Who Uses Nutshell?

Small businesses that need an affordable and easy-to-use CRM, sales automation, and email marketing platform that actually helps you close deals, and can be fully implemented in days, not weeks.

What Is Nutshell?

Nutshell is a growth software platform that helps sales and marketing teams work together to win more deals.

Simple enough for any team and sophisticated enough for any business, Nutshell offers easy to use CRM, sales automation, and email marketing features, unlimited data storage, and world-class live support.
| "Best out of the box CRM on the planet." Roberto A., ManagedWay
| "We just need a CRM that gets it and does it right, and that's Nutshell." - Kristen H., Bloomerang

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

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

Free Version

No

Free Trial

Yes

Nutshell deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base Software
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)

Training Software

  • Live Online
  • Webinars
  • Documentation
  • Videos

Nutshell Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

View full list of CRM Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Batch Processing
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Interaction Tracking
  • Interaction Tracking
  • Lead Capture Software
  • Lead Distribution
  • Lead Management Software
  • Lead Nurturing Software
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Tagging
  • Task Management Software
  • Template Management
  • Third Party Integrations
  • Workflow Management Software

View full list of Contact Management Software

  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Auto-Responders
  • CAN SPAM Compliance
  • CRM Software
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Scheduling
  • Campaign Segmentation
  • Click Tracking
  • Contact Database
  • Contact Management Software
  • Customer Segmentation
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Distribution
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Triggered Actions
  • Image Library
  • Landing Pages/Web Forms
  • Lead Capture Software
  • List Management
  • Mailing List Management
  • Mobile Optimized Emails
  • Multi-Campaign
  • Multi-Channel Marketing
  • Real Time Analytics
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Spam Blocker
  • Subscriber Management
  • Subscription Management Software
  • Template Management
  • Third Party Integrations
  • WYSIWYG Editor
  • Web Forms

View full list of Email Marketing Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Call Management
  • Campaign Management Software
  • Channel Management Software
  • Commission Management
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Field Sales Management
  • Forecasting
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • 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 Software
  • Sales Reports
  • Sales Trend Analysis
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

View full list of Sales Force Automation Software

Nutshell Alternatives

More Nutshell alternatives

Nutshell Reviews

Read all reviews

Overall rating

4.2/5

Average score

Ease of Use 4.2
Customer Service Software 4.2
Features 3.9
Value for Money 4.2

Review software

Share your experiences with other software buyers.

Write a Review!
Marilyn H.
Global Sales Director
Financial Services Software, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-03-05

"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.

  • Reviewer Source 
  • Reviewed on 2020-03-05
Madalynn P.
IT/Projects Manager
Marketing & Advertising, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2019-10-24

"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.

  • Reviewer Source 
  • Reviewed on 2019-10-24
John W.
Director of Strategy
Hospital & Health Care, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    4 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2021-05-24

"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 2021-05-24
Prescott P.
President
Mining & Metals, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    2 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    3 /5
  • Customer Support Software
    4 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    4/10
  • Reviewer Source 
  • Reviewed on 2017-05-08

"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 2017-05-08
Greg W.
CEO
Computer Software, 11-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021-01-08

"Nutshell VS Act"

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.

  • Reviewer Source 
  • Reviewed on 2021-01-08