Who Uses Nutshell?

Small-business outbound sales teams that are looking for an affordable, easy-to-use CRM that can be fully implemented on Day 1.

What Is Nutshell?

Nutshell is the sales teams essential CRM. Move faster, work smarter, and close more deals with best-in-class tools, time-saving integrations, sales automation, and world-class live support. We love sales teams and sales teams love Nutshell. Don't take it from us, take it from thousands of companies growing every day with Nutshell. We just need a CRM that gets it and does it right, and that's Nutshell. - Kristen Hay, Bloomerang.

Nutshell Details

Nutshell

http://www.nutshell.com

Founded 2009

Nutshell Pricing Overview

Nutshell starts at US$19.00/month. Nutshell does not have a free version but does offer a free trial. See additional pricing details for Nutshell below.

Starting Price

US$19.00/month
See pricing details

Free Version

No

Free Trial

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Live Online

Webinars

Documentation

Support

Business Hours

Online

Nutshell Features

CRM Software
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search/Filter
Segmentation
Shared Contacts

Nutshell Reviews

Showing 5 of 345 reviews

Overall
4.2/5
Ease of Use
4.2/5
Customer Service
4.2/5
Features
3.8/5
Value for Money
4.2/5

Great Feature-set Without Complexity

Reviewed on 02/11/2018
Bill P.
Senior Leadership Consultant
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Great, user-friendly CRM tool for small businesses

Reviewed on 11/04/2019
Verified Reviewer
Marketing Manager
Construction, 201-500 Employees
Used the Software for: Free Trial
Reviewer Source 
5/5
Overall
4/5
Ease of Use
4/5
Features & Functionality
4/5
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Very helpful tool!

Reviewed on 27/01/2020
Jerome P.
Sales
Wholesale, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
5/5
Ease of Use
5/5
Features & Functionality
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Losing track of where we are with customers/venders/sales in general was killing our company. With using Nutshell we have been able to get our sales team on track. Our sales team has a good comfort zone with Nutshell
Our experience with Nutshell has been very positive and was easy to implement!!

Pros: What I like most about Nutshell is the ease of use. From a sales team with varied computer skills (beginner to programmers) We can all be on the same page. Which is to stay involved with our customers.

Cons: The raw, raw when you get a sale.... Don't know that it is needed for an older sales staff.

leads don't allow you to easily sell services, only products. After sale service is hindered.

Reviewed on 08/05/2017
Prescott P.
President
Mining & Metals, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
2/5
Overall
5/5
Ease of Use
3/5
Features & Functionality
4/5
Customer Support
3/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

Fantastic small/medium-sized-biz CRM

Reviewed on 17/11/2017
Steven S.
Chief Engagement Officer
51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
4/5
Ease of Use
3/5
Features & Functionality
5/5
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.