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Overview

What is Nutshell?

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

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Learn from top reviewers

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Pricing

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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
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Features

Sales Force Automation

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

5.6
Avg 7.8

Customer Service & Support

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

8.8
Avg 7.6

Marketing Automation

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

5
Avg 7.7

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.

8.3
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 8.4

Social CRM

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

7.5
Avg 7.4

Integrations with 3rd-party Software

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

8
Avg 7.4

Platform

6
Avg 7.5
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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 Workflow management and Opportunity management highest, with a score of 10.

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

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Reviews From Top Reviewers

(1-5 of 12)

Nutshell - Great tool for small business!

Rating: 9 out of 10
January 08, 2025
MS
Vetted Review
Verified User
Nutshell CRM
8 years of experience
  • 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.

Nutshell: one of the best CRMs available

Rating: 9 out of 10
April 11, 2024
AB
Vetted Review
Verified User
Nutshell CRM
5 years of experience
  • 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.

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

Rating: 10 out of 10
June 14, 2022
GP
Vetted Review
Verified User
Nutshell CRM
4 years of experience
  • 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.

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

Rating: 10 out of 10
May 07, 2020
JC
Vetted Review
Verified User
Nutshell CRM
3 years of experience
  • 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
Cons
  • 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.

Easy to use and customizable

Rating: 8 out of 10
May 07, 2020
LF
Vetted Review
Verified User
Nutshell CRM
1 year of experience
  • Customizable Dashboard
  • Customized Reports
  • Duplicate Warnings
  • Customizeable Pipelines and Accompanying Activities
Cons
  • 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.
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