Who Uses Nutshell?
Small businesses that need an affordable and easy-to-use CRM, sales automation, and email marketing platform that actually helps you close deals, and can be fully implemented in days, not weeks.
What Is Nutshell?
Nutshell is a growth software platform that helps sales and marketing teams work together to win more deals.
Simple enough for any team and sophisticated enough for any business, Nutshell offers easy to use CRM, sales automation, and email marketing features, unlimited data storage, and world-class live support.
| "Best out of the box CRM on the planet." Roberto A., ManagedWay
| "We just need a CRM that gets it and does it right, and that's Nutshell." - Kristen H., Bloomerang
Nutshell Details
Nutshell
http://www.nutshell.com
Founded 2009
Nutshell pricing overview
Nutshell does not have a free version but does offer a free trial. Nutshell paid version starts at US$19.00/month.
Starting Price
US$19.00/month
Free Version
No
Free Trial
Yes
Nutshell deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Deployment
- Cloud, SaaS, Web-based
- Mac (Desktop)
- Android (Mobile)
- iPhone (Mobile)
Training
- Live Online
- Webinars
- Documentation
- Videos
Nutshell Features
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Contact Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Batch Processing
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Data Synchronisation
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Reminders
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Social Media Integration
- Tagging
- Task Management
- Template Management
- Third Party Integrations
- Workflow Management
Email Marketing Software
- AB Testing
- API
- Activity Dashboard
- Activity Tracking
- Auto-Responders
- CAN SPAM Compliance
- CRM
- Campaign Analytics
- Campaign Management
- Campaign Scheduling
- Campaign Segmentation
- Click Tracking
- Contact Database
- Contact Management
- Customer Segmentation
- Customer Surveys
- Customisable Branding
- Customisable Forms
- Customisable Templates
- Customizable Fields
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Campaign Management
- Email Distribution
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Image Library
- Landing Pages/Web Forms
- Lead Capture
- List Management
- Mailing List Management
- Mobile Optimised Emails
- Multi-Campaign
- Multi-Channel Marketing
- Real Time Analytics
- Reporting & Statistics
- Reporting/Analytics
- Social Media Integration
- Spam Blocker
- Subscriber Management
- Subscription Management
- Template Management
- Third Party Integrations
- WYSIWYG Editor
- Web Forms
Sales Force Automation Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Call Management
- Campaign Management
- Channel Management
- Commission Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Field Sales Management
- Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Proposal Generation
- Real Time Data
- Real Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Nutshell Alternatives
More Nutshell alternatives
Nutshell Reviews for UK Users
Read all reviewsOverall rating
Average score
Marilyn H.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 05/03/2020
"Bang for your Buck"
Comments: Great! It helps the team stay on track whether it's sales or implementation.
Pros:
Reporting and filtering reports.
Keeping a track record of our leads.
Cons: Have to move over to pro to get more then one sales process. Pro is so expensive.
- Reviewer Source
- Reviewed on 05/03/2020
Madalynn P.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 24/10/2019
"An Elegant Yet Powerful CRM"
Comments: We are now better organized with our sales process and are more collaborative. This allows us to keep our important information in one place that is easy to use and work as a team to get things done!
Pros: I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.
Cons: I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.
- Reviewer Source
- Reviewed on 24/10/2019
John W.
-
Overall Rating4 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support4 /5
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 24/05/2021
"Everything your business needs in a Nutshell!"
Comments: 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.
Pros: 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.
Cons: 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.
- Reviewer Source
- Reviewed on 24/05/2021
Prescott P.
-
Overall Rating2 /5
-
Ease of Use5 /5
-
Features & Functionality3 /5
-
Customer Support4 /5
-
Value for Money3 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 08/05/2017
"leads don't allow you to easily sell services, only products. After sale service is hindered."
Comments: 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.
- Reviewer Source
- Reviewed on 08/05/2017
Greg W.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 08/01/2021
"Nutshell VS Act"
Pros: I was an ACT user for 10+ years and when they went to an cloud solution the product because so slow and crappy I had to make a switch. Testes and used many programs and landed on Nutshell. Great product & great support!
Cons: The process of a lead and a person a little confusing at 1st.
- Reviewer Source
- Reviewed on 08/01/2021
