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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.

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.

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

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Reviews of Nutshell

Average score

Overall
4.3
Ease of Use
4.3
Customer Service
4.3
Features
4.0
Value for Money
4.3

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Al
Al
Senior Marketing Consultant in US
Verified LinkedIn User
Marketing & Advertising, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Nutshell has transformed our lead management

5.0 4 weeks ago New

Pros:

Our primary goal was to have a high-functioning CRM that supported lead nurturing and helped us close sales. Nutshell does that exceptionally well, but that is just the starting point. Automating tasks and communication through multiple sales pipelines is easy and intuitive. We are already seeing results from the automation. Tracking our current clients for upsells and renewals is also intuitive and easy. Our next step is to use the marketing potential of the platform to increase our lead generation as well. The implementation went very smoothly, support from Nutshell staff was great, and I was up and running with Nutshell in days, and now I can track leads, make calls, and send emails and never have to leave the platform. It has greatly increase my efficiency.

Cons:

Not sure how to answer the cons. There are a few areas where I would like to customize fields, or change their location, but it is a small complaint

Nutshell Response

3 weeks ago

Thank you so much for sharing your kind words about Nutshell, Al! We're excited to hear how Nutshell is supporting your sales process, and can't wait to see how you implement Nutshell next! We love hearing how our customers use Nutshell to grow their businesses, and sincerely appreciate your review! Happy Nutshelling! Jewell from Nutshell

Celina
Director of Operations in US
Health, Wellness & Fitness, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Streamlined CRM for Small Teams

5.0 last month New

Pros:

Nutshell has been a game-changer for our small team. It promotes open communication and makes tracking wins a breeze. With its intuitive interface, we can easily collaborate, generate insightful reports, and stay organized. It's a must-have for any small team looking to boost productivity and efficiency. Highly recommended!

Cons:

While Nutshell CRM has its strengths, I've found the process of adding team members and fully utilizing its features to be confusing. Despite its promising features, navigating the system for tasks like adding team members feels overly complex. Simplifying these processes would greatly enhance the user experience and make Nutshell even more valuable for small teams like ours.

Nutshell Response

3 weeks ago

Thank you so much for sharing your positive feedback about Nutshell, Celina! We're excited to hear Nutshell is helping your team streamline communication, reporting, and lead tracking! I also appreciate you sharing about complexity in the process of adding team members. I'll be sure to pass along your thoughts to our product development team so we can work toward a solution. Happy Nutshelling! Jewell from Nutshell

Prescott
Prescott
President in US
Mining & Metals, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

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

2.0 7 years ago

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.

Mark
Sales and Marketing in UK
Leisure, Travel & Tourism, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

A value for money product but be warned it is very buggy!

4.0 9 months ago

Comments: Generally speaking, the software is easy to use and also easy to setup however it is frustrating that there are bugs in some of the basic software components

Pros:

Nutshell is a cost-effective product. Most other similar products are a lot more expensive. One of the unique things about Nutshell is its custom email templates which engage placeholder settings. This means you can customise an email template but include elements or placeholders that need to be customised on a per-email basis so the software will not let you send the email unless the placeholder is attended to.

Cons:

Sadly Nutshell is very buggy and the CS and developer teams seem completely uninterested in resolving my complaints about the software. These are basic features mainly within the templating software which I have told Nutshell about countless times, yet they seem uninterested in resolving them. Sadly the bugs can make for a frustrating experience on some occasions. What is even more annoying is that they continue to turn out useless features that are half-baked rather than spending some time fixing the issues at the centre of their core product.

Garry
Managing Director in UK
Financial Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Finding the impossible

4.0 8 months ago

Comments: I searched and spent a lot of time looking for the best crm to suit what we needed. Realising along the way that no crm software would ever suit what your specific needs are. That said Nutshell fulfills 95%of what we need as we adapted our processes to suit. Having spent only 2 days learning and implementing g the crm it was fully usable and powerful meeting our needs.

Pros:

Easy to get to grips with and implement. Not over complicated and very flexible to adapt to your way of working.Customer support very responsive.Being able to design multiple pipelines is brilliant.

Cons:

Web analytics could be more detailed but need to explore more.