platforms, maintaining efficiency and organization in my communications. The automation of follow-up emails is another feature I find incredibly valuable, as it saves time and ensures timely communication with my customers without manual intervention. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I dislike the delay between email syncing, which interrupts timely communication and affects workflow efficiency. Review collected by and hosted on G2.com.

Carter L.

Property Manager

Small-Business (50 or fewer emp.)

9/24/2025

"Nutshell for Sales Workflow"

5/5

What do you like best about Nutshell?

I use Nutshell most for sales management. The pipeline flow is so clear and easy to move leads from one stage to another. I was able to learn the process very quickly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I have not experienced downsides, but I wish the side bar was customizable for the pages I spend the most time on. Review collected by and hosted on G2.com.

What problems is Nutshell solving and how is that benefiting you?

It organizes our sales leads as they come in. We get people that call, text, and schedule tours. Nutshell shows us how they contacted us, what they shared in their message and what we should do next to move them along in the pipeline. Without Nutshell, our sales management would be a mess and much less streamlined. Review collected by and hosted on G2.com.

Verified User in Computer Software

12/18/2025

"Strong bones, lacks some polish but support availability is helpful"

3/5

What do you like best about Nutshell?

I have had a great experience with Nutshell's support team. They were very helpful in resolving issues either by directing me to the right resource or straight up fixing an error I made in our database. It's good to know you have that safety net. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell is not the most user-friendly CRM on the market. It feels clunkier than other CRM's I have worked with, but in many ways it is better than many CRMs I have used. Review collected by and hosted on G2.com.

Verified User in Environmental Services

Small-Business (50 or fewer emp.)

1/18/2024

"Nutshell has been a game-changer for our company"

5/5

What do you like best about Nutshell?

1) Nutshell Marketing. Has revolutionized our ability to stay in touch with clients, to market to clients, and to move freight. Literally equivalent to an FTE, or more.

2) Email templates. Have just started to use this feature. Ability to quickly send personal emails to clusters of clients, partners, service providers, etc., is fantastic

3) Project Management. Allows us to keep up-to-date tabs on 100+ simultaneous projects.

4) Customer Support. Prompt. Genuinely interested. Genuinely helpful and responsive. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Apart from a couple of niggling details, I have zero complaints about Nutshell. Review collected by and hosted on G2.com.

What problems is Nutshell solving and how is that benefiting you?

See above. Nutshell has been transformative in helping us improve our marketing to and communications with clients and service providers. We are SO much more efficient.

Our weekly sales/project reviews have been driven by Nutshell for years. In our busiest season we need to track dozens of projects in various stages of sales, implementation, and closeout. I cannot imagine how we would do this without Nutshell.

I know we are using only a fraction of Nutshell's total capabilities, but that fraction is absolutely critical to our sucess. 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 kind words and positive experience with Nutshell! We're excited to hear Nutshell is helping you market to clients, manage projects, and improve efficiency! It's feedback like yours that helps motivate us to keep making Nutshell the best CRM for our customers!

Sincerely, Jewell from Nutshell

Verified User in Hospitality

Small-Business (50 or fewer emp.)

11/17/2025

"Nutshell Is a Game Changer with Outstanding Support and Powerful Features"

5/5

What do you like best about Nutshell?

From the initial demo to fully utilizing the CRM, the Nutshell customer support team has provided start-up guidance in a professional manner. As part of the integration they offer live chats, a helpful shellbot, how-to articles, collaboration by email, and YouTube instructional videos, all of which have been very useful. I am genuinely impressed. Having used Nutshell in the past, I returned to find myself amazed by the new features now available to me. These enhancements support not only sales CRM functions but also marketing and engagement, making it a comprehensive, turn-key CRM solution. In my version, I can sequence emails using pre-set templates, which saves me significant time and ensures my prospects are consistently contacted. Additionally, the ProspectorIQ feature, which is AI-driven, allows me to search for contacts and upload company information with just a click. Having used an ERP in the past, I can honestly say that, for the value, Nutshell is a game changer as I use it everyday as a strategic part of sales and marketing strategy. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Initially, I found the set-up process more challenging than I remembered, which made navigating the new features a bit stressful. However, customer service was very helpful and provided the support I needed for a successful implementation and integration. Their assistance truly deserves five stars. Review collected by and hosted on G2.com.

What problems is Nutshell solving and how is that benefiting you?

There are so many benefits and so little time to list them all. Not only do I have the Desktop version it comes with the Nutshell App, therefore, I have easy access to all my prospects and clients, while on the road. I never forget to follow up with a prospect thanks to the email sequencing feature. The automation tools, such as Pipelines, Lead outcomes, email templates, and quota settings, are incredibly useful. Managing over 1,200 prospects across three territories has become effortless. I also have access to numerous reports for tracking KPIs. While there are countless advantages, the greatest one is the time saved by streamlining the sales process, which ultimately helps me save money and increase my earnings. Review collected by and hosted on G2.com.