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

Sales Automation
Email Features
Nutshell Marketing
Contact Management
Reporting
Nutshell video
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Nutshell pricing overview

See pricing plans

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 See pricing details

Pricing Details

14-day free trial, no credit card required. NUTSHELL SALES Starter: $19/user/month (billed annually) or $22/user/month (billed monthly). Pro: $35/user/month (billed annually) or $39/user/month (billed monthly). NUTSHELL MARKETING - Send 150 messages/month for free - Paid subscriptions start at just $5/month Find out what Nutshell will cost your team at https://www.nutshell.com/pricing/

Free Version

No

Free Trial

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

  • 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
  • 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

View full list of CRM 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
  • 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

View full list of Contact Management Software

  • A/B 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 Analytics
  • 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

View full list of Email Marketing 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

View full list of Sales Force Automation Software

Nutshell Alternatives

More Nutshell alternatives

Nutshell Reviews for UK Users

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 4.2
Customer Service 4.2
Features 3.9
Value for Money 4.2

Review software

Share your experiences with other software buyers.

Write a Review!
Marilyn H.
Global Sales Director
Financial Services, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • 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.
IT/Projects Manager
Marketing & Advertising, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • 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
Prescott P.
President
Mining & Metals, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    2 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    3 /5
  • Customer Support
    4 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    4/10
  • 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.
CEO
Computer Software, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • 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
Jean-marie K.
Business Development
Information Technology & Services, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 09/01/2021

"Perfect solution for startups"

Comments: Everything was really great. From the sales, through deployment, and ongoing support.

Pros: Ease of use, easy integration, great customer support, easy to learn and solid documentation, and many more.

Cons: Some features need improvement or expansion but our rep told us all the ones we asked about are already in their production queue.

  • Reviewer Source 
  • Reviewed on 09/01/2021