Who Uses Nutshell?

Nutshell is built for relationship-focused B2B organizations that are tired of juggling separate sales and marketing tools and don’t want to pay a full time admin to manage their software.

What Is Nutshell?

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and world-class live support, all at an extremely affordable price.

Nutshell Details

Nutshell

http://www.nutshell.com

Founded 2009

Nutshell Software - Sales Automation
Nutshell Software - Email Features
Nutshell Software - Nutshell Marketing
Nutshell Software - Contact Management
Nutshell Software - Reporting
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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

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
  • 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
  • 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

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  • 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

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  • 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

View full list of Email Marketing Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

View full list of Online CRM 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

  • Access Controls/Permissions
  • Activity Dashboard
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Calendar Management
  • Call Logging
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Customisable Branding
  • Customisable Reports
  • Data Import/Export
  • Document Management
  • Electronic Signature
  • Email Management
  • Email Templates
  • Event Triggered Actions
  • File Sharing
  • Goal Setting / Tracking
  • Interaction Tracking
  • Kanban Board
  • Lead Management
  • Lead Scoring
  • Leaderboards
  • Live Chat
  • Mobile Access
  • Mobile App
  • Process/Workflow Automation
  • Product Catalogue
  • Prospecting Tools
  • Reminders
  • Reporting/Analytics
  • Revenue Management
  • Sales Pipeline Management
  • Search/Filter
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Transfers/Routing

View full list of Sales Tracking 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

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Marilyn H.
Marilyn H.
Global Sales Director
Financial Services, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • 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.

Alternatives Considered: Dynamics 365

Reasons for Choosing Nutshell: So complicated we weren't using any functionality

Switched From: Dynamics 365

Reasons for Switching to Nutshell: Price, others had better functionality but this Nutshell had enough 2 years ago to get us going. It has really come into it's own and now has way more.

  • 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
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • 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.

Alternatives Considered: Pipedrive, Nimble, Copper, HubSpot CRM, monday.com and Really Simple Systems CRM

Reasons for Choosing Nutshell: We realized we did not need a ticketing software but something more like a CRM, in looking over a lot of options this was the best price point and the best fit for what we needed.

Switched From: Freshdesk

Reasons for Switching to Nutshell: A lot of the other systems seemed overly complicated to use, we had a relatively short onboarding period to get our people trained quickly. The price point for the number of features was the best and most sustainable for our company. And we feel like we can grow with Nutshell.

  • Reviewer Source 
  • Reviewed on 24/10/2019
An H.
An H.
Export Growth
Marketing & Advertising, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 04/09/2021

"B2B focus, Ease to use, Report in advance, Automation good"

Comments: Simple, Ease to use, Tracking in advanced, Deals management and automation at a glance is Nutshell offered. If you require role/ visibility management plus quote build kind of harassment and hard for you. In my opinion this crm suited for smb, solo entrepreneurs , services selling, product also but need some extra work.

Pros: Manage easily on Terriority, Company Type help you work on contact to clarify and edit company type. Automation work in each pipeline with Guidelines/ Goals set/ Task assigned/ User assigned help team work better and decrease your manually work. Product add in multi market and currencies, always include Competitor plus a note help you know who competing with. Deals have virtually icon let you know how gap process, which is priority colored Red. Metric for sales/ call/ activity help you know your kpi

Cons: Text box field require click to see and blued, hard to see information, they should improve this ui/ux. Audit log not offered then you cant know everything worked on account just only activity.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 04/09/2021
Prescott P.
Prescott P.
President
Mining & Metals, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • 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
John W.
Director of Strategy
Hospital & Health Care, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • 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