Save to My Lists
Optimized for quick response

Nutshell Reviews & Product Details - Page 3

Nutshell Overview

What is Nutshell?

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.

Nutshell Details
Product Website
Languages Supported
English
Show LessShow More
Product Description

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

How do you position yourself against your competitors?

Nutshell is an all-in-one sales, marketing and engagement platform for businesses that are tired of juggling separate sales and marketing tools, and don’t want to pay a full time admin to manage their software.

Nutshell is fully featured, it’s extremely affordable, and we offer the best support experience in the sales and marketing software space, hands down.

Our software works best for B2B businesses with inside sales teams that have relatively long sales cycles, or have sales models where building relationships is a priority. If your goal is to acquire customers and retain them for a long time, Nutshell will be a great fit.

With Nutshell, you’ll be up and running in days (not weeks), you'll never need an implementation consultant or “CRM administrator,” and your whole team will have access to free and friendly customer support.


Seller Details
Seller
Nutshell
Company Website
Year Founded
2009
HQ Location
Ann Arbor, Michigan
Twitter
@nutshell
2,818 Twitter followers
LinkedIn® Page
www.linkedin.com
1,126 employees on LinkedIn®
Phone
(888) 336-8808
Description

Nutshell is a customer relationship management (CRM) platform designed to help businesses streamline their sales processes and improve customer relationships. The platform offers features such as sales automation, pipeline management, and reporting tools, enabling teams to track their interactions and optimize their workflows. Nutshell caters to small and medium-sized businesses, providing an intuitive interface and integrations with various applications to enhance productivity and collaboration. For more information, visit their website at https://www.nutshell.com.


AF
Overview Provided by:
Building growth software at Nutshell

Recent Nutshell Reviews

AN
Adam N.Small-Business (50 or fewer emp.)
4.5 out of 5
"Super quick and simple to get this up and running"
The ease of setup was great, good support team as well, they solved a handful of challenges larger CRMs put in the way when migrating over.
DN
Daniel N.Small-Business (50 or fewer emp.)
5.0 out of 5
"Super Happy - New features always coming"
I love all the automation that we have been able to incorporate into the CRM, Pipeline and back office operations team. Nutshell has allowed us to ...
Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Knowledgable and Speedy response"
It's easy to use, the monthly training, and the excellent IT support

Nutshell Media

Nutshell Demo - Sales Automation
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...
Nutshell Demo - Pipeline Management
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.
Nutshell Demo - Reporting
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...
Nutshell Demo - Email
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.
Nutshell Demo - Contact Management
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.
Nutshell Demo - Email Marketing
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.
Play Nutshell Video
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.
Play Nutshell Video
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.
Play Nutshell Video
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.
Play Nutshell Video
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
Play Nutshell Video
Learn about the exciting product updates from 2024 and unveil our plans for Q1 2025

Official Interactive Demo

Nutshell demo available

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

Official Downloads

Answer a few questions to help the Nutshell community
Have you used Nutshell before?
Yes

Video Reviews

1,223 out of 1,224 Total Reviews for Nutshell

4.3 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
1,223 out of 1,224 Total Reviews for Nutshell
4.3 out of 5
1,223 out of 1,224 Total Reviews for Nutshell
4.3 out of 5

Nutshell Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for NutshellQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
BD
Managing Operator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

The user interface is incredibly intuitive, making it easy to navigate even for someone without a technical background. Setting up and customizing workflows was a breeze, and I can now track leads, manage customer interactions, and automate follow-ups with just a few clicks. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The program does have a large list of options and possiblities. At first glance I though that it might be too much... more than I needed. But after diving in a bit, I determined to only use exactly what I needed and forget about the options/services that were not important to me. It's alot to unpack, at first glance. Review collected by and hosted on G2.com.

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

One of the standout features for me is the powerful reporting and analytics tools. I can easily monitor sales performance, track key metrics, and generate detailed reports in real-time. This has allowed me to make informed decisions and improve my productivity significantly. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Brian! Our team is glad to hear that Nutshell is easy to use and helps you track leads and automate follow-ups! We're also excited that Nutshell's reporting and analytics tools are helping you monitor your sales performance and improve productivity!

Nutshell does have a lot of features to unpack - and the use-as-you-grow approach is exactly why we create so many useful features for our customers! If you'd like more resources to get the most out of Nutshell for your use case, check out our Guided Tours page: https://www.nutshell.com/guided-tours. We offer ongoing live demos and pre-recorded webinars that can help you dive into Nutshell's features and determine what options might be the most beneficial for your team!

All the best,

Jewell from Nutshell

MA
Sr Product Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

Easy to use, great support team, great AI bot that can answer most questions, good outbound email / lead mgmt functionality, good reporting / dashboards. importing / exporting data is straightforward. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish we could connect 2 people via an entity that was not a company, and then put those 2 people on a lead to receive the same outbound marketing treatment. then if either of them acts, the lead is considered won. we should be able to store "components" to re-use in emails. templates are helpful, but being able to drag and drop pre-built, branded components would be even better. the "might be a duplicate" functionality is too wide open - should be more stringent so you can just mass apply it. Review collected by and hosted on G2.com.

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

email marketing, lead mgmt / sales tracking. supports acquisition (conversion) and retention efforts. and general brand awareness. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Mary! We're glad Nutshell is helping you manage leads and email marketing, supports your customer acquisition and retention efforts, and is easy to use!

I also appreciate your feedback about some features you'd like to see within Nutshell. I've shared them with our product team for consideration in future updates, as we're always working to make Nutshell the best CRM for our customers.

All the best,

Jewell from Nutshell

DR
President, Board of Directors
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

So far, the best part of Nutshell is the integration with my preferred email client. I also like that it enables me to have all of my email interactions in the same basic place as other notes and activities that take place with my leads and clients. The White Glove service to begin using the platform was awesome. I also appreciate the Help features. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I would like the font to be larger and the colors separating the various components to be brighter. That would make reading the content and navigation easier. Review collected by and hosted on G2.com.

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

Keeping better track of sales opportunities and leads Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, David! We're glad that Nutshell is helping you organize emails, notes, and activities with all your leads and clients! I'm also happy to hear our White Glove import and support services are meeting your needs!

All the best,

Jewell from Nutshell

JM
founder
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

Its a simple bit of software to get your herad around, you get a good amount of functionaility just on the basic package if your just starting out, and the customer service is great, one time they spent an hour with me getting the system just as i wanted it Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

as with everything more functionaility on the lower levels, to get the system i really want it will cost me $42 a month and for a single user in a start up thats just to much of a hit on cashflow Review collected by and hosted on G2.com.

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

it just make keeping track of enquiries easier, im also looking at what else it can do, but its early days Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, James! We're glad that Nutshell's functionality and customer service are meeting your needs and helping you grow your business!

All the best,

Jewell from Nutshell

FZ
Web Development Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Nutshell?

In 2010, we transitioned from an outdated CRM solution to Nutshell. Since then, their platform has undergone significant improvements. We particularly appreciate the seamless Google integration, which enables automatic email synchronization without the need for manual attachments. Additionally, the process design is highly user-friendly and efficient. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The current platform effectively addresses our requirements, and I can discern no significant drawbacks. We consistently utilize the application, and its functionality is exceptional. Furthermore, its seamless integration with Google Apps further enhances its usability. Review collected by and hosted on G2.com.

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

Nutshell addresses the challenge of effectively managing customer relationships and sales pipelines. By integrating communication, contact organization, sales activity tracking, and lead management into a centralized platform, Nutshell streamlines operations and enhances efficiency. This approach enables me to save time, reduce administrative burdens, and improve overall sales performance through enhanced visibility and insights into the sales process. By staying organized and prioritizing key tasks, Nutshell facilitates the nurturing of relationships and ultimately facilitates the closure of more deals with reduced effort. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Frank! We're glad to hear that Nutshell has been a great solution for your team over the last 14 years and has helped you achieve goals like tracking sales, streamlining your operations, and improving sales performance. Our team is excited to have partnered with your and helped your company grow over the last decade. Looking forward to seeing even more growth at your company in the years ahead!

All the best,

Jewell from Nutshell

TC
Customer Experience Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

The Customer Support team at Nutshell have been extremely supportive in helping us to create a CRM around a complex sales pipeline that requires us to manage our customers service & maintenance needs, post sale. If our assigned specialist is unable to answer a question, they have additional resource available in the form of subject matter exerts, who have proved valuable to the implementation of the CRM.

Having Nutshell available as an app. means we are able to stay up to date with every prospect, regardless of where we are. Furthermore, the broadcast and email sequencing feaures are a big plus for us. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some of the features we would like are not available, meaning we have to revise our processes to fit the app. Review collected by and hosted on G2.com.

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

Historically our biggest issue was tracking customers post sale & delivery of product. Implementing Nutshell has enabled us to be proactive in quoting & scheduling service across our customer base. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you so much for sharing your positive review of Nutshell, Tony! We're glad that our support team has been so helpful in helping you customize and implement Nutshell to fit your needs and better serve your customers. We're also excited to hear about how you're using the mobile app and email broadcasts and drip sequences!

If you have more specific feature requests, please share them with us! We're always working to make Nutshell the best CRM for our customers and would be glad to hear any and all feedback from your team.

All the best,

Jewell from Nutshell

Verified User in Human Resources
UH
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

I've had a great time since becoming a user of Nutshell. While it takes a bit of onboarding to learn the CRM, it's much more user-friendly than something like Salesforce, and when I need help, using their chat help feature gets me to a real person everytime! Their help desk is proactive and clear. When I've had UX suggestions, I've reached out and they've set up calls with their product development team for me to give my suggestions. They address issues quickly and succintly and they are constantly rolling out new features that make my job easier and more effective. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The servers are sometimes glitchy and slow, so my leads don't update as quickly as I wish they would when I'm working with a big list. Review collected by and hosted on G2.com.

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

It helps me develop streamlined communications to nurture my leads and ultimately help me achieve my sales goals. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell! We're glad that Nutshell is helping you streamline communication to nurture leads and achieve your sales goals! We also appreciate your feedback about ways we can improve the platform - we're always working to make Nutshell the best CRM for our customers, and we truly value your suggestions!

All the best,

Jewell from Nutshell

MC
Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

I finally found a CRM worth paying for!! I have tried numerous and none of them were user friendly or easy to look at. Nutshell's interface is friendly to look at and easy to use. I am able to navigate the menus and now what I am doing. No programming degree required. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It's not so much a dislike, but more of oversight. I keep finding new features that are included in my plan. So, I feel Nutshell should do more with advertising their features included. I know there is a lot, so may be to difficult to list them all. Review collected by and hosted on G2.com.

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

Nutshell allows me to keep notes about conversations (email, calls, sms) with my customers, which is great for referring back to. It is also allowing me to keep my leads more organized and help me make sure I am reaching out to potential customers on a timely manner. This i did not previously have and it has worked great. Being able to have multiple lead flows is nice. I have one for new customers and one for existing customers. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Matt! We're excited to hear that Nutshell is worth it for your team, that the interface is easy to use, and that you're enjoying Nutshell's note tracking, lead organization, and multiple pipelines!

I also appreciate your feedback about finding new features in your plan. You can keep up with recent updates by subscribing to our Shipping News newsletter or keeping an eye on our Product Updates page: https://www.nutshell.com/product-updates. You can also attend a Nutshell Best Practices webinar for more insight into how to get the most out of Nutshell: https://www.nutshell.com/guided-tours/nutshell-best-practices.

All the best,

Jewell from Nutshell

All the best,

Jewell from Nutshell

DK
Marketing Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Nutshell?

The customer service we have received from Jennifer Hardy!!! She has been fantastic!! She's very helpful, understands the huge change that is currenlty happening in our sales/marketing team to help us navitage the best strategy and implementation moving forward! And, she is VERY responsive. An excellent account rep for our team! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Integration has been, ok. We are trying to get the team to use on a daily basis, but we are still struggling somewhat since they have never used a CRM before. Review collected by and hosted on G2.com.

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

Our team is old-schooled; they were using a lot of pen and paper before so the transition has been tough! Jennifer Hardy has been a key ingredient in trying to get us up and running with a team that is very resistant to change. it's helping us track our sales teams, seeing anlytics, etc. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you so much for sharing your positive review of Nutshell, Denise! We're glad our onboarding team has been able to help kickstart your team's adoption of Nutshell so you can better track sales, leads, analytics, and more!

All the best,

Jewell from Nutshell

NB
Sales &amp; Customer Service
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

Nutshell helped our company immensely on streamlining the operations. It's pretty intuitive, therefore pretty easy to integrate it with your day-to-day work and get other colleagues used to it.

I didn't have to contact Customer Support too often, but the service was superb. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I can't think of any negative points regarding Nutshell. Review collected by and hosted on G2.com.

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

It helps us out a lot streamlining and setting up reminders for the many steps that we have in our sales. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Nicolas! We're glad that Nutshell is helping your streamline operations, keep your sales team on track with activities and reminders, and that our Support team has been able to resolve any questions you've had along the way!

All the best,

Jewell from Nutshell