About Nutshell

Nutshell is the CRM that sales teams love because it takes sophisticated, powerful features and wraps them in an accessible, simple, and delightful user experience. We focused first on solving the challenge from which most CRMs suffer: motivating sales teams to embrace the software.

For sales reps, Nutshell drastically reduces time-wasting data entry and supports their daily workflow keeping everything in one place. With Nutshell, sales reps don't have to worry about dropping a lead or not knowing which one to focus on. Popular integrations and easy to use tools for automated follow-up, conversation tracking, lead outreach, pipeline management, and more make Nutshell a game changer for frontline sales reps.

For sales teams, Nutshell promises to help team leaders measure and improve selling techniques, team collaboration, and the overall sales process with a variety of unique tools. Multiple pipeline development, sales automation driven by sales guidance, automated tasks, and goals, and crazy powerful reporting are just part of the incredible tool kit Nutshell keeps at your fingertips.

Nutshell has helped thousands of business take their sales operation to the next level with its award-winning product and next-door-neighbor service.

In 2021, Nutshell released Nutshell Marketing, which allows Nutshell customers to design and send beautiful marketing emails and instantly measure their engagement, directly out of Nutshell. 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.

Key benefits of Nutshell

Nutshell goes beyond features, delivering the tools, tips, and support sales teams need to win more deals. The list of Nutshell benefits is pretty long (humble brag), but these are the ones you only get with Nutshell.

1. True Ease of Use: No administrator required, no coding experience necessary, no crazy long setup. Be up and running in Nutshell in a day. Nutshell makes powerful tools like sales automation, popular software integrations, and complex reporting totally accessible to users of all experience levels.

2. Affordability: One simple price per user per month. Nutshell carries no data restrictions and no hidden fees. Enjoy unlimited click-to-call, call recordings, contacts, and document uploads.

3. Service: Unlike any other CRM, Nutshell provides all our users with free access to real human support via phone, email, or chat. We're here to support your success in any way we can.

Don't take our word for it, experience the true power of Nutshell yourself. Start your free trial today!

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Images

Sales Automation
Reporting & Performance Tracking
Pipeline Management
Contact Management
Free & Friendly Customer Support
Email Marketing Automation
Team Collaboration
View 8 more
Nutshell video
Nutshell video
Nutshell video
Nutshell video
Nutshell video
Nutshell screenshot: Sales Automation Nutshell screenshot: Reporting & Performance Tracking Nutshell screenshot: Pipeline Management Nutshell screenshot: Contact Management Nutshell screenshot: Free & Friendly Customer Support Nutshell screenshot: Email Marketing Automation Nutshell screenshot: Team Collaboration

Features

Total features of Nutshell: 90

  • @mentions
  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Advertising Management
  • Alerts/Notifications
  • Applicant Tracking
  • Appointment Scheduling
  • Assignment Management
  • Automatic Lead Distribution
  • Batch Processing
  • CAN SPAM Compliance
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Recording
  • Chat/Messaging
  • Collaboration Tools
  • Commenting / Notes
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Conversion Tracking
  • Customizable Categories
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Document Storage
  • Drag & Drop
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Estimating
  • Event Calendar
  • Event Logs
  • Forecasting
  • Geographic Maps
  • Goal Setting / Tracking
  • Help Desk Management
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • List Management
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Mobile Optimized Emails
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Progress Reports
  • Progress Tracking
  • Prospecting Tools
  • Purchasing & Receiving
  • Real Time Notifications
  • Real Time Reporting
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Spam Blocker
  • Subscriber Management
  • Task Management
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Trend Analysis
  • WYSIWYG Editor
  • Widgets
  • Workflow Management

Alternatives

Zoho CRM

4,2
#1 Alternative to Nutshell
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

Salesflare

4,7
#2 Alternative to Nutshell
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work....

Odoo

4,2
#3 Alternative to Nutshell
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Salesforce Sales Cloud

4,4
#4 Alternative to Nutshell
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Reviews

Overall rating

4,2 /5
(357)
Value for Money
4,2/5
Features
3,9/5
Ease of Use
4,2/5
Customer Support
4,2/5

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Showing 5 reviews of 357
Marilyn H.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Bang for your Buck

Reviewed on 2020/03/05

Great! It helps the team stay on track whether it's sales or implementation.

Great! It helps the team stay on track whether it's sales or implementation.

Pros

Reporting and filtering reports.
Keeping a track record of our leads.

Cons

Have to move over to pro to get more then one sales process. Pro is so expensive.

Madalynn P.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

An Elegant Yet Powerful CRM

Reviewed on 2019/10/24

We are now better organized with our sales process and are more collaborative. This allows us to...

We are now better organized with our sales process and are more collaborative. This allows us to keep our important information in one place that is easy to use and work as a team to get things done!

Pros

I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.

Cons

I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.

Prescott P.
Overall rating
  • Industry: Mining & Metals
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

leads don't allow you to easily sell services, only products. After sale service is hindered.

Reviewed on 2017/05/08

We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

Pros

Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Cons

Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.

Greg W.
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Nutshell VS Act

Reviewed on 2021/01/08

Pros

I was an ACT user for 10+ years and when they went to an cloud solution the product because so slow and crappy I had to make a switch. Testes and used many programs and landed on Nutshell. Great product & great support!

Cons

The process of a lead and a person a little confusing at 1st.

Jean-marie K.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Perfect solution for startups

Reviewed on 2021/01/09

Everything was really great. From the sales, through deployment, and ongoing support.

Everything was really great. From the sales, through deployment, and ongoing support.

Pros

Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.

Cons

Some features need improvement or expansion but our rep told us all the ones we asked about are already in their production queue.

Showing 5 reviews of 357 Read all reviews

Nutshell FAQs

Below are some frequently asked questions for Nutshell.

Nutshell offers the following pricing plans:

  • Starting from: US$19,00/month
  • Pricing model: Subscription
  • Free Trial: Available

14-day free trial, no credit card required. NUTSHELL SALES Starter: $19/user/month (billed annually) or $22/user/month (billed monthly). Pro: $35/user/month (billed annually) or $39/user/month (billed monthly). NUTSHELL MARKETING - Send 150 messages/month for free - Paid subscriptions start at just $5/month Find out what Nutshell will cost your team at https://www.nutshell.com/pricing/

We do not have any information about Nutshell features

Nutshell has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000

Nutshell supports the following languages:

English

Nutshell supports the following devices:

Android (Mobile), iPhone (Mobile)

Nutshell integrates with the following applications:

3CX, ActiveCampaign, Asana, Box, Constant Contact, Facebook, FreshMail, Gmail, Google Contacts, Google Drive, HubSpot CRM, JotForm, Kixie PowerCall, LiveChat, Mad Mimi, MailUp, Mailchimp, Microsoft 365, Microsoft Outlook, Olark, PandaDoc, Pure Chat, Quickbooks Online, Reply, ScheduleOnce, Slack, Trello, Twitter, Typeform, Unbounce, WebMerge, Wufoo, Yesware, Zapier, Zendesk

Nutshell offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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