About 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 built 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 includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price.

Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information while in the field.

Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability.

In 2021, Nutshell released Nutshell Marketing, which allows Nutshell customers to design and send beautiful marketing emails and automated drip sequences, and instantly measure their engagement, directly out of Nutshell. Nutshell Marketing seamlessly connects to your CRM data, so you can target custom audiences in a snap and manage all your outreach out of a single tool.

Pricing starting from:

$16.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Nutshell

Nutshell delivers the time-saving features and friendly support sales and marketing teams need to win more deals. The list of Nutshell benefits is pretty long (humble brag), but these are the ones you only get with Nutshell.

1. True Ease of Use: No administrator or IT department required, no coding experience necessary, no crazy long setup. Be up and running in Nutshell in less than a week. Nutshell makes powerful tools like sales automation, software integrations, and complex reporting totally accessible to users of all experience levels.

2. Affordability: One simple price per user per month. Nutshell carries no data restrictions or hidden fees.

3. Service: Unlike any other CRM, Nutshell provides all our users with free access to real human support via phone, email, or chat. We're here to support your success in any way we can.

Don't take our word for it, experience the true power of Nutshell yourself. Start your free trial today!

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

$16.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Nutshell Software - Sales Automation
Nutshell Software - Contact Management
Nutshell Software - Team Collaboration
Nutshell Software - Free & Friendly Customer Support
Nutshell Software - Pipeline Management
Nutshell Software - Email Marketing Automation
Nutshell Software - Reporting & Performance Tracking
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Nutshell video
Nutshell video
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Nutshell video
Nutshell video
Nutshell Software - Sales Automation
Nutshell Software - Contact Management
Nutshell Software - Team Collaboration
Nutshell Software - Free & Friendly Customer Support
Nutshell Software - Pipeline Management
Nutshell Software - Email Marketing Automation
Nutshell Software - Reporting & Performance Tracking

Features

Total features of Nutshell: 88

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Batch Processing
  • CAN SPAM Compliance
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Scheduling
  • Campaign Segmentation
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Synchronization
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Email Campaign Management
  • Email Distribution
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Marketing Automation Software
  • Mobile Access
  • Mobile Optimized Emails
  • Monitoring
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Projections
  • Prospecting Tools
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Spam Blocker
  • Subscriber Management
  • Tagging
  • Task Management Software
  • Template Management
  • Territory Management
  • Third Party Integrations
  • WYSIWYG Editor
  • Workflow Management Software

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Nutshell
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Pipedrive

4.5
#2 Alternative to Nutshell
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

HubSpot CRM

4.5
#3 Alternative to Nutshell
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

HubSpot Marketing Hub

4.5
#4 Alternative to Nutshell
HubSpot Marketing Hub is a scalable, all-in-one platform for inbound marketing, combining content marketing, marketing...

Reviews

Overall rating

4.2 /5
(372)
Value for Money
4.3/5
Features
3.9/5
Ease of Use
4.2/5
Customer Support Software
4.2/5

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Showing 5 reviews of 372
Marilyn H.
Overall rating
  • Industry: Financial Services Software
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Bang for your Buck

Reviewed on 05/03/2020

Great! It helps the team stay on track whether it's sales or implementation.

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.
John M.
Overall rating
  • Industry: Machinery
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

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

Reviewed on 27/06/2022

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

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing Nutshell

Cost. Ease of implementation and end user usage.

Switched From

Salesforce Sales Cloud
Prescott P.
Overall rating
  • Industry: Mining & Metals
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 4.0 /10

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

Reviewed on 08/05/2017

We get a cost effective CRM that frees up cash flow for use elsewhere in our business.

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 K.
Overall rating
  • Industry: Management Consulting
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Nutshell product review

Reviewed on 15/06/2022

I have used a number of different systems including Zoho, Hubspot, Pipedrive. I like Nutshell's...

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.

Alternatives Considered

HubSpot Marketing Hub and Pipedrive

Reasons for Choosing Nutshell

Highrise was no longer in development - or being supported.

Reasons for Switching to Nutshell

Price and ease of use. Pipedrive misses a number of features like Tags
Stacey C.
Overall rating
  • Industry: Fund-Raising
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Nutshell's CRM: A Small Business Lifeline

Reviewed on 18/05/2022

I didn't have a business process until I started working with Nutshell. I had a pile of handwritten...

I didn't have a business process until I started working with Nutshell. I had a pile of handwritten notes on my desk calendar and loads of sticky notes on the perimeter of my monitor. Learning my way around a CRM for the first time was intimidating, yet I was able to talk with actual humans when I got stuck, and watch tutorial videos that explained what I wanted to learn. I now put everything I need to know about a client into Nutshell, trusting the process and grateful for the customization and flexibility as my company grows.

Pros

It's designed for super easy customization for what I do, and I lean hard on this feature! I also love how the Dashboard feature is set up, allowing me to see at a glance which activities should be tackled each day, and when I've scheduled future to-dos. Nutshell's approach feels like 'the little guy' was thoughtfully considered--and that's me!

Cons

I have a tough time with my leads fields frequently reverting back to the default setting that shows all fields, not just the 4 custom ones I've created. This is more of a tech issue, not really a dislike of Nutshell in general.

Showing 5 reviews of 372 Read all reviews

Nutshell FAQs

Below are some frequently asked questions for Nutshell.

Nutshell offers the following pricing plans:

  • Starting from: $16.00/month
  • Pricing model: Subscription
  • Free Trial: Available

14-day free trial, no credit card required. NUTSHELL: $16/user/month (billed annually) or $19/user/month (billed monthly). NUTSHELL PRO: $42/user/month (billed annually) or $49/user/month (billed monthly). NUTSHELL MARKETING: Send 150 messages/month for free. Paid subscriptions start at just $5/month. Find out what Nutshell will cost your team at https://www.nutshell.com/pricing/

Nutshell has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000

Nutshell supports the following languages:

English

Nutshell supports the following devices:

Android (Mobile), iPhone (Mobile)

Nutshell integrates with the following applications:

3CX, ActiveCampaign, Asana, Box, Constant Contact, FreshMail, Gmail, Google Contacts, Google Drive, HubSpot CRM, Jotform, Kixie PowerCall, LiveChat, Mad Mimi, MailUp, Mailchimp, Meta for Business, Microsoft 365, Microsoft Outlook, Olark, PandaDoc, Pure Chat, Quickbooks Online, Reply, ScheduleOnce, Slack, Trello, Twitter, Typeform, Unbounce, WebMerge, Wufoo, Yesware, Zapier, Zendesk

Nutshell offers the following support options:

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

Related categories

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