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Nutshell

Score8.9 out of 10

34 Reviews and Ratings

What is Nutshell?

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

Media

Nutshell's dashboard, mobile app, and sales metrics.
the interface to build custom pipelines.
where to measure contact engagement with Nutshell Marketing emails, forms, website traffic, and landing pages.
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.
Quotes & Invoices, where users can create, send, and monitor custom quotes and invoices without leaving Nutshell.

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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: 8.2

  • Territory management

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

    Category average: 7.3

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.5

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: 8.3

  • Email marketing

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

    Category average: 8.2