Nutshell Features
What are the features of Nutshell?
Platform
- User, Role, and Access Management
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
Marketing Automation
- Email Marketing
- Lead Management
Customer Support
- Customer Support Portal
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Nutshell Categories on G2
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Platform
Customization | Based on 567 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 567 reviews) | |
Workflow Capability | Based on 538 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 538 reviews) | |
User, Role, and Access Management | Based on 590 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 590 reviews) | |
Internationalization | Based on 417 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. | 72% (Based on 417 reviews) | |
Sandbox / Test Environments | Based on 363 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 363 reviews) | |
Document & Content Mgmt. | 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. 438 reviewers of Nutshell have provided feedback on this feature. | 72% (Based on 438 reviews) | |
Performance and Reliability | Based on 570 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 570 reviews) | |
Output Document Generation | Based on 422 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. | 72% (Based on 422 reviews) | |
User, Role, and Access Management | Based on 233 Nutshell reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 83% (Based on 233 reviews) | |
Internationalization | 185 reviewers of Nutshell have provided feedback on this feature. | 72% (Based on 185 reviews) | |
Performance and Reliability | This feature was mentioned in 236 Nutshell reviews. | 84% (Based on 236 reviews) |
Sales Force Automation
Contact & Account Management | Based on 812 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 812 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 783 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 783 reviews) | |
Task / Activity Management | Based on 801 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 801 reviews) | |
Territory & Quota Management | Based on 603 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 603 reviews) | |
Desktop Integration | Based on 655 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 655 reviews) | |
Product & Price List Management | Based on 605 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 605 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. 517 reviewers of Nutshell have provided feedback on this feature. | 73% (Based on 517 reviews) | |
Customer Contract Management | 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. 583 reviewers of Nutshell have provided feedback on this feature. | 75% (Based on 583 reviews) |
Marketing Automation
Email Marketing | Based on 601 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 601 reviews) | |
Campaign Management | 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. 534 reviewers of Nutshell have provided feedback on this feature. | 76% (Based on 534 reviews) | |
Lead Management | Based on 744 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 744 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities 506 reviewers of Nutshell have provided feedback on this feature. | 71% (Based on 506 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. 569 reviewers of Nutshell have provided feedback on this feature. | 79% (Based on 569 reviews) |
Customer Support Portal | Based on 590 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. | 79% (Based on 590 reviews) | |
Knowledge Base | Based on 622 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 622 reviews) | |
Call Center Features | Based on 496 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 496 reviews) | |
Support Analytics | Based on 515 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 515 reviews) |
Integration
Data Import & Export Tools | Based on 550 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. | 79% (Based on 550 reviews) | |
Integration APIs | Based on 486 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 486 reviews) | |
Breadth of Partner Applications | Based on 425 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. | 72% (Based on 425 reviews) | |
Data Import & Export Tools | This feature was mentioned in 229 Nutshell reviews. | 80% (Based on 229 reviews) | |
Integration APIs | As reported in 190 Nutshell reviews. | 72% (Based on 190 reviews) | |
Breadth of Partner Applications | 181 reviewers of Nutshell have provided feedback on this feature. | 70% (Based on 181 reviews) | |
CRM Integration | Based on 200 Nutshell reviews. Integrates with CRM software, which can help provide context to your mailing lists. | 78% (Based on 200 reviews) |
Mobile & Social
Social Collaboration Features | Based on 488 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 488 reviews) | |
Social Network Integration | Based on 488 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 488 reviews) | |
Mobile User Support | Based on 584 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. | 71% (Based on 584 reviews) |
Reporting & Analytics
Reporting | Based on 726 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 726 reviews) | |
Dashboards | Based on 788 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 788 reviews) | |
Forecasting | Based on 619 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. | 74% (Based on 619 reviews) | |
A/B Testing | Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. 129 reviewers of Nutshell have provided feedback on this feature. | 71% (Based on 129 reviews) | |
Basic Reporting | Based on 232 Nutshell reviews. | 81% (Based on 232 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. 235 reviewers of Nutshell have provided feedback on this feature. | 80% (Based on 235 reviews) | |
Manage Email Lists | Based on 247 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 247 reviews) | |
Building and Personalizing Emails | As reported in 247 Nutshell reviews. | 83% (Based on 247 reviews) | |
Sending Outbound Emails | As reported in 252 Nutshell reviews. | 85% (Based on 252 reviews) | |
Manage Email Deliverability | 236 reviewers of Nutshell have provided feedback on this feature. | 81% (Based on 236 reviews) | |
Multi-user Account | Based on 210 Nutshell reviews. Enables multiple users to login to the same account to maintain a single account for your entire marketing team. | 82% (Based on 210 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. 146 reviewers of Nutshell have provided feedback on this feature. | 75% (Based on 146 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. 155 reviewers of Nutshell have provided feedback on this feature. | 78% (Based on 155 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. 165 reviewers of Nutshell have provided feedback on this feature. | 84% (Based on 165 reviews) | |
Data Segmentation | Based on 152 Nutshell reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 80% (Based on 152 reviews) |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. 154 reviewers of Nutshell have provided feedback on this feature. | 78% (Based on 154 reviews) | |
Opportunity Scoring | As reported in 148 Nutshell reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing. | 78% (Based on 148 reviews) | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 145 Nutshell reviews. | 74% (Based on 145 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. 169 reviewers of Nutshell have provided feedback on this feature. | 84% (Based on 169 reviews) | |
Activity Tracking | Based on 177 Nutshell reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 84% (Based on 177 reviews) |
Analytics
Open Rates | Records the rate at which emails are opened. 166 reviewers of Nutshell have provided feedback on this feature. | 79% (Based on 166 reviews) | |
Link Activity | Records the rate at which links in emails are followed. 160 reviewers of Nutshell have provided feedback on this feature. | 79% (Based on 160 reviews) | |
Attachment Activity | Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 154 Nutshell reviews. | 77% (Based on 154 reviews) |
Customizations
Email Platform Integration | Based on 165 Nutshell reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | 83% (Based on 165 reviews) | |
Email Scheduling | Allows administrators to schedule out emails in advance. 170 reviewers of Nutshell have provided feedback on this feature. | 82% (Based on 170 reviews) | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. 171 reviewers of Nutshell have provided feedback on this feature. | 82% (Based on 171 reviews) | |
Email Categorization | Based on 155 Nutshell reviews. Allows for the categorization of emails. | 79% (Based on 155 reviews) | |
Templates | Allows for the creation of templates for frequently-sent emails. 169 reviewers of Nutshell have provided feedback on this feature. | 83% (Based on 169 reviews) |
Incentives
Badges | As reported in 83 Nutshell reviews. Assigns achievement badges to high-performing employees based on pre-determined standards. | 67% (Based on 83 reviews) | |
Triggers | As reported in 87 Nutshell reviews. Automatically recognizes achievements that should be added to the leaderboard. | 65% (Based on 87 reviews) | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. 82 reviewers of Nutshell have provided feedback on this feature. | 63% (Based on 82 reviews) | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. 88 reviewers of Nutshell have provided feedback on this feature. | 76% (Based on 88 reviews) |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. This feature was mentioned in 94 Nutshell reviews. | 75% (Based on 94 reviews) | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. 94 reviewers of Nutshell have provided feedback on this feature. | 76% (Based on 94 reviews) | |
Dashboards | Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 104 Nutshell reviews. | 81% (Based on 104 reviews) | |
Goal Setting | Based on 94 Nutshell reviews. Allows teams to set trackable goals within the tool. | 75% (Based on 94 reviews) |
Administrative
Integration | As reported in 97 Nutshell reviews. Integrates with CRM and financial systems to help determine goals | 76% (Based on 97 reviews) | |
Employee Structure | Organizes team members by roles, activities and objectives and weighs tasks by importance. This feature was mentioned in 91 Nutshell reviews. | 74% (Based on 91 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. This feature was mentioned in 86 Nutshell reviews. | 72% (Based on 86 reviews) |
Integrated Workflows
Task Management | Based on 174 Nutshell reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 82% (Based on 174 reviews) | |
Email Tracking/Automation | As reported in 170 Nutshell reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 82% (Based on 170 reviews) | |
Calls and Voice | Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 138 Nutshell reviews. | 74% (Based on 138 reviews) | |
CRM Integration | Based on 148 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. | 81% (Based on 148 reviews) | |
Calendar | Based on 160 Nutshell reviews. Integrates with calendar software so users can seamlessly schedule calls. | 79% (Based on 160 reviews) | |
Shared Records | Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 147 Nutshell reviews. | 81% (Based on 147 reviews) |
Repeatability and Reportability
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 152 Nutshell reviews. | 82% (Based on 152 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. This feature was mentioned in 148 Nutshell reviews. | 81% (Based on 148 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. 132 reviewers of Nutshell have provided feedback on this feature. | 73% (Based on 132 reviews) |
AI and Automation
Lead Prioritization | Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 145 Nutshell reviews. | 77% (Based on 145 reviews) | |
Lead Scoring | As reported in 144 Nutshell reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage | 78% (Based on 144 reviews) |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates 39 reviewers of Nutshell have provided feedback on this feature. | 81% (Based on 39 reviews) | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) 36 reviewers of Nutshell have provided feedback on this feature. | 86% (Based on 36 reviews) |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch 38 reviewers of Nutshell have provided feedback on this feature. | 84% (Based on 38 reviews) | |
Offline Capability | As reported in 30 Nutshell reviews. Can used without an internet connection | 66% (Based on 30 reviews) | |
Notifications | Sends notifications when a completed form is recieved 37 reviewers of Nutshell have provided feedback on this feature. | 83% (Based on 37 reviews) | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms This feature was mentioned in 28 Nutshell reviews. | 67% (Based on 28 reviews) | |
Mobile Forms | As reported in 35 Nutshell reviews. Allows users to build, distribute and access forms from a mobile device | 79% (Based on 35 reviews) |
Generative AI
AI Text Generation | Based on 149 Nutshell reviews. Allows users to generate text based on a text prompt. | 66% (Based on 149 reviews) | |
AI Text Summarization | As reported in 149 Nutshell reviews. Condenses long documents or text into a brief summary. | 67% (Based on 149 reviews) |
