Nutshell Pricing, Features, Reviews & Comparison of Alternatives

Nutshell

CRM & sales collaboration tool for small businesses

4.2/5 (344 reviews)

Nutshell overview

What is Nutshell?

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
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe, United Kingdom

Supported languages

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

Nutshell reviews

Value for money
Features
Ease of use
Customer support
  4.2
  3.8
  4.2
  4.2
Bill Palladino

Great Feature-set Without Complexity

Used daily for 2+ years
Reviewed 2018-11-02
Review Source: Capterra

I run a global consulting practice with hundreds of corporate clients and thousands of individual relationships that I manage. Nutshell lets me manage it all. It's my dashboard for everything in my company. It's entry-level rate is worth every penny.

Pros
I've used Nutshell for three separate businesses that I've run or owned. Each one considered a small to medium-sized business. Nutshell is perfectly suited to us because it's lightweight and easy to learn. It doesn't require an in-house expert on the app (like SalesForce). It's basic feature-set is all I've ever needed, and the support is terrific. Real people at the end of the phone, with fast responses. And, it's made in Michigan! It has a lot of simple customizations that I use; workflow, custom fields, leads, etc.

Cons
Integrations are somewhat limited, but still, plenty to work with. I'd like an integration to RingCentral's app. Also, it doesn't' handle subsidiary company relationships well. I've had to create a workaround with tags to help connect them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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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

Pros
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.

Cons
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. So now we have 2 years worth of jumbled data IMO. Going through a thousand leads that only a handful of them have tags on to find out why something was closed via notes or what product was sold is a little silly. I think the setup process should include this for the end user (being our company). Mind you, I was not the one to set up the account with Nutshell so I am unsure if this is something offered, but It helps a lot when running reports on products, etc.

Response from Nutshell


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

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Anonymous

Great, user-friendly CRM tool for small businesses

Used weekly for free trial
Reviewed 2019-04-11
Review Source: Capterra

Overall Nutshell has really helped us with our initial sales/setup processes and is very user-friendly while still being customizable. The customer service support is top notch and it has helped us have a smaller learning curve implementing software into the company.

Pros
Nutshell is super user-friendly and easy to use. The interface is well designed and not cluttered with a bunch of different icons/links. It's cloud based and can be used anywhere on various devices (computers, tablets, phones, etc). It can sync with Gmail, Outlook, etc. Set up was done very quickly and mostly in one day. It also integrates with our email marketing software, MailChimp. There are a ton of features like contact management, task management, forecasting/reporting modules, etc. We have just begun to scratch the surface of this software! Customer support is great and I appreciate that you can contact them via phone, email and chat whereas some companies limit you to only 1 or 2 of those options. It's also great because you can do a month to month payment plan and you don't have to sign any contracts. This is perfect for small businesses just starting out that don't want to commit to new software.

Cons
One thing that annoys me is having to set a time for a phone call as my days aren't that predictable. When I don't make the call by that time, it will go into unlogged activities which can feel stressful/hectic. A couple times I have dealt with freezing inside the program but this isn't frequent. Also, it's easy to get caught up in keeping yourself organized and spending too much time. But I have found that to be the case with other CRM softwares.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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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.

Pros
Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.

Cons
Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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Steven Shattuck

Fantastic small/medium-sized-biz CRM

Used daily for 2+ years
Reviewed 2017-11-17
Review Source: Capterra

New sales people are able to jump right in with minimal training. Workflows are customizable, and tracking prospect information is a breeze.

Pros
Nutshell has been great for our software firm as it grew from a startup to a mid-market company. Nutshell is very similar to us in age, culture, feature philosophy, etc. so I always enjoy interacting with the team. The Support (via chat and email) is excellent and they are always willing to hear new feature ideas and requests. The affordability makes it a great first CRM for new and small businesses.

Cons
Importing can sometimes result in a lot of duplicate leads, so data cleanliness becomes a bit of an issue as you grow. Reporting has some room to grow but it's not too bad right now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Nutshell pricing

Starting from
$19/month
Pricing options
Free trial
Subscription
View Pricing Plans

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).

Nutshell features

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

CRM Integration (134 other apps)
Customer Database (158 other apps)
Customizable Branding (200 other apps)
Electronic Payments (138 other apps)
Real Time Data (132 other apps)
Social Media Integration (170 other apps)
Surveys & Feedback (136 other apps)

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.

![](https://s3.amazonaws.com/assets.getapp.com/apps/91222/853bdb40c328479a4e434e2b80381519 “”)


What is Nutshell?

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.

![](https://s3.amazonaws.com/assets.getapp.com/apps/91222/aa6dc291c1fa5b2e457f84c447bf719f “”)


Who is Nutshell 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.

![](https://s3.amazonaws.com/assets.getapp.com/apps/91222/aec93473fc612487724b8f861d80d73d “”)

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.

![](https://s3.amazonaws.com/assets.getapp.com/apps/91222/535f507825aa23e1a3db0d09f13af1bc “”)

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

Key features of Nutshell

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

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!