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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Kaitlin P.

Small-Business (50 or fewer emp.)

8/17/2021

"So helpful for organization, company growth, and overview of incoming sales!"

5/5

What do you like best about Nutshell?

The chrome extension to log what's needed all from one screen! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

No complaints just yet, some times I just need to add a new task title to my dashboard Review collected by and hosted on G2.com.

Response from Katherine Mays of Nutshell

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I love hearing that the Chrome extension is working well for you, Kaitlin! We really appreciate you taking the time to review us, you and your team are a pleasure to work with.

Verified User in Mechanical or Industrial Engineering

Small-Business (50 or fewer emp.)

8/17/2021

"Nutshell Review"

4/5

What do you like best about Nutshell?

Nutshell has a very user-friendly format that is easy to use and to train others on. Everything is very organized, and there is no unnecessary clutter in the UI. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Overall I do not have many complaints. There are some bugs from time to time, and I wish it were easier to customize some custom fields. Review collected by and hosted on G2.com.

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

8/17/2021

"Good platform with room for improvement"

3/5

What do you like best about Nutshell?

The filters are helpful for sorting out our target audiences and the pipelines allow our team to stay organized. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There are limits to the email functions and ability to contact people associated with our current leads Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

The support team is extremely helpful and attentive. I recommend setting up a meeting with them to identify best Nutshell practices your organization's needs. Review collected by and hosted on G2.com.

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

We've been able to organize our audience better through tags, which helps us communicate nuanced marketing messaging to different groups. This helps us maximize the potential for new lead generation. Review collected by and hosted on G2.com.

Response from Katherine Mays of Nutshell

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Thank you for sharing your experience honestly! I am disappointed to hear that you've had difficulties emailing your leads through Nutshell. I would be happy to help make sure you are able to easily keep track of that valuable communication. It sounds like you've got the organization down, please feel free to contact me via support@nutshell.com to talk through the troubles you've had using email with Nutshell!

RJ G.

Senior Account Manager

Small-Business (50 or fewer emp.)

8/17/2021

"Insightful, snappy and easy to use CRM with good options."

4/5

What do you like best about Nutshell?

The system to set up my pipeline and leads is excellent. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The tasks and activities system could be better organized to reflect daily priorities as compared to other crm systems. Review collected by and hosted on G2.com.

Response from Edward Mannila of Nutshell

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Hello RJ! Thank you for taking the time to review Nutshell. Glad to hear your team has set up their Pipelines to help meet your organization's goals 😄

I noticed that your team has a lot of tasks set up in the pipelines that don't have a due date. By assigning the tasks a due date, Nutshell's task manager and calendar will organize your tasks by their date to help organize your day-to-day. You'll even be able to filter your tasks to see any Leads you mark as hot to help prioritize those deals you are close to winning.

Feel free to reach out to us at support@nutshell.com if you have questions about our task manager or calendar!

See how Nutshell improved

Verified User in Construction

Small-Business (50 or fewer emp.)

8/17/2021

"Great way to streamline client care within our office."

5/5

What do you like best about Nutshell?

Having everyone being able to see client communication between myself and the client on their profile is HUGE. I can comfortably take time off and know my team will be able to seal the deal without having to call me constantly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Email Notifications can be a bit overwhelming. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

We searched high and low for a new CRM, Nutshell was worth the wait. Review collected by and hosted on G2.com.

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

The biggest one for us is efficiency. We're able to see where every project is and hold that department accountable if it's been too long. Review collected by and hosted on G2.com.

Tom B.

Sales

Small-Business (50 or fewer emp.)

3/25/2021

"From our initial inquiry, the Nutshell team responded quickly."

5/5

What do you like best about Nutshell?

Their CRM is very flexible, but also easy to learn. We had spoken to two other CRM companies, but picked Nutshell because:

1. Their staff responded quickly and answered questions promptly.

2 .Their CRM allows us to build it for our needs, make changes and additions on our own. 3 .Other CRM system's we looked at were more expensive and needed more outside help to develop and manage. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Any CRM needs a commitment to learn and use it regularly. It takes discipline. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Review the tutorials on their site. Review collected by and hosted on G2.com.

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

We now have all our customers, leads, contacts in one database and can manage the information more efficiently.

The forecasting and reporting features have gave us a better understanding of our business. Review collected by and hosted on G2.com.

Nick S.

Small-Business (50 or fewer emp.)

8/19/2021

"We use it and it works"

3/5

What do you like best about Nutshell?

Automated emails are pretty time-saving, especially since you can tie them to milestones within any given pipeline. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The phone app isn't nearly as functional as the web app on my computer. It needs work. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

4/4/2019

"GREAT PROGRAM, GREAT SUPPORT!"

5/5

What do you like best about Nutshell?

How robust the program is, so many tools and features that are great for an individual and team! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell does not integrate well with our current ERP system, DDI Inform, but that is not Nutshells' fault. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Nutshell has been the one program that we've had almost zero complaints about since signing on years ago. Very happy with the CRM!! Review collected by and hosted on G2.com.

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

Communication between our team has improved significantly and we are able to keep up with prospective customers and make sure current customers are pleased as well. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

8/17/2021

"Great!"

5/5

What do you like best about Nutshell?

Ability to track progress and map out leads. I also like how we are able to view previous email communications and easily update additional interactions we have with the leads. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We used nutshell for assigning providers to hospitals. When looking at the communication history associated with a hospital, sometimes it can be a little challleging because hospital communication history is also in the same list as communication history with the provider that was tagged to that hospital. Some communication made to the provider may not be relevant to that specific hospital so at times, we need to sort through a lot of information to find the most recent and relevant communication. Review collected by and hosted on G2.com.

Verified User in Retail

Mid-Market (51-1000 emp.)

8/17/2021

"Nutshell for Sales"

3.5/5

What do you like best about Nutshell?

I like that each lead you enter you can update the status on, it helps to keep track of each lead accuartely. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It's hard to keep track of people who have responded back to you in your normal inbox, in Nutshell - you have to go back and update their status yourself, which is time-consuming and hard to remember manually. Review collected by and hosted on G2.com.