Nutshell: one of the best CRMs available
At my recommendation, Nutshell has been used by at least five of my consulting clients for managing a sales process, pipeline, and …
Starting at $20 per user, per month
View PricingOverview
What is Nutshell?
Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.
Recent Reviews
Popular Features
- Customer data management / contact management (10)9.090%
- Pipeline visualization (10)7.878%
- Mobile access (11)7.575%
- Integration with email client (e.g., Outlook or Gmail) (11)7.575%
Reviewer Pros & Cons
- 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 t...
- 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 ...
CEO - Strategy, Product Management, and Business Development
i2B Strategies (Management Consulting, 1-10 employees)
Pricing
Starter
$20
Cloud
per user, per month
Pro
$35
Cloud
per user, per month
Pro+
$70
Cloud
per user, per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.nutshell.com/in/pricing/?ut…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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 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 Integrations
- Microsoft Exchange
- Mailchimp
- Zendesk Suite
- Olark
- Google Drive
- PandaDoc
- Google Apps
- Gmail
- Outlook
Nutshell Competitors
Nutshell Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Mobile Web |
| Supported Countries | United States, UK, Australia, New Zealand |
| Supported Languages | English |
Frequently Asked Questions
Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.
Reviewers rate Case management highest, with a score of 9.7.
The most common users of Nutshell are from Small Businesses (1-50 employees).
Comparisons
Compare with
Reviews and Ratings
(30)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Nutshell CRM is a versatile software that has proven to be a valuable tool for the staffing/recruiting industry. Users have praised how it streamlines the process of inputting candidate demographics, resulting in a more fluid and accurate experience. The software also offers robust search functionalities, allowing users to easily locate candidates by location, industry, and keyword. This has been particularly helpful for recruiters who need to quickly find qualified candidates for specific job requirements.
One of the standout features of Nutshell CRM is its ability to keep records up to date and accessible to different departments. Users have mentioned how this feature enables seamless collaboration among team members, as everyone can access and follow up with candidates without any delays or miscommunication. The dashboard provides accurate status updates on leads and execution time, saving valuable research time for users.
Over the years, Nutshell CRM has undergone several updates, resulting in continuous improvements. This commitment to development has ensured that the software remains relevant and efficient in meeting the ever-evolving needs of businesses. As a result, Nutshell CRM is widely used by various teams within companies, including sales and spec teams. Its accessibility and ease of use make it an invaluable tool for managing contact records, outbound marketing, sales calls, and planning outside sales trips.
Customers have also highlighted how Nutshell CRM's capabilities extend beyond sales and marketing. It serves as a comprehensive CRM solution that provides insights to customer service divisions as well. The software helps track businesses, individuals, and all activities associated with them, eliminating timing issues and ensuring everyone stays on the same page when it comes to attending meetings, following up with leads, and taking notes.
From the perspective of the business development team, Nutshell CRM excels in gathering and organizing vital information about clients, partners, and competitors. It simplifies data entry processes while also offering report generation features that facilitate strategic decision-making.
Consulting clients have recommended Nutshell CRM for its ability to effectively manage sales processes and customer records. The software has proven to be a comprehensive and user-friendly tool for ramping up teams on the sales process. It tracks and manages the entire sales process for software and professional services, helping sales teams stay organized even when working remotely.
Furthermore, Nutshell CRM integrates seamlessly with websites, allowing businesses to track leads and manage their sales funnel with ease. The software's follow-up scheduling feature ensures that no potential opportunity slips through the cracks.
In summary, Nutshell CRM is a powerful tool that addresses various pain points across different industries. Its features facilitate the sales process and provide valuable insights to teams across the organization. It has become the heart of marketing and sales divisions, allowing for efficient lead tracking, outbound marketing efforts, and better customer relationship management. Nutshell CRM is highly recommended by consulting clients for its ability to centralize customer records and streamline sales processes.
With its user-friendly interface and comprehensive functionalities, Nutshell CRM has proven to be an indispensable tool for businesses in various industries. Whether it's the staffing/recruiting industry, sales teams, or business development departments, users have found immense value in its ability to organize and manage crucial information. The software's continuous updates demonstrate a commitment to providing an optimal user experience while addressing evolving needs in the market.
Companies using Nutshell CRM appreciate its ability to bring all aspects of their operations together, from tracking leads and managing sales processes to integrating with websites for a seamless flow of information. Not only does it streamline workflows and improve productivity, but it also offers valuable insights that drive strategic decision-making.
Overall, Nutshell CRM stands out as a versatile solution that solves a multitude of challenges faced by businesses in different sectors. Its positive impact on user experiences is evident through the feedback of customers, reviewers, and users who rely on the software daily for their sales and customer management needs.
Helpful Search Features: Many users have found the keyword search and location search features in Nutshell CRM to be very helpful for tracking their account on the map and for follow-ups. Some reviewers appreciated receiving email notifications ahead of time, making it easier for them to stay organized and keep track of important tasks.
Color-Coded System: The color-coded system in Nutshell CRM has been highly praised by reviewers. Emails represented in blue, notes in yellow/orange, and calls in white make it easy for users to understand what is going on at a glance. This feature enhances user experience by providing visual cues that help them quickly identify different types of activities.
Real-Time Activity View: Reviewers have appreciated the real-time view of their activities on the home page of Nutshell CRM. Being able to see the calls they made, who they contacted, any notes left, and if emails were sent provides users with valuable insights into their daily progress. This information is updated almost instantly, allowing users to stay up-to-date with their tasks and make informed decisions based on real-time data.
Limited customization options: Some users have expressed frustration with the limited customization options in Nutshell. They feel that there should be more options available for contact information and call times, as well as more flexibility in adding complex subscription products to the system.
Inconvenient lead contact bar: Several reviewers have mentioned that they find the drop-down contact bar on the leads page to be inconvenient. They have to delete contacts and go back to the leads page in order to create a lead, which adds unnecessary steps to their workflow.
Lack of advanced features: A number of users feel that Nutshell lacks certain advanced features that would enhance their experience. Some reviewers suggest adding a notes section for scheduling activities on the accounts page, more options in the drop-down box for scheduling activities, and a note pop-up with relevant information when hovering over an account. Additionally, users mention limitations in keyword searches, difficulty saving information about contacts without scrolling through a year's worth of notes, and the need for multiple email attachments in their line of work.
Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
April 11, 2024
Nutshell: one of the best CRMs available
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.
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.
61.42857142857143%
6.1
N/A
N/A
70%
7.0
N/A
N/A
60%
6.0
60%
6.0
N/A
N/A
N/A
N/A
N/A
N/A
90%
9.0
- Strong ROI in terms of being able to get going quickly on sales and focus on what matters most.
Nutshell is just as good as these others (for small-medium companies), is much easier to use, and offers more easy-to-use flexibility, and customization that would require an FT admin on these other tools.
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 BombBomb.com, 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.
50%
5.0
50%
5.0
50%
5.0
95%
9.5
33.333333333333336%
3.3
66.66666666666667%
6.7
N/A
N/A
N/A
N/A
N/A
N/A
50%
5.0
- Tracking - Nutshell allows us to track how many leads or coming for our prospecting or inactive account calling efforts, it has been great for showing results to our management team
- Organization - Nutshell gives us the opportunity to easily access account or contact history and make connections with the customers we interact with
We came from using Big Contacts, which was a simpler CRM program that we just simply outgrew. We entertained a few other CRM programs before deciding on Nutshell back in 2017. We did a demo with SalesForce and it was more advanced than what we needed. I honestly can't quite remember the other two CRM programs but they were very similar to Nutshell price-wise and feature-wise.
May 07, 2020
Easy to use and customizable
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.
45.71428571428571%
4.6
N/A
N/A
40%
4.0
80%
8.0
73.33333333333333%
7.3
43.33333333333333%
4.3
N/A
N/A
70%
7.0
N/A
N/A
90%
9.0
- Nutshell has saved time for our business development team because it is easy to use (unlike our last CRM) so they are much more efficient with it.
- It has allowed us to better track what is important to our clients and has improved our interview process because we know better what to speak to.
- The customizable reports help the management team know where we are at for sales.
When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone.
Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.
Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.
April 07, 2019
Great, easy to use CRM with fast and easy start-up
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.
64.28571428571429%
6.4
N/A
N/A
80%
8.0
95%
9.5
83.33333333333334%
8.3
26.666666666666664%
2.7
N/A
N/A
70%
7.0
N/A
N/A
80%
8.0
- Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
- Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.
We transitioned from GoldMine to Nutshell about 4 years ago, and in fairness to GoldMine, we were using an older version of their software. It was installed locally and didn't have any remote accessibility, so doing anything from the road was a challenge, to say the least. We chose Nutshell because it checked all the boxes as it pertains to a modern CRM, including multiple user access, mobile app (iOS and Android) and cross-platform (PC or Mac) support.
February 04, 2015
Nutshell review
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.
70%
7.0
N/A
N/A
40%
4.0
N/A
N/A
66.66666666666667%
6.7
50%
5.0
60%
6.0
30%
3.0
N/A
N/A
80%
8.0
- We feel that we are more efficient using this CRM than we have been with others. It is quick and simple to use, and the BCC email feature means that we can easily capture communications whether from a phone or desktop.
- We still need to find a way to manage contracts (not contacts, contRacts). Heavier CRMs have this capability, but it isn't present here. This is a tool for the sales process, but it would be nice to have more customer-retention capabilities.
We have used Dynamics CRM for many years. While the tool was indeed powerful, we found ourselves longing for something that has a lower "friction" to just getting things done.