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

Languages Supported

English

Product Description

Nutshell is CRM software that helps small-business sales reps win more deals.

Overview by

Andy Fowler (Building growth software at Nutshell)

Discussions

Nutshell Community

Pricing

Pricing provided by Nutshell.

Sales Foundation

Starting at $13.00

1 user Per Month

View More Pricing Information

Nutshell Integrations

(86)

Verified by Nutshell

Acuity Scheduling

Airtable

Apollo

Azure Identity Management

Dialpad AI-Powered Customer Communications Platform

Dropbox Sign (formerly HelloSign)

Intuit Mailchimp All-in-One Marketing Platform

Jotform

JustCall

KIT

Kixie PowerCall & SMS

QuickBooks Desktop Pro

QuickBooks Online

Quo

Quotient

RingCentral Contact Center

RingCX

Seamless.AI

Shopify

SignRequest for G Suite

Vonage Business Communications

Webflow

WebFX

WhatsApp Business Platform

Zendesk for Customer Service - AC

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

(5)

edit

Interactive Demo

edit

Try an interactive demo created by the software seller (right here on G2).

Try demo

Nutshell Reviews (1,379)

View 1 Video Reviews

G2 reviews are authentic and verified.

Here's how.

Shane G.

Sales Coordinator

Small-Business (50 or fewer emp.)

3/25/2025

"Super intuitive and easy to use - the team loves it!"

5/5

What do you like best about Nutshell?

What I like best about Nutshell is how clean and intuitive the interface is — it’s easy to onboard new team members without a huge learning curve. The pipeline and reporting tools are super helpful for tracking deals at every stage, and the integrations (especially with email and calendars) make staying organized effortless. It feels like a CRM that was actually built with the user in mind, not just the data. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

While Nutshell does a lot of things well, I wish there were more customization options for quotes and email templates — especially when it comes to formatting and branding. Also, deeper integrations with third-party tools (like some accounting or shipping platforms) would make it even more powerful. It’s not a dealbreaker, but a few more advanced automation features would go a long way. Review collected by and hosted on G2.com.

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

Nutshell is helping us stay organized and efficient with managing leads, tracking quotes, and keeping communication streamlined across the team. Before, we were juggling everything through emails, spreadsheets, and manual follow-ups — which made things easy to miss. Now, we have a clear pipeline view, automated reminders, and better visibility into customer interactions. It’s saving us time, reducing errors, and helping us close deals more consistently. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of Nutshell, Shane! Our team is excited to hear that Nutshell is easy to use, provides helpful reporting features, and integrates well with the platforms you already use!

I also appreciate your feedback about customization for quotes and email templates and deeper integrations. Additional customization for these features is on our roadmap for the future, so stay tuned for those updates. Regarding integrations, you might find that integrating with Zapier or through API keys can help your team achieve the automations you're looking for! Learn more at our support articles here: https://support.nutshell.com/en/articles/8429060-api-keys-create-api-keys-for-3rd-party-apps and https://support.nutshell.com/en/articles/8429065-integrations-connecting-nutshell-with-zapier.

All the best,

Jewell from Nutshell

Cliff .

National Sales Manager

Small-Business (50 or fewer emp.)

7/17/2025

Business partner of the seller or seller's competitor, not included in G2 scores.

"Nutshell- A Useful Sales and Marketing Tool"

4/5

What do you like best about Nutshell?

The CRM's interface is useful and it allows multiple users to identify potential leads within the system while also collaborating effectively and efficiently as correspondences can be logged automatically. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell sometimes misidentifies users as being duplicates and attempts to merge information. In some instances, this is useful, however, there are times when the users have nothing in common and the system attempts to inaccurately merge important data. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of Nutshell, Cliff! We're glad to hear how Nutshell is helping your team collaborate effectively and manage data across sales, marketing and leadership!

Nutshell detects duplicates using the same engine that powers the universal search feature, meaning that variations in spelling or other such differences might prompt a "duplicate detected" message. If the contacts aren't duplicates, be sure to mark them as such - that improves Nutshell's data to make future matches more accurate!

All the best,

Jewell from Nutshell

Verified User in Manufacturing

12/17/2025

"Love this platform!"

5/5

What do you like best about Nutshell?

Nutshell CRM has been a great fit for our small company. It’s easy to use, well organized, and helps us keep track of leads and customer relationships without feeling overwhelming Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

More features for tracking leads! Possibly more stages? Review collected by and hosted on G2.com.

Beth B.

VP of Sales

Mid-Market (51-1000 emp.)

3/18/2025

"Fairly easy to use, nice features"

4/5

What do you like best about Nutshell?

The dashboard is my favorite feature. I appreciate being able to view a lot of important details in one place. I rely heavily on the quick access to activities and tasks. I like being able to have multiple leads tied to one company and multiple people tied to a company as well. I came from an industry specific B2C CRM that was VERY different. At first I wasn't sure I liked Nutshell, but after using it more I appreciate the features and functions that better fit my B2B work. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I'd like to be able to delay or schedule tasks that aren't tied to a specific schedule in the pipeline. It's not always obvious how to do what I need to do. The help articles are sometimes helpful, but not always. However the assistance I've received in the chat is fantastic. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of Nutshell, Beth! We're glad to hear you're enjoying Nutshell's features like the sales dashboard, lead tracking, and scheduling tasks and activities with clients.

If you're looking to schedule an activity or task that isn't tied to your pipeline automation, you can do so by clicking the "+" button in the top menu and selecting Activity or Task. To delay the activity or task, just select it from your dashboard, click "Edit," and change the due date.

I also appreciate your feedback about our help articles—if you have specific feedback about how we could make them more useful for you, please let us know! I'm glad to hear that our Support team is helping you resolve issues in the chat.

All the best,

Jewell at Nutshell

Joshua G.

Construction Estimator

Small-Business (50 or fewer emp.)

12/17/2025

"Intuitive CRM"

4.5/5

What do you like best about Nutshell?

How Nutshell syncs with email and allows the user to track tasks. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Assigning myself a specific lead or trying to follow a lead doesn't function consistently. Review collected by and hosted on G2.com.

Ahmad O.

Principal Engineer

Small-Business (50 or fewer emp.)

7/17/2025

"Streamlined, Intuitive CRM That Grows With Your Business"

5/5

What do you like best about Nutshell?

Nutshell makes it incredibly easy to enter new leads, tag them by category, and assign dollar values—allowing us to quickly track open, closed, and lost opportunities. The intuitive layout and minimal learning curve make it easy for our team to stay on top of sales activity without needing extensive training. It’s a major productivity booster. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell does most things very well, but I’d love to see more customization options for dashboard widgets and advanced filtering in reports. These are minor issues, but more flexibility here would be helpful for engineering-specific KPIs. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of Nutshell, Ahmad! We're glad to hear how Nutshell is helping you measure and track opportunities - and that you've found it a "major productivity booster"!

I also appreciate your feedback regarding dashboard customization options and reports filtering. I'll pass that along to our product development team!

All the best,

Jewell from Nutshell

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

10/7/2025

"Versatile product"

4/5

What do you like best about Nutshell?

I like that that Nutshell could be customized to fit my company's needs. It is easy to use. Customer service has been very receptive when I've reached out with questions. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We have had Nutshell for about 5 months and the updates are too frequent, in my opinion. Just when we have things set up the way we like, something changes. Review collected by and hosted on G2.com.

Joel R.

Owner, Director of Sales

Small-Business (50 or fewer emp.)

3/10/2025

"Great CRM solution for our new MSP Business"

5/5

What do you like best about Nutshell?

Let me beging by saying how easy it was to get started with Nutshell. My business partner and I had been bootstrapping multiple platforms together to get our business off the ground. No real integrations, alot of manual inputs and disjointed data was hampering our ability to get our marketing, lead generation and account management communications in sync. I came accross Nutshell doing a routine search and was very quickly connected with their sales team and completed a 45 minute demo. Right away I was able to review their per seat pricing and realize a significant savings by consolidating some of the isolated platforms we were using since Nutshell had those features inbedded in their software. We were impressed with the onboarding process and within 1 month I was able to create new leads, import my marketing and lead generation email lists and create effective broadcasts to get our message out to prospective clients. We did hit a few snags but nothing out of the ordinary and their onboarding and help desk team coupled with their FAQ and AI generated support has been extremely helpful. If I need to contact a live support team member they have been responsive and friendly, willing to work until a resolution is found. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

As with all software, one size does not necessarily fit all and there are some improvements that can be made to fit the work flow of our MSP. With that said, the Nutshell support team has invited constructive input for new features and at times have been able to show me work arounds to accomplish what I need to make the application work for me. Review collected by and hosted on G2.com.

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

Nutshell is bringing Marketing and Lead Generation coupled with multiple communication platforms to help us get our business message out to perpsective clients. The application is also helping me track deals on leads, reminders and follow up tasks and a pipeline that is quick to reveal priorities, potential opportunities and real time analytics with our sales performance. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

edit

Thank you for sharing your positive review of Nutshell, Joel! We're excited that Nutshell has been easy to implement when launching your business and is helping you manage your leads, marketing efforts, and client communication to close more deals and generate growth. Our team is glad to help you optimize Nutshell in every way we can, so please feel free to reach out with any questions that may arise!

All the best,

Jewell from Nutshell

Verified User in Consulting

12/17/2025

"There is a large learning curve to using nutshell but it is worth it."

4/5

What do you like best about Nutshell?

The structure of the main open leads page and the detail of the leads themselves. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

There is a lot you can do in Nutshell but I feel that it is not easily shown how to access and use all the features. Review collected by and hosted on G2.com.