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Nutshell Reviews & Product Details - Page 7

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
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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
2,818 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

Official Interactive Demo

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

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Video Reviews

1,224 Nutshell Reviews

4.3 out of 5
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1,224 Nutshell Reviews
4.3 out of 5
1,224 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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G2 reviews are authentic and verified.
Verified User in Leisure, Travel & Tourism
UL
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 has a lot of built-in features that are included, no more added fees. If you want more, you can upgrade but I feel the prices are fair for what I get. I get excellent support and people there are eager to help. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Juat like any software, you need to understand the UI and why it was done that way. So, the learning curve is just that, just like any other software. It's not steep, just takes time to learn it. Review collected by and hosted on G2.com.

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

Loosing track of customers, keeping the thread going and going the nurturing route to push the sales down the line to hopefully sell them what I am offering. 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 to hear Nutshell's built-in features are helping you track and nourish customer relationships, and that you've received excellent support when you needed assistance!

All the best,

Jewell from Nutshell

AF
Vice President of Sales
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?

Simplicity of viewing contact cards and the sync with emails and ease of updating notes. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Not able to bulk email all contacts a mass update. Review collected by and hosted on G2.com.

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

organizing all of my sales leads and historical data in one place. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Anders! We're glad Nutshell is easy to use and helpful for organizing all your leads and data in one place!

If you'd like to send mass emails to your contacts, you can do so with our Email marketing tool included in Nutshell Marketing. Learn more about Nutshell Marketing here: https://www.nutshell.com/marketing.

All the best,

Jewell from Nutshell

MM
Senior Warehouse Executive
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Nutshell?

Its Friendly user features and integrations of CRM needs. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Good at all, suggest to make it globally standardized to make product features recognized with same pace worldwide. Review collected by and hosted on G2.com.

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

Resolving quick analytics of Product Development Direction in Graphical form to review multiple stage of product to make ensure the product is mature and selling facts and figures helps to strategize the marketing. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Muhammad! We're glad Nutshell is user-friendly, provides valuable reporting features, and is helping your team with marketing efforts!

All the best,

Jewell from Nutshell

DL
Sales & Marketing
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?

Customer Service is always available, quick to respond, and very helpful. The platform is simple and for the most part intuitve. I like that duplicate leads are able to be merged. Using the desktop version making calls and tracking interactions is fantastic. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

The mobile app is lacking. There are missing functionalities and the look is not the same. I would like to have a uniform experience on both the mobile and destop versions. Review collected by and hosted on G2.com.

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

Keeping track of email contacts and lead lists was the primary reason we needed a CRM - Nutshell does this for us. 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 to hear that our customer service team has been helpful and that you've found Nutshell's calling and conversation tracking features beneficial!

I also appreciate your feedback about the mobile app. I've shared it with our product team, as we're always working to make Nutshell the best CRM for our customers.

All the best,

Jewell from Nutshell

Verified User in Construction
AC
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?

Our team has been using Nutshell for five years now. I have to say, I'm pretty impressed with the ease of onboarding and being able to custom our pipeline for our specific business needs. In my professional opinion, I find Nutshell more straight forward and easier to utilize than the 'other' main blue cloud logo CRM system. Their pricing is fair, their customer service team has been friendly and easy to communicate with and their frequent new product releases are appreciated. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

I wish there were more options and customizations for the marketing emails. It's fine to use, but rather clunky. Review collected by and hosted on G2.com.

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

Lead generation (forms and marketing), sales pipeline, using PandaDoc integration for proposals, comment feature, reporting capabilities - I'm sure there's more! 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 to hear that Nutshell has been supporting your team for the last 5 years and helping you customize your pipelines, get support when you need it, and manage tasks like lead generation, integration with other key platforms, and reporting!

I also appreciate your feedback about wanting more customization options in Campaigns. I've shared your notes with our product development team for consideration in future updates, and we value your comments!

All the best,

Jewell from Nutshell

Verified User in Manufacturing
UM
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?

It is very simple and straightforward to setup and use. We tried other CRMs and chose Nutshell because of its simplicity. And whenever we've had questions, the support team has replied quickly. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

A minor but annoying issue is that the Outlook plugin can't be pinned....it must be reopened whenever we move from one email to the next.

And within the Nutshell database, when looking through a contact's email history, we are unable to search for specific keywords/terms. Can only search for emails within a specific date. Our use-case might be different than most others, so this may be a non-issue. Review collected by and hosted on G2.com.

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

In our small business, all the employees need to have access to all contact records and their email histories. 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 to hear that Nutshell is helping your team organize contacts and communication history, and that our support team has been helpful in answering your questions.

I also appreciate your feedback about the Outlook plugin and search capabilities within contact timelines. We're always working to make Nutshell the best CRM for our customers, so I'll pass along your comments to our product development team for consideration in future updates.

All the best,

Jewell from Nutshell

GW
Regional Customer Representative
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?

We've been using Nutshell for over 3 years for our business and it's been instrumental for keeping our client list up to date and managing our leads. They have a roadmap that consistently improves their system and features Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some of the roadmap/AI features are not very helpful for our industry. We would like if Nutshell had a scheduling feature for projects/travel. Review collected by and hosted on G2.com.

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

Nutshell helps us manage our leads and customer base, in addition to having some great custom fields that our scheduling team uses. 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, Garret! We're glad to hear your team has been using Nutshell for 3 years to manage your leads!

I also appreciate you sharing your feedback about using Scheduler to schedule projects/travel. We're always working to make Nutshell the best CRM for our customers, so I've shared your request with our product development team for consideration in future updates.

All the best,

Jewell from Nutshell

Verified User in Defense & Space
UD
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 easy and simple to use. The tags are very useful. As someone who manages the CRM regularly, the bulk editing tools save me time and effort. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Some basic features are still missing. The email tracking is not flawless. There could be more marketing features available. Review collected by and hosted on G2.com.

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

Nutshell helps us keep profiles up to date and streamline engagement. It serves as the primary platform for outreach and marketing. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your Nutshell review! We're glad Nutshell is easy to use for outreach and marketing, and that features like custom tags and bulk editing are helpful in your workflows!

I also appreciate your request for additional marketing features. We have several features launching this year to enhance your marketing arsenal, so stay tuned for updates by subscribing to our Shipping News newsletter (https://www.nutshell.com/shipping-news) or keeping an eye on our Product Updates page (https://www.nutshell.com/product-updates-roadmap).

All the best,

Jewell from Nutshell

JL
Owner - Director
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?

We really enjoy the use of the application as it helps keep items, notes, details and orders organized and easy to find. Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

We would like the phone app to be more robust and have more features to excel as the only tool needed while a sales rep is on the road. Review collected by and hosted on G2.com.

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

Collection and access of client information is key! We love seeing all the communication like emails or phone calls all in one place. Review collected by and hosted on G2.com.

Response from Jewell July of Nutshell

Thank you for sharing your positive review of Nutshell, Jonathan! We're glad to hear Nutshell is helping your team track details about and communication with clients!

I also appreciate your feedback about the Nutshell mobile app. We're always working to make Nutshell the best CRM for our customers, so I'll share your notes with our product development team for consideration in future updates.

All the best,

Jewell from Nutshell

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

It helps me keep track of all my tasks and makes collaborating with my coworkers so much easier! Review collected by and hosted on G2.com.

What do you dislike about Nutshell?

Sometimes the site doesn't load and I have to continuously refresh the page. Review collected by and hosted on G2.com.

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

It is helping me keep track of my conversations with my accounts in my book of business and helps me be more prepared for my meetings. 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 Nutshell is helping you track conversations and tasks with your accounts, prepare for meetings, and collaborate with your team!

All the best,

Jewell from Nutshell