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 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

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Verified User in Retail

Small-Business (50 or fewer emp.)

5/17/2021

"Helpful Email Marketing with Nutshell!"

5/5

What do you like best about Nutshell?

I like how many capabilities the Nutshell system offers. We use Nutshell for many areas of business, and having the email marketing within the same system helps things run smoothly. For instance, our customer contacts are already managed within Nutshell, which makes email marketing so much easier! I can segment our contacts and keep them well organized, as well as see all the reporting associated with the email campaigns. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

So far there is not really anything to dislike. The only things I noticed was that when I pulled the html in from some of our already build email blasts (from another email marketing system), it did not allow me to adjust that same content as easily as I thought it would once it got the info transferred into Nutshell. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

To date, Nutshell is the most complete and capable email marketing system that we have used. The email marketing portion of Nutshell is within the same system, and makes daily operations seamless and more efficient. Also, the customer support and service that Nutshell provides is amazing. Everyone we talk to at Nutshell is veryr nice, eager to help, and always looking for ways to make our experience better. If I need to set up a meeting with a Nutshell representative, I can easily do it! Review collected by and hosted on G2.com.

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

The main problems being solved are regarding:

1. Consistency

2. Reaching our customer contacts without bounces

3. Streamline operations Review collected by and hosted on G2.com.

Rachel R.

Business Development Manager

Small-Business (50 or fewer emp.)

4/5/2019

"Mostly works for what i need - but wish there was more customizations"

2.5/5

What do you like best about Nutshell?

I like how easy it was to implement with inexperienced users. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish emails/notes about a person could be synced to a lead, not just to a person in general. I also wish there was a way to have the map tied to a project location, not the location of the company. We could better see the sites we are working on. Review collected by and hosted on G2.com.

Verified User in Civic & Social Organization

Small-Business (50 or fewer emp.)

8/17/2021

"It works, there are benefits and struggles. Decent for cost."

3/5

What do you like best about Nutshell?

I like that I can bcc emails and have them go in to the site. I like that emails go where the email address is. I like that I can place files in people's records. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I don't like that I can't put one person's email into another person's folder. Very often I have one point person for a client and I wish that their emails could be placed in the clients folder, rather than theirs. It is just messy and hard to use in that regard. Review collected by and hosted on G2.com.

Response from Edward Mannila of Nutshell

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Hi there, and thank you for taking the time to review Nutshell! It's true that you can't have emails synced from a different Person page to another page with a different associated email. We believe it's helpful to keep those conversations separate to keep your messages organized.

Thankfully with Leads, you can have multiple people associated with each lead so that messages from all parties involved sync to the same page. This is a great option to keep all of your conversations in one place for each of your sales! You can even BCC your messages into Nutshell and have them connect to a specific Lead page. I've linked a support article that goes over connecting your messages to your Leads.

Please feel free to contact our team at support@nutshell.com if you have any questions! Our team is equipped to help with any BCC questions you may have 😄

See how Nutshell improved

Verified User in Market Research

Small-Business (50 or fewer emp.)

8/24/2021

"The CRM is alright. I use it mainly to check our pipeline"

2.5/5

What do you like best about Nutshell?

The price is something that attracted us. It's a no-fuss CRM meant to give you the basic information required to stay on top of your pipeline Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Find the reporting function quite limited. There isn't much that can be done to get a more in-depth look at what has happened. I'm currently exporting a lot of the data to Excel for analysis Review collected by and hosted on G2.com.

Michael S.

VP Sales & Marketing

Mid-Market (51-1000 emp.)

8/17/2021

"Somewhat helpful"

3/5

What do you like best about Nutshell?

The silos help to organize our sales approach Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Reporting capability is weak. When I tried to customize certain reports, customer service simply stated the changes were not possible. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/20/2021

"Easy to use"

5/5

What do you like best about Nutshell?

I find the system very easy to use and navigate. The layout gives me the information that I find essential on one page. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Connections at the lead level are more straightforward than at the company/contact level. Once a connection is made, all the emails from that person will appear even if it is not related. I had to create "Lead Association Only" contacts as a work around Review collected by and hosted on G2.com.

Doug W.

Account Executive

Small-Business (50 or fewer emp.)

8/24/2021

"I live in Nutshell daily."

4.5/5

What do you like best about Nutshell?

Nutshell helps me stay organized by tracking working deals and helps to remind me when to follow up with potential clients for more assitance. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I really don't have a downside to Nutshell at this time. Review collected by and hosted on G2.com.

Tina S.

Damage Prevention Manager

Mid-Market (51-1000 emp.)

8/17/2021

"The Nutshell CRM has really helped me stay organized save time! Its so easy!"

4.5/5

What do you like best about Nutshell?

Access to contacts through both my phone and computer. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Not being about to track Emailing group distributions in each member account. This is very frustrating! Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

I wish I could get the multiple bcc emails situation figured out. Other than that it's great! Support is amazing! Enjoying this product a lot. Review collected by and hosted on G2.com.

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

Outreach tracking.

Contact accessiblity and notes no matter where I am. Review collected by and hosted on G2.com.

Response from Edward Mannila of Nutshell

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Hi Tina! Thank you for the kind review!

If you're looking to track email engagements for large groups of your customers, you may be interested in our marketing feature. With Nutshell Marketing, you can divvy up your contacts into different audiences and have reporting for each of your audiences. Let us know at support@nushell.com if you would like a demo of how you can use audiences to track your group email distributions 😄

Austin P.

Owner, CMO

Small-Business (50 or fewer emp.)

8/24/2021

"Still figuring it out, for us"

2.5/5

What do you like best about Nutshell?

Being able to share contact info and emails between our team Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It's not as easy to share texts, phone calls Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Think about how a CRM fits your business Review collected by and hosted on G2.com.

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

We're solving the problem of different client contact info, now it's all in the same place. Benefits of shared info between the whole team is great for sales/marketing Review collected by and hosted on G2.com.

Austin Norville, M.

Sr. Commercial Operations Manager

Small-Business (50 or fewer emp.)

8/17/2021

"Customer Engagement"

3.5/5

What do you like best about Nutshell?

I really love the ability to reach out to prospects and customers alike with the email tool. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish there were more customizable features. For example: having a way to input contract details that would be in the form of a "deal sheet" then this could flow into a contract software. Review collected by and hosted on G2.com.

Response from Katherine Mays of Nutshell

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Thanks for your review, Austin! Our team would be happy to discuss how you can customize Nutshell to enable a smooth flow of information into other softwares. Please feel free to contact us via support@nutshell.com to speak with one of our experts!