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Nutshell Reviews & Product Details - Page 5

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
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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
2,820 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

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
HC
Hayley C.Small-Business (50 or fewer emp.)
5.0 out of 5
"Our Small Business LOVES Nutshell"
We enrolled back in 2022, and Nutshell has played a pivotal role in our day-to-day operations since then. The platform is very user-friendly and al...
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Video Reviews

1,223 Nutshell Reviews

4.3 out of 5
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1,223 Nutshell Reviews
4.3 out of 5
1,223 Nutshell Reviews
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)
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JG
Event Sales Designer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

We use an internal system designed specifically for our company and Nutshell has allowed us to link with it to keep us organized. Once the infrustructure is in place, it's relatively intuitive in it's use. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Nutshell seems to be tailored to a different industry. I work in event design and production - primarily weddings - and don't use many of the features. Review collected by and hosted on G2.com.

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

It keeps my notes straight and helps me stay organized with each client. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you so much for sharing your review of Nutshell, Jen! We're glad Nutshell is keeping you organized with all of your clients and notes, and that your team is able to integrate Nutshell with your internal system!

While Nutshell is primarily built for B2B sales and marketing teams, many features like automation and email marketing make Nutshell an excellent option for event management teams. Here's a link to our Event Management Industry Guide so you can learn more about using Nutshell to manage your clients, catering partners, and other key stakeholders for the events you plan and produce: https://www.nutshell.com/industries/event-management-crm.

All the best,

Jewell from Nutshell

Verified User in Consulting
UC
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 use Nutshell to track projects as theymove through our pipeline.

Often this means that I see the project in its initial stages, and can easily see where each project is at. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes when sorting through my projects it can get a little bloated, and I have to play with and rely on very specific filters to see what I need.

At times, Nutshell can be a little slow -but that may be a problem on my end. Review collected by and hosted on G2.com.

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

When I receive a call from a team member, they can just give me the Nutshell number and in an instant we are both on the same page. We both can see what our next steps are, who to reach out to in a few minutes. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your review of Nutshell! We're glad Nutshell is making it easier for you to track projects in your pipeline and collaborate with team members to coordinate your sales efforts!

All the best,

Jewell from Nutshell

DD
Business Dev Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

I like that it can help you get organized. It has many options so you can keep it simple or use many different tools. Easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

It does not always show when the last time you contacted someone when it is through your email even when it is linked. Review collected by and hosted on G2.com.

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

First, it keeps my contacts in one spot instead of spreadsheets. Second, it reminds me to reach out to contacts. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Dana! We're glad Nutshell is helping you organize your contacts and streamline communication!

Our support team would be glad to help you resolve the issue with your email sync! You can contact them by clicking the "?" in the upper right of your screen while logged into Nutshell.

All the best,

Jewell from Nutshell

All the best,

Jewell from Nutshell

JD
Chief Marketing Officer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

It does what it needs to do with lots of tips on screen for beginers. Reporting is basic but is enough for my clients. Integrated email marketing definitely helps with lead nurture and customer relationships. Customer support is always quick and thorough. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some aspects aren't consistent. Like if I stop automated emails on a lead, it stays at the top as stopped even if I restarted in email sequence below.

Tasks and Activities can get confusing to remember the difference. Review collected by and hosted on G2.com.

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

Organizing contacts, managing leads, reaching propsects and customers regularly. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Jennifer! Our team is glad that Nutshell has been easy for you to learn and helpful for nurturing leads and relationships, organizing contacts, and managing leads!

For more information about the difference between Activities and Tasks, see our support article here: https://support.nutshell.com/en/articles/8429095-difference-between-activities-vs-tasks.

All the best,

Jewell from Nutshell

All the best,

Jewell from Nutshell

JS
Operations Manager
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 like that it is easy to search archival commuication between customers and my company. I often use it to keep track of previous communications and gather information to better assist my customers and my bosses in their decision-making. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish there was a way to send all my emails into Nutshell without always having to remember to use the bcc email address. Also, more options for a support integration would be great. Review collected by and hosted on G2.com.

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

Archival information from previous employees. It helps me get a more well-rounded view of what has been discussed previously so I can remain consistent. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Jessica! We're glad to hear that Nutshell is helping you track communication with customers and make more data-informed decisions!

Good news: Nutshell enables email sync with any Gmail address, Office 365 address, or email from another provider, removing the need to BCC emails in. You can learn how to sync your email here: https://support.nutshell.com/en/articles/8428950-how-to-connect-your-email-with-nutshell. For more on email sync controls, go here: https://support.nutshell.com/en/articles/8429009-how-to-control-which-emails-sync-into-your-nutshell-account.

We also appreciate your feedback about integrations. All of our support and communication integrations can be found here: https://www.nutshell.com/integrations-category/communication. Nutshell also integrates with thousands of apps through Zapier, and you can search for the integration you're looking for here: https://zapier.com/apps/nutshell-crm/integrations.

All the best,

Jewell from Nutshell

VP
Senior Android Developer
Information Technology and Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Nutshell?

Nutshell's user-friendly interface and straightforward navigation make it easy to track accounts, manage all of our sales processes, and combine all aspects of engaging with current and prospective customers. Covering initiatives that target prospects and customers, the workflow of this area can be achieved using an algorithm and simple criteria. This includes aspects such as metrics, social media management, customer support, email marketing, inventory and human resources management. One of the features that allows you to start using it during the webinar engagement is the tool. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

A few things that could be better with this fantastic CRM solution are the inclusion of tutorial manuals and a basic configuration of the CRM so that users can see how to set up the program initially. Also, the customer support is really slow. Review collected by and hosted on G2.com.

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

Several market segments are currently using Nutshell to track sales. Customer tracking starts at the prospect stage and continues through the sales funnel, from qualifying leads to engaged customers to closes. For large companies with many stakeholders, this tool has been great for lead tracking, and for the mid-sized companies that use our products, it has been fantastic. We can upgrade our current method of tracking sales, sending reminders, and communicating with spreadsheets to a more organized system. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for your positive review of Nutshell, Vahe! We're excited to hear how Nutshell is helping your team seamlessly manage sales processes, sales tracking, and customer engagement!

We also appreciate your feedback about wanting more tutorials. Our Onboarding Guide to Nutshell page (https://www.nutshell.com/lp/self-onboarding-guide) is designed to give you a head start setting up Nutshell for your needs. You can also find more videos and support articles in our help center, linked at the bottom of the page!

All the best,

Jewell from Nutshell

Verified User in Environmental Services
UE
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Nutshell?

1) Nutshell Marketing. Has revolutionized our ability to stay in touch with clients, to market to clients, and to move freight. Literally equivalent to an FTE, or more.

2) Project Management. Allows us to keep up-to-date tabs on 100+ simultaneous projects.

3) Customer Support. Prompt. Genuinely interested. Genuinely helpful and responsive. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Apart from a couple of niggling details, I have zero complaints about Nutshell. Review collected by and hosted on G2.com.

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

See above. Nutshell has been transformative in helping us improve our marketing to and communications with clients and service providers. We are SO much more efficient.

Our weekly sales/project reviews have been driven by Nutshell for years. In our busiest season we need to track dozens of projects in various stages of sales, implementation, and closeout. I cannot imagine how we would do this without Nutshell.

I know we are using only a fraction of Nutshell's total capabilities, but that fraction is absolutely critical to our sucess. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you so much for sharing your kind words and positive experience with Nutshell! We're excited to hear Nutshell is helping you market to clients, manage projects, and improve efficiency! It's feedback like yours that helps motivate us to keep making Nutshell the best CRM for our customers!

Sincerely, Jewell from Nutshell

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

Perfect place to house all my leads- easy to use- and interaction with everyone at Nutshell has been outstanding - from sales to support- timing responses to my needs and questions Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

the difference between people reocrds and company records can be a bit confusing at first but easily resolved once learned Review collected by and hosted on G2.com.

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

Keeping all my data in one place and using reminders to follow up on sales calls was my big need Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Nick! We're glad that Nutshell is easy to use and helps you track reminders and data. I'm also happy to hear that our team has been quick and supportive in answering your questions!

All the best,

Jewell from Nutshell

SR
Marketing Coordinator
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 is easy to use - whether it's creating a broadcast, a list, or even contacting support with a question you may have. Customer support is by far the best part about nutshell. Every time I had an issue or was unsure of how to use a specific feature, they were there to help. Most of the time with rapid response! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The downside about Nutshell that I have experienced is the lack of ability to easily, completely freestyle the broadcasts and import certain design aspects. Review collected by and hosted on G2.com.

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

Reahcing all clients at once effectively 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, Sadie! We're glad that Nutshell is easy for you to use for your email marketing campaigns and that our support team has been helpful and responsive whenever you've needed assistance!

We also appreciate your feedback about email design. We're always working to make Nutshell the best CRM for our customers, so I've shared your request with our product team for consideration in future updates.

All the best,

Jewell from Nutshell

DC
Industry Liaison, Jabs School of Business
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Nutshell?

Ease of setup and use, and the mapping function Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I don't use some features (e.g., pipeline), so the dashboard is cluttered with irrelevant noise. Review collected by and hosted on G2.com.

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

As an Industry Liaison for a School of Business at my university, I constantly interact with community partners, employers, alumni, and current students. Nutshell provides instantaneous intel for upcoming meetings, outreach campaigns, and out-of-area trips. I answer questions quickly about companies (e.g., how many alumni work there?) and people (e.g., guest speakers, where I met them) so that outreach is tailored and we look like geniuses. Nutshell has given me back so much time!

I also love seeing who has opened my emails and if they clicked on links. This insight benefits me in follow-up conversations and evaluating what works.

Since signing up with Nutshell to manage my CRM workflow, I've given other departments demos of how they can efficiently manage and track complex relationships. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for your positive review of Nutshell, Dawn! We're glad to hear Nutshell's relationship management and engagement tracking features help your team deliver tailored outreach and "look like geniuses" so you can build stronger relationships and keep growing your university!

And good news - your dashboard is completely customizable, so you can tailor it to suit the metrics you're most interested in. You can learn more at our support article here: https://support.nutshell.com/en/articles/8428912-how-do-i-customize-my-dashboard-cards.

Thanks so much for sharing your team's experience, and happy Nutshelling!

Jewell from Nutshell