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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Nick M.

Senior Geologist/Consultant IV

Mid-Market (51-1000 emp.)

9/8/2023

"Nutshell is difficult to use and support is not great."

3/5

What do you like best about Nutshell?

Not applicable it tracks potential money Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It could be easier to use and more user friendly. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

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We're sorry to hear you're having difficulty using Nutshell, Nick. That's not what we want for our customers, and our support team works hard to resolve issues customers may experience. We'd certainly like to hear what specific problems you're running into so we can work toward a solution. You can chat with our support team live by clicking the "? Help" button in the bottom left of your Nutshell account. We hope we can help you get the most out of your Nutshell account!

Best,

Jewell from Nutshell

Verified User in Real Estate

12/17/2025

"Nutshell for property management"

4/5

What do you like best about Nutshell?

It serves my goal into understanding the source of our leads and the value of them. Especially through time. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

When a lead is lost, the program doesn't give too many options of reasons. I need to manually add a note to describe the reason of the lead being lost. Also, it duplicates the leads sometimes Review collected by and hosted on G2.com.

Verified User in Manufacturing

12/18/2025

"Complete Solution"

4/5

What do you like best about Nutshell?

I like that everything I need is in one application. From keeping track of customer touchpoints to sending out marketing emails, Nutshell makes it easy. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Since I enter a lot of new contacts it would help if when you search there is an option to use your search name and add a customer or company. This way you don't have to enter it twice. Review collected by and hosted on G2.com.

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

Customer Contact - We can reach our customers all at once with our marketing emails. It also keeps track of open rate and clicks so we can take action on that information.

CRM - This information allows us to provide uninterrupted customer service. If someone is on vacation, we can easily pick up just by looking at the customer's information. Review collected by and hosted on G2.com.

Verified User in Construction

12/19/2025

"User friendly with mutiple access points and views of different internal data"

4.5/5

What do you like best about Nutshell?

I like how user friendly the interface is for the salesteams. We like how there is mutiple points of acces within the system to get to different view or request the same info. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We think the mobile app could use some refining and we would like the ability for the mobile app to be able to preform every task the webpage can . we would also like to see more edit options in the quote feature Review collected by and hosted on G2.com.

Verified User in Insurance

Mid-Market (51-1000 emp.)

11/21/2025

"Powerful Data Insights and Customizable Reporting"

4/5

What do you like best about Nutshell?

Lots of ways to extract and compile data put in. I love that I can drill down to very specific information. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It doesn't seem to integrate well with Salesforce and I don't use the financial portion of it, I would love a version of Nutshell that just tracked leads and conversions without the financial aspect Review collected by and hosted on G2.com.

Brook C.

12/17/2025

"Intuitive UI, Clever Features, a CRM I don't hate"

5/5

What do you like best about Nutshell?

UX/UI, efficiency of workflows, strong email and other integrations, and mobile app quality Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It's still a a CRM, I wish the search function was more comprehensive, and I'd love to be able to sync with other MSFT products like OneNote and Teams Review collected by and hosted on G2.com.

Becky S.

Founder

Small-Business (50 or fewer emp.)

5/16/2025

"AMAZING CRM - Wouldn't use anything else!"

5/5

What do you like best about Nutshell?

I have used many CRMs over the years and Nutshell is by far the best. It stands out because not only does it have a very easy interface, it's also extremely easy to personalise to suit your business. Their customer service and support is by far the best out there, they have spend hours if not days with me over the past few years helping set up a suitable system that works for my various businesses. I wouldn't use any other CRM and often recommend them to clients and contacts. I have even set up a Franchise business and the CRM works for a franchise, so it really is the BEST! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There is nothing I dislike about them, they are consistent and always ensuring everything runs smoothly. Review collected by and hosted on G2.com.

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

For 1 business it just keeps everything in line and running smoothly so I know where I am at with each and every order and the value etc. My franchise business it allows me to have full exposure whilst my franchisees have their own log in. This helps me see things from a top level whilst running the business. 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, Becky! We're glad to hear how Nutshell is helping you organize your franchises, track orders, and personalize your CRM for your needs! We are honored to help you grow your businesses! Thank you for such a heartwarming review!

All the best,

Jewell from Nutshell

Hugh M.

Vice President of Sales

Small-Business (50 or fewer emp.)

11/7/2024

"User friendly and very dynamic"

4/5

What do you like best about Nutshell?

I've worked in different CRMs and Nutshell is definetly the easiest to use. I use Nutshell daily for both lead management and customer tracking. We also use the Marketing function for email blasts and their builder is really easy to use and produces great looking emails. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

On the rare occation that I do need assistance (beyond their help articles) I have not been able to find a phone number to call for live support. They do have a chat box but it typically takes a day to get a response. 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, Hugh! We're glad to hear that Nutshell is easy to use, helpful for lead management, and that Campaigns produces high-quality marketing emails to send your contacts! I'm also excited to hear how your team is using Nutshell to collaborate and manage everything in one location!

Live phone support is available on our Nutshell Enterprise plan. However, our support team strives to provide live chat support in a timely manner to all of our customers!

All the best,

Jewell from Nutshell

Verified User in Leisure, Travel & Tourism

12/10/2025

"Helps me stay organized with my contacts and leads"

5/5

What do you like best about Nutshell?

Nutshell is my first CRM and I've found it quite intuitive and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I don't think there are really any downsides! There could be features I am under-utilizing at this time. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

12/17/2025

"New to Nutshell"

4/5

What do you like best about Nutshell?

I love being able to see all the communication with a lead in one place. In my line, often multiple people are talking with a lead, and its helpful to have the context of all the conversations in one spot. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I have found syncing my calendar to be a little difficult. I would love to utilize the scheduler feature, but haven't been able to sync my calendar yet. I'm working with the Nutshell support team to resolve the issue. Review collected by and hosted on G2.com.