Nutshell Features
What are the features of Nutshell?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Lead Management
Customer Support
- Customer Support Portal
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Technology Glossary Features
View definitions of the features and discover new technology terms.
Nutshell Categories on G2
Filter for Features
Platform
Customization | Based on 543 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 77% (Based on 543 reviews) | |
Workflow Capability | Based on 513 Nutshell reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 78% (Based on 513 reviews) | |
User, Role, and Access Management | Based on 564 Nutshell reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 83% (Based on 564 reviews) | |
Internationalization | Based on 396 Nutshell reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 71% (Based on 396 reviews) | |
Sandbox / Test Environments | Based on 343 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 64% (Based on 343 reviews) | |
Document & Content Mgmt. | As reported in 415 Nutshell reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 72% (Based on 415 reviews) | |
Performance and Reliability | Based on 546 Nutshell reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 84% (Based on 546 reviews) | |
Output Document Generation | Based on 400 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 71% (Based on 400 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 219 Nutshell reviews. | 83% (Based on 219 reviews) | |
Internationalization | This feature was mentioned in 174 Nutshell reviews. | 72% (Based on 174 reviews) | |
Performance and Reliability | 222 reviewers of Nutshell have provided feedback on this feature. | 84% (Based on 222 reviews) |
Sales Force Automation
Contact & Account Management | Based on 789 Nutshell reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 85% (Based on 789 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 760 Nutshell reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 83% (Based on 760 reviews) | |
Task / Activity Management | Based on 779 Nutshell reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 81% (Based on 779 reviews) | |
Territory & Quota Management | Based on 582 Nutshell reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 75% (Based on 582 reviews) | |
Desktop Integration | Based on 633 Nutshell reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 80% (Based on 633 reviews) | |
Product & Price List Management | Based on 585 Nutshell reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 74% (Based on 585 reviews) | |
Quote & Order Management | Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 500 reviewers of Nutshell have provided feedback on this feature. | 73% (Based on 500 reviews) | |
Customer Contract Management | As reported in 565 Nutshell reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 75% (Based on 565 reviews) |
Marketing Automation
Email Marketing | Based on 581 Nutshell reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 77% (Based on 581 reviews) | |
Campaign Management | Based on 513 Nutshell reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 76% (Based on 513 reviews) | |
Lead Management | Based on 723 Nutshell reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 84% (Based on 723 reviews) | |
Marketing ROI Analytics | As reported in 488 Nutshell reviews. Enables analysis of effectiveness of an organizations various marketing activities | 71% (Based on 488 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 549 Nutshell reviews. | 79% (Based on 549 reviews) |
Customer Support Portal | Based on 570 Nutshell reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 78% (Based on 570 reviews) | |
Knowledge Base | Based on 603 Nutshell reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 80% (Based on 603 reviews) | |
Call Center Features | Based on 479 Nutshell reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 73% (Based on 479 reviews) | |
Support Analytics | Based on 498 Nutshell reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 78% (Based on 498 reviews) |
Integration
Data Import & Export Tools | Based on 530 Nutshell reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 78% (Based on 530 reviews) | |
Integration APIs | Based on 468 Nutshell reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 74% (Based on 468 reviews) | |
Breadth of Partner Applications | Based on 408 Nutshell reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 71% (Based on 408 reviews) | |
Data Import & Export Tools | Based on 215 Nutshell reviews. | 80% (Based on 215 reviews) | |
Integration APIs | This feature was mentioned in 179 Nutshell reviews. | 72% (Based on 179 reviews) | |
Breadth of Partner Applications | Based on 169 Nutshell reviews. | 70% (Based on 169 reviews) | |
CRM Integration | Based on 188 Nutshell reviews. Integrates with CRM software, which can help provide context to your mailing lists. | 77% (Based on 188 reviews) |
Mobile & Social
Social Collaboration Features | Based on 471 Nutshell reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 71% (Based on 471 reviews) | |
Social Network Integration | Based on 474 Nutshell reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 69% (Based on 474 reviews) | |
Mobile User Support | Based on 567 Nutshell reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 70% (Based on 567 reviews) |
Reporting & Analytics
Reporting | Based on 708 Nutshell reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 78% (Based on 708 reviews) | |
Dashboards | Based on 770 Nutshell reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 82% (Based on 770 reviews) | |
Forecasting | Based on 602 Nutshell reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 73% (Based on 602 reviews) | |
A/B Testing | Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. 118 reviewers of Nutshell have provided feedback on this feature. | 70% (Based on 118 reviews) | |
Basic Reporting | As reported in 220 Nutshell reviews. | 81% (Based on 220 reviews) |
Email Marketing
Email and Mobile Preview | Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. 221 reviewers of Nutshell have provided feedback on this feature. | 80% (Based on 221 reviews) | |
Manage Email Lists | As reported in 232 Nutshell reviews. List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. | 84% (Based on 232 reviews) | |
Building and Personalizing Emails | Based on 232 Nutshell reviews. | 82% (Based on 232 reviews) | |
Sending Outbound Emails | This feature was mentioned in 237 Nutshell reviews. | 84% (Based on 237 reviews) | |
Manage Email Deliverability | As reported in 222 Nutshell reviews. | 81% (Based on 222 reviews) | |
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. This feature was mentioned in 198 Nutshell reviews. | 82% (Based on 198 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. 137 reviewers of Nutshell have provided feedback on this feature. | 74% (Based on 137 reviews) | |
Exporting & Sharing Data | As reported in 146 Nutshell reviews. Enables user to communicate data by securely exporting and sharing it. | 77% (Based on 146 reviews) | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 156 reviewers of Nutshell have provided feedback on this feature. | 83% (Based on 156 reviews) | |
Data Segmentation | As reported in 144 Nutshell reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 79% (Based on 144 reviews) |
Predictive Analytics
Lead Scoring | As reported in 146 Nutshell reviews. Provides scores or rankings of each prospect based on the data provided. | 78% (Based on 146 reviews) | |
Opportunity Scoring | Based on 140 Nutshell reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing. | 77% (Based on 140 reviews) | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. 136 reviewers of Nutshell have provided feedback on this feature. | 73% (Based on 136 reviews) |
Sales Management
Live Pipeline Management | Based on 159 Nutshell reviews. Updates every time a change is made enabling users to trace a deal through the pipeline. | 83% (Based on 159 reviews) | |
Activity Tracking | As reported in 167 Nutshell reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 83% (Based on 167 reviews) |
Analytics
Open Rates | Records the rate at which emails are opened. 153 reviewers of Nutshell have provided feedback on this feature. | 78% (Based on 153 reviews) | |
Link Activity | As reported in 147 Nutshell reviews. Records the rate at which links in emails are followed. | 78% (Based on 147 reviews) | |
Attachment Activity | Based on 143 Nutshell reviews. Records the rate at which email attachments are opened or downloaded. | 77% (Based on 143 reviews) |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 153 reviewers of Nutshell have provided feedback on this feature. | 82% (Based on 153 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. 157 reviewers of Nutshell have provided feedback on this feature. | 81% (Based on 157 reviews) | |
Notifications | Based on 160 Nutshell reviews. Reminds administrators to follow-up on emails based on pre-set reminders. | 81% (Based on 160 reviews) | |
Email Categorization | As reported in 143 Nutshell reviews. Allows for the categorization of emails. | 78% (Based on 143 reviews) | |
Templates | Allows for the creation of templates for frequently-sent emails. This feature was mentioned in 157 Nutshell reviews. | 82% (Based on 157 reviews) |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. This feature was mentioned in 75 Nutshell reviews. | 65% (Based on 75 reviews) | |
Triggers | Based on 79 Nutshell reviews. Automatically recognizes achievements that should be added to the leaderboard. | 64% (Based on 79 reviews) | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. 74 reviewers of Nutshell have provided feedback on this feature. | 61% (Based on 74 reviews) | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. 80 reviewers of Nutshell have provided feedback on this feature. | 75% (Based on 80 reviews) |
Personalization
Profiles | Based on 88 Nutshell reviews. Creates user profiles similar to social media pages that display private or public statuses and updates. | 74% (Based on 88 reviews) | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. 86 reviewers of Nutshell have provided feedback on this feature. | 75% (Based on 86 reviews) | |
Dashboards | Visualizes individual and team insights such as new leads and outbound calls. 96 reviewers of Nutshell have provided feedback on this feature. | 80% (Based on 96 reviews) | |
Goal Setting | Allows teams to set trackable goals within the tool. 86 reviewers of Nutshell have provided feedback on this feature. | 74% (Based on 86 reviews) |
Administrative
Integration | Integrates with CRM and financial systems to help determine goals This feature was mentioned in 89 Nutshell reviews. | 75% (Based on 89 reviews) | |
Employee Structure | Based on 83 Nutshell reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 73% (Based on 83 reviews) | |
Behavior Monitoring | Based on 78 Nutshell reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 71% (Based on 78 reviews) |
Integrated Workflows
Task Management | As reported in 165 Nutshell reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 82% (Based on 165 reviews) | |
Email Tracking/Automation | Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. This feature was mentioned in 161 Nutshell reviews. | 82% (Based on 161 reviews) | |
Calls and Voice | Based on 129 Nutshell reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 73% (Based on 129 reviews) | |
CRM Integration | Based on 139 Nutshell reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. | 80% (Based on 139 reviews) | |
Calendar | As reported in 149 Nutshell reviews. Integrates with calendar software so users can seamlessly schedule calls. | 78% (Based on 149 reviews) | |
Shared Records | As reported in 137 Nutshell reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | 80% (Based on 137 reviews) |
Repeatability and Reportability
Workflow Management | As reported in 142 Nutshell reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. | 81% (Based on 142 reviews) | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. 137 reviewers of Nutshell have provided feedback on this feature. | 80% (Based on 137 reviews) | |
Sales Coaching and Insights | Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 121 Nutshell reviews. | 71% (Based on 121 reviews) |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 135 reviewers of Nutshell have provided feedback on this feature. | 77% (Based on 135 reviews) | |
Lead Scoring | As reported in 134 Nutshell reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 78% (Based on 134 reviews) |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates 35 reviewers of Nutshell have provided feedback on this feature. | 81% (Based on 35 reviews) | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) 33 reviewers of Nutshell have provided feedback on this feature. | 86% (Based on 33 reviews) |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch 35 reviewers of Nutshell have provided feedback on this feature. | 84% (Based on 35 reviews) | |
Offline Capability | Can used without an internet connection This feature was mentioned in 29 Nutshell reviews. | 66% (Based on 29 reviews) | |
Notifications | Based on 35 Nutshell reviews. Sends notifications when a completed form is recieved | 82% (Based on 35 reviews) | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms This feature was mentioned in 27 Nutshell reviews. | 68% (Based on 27 reviews) | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device This feature was mentioned in 33 Nutshell reviews. | 79% (Based on 33 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 138 Nutshell reviews. | 65% (Based on 138 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. This feature was mentioned in 139 Nutshell reviews. | 67% (Based on 139 reviews) |
