15 years helping Canadian businesses
choose better 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.

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
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 4 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.

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 3 weeks ago New

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.

Rachel
Rachel
Director of Business Development in Canada
Verified LinkedIn User
Construction, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Simple to Use for those who have not used CRM's before

3.0 3 weeks ago New

Comments: This is used to track our quotes and hase been helpful on stopping quotes from slipping through the cracks.

Pros:

This was an easy to implement software for those who have never used a CRM in the past. User friendly for basic functionality.

Cons:

I would like to see more ability to keep lead information separated. There are many leads that have the same companies and people but are not relevant to one another, and unfortunately it all gets lumped together.

Andrew
Strategy & Business Development in US
Computer Software, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Best Value for the Money; Don't Have to Sacrifice Much; Perfect for small up to medium size co.

5.0 3 months ago

Comments: I've used Nutshell for 10+ years and I've also got three of my consulting clients to start using it. Everyone is very happy. The biggest challenge is not getting people to use Nutshell, it's getting people to use a CRM at all. It's getting them to stop their chaotic disorganized habits and come together to bring all our critical information into one place. We also just started using it for sales tracking and license renewals and it's turning out to be very functional and flexible for that too.

Pros:

Easy and simple to set up and maintain. Very powerful and effective in turning our chaotic spreadsheets and inconsistent behaviors into a well-oiled machine.

Cons:

Some of the UI details are not intuitive. We would like more robust forms for capturing leads and customer intent.

Christine
Marketing Manager in US
Construction, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Long Time User

5.0 3 weeks ago New

Comments: Excellent. They are reachable, option to suggestion, and over the 4 years I have used it they have added many of the features I have asked for; as I'm sure I wasn't the only one requesting them. This demonstrates a company that listens to it's users.

Pros:

I was tasked with finding a CRM and did extensive research. I chose Nutshell and have never looked back. This CRM is super user friendly and easy to train sales people who are usually up and running within 30 minutes. This is NOT Salesforce - no degree required to use it! lolI love Nutshell so much, that I recommend it to my other customers who retain me to manage their marketing. I have over 6 customers using Nutshell and they are all happy with the product!

Cons:

There are a few features I would like to see added... when "starring" the main contact within the company filed- that information should bleed through to the lead, or at least have the same option available within the lead. That same "starred" contact should move to the 1st place in the contact list.