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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Jotform

JustCall

KIT

Kixie PowerCall & SMS

QuickBooks Desktop Pro

QuickBooks Online

Quo

Quotient

RingCentral Contact Center

Seamless (formally Seamless.AI)

Shopify

SignRequest for G Suite

Vonage Business Communications

Webflow

WebFX

WhatsApp Business Platform

Zendesk for Customer Service

Zoho CRM

Zoom Workplace

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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Jacob B.

Small-Business (50 or fewer emp.)

3/2/2023

"Solid CRM, Does what it says"

4/5

What do you like best about Nutshell?

Fairly easy to use and does all the basics a CRM should do. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Wish it had better Gmail integration instead of having to bcc it all the time. Review collected by and hosted on G2.com.

Greta K.

Small-Business (50 or fewer emp.)

3/14/2023

"Very easy to use and customize"

4.5/5

What do you like best about Nutshell?

I like the Nutshell marketing. It is tied to the CRM and gives me analytics. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I would like more hands-on help, such as how-to videos for creating broadcasts. Review collected by and hosted on G2.com.

Sam G.

Small-Business (50 or fewer emp.)

3/9/2023

"It gets the basics right, and has powerful email automations, workflows & phone apps."

4/5

What do you like best about Nutshell?

The interface is less intimidating for non-sales types than SalesForce or HubSpot. Entering and cross-referencing contact points on individuals and companies is seamless and easy. Good G-Suite integration. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Limited ability to create structures outside of the formatted silos of 'people and companies'.

Mapping features are buggy, driven by auto-formatting addresses that are often inaccurate. Review collected by and hosted on G2.com.

Bill F.

President

Small-Business (50 or fewer emp.)

3/2/2023

"Make life easy"

4.5/5

What do you like best about Nutshell?

How this works after the sale. It allows us to create check off lists to assign tasks prior to installations Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I have not found any issues at this time. Review collected by and hosted on G2.com.

Valerie M.

Small-Business (50 or fewer emp.)

3/7/2023

"Great looking Dashboard and very user friendly"

5/5

What do you like best about Nutshell?

As a sales person I absolutely love being able to see comparative stats so that I can continually compete against myself Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

API ability for our process software - Currently we are not able to link the two together Review collected by and hosted on G2.com.

Phil T.

Senior Account Executive

Small-Business (50 or fewer emp.)

8/2/2022

"Great for small teams"

4/5

What do you like best about Nutshell?

Nutshell is a very simple and easy-to-use CRM. It allows my team to quickly update Accounts and deals with an easy-to-use interface. The email import works great and overall setup is a breeze. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are a few minor things that I would change if I could. Interface for the people listed under the accounts is a little odd if you have more than 5 or so people. There isn't an easy way to update multiple items in sequence, it can be cumbersome to build out the various pipelines, and I would like to be able to add people's details when creating an account. Review collected by and hosted on G2.com.

Erik C.

Mid-Market (51-1000 emp.)

3/13/2023

"Nutshell is a great platform and backs it up with terrific customer service."

4/5

What do you like best about Nutshell?

How responsive they are. It is very easy to get in touch, and they are friendly, knowledgeable, and and prompt. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Better use of space on the profile pages. Wish I could see more of the interaction history without having to scroll down so much. Review collected by and hosted on G2.com.

Trish W.

Manager, Business Development

Mid-Market (51-1000 emp.)

11/30/2022

"Easy to use and Customize"

4.5/5

What do you like best about Nutshell?

It's so easy to use. I can figure most things out on my own because it's intuitive, but if I need help, it's always readily available. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

My only complaint is that the calendar sync has been problematic, and we've had to have all users disable the sync. I'd love for this to be usable for us in the future. Review collected by and hosted on G2.com.

Verified User in Consulting

Small-Business (50 or fewer emp.)

7/17/2023

"Great start-up CRM!"

5/5

What do you like best about Nutshell?

Nutshell is a great CRM for small companies who are getting started and want to get an overview of earnings and statuses. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

A pipeline could make things more efficient. Review collected by and hosted on G2.com.