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

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Joe C.

Marketing Director

Small-Business (50 or fewer emp.)

8/11/2022

"Nutshell - It Has What You Need"

4.5/5

What do you like best about Nutshell?

The UI and layout are nice to work with. Custom fields on your CMS and the new marketing suite are improving every day. But overall, if you're familiar with CRM's like Hubspot and Salesforce, using Nutshell is a better-priced solution. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Customer service can be a little slow compared to platforms like Hubspot and Salesforce. There's also a lack of template creation and management for marketing emails. Review collected by and hosted on G2.com.

Seth H.

Sales Manager

Small-Business (50 or fewer emp.)

7/27/2022

"Simple Easy & Affordable"

4.5/5

What do you like best about Nutshell?

It is very simple and easy to understand and use. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I REALLY wish there was a “parenting” ability. For instance...we sell to the State of Alaska. There are many departments. Each department has many locations. Being able to create a parent account or to be able to nest multiple locations under one dept. would be amazing. Please add this ability! Review collected by and hosted on G2.com.

Matt W.

COO

Small-Business (50 or fewer emp.)

8/23/2022

"Nutshell"

5/5

What do you like best about Nutshell?

ease of use, excellent and easy-to-navigate screens, the tracking stages from first contact to sales is great Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

wait time for customer service via chat. It would be nice to link my MS Outlook to Nutshell Review collected by and hosted on G2.com.

Tom B.

Small-Business (50 or fewer emp.)

8/20/2021

"Perfect for a one-man-show!"

5/5

What do you like best about Nutshell?

Nutshell has all the features of an expensive CRM, but you have the option to use them or not. Tracking all emails by lead keeps everything in one place and saves lots of time trying to remember OR FIND what you sent to a customer. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

If emails were sent to a person BEFORE a lead was created for that person, the emails stay associated with the person, not the lead, that was created for the person. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Don't fall for the "big names" in the CRM world. Nutshell can do everything those BIG companies do, and the support is US-based (Michigan!) You can actually understand any of the support team when they talk to you over the phone. Review collected by and hosted on G2.com.

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

The primary problem was keeping up with people I contacted and remembering to follow up with proposals I sent out. Seeing my leads in a "pipeline" format according to the stage, or lifecycle, keeps me on top of things I need to move along to the next stage. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

8/23/2022

"Nutshell is easy to use and has great service"

4/5

What do you like best about Nutshell?

Nutshell is really easy to use and learn. The help section is very useful. Nutshell customer support is also excellent. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell doesn't have a great solution for current client management other than establishing a second pipeline. Also, it would be nice to be able to attribute People to more than one company. In our industry, employees frequently move between companies. If we assign a person to a different company, their entire communication history moves with it. Review collected by and hosted on G2.com.

Christian T.

National Sales Rep

Small-Business (50 or fewer emp.)

8/11/2022

"American Backflow Products Review - Christian Tricquet"

4/5

What do you like best about Nutshell?

The ease of use for adding new companies and the map feature is very helpful Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

When adding people to an account it prompts you to add a person's profile who is already tied to a different account. Lead to confusion and mistakes Review collected by and hosted on G2.com.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/23/2022

"Nutshell has been perfect for our CRM needs."

4.5/5

What do you like best about Nutshell?

The most helpful feature of Nutshell for us is the ability to consolidate all client info in one place, including emails and documents. Perfect for our needs. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It is sometimes a bit difficult for users to find what they need, but training generally will resolve the difficulty. Review collected by and hosted on G2.com.

Beth B.

Office Coordinator

Small-Business (50 or fewer emp.)

8/1/2022

"Love Using Nutshell!!!"

5/5

What do you like best about Nutshell?

I love the easy of getting setup on Nutshell, how helpful the team was in the transition from our old CRM. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

NOTHING!!! It does everything we need and more!! Review collected by and hosted on G2.com.

François S.

Président, formateur et consultant

Small-Business (50 or fewer emp.)

8/1/2022

"Solid CRM for Small business in B2B service market"

4.5/5

What do you like best about Nutshell?

Ease of use and clarity of the interface. Company offered solid support to kick off and made it easy for us to start immediately. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The reporting is ok but could be more specific and offer more options to personalize it. Review collected by and hosted on G2.com.