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Nutshell

Score9.1 out of 10

35 Reviews and Ratings

What is Nutshell?

Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.

Read more details.

Categories & Use Cases

Media

Screenshot of Nutshell's dashboard, mobile app, and sales metrics.
Screenshot of the interface to build custom pipelines.
Screenshot of where to measure contact engagement with Nutshell Marketing emails, forms, website traffic, and landing pages.
Screenshot of the interface to engage with website visitors and leads throughout the buying journey via multiple channels using Nutshell Engagement. Channels include SMS, AI webchat, WhatsApp, Facebook Messenger, and Instagram DMs.
Screenshot of Quotes & Invoices, where users can create, send, and monitor custom quotes and invoices without leaving Nutshell.

1 / 5

Screenshot of Nutshell's dashboard, mobile app, and sales metrics.

Nutshell Key Features

Learn about the best (and worst!) features Nutshell has to offer, as determined by TrustRadius' reviewers.
Based on 35 ratings of Nutshell's features
View all Nutshell features

Top Performing Features

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 8.3

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.4

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.4

Areas for Improvement

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 8.3

  • Interaction tracking

    Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

    Category average: 8.4

  • Email marketing

    This involves the ability to send mass email to groups of people based on particular qualifications.

    Category average: 8.3

Who Buys & Uses Nutshell CRM

Nutshell Reviews

What users are saying about Nutshell.
View all Nutshell reviews

Does one thing and does it well

Incentivized
Nicholas Bell, Ph.D.View profile
Chief of Staff at Keywell.ai (1-10 employees)

Use Cases and Deployment Scope

We share Sales across three functional groups in our org. Nutshell helps us stay organized, and also makes it so much easier to keep a record of our communication with our prospects. We can have long sales cycles so maintaining a single source of truth for our client communications is really helpful.

Pros

  • Lead/Sales Process Management
  • Email Management
  • Intuitive UI

Cons

  • UI a bit dated
  • Missing some modern bells and whistles
  • Not enough user guidance to ensure best practices are followed

Return on Investment

  • Fewer prospects going cold
  • Easier to manage multiple types of relationships
  • More consistent newsletter generation

Usability

Other Software Used

ClickUp, Slack, Clockify

Phenomenal solution at a reasonable price

Incentivized
Verified User
Vice-President in Sales (1-10 employees)

Use Cases and Deployment Scope

CRM needs, sales needs, team effectiveness analytics and performance management, email marketing, website registration form, sales analytics

Pros

  • Extremely easy to use
  • Excellent value at the price
  • Great analytics and reporting features

Cons

  • Enable more integration with Gmail (like Copper)
  • More custom fields

Return on Investment

  • Clarity on prospecting in terms of size and management
  • Full account history
  • Allows for better evaluation of our sales team's performance

Usability

Alternatives Considered

Zoho CRM, Copper CRM and Salesforce CRM Analytics

Nutshell is a game-changer for our team.

Incentivized
VICTORIA ANDRETTA
Director of Marketing in Marketing at Illume Fertility (51-200 employees)

Use Cases and Deployment Scope

The system is used to organize and structure all of our sales team's contacts, keep track of organizations we service and providers. We track activities, engagement and effectiveness of our efforts. It helps us to form strategies and map out visits, shift objectives if necessary, and prioritize quarterly and annual plans.

Pros

  • It organizes our contacts, offices, and budget spends
  • Provides effective AI tools
  • Excellent support and onboarding experience

Cons

  • My team and I have encountered only positive benefits of the system.
  • We're pleased throughout the experience with Nutshell.
  • We strive to continue effective use of the system.

Return on Investment

  • Organization means value
  • Visit tracking demonstrates ROI
  • Record-keeping and communication within the system is imperative

Usability

Alternatives Considered

Pipedrive

Other Software Used

monday CRM, Formstack for Salesforce, Built for Teams

Nutshell - Great tool for small business!

Incentivized
Molly SchwartzView profile
Finance Manager in Finance and Accounting at Cawood Flooring Systems (1-10 employees)

Use Cases and Deployment Scope

It is used throughout the organization. It follows projects through all stages and allows easy access for all associates to be able to answer customer's questions.

Pros

  • streamlines sales process
  • allows easy access for all associates to help customers
  • ensures consistent experience for all customers

Cons

  • integration with email doesn't work as advertised
  • would like integration with quickbooks
  • If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.

Return on Investment

  • The system makes sure all steps in the sales/project process are covered. We save money by having everything we need to proceed with projects.
  • All employees have access to information needed to help customers rather it is their project or not. This helps with customer retention.
  • Information remains in one place. It is easy to find if needs arise in the future. We don't need to waste time or money redoing work already done.

Usability

Alternatives Considered

QuickBooks Online

Other Software Used

QuickBooks Online

Nutshell: one of the best CRMs available

Incentivized
Andrew BankView profile
CEO - Strategy, Product Management, and Business Development in Sales at i2B Strategies (1-10 employees)

Pros

  • Viewing the Leads list is great. Viewing it as a list, or in a visual format on a Board is very helpful. The filters are also awesome for creating custom views into your Leads and only focusing on specific segments at a time.
  • Nutshell makes it very easy to reach out to contacts on a regular basis. With reminders, scheduling, and email templates, it's truly a piece of cake to make this all happen.
  • Nutshell's mobile app is also very nice. It doesn't allow you to do everything, but walking to work every day, I'm able to see at a single glance what needs to get done, and also to make phone calls and outreach with just a click.

Cons

  • Although Nutshell has a nice duplicate-finding feature, it only does this *after* data has been imported. It could be better at finding, removing, or merging duplicates during import.
  • I wish there was more flexibility in adding our own products to the system. We have some complex subscription products and they don't always fit into the fields that Nutshell allows.

Return on Investment

  • Strong ROI in terms of being able to get going quickly on sales and focus on what matters most.

Alternatives Considered

PipelineDeals CRM, SalesforceIQ CRM and Salesforce.com

Other Software Used

Trello, Dashlane, Google Drive

Nutshell Alternatives

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