Skip to main content
TrustRadius
Nutshell

Nutshell

Overview

What is Nutshell?

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

Read more
Recent Reviews

TrustRadius Insights

Nutshell CRM is a versatile software that has proven to be a valuable tool for the staffing/recruiting industry. Users have praised how it …
Continue reading
Read all reviews

Popular Features

View all 28 features
  • Customer data management / contact management (10)
    9.0
    90%
  • Pipeline visualization (10)
    7.8
    78%
  • Mobile access (11)
    7.5
    75%
  • Integration with email client (e.g., Outlook or Gmail) (11)
    7.5
    75%
Return to navigation

Pricing

View all 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
Return to navigation

Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.4
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.8
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.3
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.9
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.1
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.2
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

7.5
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.8
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8
Avg 7.1

Platform

7.5
Avg 7.5
Return to navigation

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 Integrations

Nutshell Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesUnited States, UK, Australia, New Zealand
Supported LanguagesEnglish

Frequently Asked Questions

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

HubSpot CRM, Insightly, and Salesforce Sales Cloud are common alternatives for Nutshell.

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

The most common users of Nutshell are from Small Businesses (1-50 employees).
Return to navigation

Comparisons

View all alternatives
Return to navigation

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!

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

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (6)
46.66666666666667%
4.7
Customer data management / contact management
90%
9.0
Territory management
60%
6.0
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Quote & order management
50%
5.0
Interaction tracking
N/A
N/A
Customer Service & Support (1)
90%
9.0
Case management
90%
9.0
Marketing Automation (2)
85%
8.5
Lead management
90%
9.0
Email marketing
80%
8.0
CRM Project Management (2)
45%
4.5
Task management
N/A
N/A
Reporting
90%
9.0
CRM Reporting & Analytics (3)
70%
7.0
Forecasting
80%
8.0
Pipeline visualization
60%
6.0
Customizable reports
70%
7.0
Customization (3)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
API for custom integration
N/A
N/A
Security
N/A
N/A
Social CRM (1)
80%
8.0
Social data
80%
8.0
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • Positive ROI due to low costs, easy access (via web and app)
  • For me, it's better than a spreadsheet (cheap) and no need for bells and whistles of Salesforce (expensive).
  • I can share data with peers easily.
My understanding is HubSpot CRM is cheap and strength is in marketing/blogs, etc. Nutshell CRM is easy to use and powerful tracking reports.
6
Each Consultant manages his/her leads, contact, etc. There is also an admin who assists with report, imports, etc
2
Our general manager supports and one "power user" however we reach out to Nutshell directly as needed
  • New sales growth
  • Client retension
  • Forecasting
  • Evaluate contact history and measure client's proactive communication with us
  • Integrate email and replace Mailchimp
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Yes
Migrated from spreadsheets
  • Price
  • Product Features
We evaluated multiple SaaS options, this one was easy to use
I would have evaluated customer service however I found this very good with Nutshell. Also, I would check how often they go down.
  • Implemented in-house
No
  • Moving data, importing spreadsheets- it takes time to ramp up
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
No
I have not found this is necessary for our operations.
There was only one situation / issue they were not able to resolve. Staff are very friendly and responsive.
No
They have always been very quick to respond.
  • Dashboard
  • Reports are simple or can be robust
  • Email integration
  • Importing data
  • Sometimes reports don't as expected with tags
Yes
Scaled down interface and excellent for uploading business cards
Very easy to use, great for small office
Return to navigation