Nutshell

CRM and sales automation for small businesses

4,2 /5 (350 reviews) Write a Review!

Nutshell Overview

What is 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. Let us help you.

Nutshell Overview

Pricing

Starting from
US$19,00/month

Pricing options

Free Trial
Subscription
Value for money

14-day free trial, no credit card required.
Starter: $19/user/month (billed annually) or $22/user/month (billed monthly).
Pro: $35/user/month (billed annually) or $39/user/month (billed monthly).
Pro+: $69/user/month (billed annually) or $79/user/month (billed monthly).


Nutshell Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Reporting & Performance Tracking
Contact Management
Free & Friendly Customer Support
Sales Automation
Team Collaboration
Pipeline Management
Sales Automation advances leads from one stage to the next
Nutshell video Nutshell screenshot: Reporting & Performance Tracking Nutshell screenshot: Contact Management Nutshell screenshot: Free & Friendly Customer Support Nutshell screenshot: Sales Automation Nutshell screenshot: Team Collaboration Nutshell screenshot: Pipeline Management Nutshell screenshot: Sales Automation advances leads from one stage to the next

Nutshell Reviews

Nutshell Reviews

Overall rating
4,2
/
5
Excellent
145

Very good
146

Average
47

Poor
10

Terrible
2

Value for Money
4,2
Features
3,8
Ease of Use
4,2
Customer Support
4,2
83% recommended this app
Marilyn H.

Bang for your Buck

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


Madalynn P.

An Elegant Yet Powerful CRM

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!


Prescott P.

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

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


John G.

A Full Featured Sales CRM

Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other. But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio.


Steven S.

Fantastic small/medium-sized-biz CRM

New sales people are able to jump right in with minimal training. Workflows are customizable, and tracking prospect information is a breeze.


Marilyn H.
Industry: Financial Services
Company size: 11-50 Employees

Bang for your Buck

Used Daily for 2+ years
Reviewed on 2020/03/05
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Madalynn P.
Industry: Marketing & Advertising
Company size: 11-50 Employees

An Elegant Yet Powerful CRM

Used Daily for 1-5 months
Reviewed on 2019/10/24
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Prescott P.
Industry: Mining & Metals
Company size: 11-50 Employees

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

Used Daily for 2+ years
Reviewed on 2017/05/08
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 4.0/10

John G.
Industry: Accounting
Company size: 2-10 Employees

A Full Featured Sales CRM

Used Daily for 1+ year
Reviewed on 2020/07/02
Review Source: Capterra

Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other. But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio.

Pros

This CRM walks the less experienced sales rep through the entire sales process even recommending when to follow up even suggesting additional steps should be taken to get to the close. Upon close it automatically updates the customer database and the task management features facilitate the onboarding process. It also has a neat "Click-to-Call" feature that calls and optionally records directly from your prospect list providing an excellent sales training vehicle.

Cons

We would like to have seen the developers respond more quickly to feature suggestions but as a Sales CRM it is untouchable.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Steven S.
Company size: 51-200 Employees

Fantastic small/medium-sized-biz CRM

Used Daily for 2+ years
Reviewed on 2017/11/17
Review Source: Capterra

New sales people are able to jump right in with minimal training. Workflows are customizable, and tracking prospect information is a breeze.

Pros

Nutshell has been great for our software firm as it grew from a startup to a mid-market company. Nutshell is very similar to us in age, culture, feature philosophy, etc. so I always enjoy interacting with the team. The Support (via chat and email) is excellent and they are always willing to hear new feature ideas and requests. The affordability makes it a great first CRM for new and small businesses.

Cons

Importing can sometimes result in a lot of duplicate leads, so data cleanliness becomes a bit of an issue as you grow. Reporting has some room to grow but it's not too bad right now.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
8/10
Based on 350 user ratings
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Nutshell Pricing

Nutshell Pricing

Starting from
US$19,00/month
Free Trial
Subscription
Value for money

14-day free trial, no credit card required.
Starter: $19/user/month (billed annually) or $22/user/month (billed monthly).
Pro: $35/user/month (billed annually) or $39/user/month (billed monthly).
Pro+: $69/user/month (billed annually) or $79/user/month (billed monthly).

14-day free trial, no credit card required.
Starter: $19/user/month (billed annually) or $22/user/month (billed monthly).
Pro: $35/user/month (billed annually) or $39/user/month (billed monthly).
Pro+: $69/user/month (billed annually) or $79/user/month (billed monthly).

Value for Money
4,2/5
Based on 350 user ratings
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Nutshell Features

Nutshell Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
3,8/5
Based on 350 user ratings
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Categories

Additional information for Nutshell

Additional information for Nutshell

Key features of Nutshell

  • Auto-assignment of leads
  • Automated task reminders
  • Board, list, map & chart pipeline views
  • Call recording
  • Click-to-call dialing
  • Colleague tagging
  • Communications log
  • Contact profiles
  • Contact, calendar & email import
  • Conversion tracking
  • Drag-and-drop interface
  • MailChimp integration
  • Mobile alerts
  • Pipeline management
  • Sales coaching
  • Sales forecasting
  • Sales performance tracking
  • Sales process automation
  • Team productivity tracking
  • Trend analysis

Benefits

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!

Nutshell FAQs

Nutshell FAQs

Below are some frequently asked questions for Nutshell.

Q. What type of pricing plans does Nutshell offer?

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. Starter: $19/user/month (billed annually) or $22/user/month (billed monthly). Pro: $35/user/month (billed annually) or $39/user/month (billed monthly). Pro+: $69/user/month (billed annually) or $79/user/month (billed monthly).

Q. What are the main features of Nutshell?

Nutshell offers the following features:

  • Auto-assignment of leads
  • Automated task reminders
  • Board, list, map & chart pipeline views
  • Call recording
  • Click-to-call dialing
  • Colleague tagging
  • Communications log
  • Contact profiles
  • Contact, calendar & email import
  • Conversion tracking
  • Drag-and-drop interface
  • MailChimp integration
  • Mobile alerts
  • Pipeline management
  • Sales coaching
  • Sales forecasting
  • Sales performance tracking
  • Sales process automation
  • Team productivity tracking
  • Trend analysis

Q. Who are the typical users of Nutshell?

Nutshell has the following typical customers:

Small Business, Freelancers, Mid Size Business

Q. What languages does Nutshell support?

Nutshell supports the following languages:

English

Q. What type of pricing plans does Nutshell offer?

Nutshell has the following pricing plans:

Subscription

Q. Does Nutshell support mobile devices?

Nutshell supports the following devices:

Android, iPhone

Q. What other apps does Nutshell integrate with?

Nutshell integrates with the following applications:

Bitium, Checkfront, FreshMail, Kixie, LiveChat, Mad Mimi, Nimble, SeamlessGov, Zapier, Zendesk

Q. What level of support does Nutshell offer?

Nutshell offers the following support options:

Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials, FAQs