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

Official Downloads

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Verified User in Construction

Small-Business (50 or fewer emp.)

8/17/2021

"Our company has used nutshell for almost 7 years. It does a great job at managing our CRM needs!"

4/5

What do you like best about Nutshell?

The great user experience and the ability to customize the software to fit your needs. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Occasional bugs and it can be a little funky when it comes to searching in companies/leads/people. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

I would tell them to consider Nutshell if they are looking for a simple, cloud-based, CRM. It does its job well! Review collected by and hosted on G2.com.

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

Keeping track of all our contacts and making sure that we don't lose any leads through the cracks! Review collected by and hosted on G2.com.

Verified User in Automotive

Small-Business (50 or fewer emp.)

8/24/2021

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

"Customer Organization"

5/5

What do you like best about Nutshell?

I love being able to integrate my email and Nutshell so I can see when customers have opened our messages, and the follow-up reminders I am able to set through Nutshell. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes the home page can get a little hard to navigate through. It would be nice to be able to customize this more. Review collected by and hosted on G2.com.

Verified User in Apparel & Fashion

Mid-Market (51-1000 emp.)

8/17/2021

"Underground Printing"

2.5/5

What do you like best about Nutshell?

It's fairly easy to use. There isn't a huge learning curve so it's accessible to all reps. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish the email template creator had more options for customization. Also, more tracking/metrics and email scheduling for campaigns would be useful. Review collected by and hosted on G2.com.

Lisa B.

President

Small-Business (50 or fewer emp.)

8/17/2021

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

"Nutshell really summed it up"

4.5/5

What do you like best about Nutshell?

After reviewing other CRM applications, we were looking for something that worked as well for the small business as it did for the big box business. Nutshell fit that bill. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I would like more ability to personalize my experience Review collected by and hosted on G2.com.

Verified User in Public Relations and Communications

Small-Business (50 or fewer emp.)

8/23/2021

"Great platform, but a shame they don't have any sustainability/carbon reduction plans in place"

4/5

What do you like best about Nutshell?

Usability is very straightforward and the email sync very helpful. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We have carbon reduction targets through our supply chain (as part of our own ESG commitments) so it's a shame they don't have any commitments around this as we're now looking for a software provider that does. Review collected by and hosted on G2.com.

Verified User in Machinery

Small-Business (50 or fewer emp.)

4/4/2019

"Good Product"

4.5/5

What do you like best about Nutshell?

Simplicity of getting started....simple for new people to learn Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We are new users to the Nutshell Marketing suite, and are anxiously awaiting updates such as drip marketing, rather than having to create "Broadcasts" for each email Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

For the money, this is the best CRM out there; the addition of email marketing has made it even better. That said, it does not do things that the largest competitors do for either CRM or Email Marketing, but is the best "all in one" solution out there Review collected by and hosted on G2.com.

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

We are able to track our customers and contacts, along with better following up on customer quotes. We are now able to better marry our email marketing efforts with our individual customers Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/17/2021

"Keep it Simple & Effective"

5/5

What do you like best about Nutshell?

I like how easy it is to train and use within a team. Everything is user friendly and makes it simple to get the information that you need. The app is great! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I do not like that I cannot change the value of a lead after it has been created. Id like to assign a final value to the lead when closed. Review collected by and hosted on G2.com.

Response from Edward Mannila of Nutshell

edit

Hello and thank you for helping save the piglets!

Just wanted to let you know that Nutshell allows you to change the value of your Lead at any point in the Lead's life by using products. I've linked an article for adjusting your Lead's value, but don't hesitate to reach out to our team at support@nutshell.com if you have any questions 😄

See how Nutshell improved

Verified User in Computer Software

Mid-Market (51-1000 emp.)

8/17/2021

"Solid, Intuitive platform for sales reps"

4/5

What do you like best about Nutshell?

This platform is very intuitive. It is simple to track deals through the sales process, send out emails directly from the platform, and track all interactions with your deal list. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It is pretty minimal. There weren't a lot of integration options that we liked to use. There were also some mishaps with the email tool sending blank emails from time to time. Review collected by and hosted on G2.com.

Maddie D.

Enterprise (> 1000 emp.)

12/8/2020

"Nutshell is a game changer for us"

5/5

What do you like best about Nutshell?

Nutshell is a very transparent, easy to navigate and flat view CRM platform. It's flexible, nimble and the Nutshell team is often making updates to assist with user experience. The support team is also extremely helpful and very responsive. It's just more straightforward to use than most other CRM tools, without losing any of the capabilities. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

A few very specific features are still very sales-product oriented, and we use the CRM a little differently than a traditional sales/product oriented team. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

Nutshell is a more cost effective, powerful and easy to use CRM than many other (popular by name) CRM tools out there. The support team is really responsive to feedback and finds ways to help make the tool best adapt to your needs. Can't beat the support and flexibility of this tool. Review collected by and hosted on G2.com.

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

Nutshell helps us better track our active opportunities and stay accountable following up with leads to drive more future opportunities. Review collected by and hosted on G2.com.

David S.

Small-Business (50 or fewer emp.)

12/7/2020

"Not sure what "title for your review" means."

3.5/5

What do you like best about Nutshell?

Easy to navigate; more intuitive than other systems. Templates are easy to set up and use. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I will not let me set up an automatic set of emails for more than 1 person. That creates a lot of extra time when I have a list of a few thousand that I want to touch base with periodically. I have to either mail my list each time, or just one at a time. Neither is ideal and both take a lot of extra work.

I dislike that I cannot filter the same for contacts as leads. I would like to also filter contacts by source.

It will only email one person from a prospect company. I typically sell into a team. Thus, I find myself working out of contacts more than "leads" even for truly leads. But the this view will not give me the same way to identify or sort as when in the Leads view.

It will not let me "reply" to an email. Typically when creating a series of emails to prospects, it is good to "reply" to the last one sent so that the original history is included in the same email chain. Typically the second, third, etc. message will be somewhat different. By keeping them together, it is much easier for the prospect to scan to past emails if they want to see something.

The ability to collect data through forms on a website and put into Nutshell is almost non-existent and requires us to work with others to make it work -- and the options we have tried have not worked very well and have been a bit clunky. Review collected by and hosted on G2.com.