Nutshell Reviews

21 Ratings
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Score 8.5 out of 100

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Reviews (1-11 of 11)

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Gregory Palenschat | TrustRadius Reviewer
September 29, 2020

Nutshell CRM is the best software for keeping all your activities and notes in one place!

Score 10 out of 10
Vetted Review
Verified User
Review Source

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.
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Jennifer Callaghan | TrustRadius Reviewer
May 07, 2020

Nutshell CRM is our go-to platform to keep our team organized

Score 10 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • 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
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Laci Fitch | TrustRadius Reviewer
May 07, 2020

Easy to use and customizable

Score 8 out of 10
Vetted Review
Verified User
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Return on Investment

  • 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.
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Phil Curtolo | TrustRadius Reviewer
April 06, 2019

Great, easy to use CRM with fast and easy start-up

Score 9 out of 10
Vetted Review
Verified User
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Return on Investment

  • 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.
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Anonymous | TrustRadius Reviewer
July 31, 2018

Great CRM for Small Sales Teams

Score 7 out of 10
Vetted Review
Verified User
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Return on Investment

  • It took awhile for me to get up to speed in setting it up for our sales goals.
  • It has integrations but not as many as other sales CRMs.
  • There is no way to document text message exchanges with leads or video calls.
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Michael Burnham | TrustRadius Reviewer
February 03, 2015

Nutshell review

Score 9 out of 10
Vetted Review
Verified User
Review Source

Return on Investment

  • 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.
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Feature Scorecard Summary

Customer data management / contact management (10)
Workflow management (9)
Territory management (6)
Opportunity management (7)
Integration with email client (e.g., Outlook or Gmail) (11)
Quote & order management (6)
Interaction tracking (9)
Channel / partner relationship management (1)
Case management (5)
Call center management (4)
Lead management (9)
Email marketing (8)
Task management (8)
Reporting (7)
Forecasting (8)
Pipeline visualization (10)
Customizable reports (10)
Custom fields (8)
Custom objects (5)
Scripting environment (1)
API for custom integration (4)
Single sign-on capability (1)
Role-based user permissions (1)
Social data (7)
Social engagement (1)
Marketing automation (1)
Compensation management (1)
Mobile access (11)

About 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

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureQuote & order management
Has featureInteraction tracking

Customer Service & Support Features

Has featureCase management
Has featureCall center management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureAPI for custom integration

Social CRM Features

Has featureSocial data

Platform Features

Has featureMobile access

Nutshell Integrations

Microsoft Exchange, Mailchimp, Zendesk, Olark, Google Drive, PandaDoc, Google Apps, Gmail, Outlook, Twitter

Nutshell Competitors

Nutshell Pricing

  • Does not have featureFree Trial Available?No
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Starter$20per user, per month
Pro$35per user, per month
Pro+$70per user, per month

Nutshell Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

Nutshell Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Mobile Web
Supported Countries:United States, UK, Australia, New Zealand
Supported Languages: English