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CRM and email marketing that helps your business grow.
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.3
/5
375
Starting from
27
/user
Per month
Value for money contenders
Functionality
3.9
/5
375
Total features
88
7 categories
Functionality contenders
Overall Rating
4.2
/5
375
Positive reviews
158
158
47
10
2
Overall rating contenders
Jean Marie J.
CRO
Information Technology and Services, 1-10 employees
Review source
Transcript
Jean-marie: Hello, my name is Jean-marie. I'm a chief revenue officer. And I give Nutshell a review of...
Alex W.
Owner
Marketing and Advertising, 1-10 employees
Review source
Transcript
Alex W.: Hi, I'm Alex. I'm the president of a digital marketing agency, and I give Nutshell a five out...
John G.
Accounting, 1-10 employees
Used daily for 1-2 years
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Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other. But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio.
This CRM walks the less experienced sales rep through the entire sales process even recommending when to follow up even suggesting additional steps should be taken to get to the close. Upon close it automatically updates the customer database and the task management features facilitate the onboarding process. It also has a neat "Click-to-Call" feature that calls and optionally records directly from your prospect list providing an excellent sales training vehicle.
We would like to have seen the developers respond more quickly to feature suggestions but as a Sales CRM it is untouchable.
Sebastian S.
Used daily for 2+ years
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I appreciate the constant updates. Nutshell has some ways to come, so it is nice seeing changes be made. Customer service is always on spot and very friendly. Nutshell support page is great for new employees, referring them straight to there for advice. The adaptability & usability of the interface is very user friendly.
I have been using this software since October of 2014. So far, I think what needs to be implemented on the "Admin/SetUp side" is making sure Products, Reasons why Leads Close, the Sales Process Competitors, and so much more need to be added from the start with Nutshell and the business buying the service. The reason being is because over the last two years, slowly things have been added/removed/changed....
Hey Sebastian! Thanks for taking the time to share your feedback with us. I hear you on the changes over the last couple of years. I will talk to our dev team about the requests you mention below on the Company. We appreciate you being a part of the Nutshell community. Amanda
Clint A.
Oil & Energy,
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Nutshell provides you with a fairly simple interface that even the most computer illiterate person can figure out. If you need to track leads, keep a steady contact list, or even pull a graph of your highest selling product, Nutshell truly has it all for the small business. Paying a low price is always a positive as well!
Once you start to grow your business (medium level) you most likely will begin to outgrow Nutshell. The ease of use counteracts with the customization allowed, meaning you have to find creative avenues to display the information you need where you need it. It also is fairly hard to add new products/manage them. It is not a recommended CRM if you have hundreds of different products. It would be really nice if they set up an auto-email function triggered by stages/dates.
John W.
Hospital & Health Care, 51-200 employees
Used daily for 1-2 years
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Nutshell has proved to be a great tool for managing our customers along with our sales efforts. Having one centralized tool for each team has made transitions, upsells, and growth very simple and organic within our organization. Our Account Executives have been able to stay apprised to all that is happening with their accounts and thus enabling them to ensure their needs are being met and that opportunities for new products are being presented. This product keeps you accountable to your most valuable resource, your customers.
My favorite thing about this software was its mobile interface through the iOS app. Having your CRM in the palm of your hand proved to be incredibly powerful for me. My role is inside sales and account management thus this tool was mostly used while traveling and in route to meet with clients. It was a huge leg up in my ability to prepare, research and plan on the go. Absolutely love it. All of my most important data in a very easy to access format.
The application was great to catalog your inbound contacts through integrations with Gmail. One thing I did not like was that I encountered quite a bit of duplication. It resulted in some manual management of my data to ensure my accounts remained clean and that duplication did not occur and or was reconciled. The system was great to pick up all of this data and to store it but it does need to be something that you keep tabs on and are accountable to manage on a regular cadence.
Mike N.
Used daily for 6-12 months
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I like that it holds all the information for my accounts and that I can set reminders for phone calls.
I wish everything on the lead for a shop page showed up on the store page, i'm always having to flip from page to page to get a name and it seems redundant and time consuming to re input that information everytime I start a new lead when I just put it on the store page. Same with logged activities, I often have an activity on an account and then I have to put one on the lead I wish the activity showed...
Hi Mike, We appreciate you taking the time to provide feedback- I sense your frustration and perhaps there is something that one of our customer service reps can help you with as far as logging leads, activities etc. I will have someone reach out to you directly. Thank you for being a part of the Nutshell community. Amanda
Nutshell has the following pricing plans:
Starting from: $27.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
Q. Who are the typical users of Nutshell?
Q. What other apps does Nutshell integrate with?
Nutshell integrates with the following applications:
Wufoo, Constant Contact, Microsoft Outlook, FreshMail, ActiveCampaign, MailUp, Zapier, Gmail, Unbounce, Trello, Google Drive, Box, OnceHub, Twitter, 3CX, Jotform, Slack, Google Contacts, Microsoft 365, Typeform, LiveChat, Meta for Business, Quickbooks Online, Olark, Reply, Kixie PowerCall, Mad Mimi, Yesware, Mailchimp, Asana, PandaDoc, Pure Chat, HubSpot CRM, Zendesk Suite