Nutshell vs B2B Rocket

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Director of Special Projects

We use Nutshell extensively for managing customer interactions, maintaining a presence with our customer base and automating certain outreach processes.

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations win more deals, and doesn’t require a full-time admin to manage. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and world-class live support, all at an unbeatable price.

A/B Testing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Batch Processing

Calendar Management

Calendar/Reminder System

Calendar Sync

Campaign Analytics

Campaign Management

Campaign Scheduling

CAN-SPAM Compliance

Click Tracking

Client Management

Collaboration Tools

Contact Database

Contact Management

Customer Database

Customer Segmentation

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Document Storage

Drag & Drop

Drip Campaigns

Email Campaign Management

Email Management

Email Marketing

Email Sequences

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

Forecasting

For iPad Devices

For Startups

Interaction Tracking

Internal Chat Integration

Landing Pages/Web Forms

Lead Assignment

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

List Management

Marketing Automation

Mobile Access

Mobile App

Mobile Optimization

Monitoring

Opportunity Management

Performance Metrics

Personalization

Pipeline Management

Pipeline Reports

Process/Workflow Automation

Prospecting Tools

Quotes/Estimates

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Referral Tracking

Reminders

Reporting/Analytics

Reporting & Statistics

Role-Based Permissions

Sales Activity Management

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Segmentation

Shared Contacts

Social Media Integration

Source Tracking

Subscriber Management

Tagging

Task Management

Template Management

Territory Management

Third-Party Integrations

Web-based Deployment

Web Forms

Workflow Management

WYSIWYG Editor

Reviews for Nutshell come from a wide variety of industries, including marketing and advertising (9% of reviewers), construction (6%), and computer software (5%). The most frequent use case for Nutshell cited by reviewers is CRM (72% of reviewers).

Users and use cases

Reviewers appreciate Nutshell’s affordability compared to larger competitors and say the month-to-month payment options and free trial help them assess value. Some users report satisfaction with no file caps, but some reviewers feel advanced features require costly upgrades. Users mention paid add-ons and the lack of a free tier limit value for startups, and they cite recent fee increases as a drawback.

Value for money

The Nutshell integration most frequently cited by reviewers is Gmail, an email management product rated 4.9 out of 5 for its integration with Nutshell.

Integrations

Nutshell is a CRM tool offering key features such as contact database, contact management, lead management, and sales pipeline management, among others.

Nutshell

Web-based

Android

iPhone

Pipedrive

monday CRM

Dynamics 365

Salesforce Starter

Insightly

HubSpot Sales Hub

Mailchimp

ActiveCampaign

Copper

Bigin by Zoho CRM

Vtiger CRM

LeadSquared

Less Annoying CRM

Sales Foundation

Sales Growth

Sales Pro

Sales Business

Sales Enterprise

Marketing Pro

Frequent performance disruptions

Product Marketing Specialist

It 'runs into a snag' and stops my flow of work for 5-20 min every time it crashes.

67% of reviewers feel negative about bugs and issues in Nutshell. Reviewers report experiencing frequent software freezes, crashes, and slow loading times that disrupt their workflow. They mention persistent glitches, unresolved bugs, and unreliable mobile app performance, which can lead to lost data and frustration. Some users say these technical problems interrupt daily operations and hinder productivity, while others express dissatisfaction with the lack of timely fixes and responsiveness from support and development teams regarding ongoing issues.

Streamlined and flexible setup

94% of reviewers feel positive about Nutshell’s setup process. Reviewers indicate the platform is quick to implement and easy to configure, even for those new to CRM systems. They appreciate the straightforward customization of fields and the intuitive, well-organized layout, which allows them to adapt the software to their business needs without technical expertise. Users say the clear design and user-friendly interface make it simple to personalize and maintain, enabling them to get started efficiently and stay organized as their requirements evolve.

Ideal for small businesses

Director of Strategy

Having one centralized tool for each team has made transitions, upsells, and growth very simple and organic within our organization.  

93% of reviewers feel positive about Nutshell’s suitability for professional use, especially in small and growing businesses. Users say the platform’s affordability, adaptability, and ease of use help them manage operations without needing extensive IT resources. Reviewers appreciate that it supports business growth, offers essential features for small teams, and is customizable to niche industries. They find the centralized tool simplifies transitions and scaling, making it a practical choice for organizations seeking a reliable CRM to support their development.

I wish that leads could function more completely as orders in and of themselves, with the ability to include percentage based line items such as sales tax or apply discounts to all of the products on a lead.

Administrative Assistant

It has given our team much better visibility into our contacts, communications, and pipeline, which has made our day-to-day work more organized and intentional.

SVP of Business Development

We manage newsletters, drip campaigns, follow-up sales emails, as well as pipeline and CRM, all in one tool.

Nutshell CRM seems like a good software offering Security, Value for Money, good Customer Support, Email Management, Lead Management, Client Accounts, Sales Pipeline.

Administrator

I would have really liked for nutshell to have a routing software and integrated mapping for our accounts and dealers to be able to see the territoruys protected and oversaturated.

I love the text/email feature where I was able to set up specific email templates that I can send to whichever customer needs to have one sent within seconds and a couple clicks.

Customer Service and Operations

I really enjoy this CRM, it’s very intuitive, and I use it for my everyday tasks, like managing emails, leads, and adding contacts.

Business Development Consultant

The mobile version doesn’t always match the desktop experience and lacks some features, making on-the-go work less smooth for some teams.

Estimator Sales Lead

They will even go as far as helping you with imports through there White Glove Service for those who are still learning technology meaning switching is as easy as possible.

Business Development Coordinator

Overall it's pretty positive, with some bugs and small room for improvement (I'd love to see a way to label and describe different phone numbers, websites, etc on the right side of a company account)

Director

Im obsessed with the board feature where I am able to see all of my contacts and keep organized on follow ups and communication.

Associate Director of Operations

Having it interface with our existing system is amazing and saves a ton of time and expense for not having to migrate things from a legacy system.

Sales Manager

In the basic plan more premium features are teased unnecessarily and ideally sales pipeline email follow ups would be part of the basic plan.

Marketing Director

This is built for retail, and any solution we have asked to have implemented has been met with "Nutshell isn't built for that, why would you want to do that" and it just doesn't fit our needs anymore.

Founder CEO

It is costly for small teams; you can't upgrade specific team members without upgrading everyone, even part-time or seasonal employees.

How easy to use and onboard new employees, the overall level of customization available especially for integrating with our existing systems, and the short overall learning curve to use and customize it for our needs.

Customer Relations Specialist

They stay up to date with the newest technology, providing innovative tools and strategies designed to help your business grow and succeed.

Senior Technical Editor

The trial provided before our decision purchase was perfect, and all the items we added during the trial carried over into the live program.

Director of Business Development

I don't see why that can't exist within the text box. When I add content, I have to cut and paste and edit in a way that pulls out lists.

Director of Communications and Community

I use it on an ongoing basis to send out customer marketing communications, and rely on it to deliver good-locking emails that drive traffic and engagement.

Business development manager

Overall it's been great having the ability to bring in new customers and have the ability to track their progress has been a game changer.

Consultant

We receive Nutshell use as part of large agency agreement to a suite of various marketing platforms and tools.

Operations Manager

The ability to track communications via synced email is invaluable.

Chief Drinking Officer

I love that it has all the features my small business needs without the exorbitant price tag of platforms like HubSpot.

Basic email marketing is included, but not a full marketing suite (e.g., no landing pages or A/B testing).

Forecasting feels straightforward, not like a separate project, and the visibility it gives my team into next steps and momentum is a big win.

Admissions Consultant

Certain actions require multiple steps, which can slow down workflow during peak periods.

Admin Assistant

Sometimes it freezes or glitches, but these issues only occur occasionally, and the problem resolves in seconds.

It's helpful to see the history, as well as keep tabs on when emails are viewed.

Nutshell is the occasional glitches, as well as the slow “Add Contact” pop-up window.

Nutshell includes many features at no additional charge, saving us money because we do not need to purchase them from other companies.

Sales and Program Management

I really enjoy the different ways to bring up data on customers, leads, projects, etc.  

Coordinator

The non profit I work for uses this software to have one place to track and follow up with people that are interested in knowing more about what we do (that hopefully leads to working with us). Once you understand what features are there, it is very easy to use.

Sales Assistant

I like most about nutshell that you can filter many things to find exactly what you're looking for within the software.

Nutshell vs B2B Rocket Comparison (2026)

Nutshell

B2B Rocket

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives