Nutshell

Score8.9 out of 10

34 Reviews and Ratings

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What is Nutshell?

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

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.

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

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: 8.4

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

Nicholas Bell, Ph.D.View profile

Chief of Staff at Keywell.ai (1-10 employees 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

VICTORIA ANDRETTA

Director of Marketing in Marketing at Illume Fertility (51-200 employees 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

Molly Schwartz View profile

Finance Manager in Finance and Accounting at Cawood Flooring Systems (1-10 employees 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

Andrew Bank View profile

CEO - Strategy, Product Management, and Business Development in Sales at i2B Strategies (1-10 employees 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

Gregory Palenschat View profile

Prodcut Consultant in Sales at North Star Surfaces (11-50 employees employees)

Pros

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.

Cons

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.

Return on Investment

Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.