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 Furniture

Small-Business (50 or fewer emp.)

8/26/2021

"Easy & Efficient to use"

4/5

What do you like best about Nutshell?

The efficiency of creating leads and their status Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Onboarding - although it's easy to learn, it just takes a while to get set up and get things going for the entire team. Review collected by and hosted on G2.com.

Response from Brett Johnson of Nutshell

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We love hearing that Nutshell is helping your team stay on top of their leads! Thank you for the feedback!

Verified User in Design

Small-Business (50 or fewer emp.)

8/17/2021

"Perfect for keeping sales organized!"

5/5

What do you like best about Nutshell?

Tracking client activities & saving important documents Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The lead-entering system doesn't always work Review collected by and hosted on G2.com.

Verified User in Professional Training & Coaching

Small-Business (50 or fewer emp.)

8/17/2021

"CRM made easy"

4/5

What do you like best about Nutshell?

Ease of use. It's very easy to track, modify and update. Fairly intuitive to use. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Very basic. Admins aren't able to modify shared email templates. Outgoing email is great but then any response has to be cut/pasted in. Review collected by and hosted on G2.com.

Verified User in Broadcast Media

Small-Business (50 or fewer emp.)

8/19/2021

"Great service @ a great value"

4/5

What do you like best about Nutshell?

Nutshell is comprehensive in its offerings and delivers a high-quality product at a fair price. The customer service is first-rate. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Would be great if emails deleted in Apple Mail, etc were also deleted in Nutshell, but no real issues. Review collected by and hosted on G2.com.

Verified User in Automotive

Mid-Market (51-1000 emp.)

8/17/2021

"It is our just in time sales communication platform"

5/5

What do you like best about Nutshell?

If appropriately used, everybody that has to be in the information loop is informed, allowing us to improve our service level and response time. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Needs a little more compatibility features with different CRMs. Review collected by and hosted on G2.com.

Taylor E.

Mid-Market (51-1000 emp.)

12/2/2020

"Works well but needs more customization"

3.5/5

What do you like best about Nutshell?

Easy to use interface and ready to use out of the box. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It isn't customizable enough for different types of businesses Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

It is more cost effective for a starting out CRM to test the waters without going full sales force. We arent throwing tens of thousands of dollars at a solution that we are just trying out for the first time. Review collected by and hosted on G2.com.

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

We are solving the age old problem of our sales men writing stuff down but them being the only ones to know. We are also able to know see what marketing efforts are most effective but tracking it in the CRM. Review collected by and hosted on G2.com.

Madalynn P.

IT & Special Projects

Small-Business (50 or fewer emp.)

8/19/2020

"Very simple and user-friendly design"

5/5

What do you like best about Nutshell?

I love the ability to create custom lists based on many different kinds of filters and tags. I also really like the feature that allows me to see the companies and people lists on a map. The ability to add custom fields has really helped us, we have been able to add several links to google drive docs that allow us to edit in real-time. I also utilize the ability to share lists and templates a lot to be able to collaborate with my co-workers. This automation has made out the process of sending out emails to our employees and clients easier. I like the customer service and help that Nutshell supplies, I have always gotten a quick and courteous response. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I don't like not being able to write and edit a group email unless using templates. There are times when I would like to select all of my customers or employees and then custom write an email on the spot rather than making a template first. Though, we are still able to send these emails so it works, just with limited functionality. Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

I would say do a demo, the people at Nutshell will help you determine if it's a right fit. Review collected by and hosted on G2.com.

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

It is a great database and CRM for our companies needs. We do not need or want something complicated that will take a lot of onboarding and training. This is perfectly suited to our needs and simple to use. We don't use a CRM in the traditional sense and Nutshell offers enough customizability that allows us to tailor the experience to our specific needs. Review collected by and hosted on G2.com.

Chelsea R.

Vice President

Small-Business (50 or fewer emp.)

8/19/2020

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

"Game Changer"

5/5

What do you like best about Nutshell?

Nutshell is easy, intuitive, and deceptively powerful. Having an immediate context of the map and weather for each contact is fantastic. Being able to add a bunch of custom fields is awesome, and the app integration is great. It also integrates seamlessly with our proposal software for a super streamlined experience. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I only have a few tiny nitpicky things that I'd love to see, but they're really just feature improvements. I'd love to be able to click on a contact's picture and see it larger. I'd also love to be able to tag contacts within custom fields (use case would be tagging a spouse or who referred the contact to us). Review collected by and hosted on G2.com.

Recommendations to others considering Nutshell:

If you're looking for an intuitive, streamlined, and cost-effective CRM, Nutshell is a great fit. Review collected by and hosted on G2.com.

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

We are tracking all of our leads and pipeline, so everything stays top of mind and we're on top of it. Nothing slips through the cracks, because it's "out of sight, out of mind." Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness

Mid-Market (51-1000 emp.)

8/17/2021

"Good and getting better"

4/5

What do you like best about Nutshell?

Nutshell organizes leads in an easy-to-follow workflow. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The automation of emails can be sketchy. I'd like it to see specific triggers instead of just "email" or "phone call" before it moves to the next bucket. Review collected by and hosted on G2.com.