Nutshell Features

Nutshell

CRM and sales automation for small businesses

4.2/5 (357 reviews)

Nutshell Feature Summary

  • 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

Nutshell Features In Depth

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.

Competitor Feature Comparison

@mentions
API
Activity Dashboard
Activity Management
Activity Tracking
Advertising Management
Applicant Tracking
Assignment Management
Automated Sales
Automatic Lead Distribution
Automatic Notifications
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
Customer Segmentation
Customizable Categories
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
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 Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Progress Reports
Progress Tracking
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Receiving
Recurring Billing
Recurring Tasks
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Single Sign On
Status Tracking
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
To-Do List
Trend Analysis
Visual Analytics
Web Forms
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
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
Customer Segmentation
Customizable Categories
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
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 Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Progress Reports
Progress Tracking
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Receiving
Recurring Billing
Recurring Tasks
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Single Sign On
Status Tracking
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
To-Do List
Trend Analysis
Visual Analytics
Web Forms
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
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
Customer Segmentation
Customizable Categories
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop Interface
Duplicate Detection
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 Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Progress Reports
Progress Tracking
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Receiving
Recurring Billing
Recurring Tasks
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Single Sign On
Status Tracking
Tagging
Task Management
Task Scheduling
Template Management
Third Party Integration
To-Do List
Trend Analysis
Visual Analytics
Web Forms
Widgets
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


41 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


198 reviews

Nutshell Feature Reviews

25 reviewers had the following to say about Nutshell's features:

Brian Cox

great tool for tracking customers and leads. Good canned reports

2017-05-08

Tracking customer data.

Pros

Easy to search data. relatively easy to add custom columns (still figuring out how best to use this feature).

Cons

Custom reports are a bit cumbersome; need to get support to work out a few custom reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Nutshell


Hey Brian,

Thanks a bunch for your feedback. Our support team can help you with your custom reports. Please do reach out when you have a few minutes. We appreciate you being part of the Nutshell community.

Amanda

Read more
John Suffern

I set up Nutshell myself, used the tutorials and imported contacts from a previous CRM. Everything w

2017-08-30

Integration with MailChimp was easy as well as tracking all gmail.

Pros

Ease of use and customer support/tutorials. Importing data was also very easy and understandable.

Cons

Reporting can always be improved in every product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Construction company, 201-500 employees)

Great, user-friendly CRM tool for small businesses

2019-04-11

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

There are a ton of features like contact management, task management, forecasting/reporting modules, etc.

Cons

When I don't make the call by that time, it will go into unlogged activities which can feel stressful/hectic.

Rating breakdown

Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Liz Welsh

Nutshell is a great software for the price. There are definitely better CRMs but at a higher cost.

2017-05-08

Pros

Love the customization of the sales process as well.

Cons

Exporting reports is not ideal for importing into email marketing solutions and email marketing integrations like MailChimp are fairly weak.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Nutshell


Hi Liz,

Thanks for your feedback. I am currently overhauling our integrations so that our users get more functionality. I hope to have these available in the next few weeks.

Amanda

Read more
Steven Shattuck

Fantastic small/medium-sized-biz CRM

2017-11-17

Workflows are customizable, and tracking prospect information is a breeze.

Pros

Nutshell is very similar to us in age, culture, feature philosophy, etc. so I always enjoy interacting with the team.

Cons

Importing can sometimes result in a lot of duplicate leads, so data cleanliness becomes a bit of an issue as you grow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian Schoedel

We really like the insights we get from their reporting which helps us make decisions about our busi

2018-11-15

We continue to modify to our needs as Testimonial Tree's SaaS based customer survey, testimonial marketing, online review and reputation management business grows.

Pros

We use it for our sales, new customer on-boarding and retention activities. We've been on the platform for over 3 years and highly recommend them.

Cons

We'd like to see them expand their App integrations & Zaps (Zapier) with best of breed solutions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Phil Curtolo

Easy, Flexible, Customizable and Inexpensive!

2017-07-21

We also used to keep a bunch of Excel spreadsheets for sales tracking, pipeline management, and customer details, all of which have now been replaced by Nutshell's standard functionality.

Pros

Easy migration from old CRM via CSV import. Activity management and to do lists keep users organized and on task.

Cons

I would love to see Nutshell offer integrations to more third-party apps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Christopher Meneses

Nutshell_Review

2019-02-22

Best bang for your buck.

Pros

How customizable it is , the email series, click to call.

Cons

if you get leads from third party companies you have to manually enter them in the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christopher Sammut

From a users perspective, the system is well designed and provides useful data which is easy to hand

2017-05-08

Good customisation through API and integration with other products

Pros

users perspective: Great interface, users are empowered to crunch their data and produce viable results admin perspective: very comprehensive API

Cons

from an admin perspective, there are certain items which are missing. 1. logical custom fields 2. better user permissions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
James Miller

I'd like my Nutshell on a silver platter.

2016-07-08

Nutshell has taken place of my company communication which has replaced email and texting.

Pros

Love the integration with 3rd party programs like mail chimp and any other automation systems.

Cons

iOS app needs some more tweaking with being able to have the little blue bubble on activities when viewing activities from the activity menu or when viewing activities on the account info page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Nutshell

Have youtube videos demonstrating updates you make on the software (desktop and mobile) so we can see how the updates work and can review them as many times or distribute them as needed.

Source: Capterra
Helpful?   Yes   No
Read more
JoAnna Hicks

Incredibly intuitive CRM

2017-05-07

Focus attention and feedback on the last time I connected with someone

Pros

Integrates well with Gmail, easy to set up, nice integration with Mail Chimp.

Cons

Not set up for a commercial real estate business so I had to do a lot of work arounds.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Nutshell


JoAnna,

Thanks for writing in. I'm sorry to hear that you've had trouble with Nutshell reports but I have some great news - we've completely revamped our reporting features! The upgrade will be released on May 11th, you should be getting a notification from us shortly. Should you have any questions, please feel free to reach out to our support team!

Cheers,

Asya

Read more
Dave Boyd

Lower cost alternative to other CRM programs

2017-06-15

Low cost way to manage my customer base info.

Pros

There's a lot of customization available and marketing to my customers is easy with templates.

Cons

Lack of integration to pull in address data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Nutshell


Hi Dave,

Thanks for your feedback! We appreciate you sharing your pro's and con's. I understand your desire to integrate with LinkedIn. We did at one time, but that ability has been removed. We are constantly trying to figure out better ways to pull in information. Thanks for being part of the Nutshell family.

Amanda

Read more
Pilar Garcia

My experience with Nutshell is good, however some functionalities could be simplify

2017-05-07

Sales process follow up

Pros

Could it possible to download Customers information from a local Data Base (for example Excel), in order to have an automatic upload or update.

Cons

Would be easy if you can assign a person to all activities as a default and manage excepción with other names.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Vorbach

I really love nutshell and it has changed the way we run our operations on a daily basis.

2017-05-09

Pros

I also really like the activity tracking, todo list tasks, and last contact.

Cons

Another change that would be nice for larger databases would be last viewed columns, say you didn't email them etc it would be nice to know the last time called or time the account was reviewed by a particular user.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Nutshell


Hey Chris,

Thanks so much for your feedback. We really appreciate your suggestions and will add them to our list. Thanks for using Nutshell.

Amanda

Read more
Leonardo Fontana

Great CRM

2019-04-05

Pros

Nutshell has great integrations with third parties. It also offers good level of tutorials and responsive customer service

Cons

It would be really useful to be able to customize the layout of the dashboard

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
jim nomoto

Works well for what I use it for. could have better opportunity pipeline info, tracking and report

2017-05-08

Pros

easy to use contact management and integrates with cell phone pretty well.

Cons

does not have easy to read reports for opportunity.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Nutshell


Hey Jim,

Thanks for taking the time to share your feedback with us! We are interested in understanding what you'd like to see in your opportunity reports. We appreciate you being a part of the Nutshell community.

Amanda

Read more
Alice Beattie

We have used Nutshell to keep track of our contacts & leads since around 2013

2017-05-08

Pros

- Straightforward interface; easy to train new people - The ability to import emails via "bcc@nutshell.com" to keep track of conversations and relationships across many offices - Easy to bulk upload or update contacts or companies with tags - Thoughtful reports - Generally responsive customer support team - The 'merge duplicates' feature is very helpful

Cons

built in reports, I am still having to export all the data and do the conversion myself and create the reports again in Excel.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Tom Summerhays

easy

2017-06-16

ease of use visibility of tasks/activities,

Pros

ease of use, simple to navigate and watch the progress of the pipeline, integrates well with other apps (Gmail)

Cons

feature poor, the email feature cannot handle attachments, the system can create false data by allowing task/activities to be deleted, changed etc etc - it can be tricked.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Nutshell


Hi Tom!

Thanks for your feedback. We will be coming out with email attachments in the next week or so. We appreciate you being part of the Nutshell family.

Amanda

Read more
Tina Longwell

Our experience with Nutshell has been extremely positive. The ease of use is exactly what we needed.

2017-05-08

Ability to track and organize all aspects of our member company portfolio including activities, contact via email, in person and follow up.

Pros

Ease of use Reporting abilities Tracking and ability to customize what we need for our business model The ability to manage and update our member company portfolio in one place

Cons

Only con is the inability to remove someone (a contact) from a specific company they are linked to without entirely deleting them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Nutshell


Hi Tina!

Thank you so much for your feedback.

Good news, you can remove a contact from a specific company without deleting the contact. You can either go to the person page and remove the company or go to the company page and remove the person from the company. In both cases, the contact still exists but is no longer linked to the company. Please feel free to call our customer support team and they can walk you through the steps.

Frank

Read more
Riyad

The best for its price

2014-01-20

The user interface is much more intuitive and the integration with tons of cloud-base applications like Xero and Quote Roller is just wonderful.

Pros

Easy to use and the reporting section is just amazing and very easy to customize your own reports and save them to reuse. The social aspect of mentioning team members and accounts is great.

Cons

I would like to see more updates, especially in the mobile app

Source: GetApp
6 of 7 people found this review helpful
Helpful?   Yes   No
Read more
Bessie LeBlanc

Set up went smoothly. When inaccurate information came over we feel like our support failed us

2017-05-08

Pros

>When your name is mentioned in an activity you can get an email to alert you.

Cons

Our main complaint are his activity entries.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Alberto Rossi

Great UI and good functionalities

2019-04-26

Pros

Multiple integrations available with third parties.

Cons

Not very simple to upload data

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Violin

Overall great product. Easy to use and great value.

2017-05-09

Pros

Tracking of history and activity. Logging of leads and tracking pipeline.

Cons

Missing some reporting criteria that would be useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Nutshell


Hi Matthew,

We really appreciate your feedback! Thanks for being part of the Nutshell community. Please let our customer support team know what you'd like to see in reporting, or please respond back to my email.

Thank you!

Amanda

Read more
Susannah Rayburn

Great CRM!

2016-07-07

We are a small business and Nutshell works perfectly for tracking our sales processes.

Pros

It's easy, self explanatory, good interface. The customer service is that nutshell provides is remarkable.

Cons

The reporting can be somewhat limited for custom reports, but all of the basic reporting is great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Nutshell

I highly recommend this for any small business!

Source: Capterra
Helpful?   Yes   No
Read more
Patrick Kelly

Functional

2017-05-07

Keep our contacts in one place

Pros

Very straight forward to set up users and get them using the basic functionality for tracking contact details

Cons

Poor reporting, configured mainly for US, need for more paid expensive integrations to achieve booking confirmations (i.e. quote roller)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Nutshell


Hey Patrick,

Thanks for your feedback. Happy you find Nutshell easy to use. Would love to get some insight from you on how we can make the reports better for you and your team/location.

Amanda

Read more