Nutshell CRM Software Pricing & Features

Nutshell CRM

CRM & sales collaboration tool for small businesses

4.17/5 (308 reviews)

Nutshell CRM overview

Nutshell is the CRM that sales teams love because it takes best in class features and wraps them in an accessible, simple, and delightful user experience. We focused first on solving the challenge from which most CRMs suffer: motivating sales teams to embrace the software.

For sales reps, Nutshell drastically reduces time-wasting data entry and supports their daily workflow keeping everything in one place. With Nutshell, sales reps don't have to worry about dropping a lead or not knowing which one to focus on. Popular integrations and easy to use tools for automated follow-up, conversation tracking, lead outreach, pipeline management, and more make Nutshell a game changer for frontline sales reps.

For sales teams, Nutshell promises to help team leaders measure and improve selling techniques, team collaboration, and the overall sales process with a variety of unique tools. Multiple pipeline development, sales automation driven by sales guidance, automated tasks, and goals, and crazy powerful reporting are just part of the incredible tool kit Nutshell keeps at your fingertips.

Nutshell has helped thousands of business take their sales operation to the next level with its award-winning product and next-door-neighbor service. Let us help you.
www.nutshell.com

Pricing

Starting from
$19/month
Pricing options
Free trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe, United Kingdom

Supported languages

English
Nutshell CRM screenshot: Reporting & Performance TrackingIntroduction to NutshellNutshell CRM screenshot: Sales AutomationNutshell CRM screenshot: Team CollaborationNutshell CRM screenshot: Contact ManagementNutshell CRM screenshot: Free & Friendly Customer SupportNutshell CRM screenshot: Pipeline ManagementNutshell CRM screenshot: Sales Automation advances leads from one stage to the next

Nutshell CRM reviews

Value for money
Features
Ease of use
Customer support
  4.2
  3.8
  4.1
  4.2
Mark Talaba

I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap.

Used daily for 2+ years
Reviewed 2017-05-19
Review Source: Capterra

It's CRM that actually is liked and used! Easy and flexible setup; consistently clear design. Can use basic functions without tripping over the advanced ones, and can gradually add feature/function for a smooth transition from beginner to power user. I also like the way you have color-keyed the function buttons to the main color on functional screens. A nice visual orientation cue!

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Nutshell CRM

CRM & sales collaboration tool for small businesses

Eugene Bodrero

Good starter CRM

Used daily for 2+ years
Reviewed 2017-05-08
Review Source: Capterra

Consolidated location for prospects and communication history.We explored a number of CRM solutions and initially selected Insightly after trying to get Tiger CRM working. Insightly functionality was too limiting and consequently was not being used. Our second round of trials lead us to Nutshell, which we have been using for about two years. We found Nutshell to be reasonably robust and easy to use. We have been using it for about two years now. We have about 30,000 contacts and 11,000 companies.

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Nutshell CRM

CRM & sales collaboration tool for small businesses

Prescott Paulin

leads don't allow you to easily sell services, only products. After sale service is hindered.

Used daily for 2+ years
Reviewed 2017-05-08
Review Source: Capterra

We get a cost effective CRM that frees up cash flow for use elsewhere in our business. Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

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Nutshell CRM

CRM & sales collaboration tool for small businesses

Sebastian Sica

Nutshell is overall a great CRM that incorporates good features and provides great customer service

Used daily for 2+ years
Reviewed 2017-05-08
Review Source: Capterra

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.

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Nutshell CRM

CRM & sales collaboration tool for small businesses

Mike Novak

Nutshell was provided to me my boss to help track and organize sales calls.

Used daily for 6-12 months
Reviewed 2017-05-08
Review Source: Capterra

I like that it holds all the information for my accounts and that I can set reminders for phone calls.

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Nutshell CRM

CRM & sales collaboration tool for small businesses

Nutshell CRM pricing

Starting from
$19/month
Pricing options
Free trial
Subscription

14-day free trial, no credit card required.
Starter: $19/user/month (billed annually) or $22/user/month (billed monthly).
Pro: $35/user/month (billed annually) or $39/user/month (billed monthly).
Pro+: $69/user/month (billed annually) or $79/user/month (billed monthly).

Pricing Comparison

How does Nutshell CRM compare with other Customer Management apps?

Subscription plan?

Nutshell CRM



96% of apps offer a
subscription plan

Free trial?

Nutshell CRM



83% of apps have a
free trial

Freemium plan?

Nutshell CRM



27% of apps have a
freemium plan

Pricing Comparison

Customer Management app prices shown are $/month




Nutshell CRM Pricing Reviews

Pros
  • Tagging searches price. Reporting and more
  • - design and easy to use -Colors -Simplicity -Price -Organized
  • Tracks all emails in and out of system. Looks for information on social media.
  • I would say the price is great for this software! Also it is great for organizing and keeping track!
Cons
  • Functions are nice but sorted in a messy way I think. This software is not as intuitive as it should be
  • does not have easy to read reports for opportunity. hard to load value of opportunity for my buisness
  • No click to dial in people listing view. Also no way to score leads sort on email read. Need to read in website log data.
  • I liked the notification system, but felt it could be tightened up a bit better. Perhaps better segmenting of notification types?
93%
recommended this to a friend or a colleague

Nutshell CRM features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Automatic Reminders
Calendar Management
Contact Database
Custom Fields
Customizable Reporting
Customizable Templates
Data Import/Export
Email Integration
Reporting & Statistics
Third Party Integration

CRM Integration (101 other apps)
Customer Database (107 other apps)
Customizable Branding (135 other apps)
Electronic Payments (106 other apps)
Mobile Integration (108 other apps)
Social Media Integration (118 other apps)

Competitor Feature Comparison

@mentions
API
Activity Dashboard
Activity Management
Activity Tracking
Advertising Management
Applicant Tracking
Assignment Management
Automated Sales
Automatic Lead Distribution
Automatic Notifications
Automatic Reminders
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Tracking
Custom Fields
Customizable Categories
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Visualization
Drag & Drop Interface
Email Integration
Email Notifications
Email Templates
Email Tracking
Estimating
Event Calendar
Event Logs
Event Triggered Actions
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
Goal Setting / Tracking
Help Desk Integration
Knowledge Base
Lead Assignment
Lead Distribution
Lead Management
Microsoft Office Integration
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Progress Reports
Progress Tracking
Projections
Real Time Data
Real Time Notifications
Real Time Reporting
Receiving
Recurring Billing
Recurring Tasks
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Reporting
Sales Tracking
Sales Trend Analysis
Search Functionality
Shared Contacts
Social Media Integration
Status Tracking
Task Management
Third Party Integration
To-Do List
Trend Analysis
Widgets
Workflow Management
Learn moreCompare App
@mentions
API
Activity Dashboard
Activity Management
Activity Tracking
Advertising Management
Applicant Tracking
Assignment Management
Automated Sales
Automatic Lead Distribution
Automatic Notifications
Automatic Reminders
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Tracking
Custom Fields
Customizable Categories
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Visualization
Drag & Drop Interface
Email Integration
Email Notifications
Email Templates
Email Tracking
Estimating
Event Calendar
Event Logs
Event Triggered Actions
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
Goal Setting / Tracking
Help Desk Integration
Knowledge Base
Lead Assignment
Lead Distribution
Lead Management
Microsoft Office Integration
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Progress Reports
Progress Tracking
Projections
Real Time Data
Real Time Notifications
Real Time Reporting
Receiving
Recurring Billing
Recurring Tasks
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Reporting
Sales Tracking
Sales Trend Analysis
Search Functionality
Shared Contacts
Social Media Integration
Status Tracking
Task Management
Third Party Integration
To-Do List
Trend Analysis
Widgets
Workflow Management
Visit WebsiteCompare App
@mentions
API
Activity Dashboard
Activity Management
Activity Tracking
Advertising Management
Applicant Tracking
Assignment Management
Automated Sales
Automatic Lead Distribution
Automatic Notifications
Automatic Reminders
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Tracking
Custom Fields
Customizable Categories
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Visualization
Drag & Drop Interface
Email Integration
Email Notifications
Email Templates
Email Tracking
Estimating
Event Calendar
Event Logs
Event Triggered Actions
Filtered Views
Follow-up Scheduling
Forecasting
Geographic Maps
Goal Setting / Tracking
Help Desk Integration
Knowledge Base
Lead Assignment
Lead Distribution
Lead Management
Microsoft Office Integration
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Progress Reports
Progress Tracking
Projections
Real Time Data
Real Time Notifications
Real Time Reporting
Receiving
Recurring Billing
Recurring Tasks
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Reporting
Sales Tracking
Sales Trend Analysis
Search Functionality
Shared Contacts
Social Media Integration
Status Tracking
Task Management
Third Party Integration
To-Do List
Trend Analysis
Widgets
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App

115 reviews

See all iOS Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App

0 reviews

See all Android Apps

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Category Leaders ranking

Reviews
Integrations
Mobile
Media
Security

#18 in CRM

View full ranking
48
12
14
13
3

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Nutshell CRM also features in these categories:

GetApp Analysis

The ability to close sales quickly and efficiently can make or break a small business. Nutshell CRM is a web-based application that helps small and medium-sized businesses grow through consolidated communications, automated sales processes, and detailed contact management.

Nutshell CRM scales with growth and provides business users with more than 40 available integrations.


What is Nutshell CRM?

The web-based platform includes features for team collaboration, integrations, reporting and sales automation. It can be used on desktop computers or mobile devices, which is useful for teams that work remotely, on-the-go or outside the traditional office environment.

Businesses that use Nutshell CRM can manage leads, close sales, and keep track of important client relationships throughout the sales pipeline. Using Nutshell CRM’s tools, businesses can also forecast future sales and learn more about their most important contacts.


Who is Nutshell CRM for?

Created for small businesses, Nutshell’s CRM is used by outbound sales teams in a number of industries. The solution can be used by any business that needs a more efficient way to organize its contacts and manage its sales process in a cloud-based setting.


Main features

Manage Leads

Within Nutshell CRM, sales are tracked as leads throughout the pipeline; Nutshell CRM does not separate leads from opportunities. Within a lead, you can include multiple accounts, contacts, products, competitors, sources, and assignees. To create a new lead within your

Nutshell CRM account, click “Create New” and add all the information you currently have available about that lead. Keyboard shortcuts allow you to open forms and create new leads in less time, which is especially useful in busy office environments.

Automate Sales Workflows

Automating sales workflows ensures that a company’s leads are kept on the path toward success. At its core, an effective sales workflow should tell a business’ sales representatives how to handle leads and when to take certain actions, like following up on emails or phone calls.

You can build your own sales processes within Nutshell CRM. Although the platform comes with a pre-configured sales process, most businesses will want to create their own processes based on their unique schedules and directives. Add new milestones and customize the individual steps within a larger process. With Nutshell CRM, you can also add prerequisites (steps that must be marked as complete before future steps are workable) and delays.

Capture Emails

Businesses that use Nutshell CRM can forward and BCC emails to a specific account address (bcc@nutshell.com). Doing so attaches those emails to the correct contacts or accounts automatically. Sales representatives can then open leads with their messages.

To email a colleague about an internal lead, include a keyword related to the lead (for example: Lead XYZ) in the subject line. Nutshell CRM will recognize the lead and include the email in that lead’s timeline. You can also track any incoming messages that you receive from your contacts and send messages from additional addresses.

It's also possible to automatically sync emails from Gmail to Nutshell CRM. Contacts will be created for any email addresses that aren't already in your Nutshell database.

Nutshell CRM features a Google Apps widget that allows you to instantly add your emails from Gmail to the Nutshell timeline of your contact, account, or lead. If you're conversing with someone who is not yet in your Nutshell contacts, you can use the widget to quickly add them as an account or contact.

Microsoft Exchange and Outlook sync is also supported by Nutshell CRM. Activities you create can be set to synchronize automatically, and when you add teammates to an activity this will be automatically added to their calendars.

Generate Reports

Being able to generate data reports is an incredibly important feature in a CRM platform. At a glance, business owners can quickly review their company's’ overall sales health based on leads and activities from the past 30 days, quarter, year, or a rolling period.

Filter the sales reports you generate by user, team, product, or source. You can also select your most common sources or products, and then track these metrics throughout the pipeline. Using Nutshell CRM’s analytics tools, you can track which leads are overdue based on estimated close dates.


Integrations

Nutshell CRM integrates with more than 40 business applications. These applications include Mailchimp, Microsoft Exchange, Google Apps, Twitter, Wufoo, Zendesk, Zapier and others.


Pricing

Nutshell starts at $19 per month per user for their “Starter” package, or $35 per month per user for their full-featured “Pro” version. (Personalized onboarding assistance can be purchased for an additional fee.) Since all of Nutshell’s CRM packages include unlimited data storage and contacts,Nutshell can scale for growing businesses without the need for customers to upgrade their plans.


Bottom line

  • Fully customize and automate internal sales processes
  • Track leads and sales with practical reporting and dashboard features
  • Consolidate all business communications (emails, phone calls, meetings)
  • Collaborate with teammates
  • Find lead contact information on the go with native mobile apps
  • Free technical support

Videos and tutorials

Additional information for Nutshell CRM

Key features of Nutshell CRM

  • Click-to-call dialing
  • Colleague tagging
  • Drag-and-drop interface
  • Call recording
  • Communications log
  • MailChimp integration
  • Mobile alerts
  • Pipeline management
  • Automated task reminders
  • Sales performance tracking
  • Contact profiles
  • Contact, calendar & email import
  • Auto-assignment of leads
  • Sales process automation
  • Sales coaching
  • Board, list, map & chart pipeline views
  • Team productivity tracking
  • Sales forecasting
  • Trend analysis
  • Conversion tracking

Benefits

Nutshell goes beyond features, delivering the tools, tips, and support sales teams need to win more deals. The list of Nutshell benefits is pretty long (humble brag), but these are the ones you only get with Nutshell.

1. True Ease of Use: No administrator required, no coding experience necessary, no crazy long setup. Be up and running in Nutshell in a day. Nutshell makes powerful tools like sales automation, popular software integrations, and complex reporting totally accessible to users of all experience levels.

2. Affordability: One simple price per user per month. Nutshell carries no data restrictions and no hidden fees. Enjoy unlimited click-to-call, call recordings, contacts, and document uploads.

3. Service: Unlike any other CRM, Nutshell provides all our users with free access to real human support via phone, email, or chat. We're here to support your success in any way we can.

Don't take our word for it, experience the true power of Nutshell yourself. Start your free trial today!