Nutshell CRM


Recent Reviews

Popular Features

View all 28 features

Customer data management / contact management (10)


Pipeline visualization (10)


Mobile access (11)


Integration with email client (e.g., Outlook or Gmail) (11)


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  • Premium Consulting / Integration Services

Features Scorecard

Sales Force Automation


Customer Service & Support


Marketing Automation


CRM Project Management


CRM Reporting & Analytics






Social CRM


Integrations with 3rd-party Software




Product Details

What is Nutshell?

Nutshell aims to offer CRM software that’s simple for small businesses to use, solving the challenge from which most CRMs suffer: motivating sales teams to embrace the product. According to the vendor, the CRM solution makes it easy for outbound sales teams to do important things quickly, offering intuitive sales process and collaboration tools, powerful out-of-the-the-box reporting, email sync with Google Apps/Gmail and Office/Outlook, and much more in an affordable, user-friendly package.

Nutshell offers a wide range of integrations with popular business tools like Google Apps, MailChimp, and Zendesk, and friendly support from real human beings. Nutshell is best-suited for small-business outbound sales teams that are looking for an affordable, easy-to-use CRM that can be fully implemented on Day 1.

Nutshell Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Social CRM Features

  • Supported: Social data

Platform Features

  • Supported: Mobile access

Nutshell Videos

Nutshell Integrations

Nutshell Competitors

Nutshell Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesUnited States, UK, Australia, New Zealand
Supported LanguagesEnglish


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Frequently Asked Questions

What is Nutshell?

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

What is Nutshell's best feature?

Reviewers rate Case management highest, with a score of 9.7.

Who uses Nutshell?

The most common users of Nutshell are from Small Businesses (1-50 employees) and the Computer Software industry.

Reviews and Ratings




(1-11 of 11)
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Gregory Palenschat | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source
We use Nutshell CRM for a few different things. It helps us keep track of businesses, individuals in that business, and what activity needs to be done with them. It also helps with timelines, and general knowledge of a leads for different projects we are tracking. Nutshell CRM is mainly used by our sales and spec teams, although everyone in our company has access to the basics of Nutshell should they need it. It has addressed problems such as the timing of activities, and the team all being on the same page as they all have access to every activity, meeting, notes, etc.
  • Nutshell is great with reminders from calls, emails, meetings, and activities it helps you track all of the necessary every day must-do activities.
  • The best thing about Nutshell CRM is that multiple team members can refer to it whether they are in the office or on the road. Nutshell is great on a PC, Mac, or pretty much any mobile device.
  • One of the many things that I personally like about Nutshell is how user-friendly it is. Once you work with it for a day or two everything is super easy to manage.
  • In my line of work having multiple email attachments are needed and Nutshell has yet to improve that function.
  • I would say that Nutshell needs more options for activities. Currently, you are very limited in the types of activities you can set reminders for.
  • Unless I missed it someplace, when preventing your next activity it would be nice to be able to scroll over said activity and get a little message box next to it with a preview of that activity. That way I can remember more for that activity and decide quickly if I need to do that activity or push it off for another time.
Nutshell CRM is great if you are a super-busy person. On one hand, the reminder functions and ease of use are amazing for busy individuals such as me. On the other hand, Nutshell is less appropriate for me when I need to send large attachments with an email as that is something I am seeing a need for more and more each day!
Jennifer Callaghan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Nutshell CRM is used in two of our divisions that perform outbound marketing and sales calls. We use Nutshell to store contact information for our current customers, inactive accounts, partners, and prospective customers. We log activities, run reports, communicate internally, and use features of Nutshell to plan outside sales trips all over the U.S. Nutshell CRM is the heart of our main marketing/sales divisions and our customer service division will often reach out to us for insight on new customers or inactive accounts.
  • Customization - we are able to make Nutshell make the most sense for our company and processes
  • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
  • Tags - allow us to prioritize leads and segment our customers and potential customers
  • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
  • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
  • Special characters - although I know this is very difficult to resolve, we have always had an issue with being able to search or match up companies that have $, &, or @ in their name
  • Integration - we use a couple of different programs as often as Nutshell that doesn't currently integrate with the platform. The main one being our webcam video program, not a deal-breaker but it would be nice to integrate to go along with our activities and emails
  • Mobile App - we do use the mobile app when we do outside sales trips and it works well for inputting notes with the talk-to-text feature. There are some features that are not available on the mobile app that would be nice though.
We refer our partners to Nutshell CRM often so they can store all of their client and potential client information in one place. It has been a great tool for us to grow our relationships with prospective customers. It is a great way to stay organized with working on a team where you will receive callbacks or work together to gain business.
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Score 8 out of 10
Vetted Review
Verified User
Review Source
The Business Development team uses Nutshell. There are four of us who regularly enter client/partner/competitor information, including contact info, hot/pain points, SWOT (hot/pain points and SWOT are entered in custom fields... there is not a spot for those), and activities/notes/emails. Then another person runs the weekly reports and inputs information from other people in the company who may have interactions with client/partner/competitor people. We also use the tagging functionality to categorize certain people/groups.
  • Customizable Dashboard
  • Customized Reports
  • Duplicate Warnings
  • Customizeable Pipelines and Accompanying Activities
  • SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
  • Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
I think Nutshell CRM would be a better fit for a more retail environment. Construction is a long game and I don't think some of the functionality is catered to that type of environment. Nutshell IS great at setting up whatever pipelines your company needs in its process and customizing each phase of those pipelines. The reports are also really easy to navigate and customize. Any salesperson can see exactly where they are and how they should move forward. I also like that it can sync with your calendar and email. That can work well for a salesperson and make them more efficient.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Nutshell is used by each office as his/her CRM. It's great so there's a record (and report as needed) of contact with prospects and clients.
  • Ties in social media without my input
  • Easy reports
  • Great dashboard with simple filters
  • Email integration seems nice but hard to "undo".
  • Web search to find a contacts picture doesn't work.
  • I wish it had notifications via Chrome for me to do list and contact prospects.
Nutshell CRM is great for a small office or self-employed business. I LOVE the blind carbon copy feature so I can see contact with Contacts. Pricing is very affordable.
There was only one situation / issue they were not able to resolve. Staff are very friendly and responsive.
Chris Leisure | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
I started using Nutshell CRM when I was Director of Sales and Marketing at DJG Investigative Services, Inc. I since have moved to the Operations department but remained available to teach the marketing team how to use Nutshell and other programs. For us, it addressed the problem of organizing leads.
  • Ease of use
  • Designed well
  • Cloud-based
  • Very costly for a small business
  • Takes a while to learn all the features
  • Cloud-based (both positives and negatives)
I think Nutshell is well suited for companies that are more 1- or 2-man operations, working from home situations. I think for us, it was a better value to just buy a license at a one time fee, and be done with it. The never-ending monthly charges were exhausting.
Alex Wolk | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I use Nutshell CRM to track leads for my business. I integrate it with my website and it helps me to keep in touch with leads and not forget them.
  • Very easy to use
  • Great mobile app
  • Inexpensive
  • I wish it tied directly to my MA platform.
Nutshell CRM is great for a small business that wants to use an inexpensive CRM. For a large organization, it might not have enough depth.
Andrew Bank | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
At my recommendation, Nutshell has been used by at least five of my consulting clients for managing a sales process, pipeline, and customer/prospect records. Nutshell was used primarily in the sales departments, but also mixed sometimes with the marketing teams who needed to run email campaigns or pull customer information from Nutshell.
Nutshell is a comprehensive and easy way to get a team ramped up on the sales process. It's simple and easy to get teams going quickly and following procedures and being productive. You don't have to waste a lot of time on training, set-up, or management.
  • 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.
  • 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.
Great for small to medium-sized teams, without having to manage the system and always mess with it (like Salesforce). I really can't think of any reason why *not* to use Nutshell other than having a very large team with many territories and sales restrictions. Implementations like that are doable on Nutshell, but probably require more administrative handling and more time to devote (probably not unlike any other CRM tool).
Phil Curtolo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We are using Nutshell as our CRM for the sales team here at SCS. It's used by 4 people in whole, and it helps us keep ourselves organized when we're not in the office. Our previous CRM was installed locally and had minimal remote access, so having a fully web-based CRM was a huge help for us!
  • Plenty of functionality without becoming a chore to set up and maintain.
  • Remote access via a browser.
  • Mobile app (iOS and Android).
  • Cross-platform (PC or Mac) support.
  • The integration with Google Calendar is great, but every now and then I'll end up with duplicate entries.
  • Advanced searching is available, but doesn't always provide 100% accurate results.
Nutshell is well-suited for small to mid-sized organizations who need a robust and straightforward CRM, but don't want to spend weeks setting up, configuring, and maintaining a system like SalesForce. I've found that we've been able to do everything we need to do (and more) with Nutshell, and I continue to find new features being added regularly to enhance an already great product.
Score 7 out of 10
Vetted Review
Verified User
Review Source
We use it to manage our sales funnel and followup schedule. The sales department uses it the most but we sometimes utilize it to store client information. It centralizes our sales efforts into one location with all relevant information attached.
  • It is very customizable. I was able to go in and tinker with our Lead Stages as often as needed which meant our business could really utilize the functions of Nutshell in the best way for us.
  • I love the Dashboard timeline because I can go through any bcc@nutshell emails and correctly categorize, tag, and attach them to leads without having to involve other sales people.
  • I also like that you can attach products to your leads and assign them monetary values. While we only sell services, it is great to be able to name the product whatever you choose and individually assign a dollar amount per each opportunity.
  • I would love to see the timeline bar be able to fill my whole dashboard screen.
  • I would love to see tags carry over between companies and people that are synced together.
It is easy to use and really customizable once you get the hang of it!
February 04, 2015

Nutshell review

Michael Burnham | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Nutshell to track and manage our sales process, both for software and professional services. It is used primarily by customer-facing staff throughout our team. It allows us to track communication with customers/prospects, and gives us an easy handle on the stage of a sales opportunity.
  • The ability to simply capture any emails to/from a contact is extremely easy. Simply BCC the Nutshell email address and it sorts it out and attaches the information to the contact. This makes it easy to do from a phone or tablet (as it doesn't require an add-in to Outlook like several other solutions).
  • The reporting is simple but effective. The "custom reporting" is basically a big filter that is pretty useful. Other nice touches are the ability to hook in a contacts Twitter feed. Nutshell also displays the weather and local time for whoever you are viewing.
  • The dashboard makes it easy to see what the rest of your team is doing. It's basically an activity stream that shows communication and status changes that have occurred recently. You can comment on any of these activity items and start an internal dialog with your colleagues. For example, you can tag a coworker in a comment and they will be notified. You can then capture your comments/dialog for a permanent record to remind you of the conversation.
  • The web UI has improved, but still has a "uniqueness" that some may not appreciate. The Android app is nice, and the reporting available within it are helpful. However, it too has a sort of "non-standard' look and feel.
  • It would be nice to see additional integrations. Also, the ability to send a quote from the tool (without sending to another program) would be helpful.
  • You can add custom fields to the leads, but they field length is too short to capture the level of detail we want for some of the data. For example, trying to capture details scoping information just won't fit in the long-fields.
In my evaluation and selection of Nutshell, I was drawn in by the fact that it straddles the gap between overly-simple and overly-complex. It has a configurable sales process and some great features, yet it is pretty simple to use and understand. The alternatives of MSCRM and SalesForce throw so many features at you that are difficult to configure. Nutshell seems to live in the "good enough without being overly complicated" space.
Catherine Corass | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

The company I work for uses Nutshell to input candidate demographics for use in the Staffing/ recruiting industry. This software is one of the essential tools for this business. Nutshell CRM has made the process more fluid and accurate. We are able to locate candidates with the software by location, and industry . Searching by keyword is also very easy. The tools provided by Nutshell keep our records up to date. Most of our departments utilize this software, to access and follow up with candidates. If information is put in and current , dashboard will give accurate status update on how we are doing as far as leads and time executed. Nutshell gives ease of use and saves time on research.
Since using nutshell there has been at least 3-4 updates on software , which has always given some level of improvements. Really enjoy the software , easy to use and once you are competant of the software any updates or changes to format will be easy to understand .

  • Keyword search, location search lets you know where on the map your account is, helps with follow ups, sends notifications via email at least 15 to 30 mins ahead of time, like that. :) I love that i don't even have to read , to know what is going on . Everything is color coded, email blue, notes yellow/orange, calls white. We can track our progress easily for the day, and see where we can use improvements. Completely organized like a filing system.
  • Home page lets you see real time view of what you have been doing, for example, calls that were made, who you called and any notes left and if emails were sent, date, time and location you sent to is updated almost instantly
  • For any company who relies heavily on lead generation, this is a software that will keep track of past present and future leads. by location, by industry, by volume, and more. I can see this software being used by other industries
  • I would like to see call times on nutshell. how long was the call that was made , when was athe note opened and how long did it take ot complete the note. i like that i can reach notifications on any page , but i would like to be able to have more bullets for contat information. for example 1 account and 12 possible contacts can be made but when creating a lead wont show all the contacts (on the drop down contact bar on leads pages) so i can create lead, So have to go back delete some contacts then back to leads page so i can pull up the lead and save.
  • when scheduling activity on accounts page i cant leave notes for what to do on the activity on the schedule activity window. only on the notes part of account , so when i am notified of the activiy via email i have to search m y notes to see what i was supposed to call for.
  • A drop down box for schedule activity i would like to see more options, like follow up / check in etc
  • I think it would be cool to have a note pop up with relevant info that can be saved to specific accounts on account page by just hovering over the account. for example, instead of saving information on the accounts name (Company Name , # No longer in service /closed down) it would be nice to hover over it and save information about the company so i dont have to click on it to see whats going on, or see an account with a name thats like 20 words long :0 It makes it harder to do key word search, that would be great if the same thing could be done for conctacts without having to scroll through a year's worth of notes. still like it a lot even without the change. just fyi
This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small.
if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis?
If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.