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 video
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
4.2
Ease of Use
4.2
Customer Service
4.2
Features
3.9
Value for Money
4.3

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Marilyn
Marilyn
Global Sales Director in Canada
Verified LinkedIn User
Financial Services Software, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Bang for your Buck

5.0 3 years ago

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.

John
National Sales Director in US
Machinery, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Excellent CRM for our Niche Application - Best of Multiple Reviewed/Used

5.0 5 months ago

Comments: Excellent! The customer service has been responsive and the system has been 100% reliable.

Pros:

Barrier to entry was low with minimal upfront cost needed to evaluate the software. Ease of use for a small company with minimal resources to devote to developing, executing, and maintaining the system.

Cons:

So far the only con that we have experienced has been in the reporting functions. This could be a by-product of our unique needs or our lack of resources available to investigate it further. It does seem limited compared to Salesforce.

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 6 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.

Rashid
Partner in Australia
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Nutshell product review

4.0 5 months ago

Comments: I have used a number of different systems including Zoho, Hubspot, Pipedrive. I like Nutshell's flexibility and ease of use.

Pros:

Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet.

Cons:

Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time.

Greg
Greg
CEO in US
Verified LinkedIn User
Computer Software, 11-50 Employees
Used the Software for: 1+ year
Reviewer Source

Nutshell VS Act

5.0 2 years ago

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.