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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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.

Larry J.

2/4/2026

"Solid Automation and UI, but Room for Customization Improvements"

5/5

What do you like best about Nutshell?

I use Nutshell to interact with customers especially during sales, and I find that it has a very solid automation feature. I also appreciate the easy to navigate UI. The initial setup was nice and easy, which made the transition smooth. I would rate Nutshell 10/10 for recommendation. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I have issues with the email handling and customization limitations. Review collected by and hosted on G2.com.

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 Staffing and Recruiting

Small-Business (50 or fewer emp.)

4/15/2026

"Highly Customizable to Fit Your Needs"

5/5

What do you like best about Nutshell?

I like how you can customize it to your needs. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Wished there was a place under people to distinguish clients vs candidates 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.