Who Uses This Software?

Small-business outbound sales teams that are looking for an affordable, easy-to-use CRM that can be fully implemented on Day 1.


Average Ratings

39 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $20.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Nutshell
  • www.nutshell.com
  • Founded 2009
  • United States

About This Software

Nutshell makes customer relationship management software that is simple for small businesses to use, solving the challenge from which most CRMs suffer: motivating sales teams to embrace the product. Our award-winning CRM makes it easy for outbound sales teams to do important things quickly, offering intuitive sales process and collaboration tools, powerful out-of-the-the-box reporting, email sync with Google Apps/Gmail and Office/Outlook, and much more in an affordable, user-friendly package.


Features Checklist

  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management

Product Reviews

Wonderful system to help with managing clients

Feb 06, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've used this system for about 2 years now and I really enjoyed using it to help me close my deals. I love the integrated API which allows our system to populate tags to tell us the activity of the customer!

Great CRM!

Feb 01, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Really powerful CRM. The global search feature feels like it can read my mind! The reporting tools are incredible and the customization for fields on each lead is extremely beneficial.

In a nutshell... awesome!!

Feb 01, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: So much easier to keep my clients organized in one place. I love being able to access my clients right from my phone. Having a small business is a lot of work and this definitely helps with keeping it all together!

Good Hardworking CRM

Jan 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Comments: Nutshell lets me organize my client and contact information in a very helpful way. I can also run very interesting reports that help me think strategically for the upcoming business quarters.

Not a bad CRM Software

Jan 11, 2017
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
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Comments: We have used Nutshell for about 3 years now. There have been some good improvements during this time that have made it an overall user-friendly and beneficial software. You can see all activities occur in real time, and Nutshell makes it very easy to keep track of sales and communication with customers and vendors. We were also able to connect this with our accounting software, Zoho Books - a huge plus. There are just some minor annoyances and general glitches that prevent me from being able to give the software a full 5 stars.

Nutshell Review

Dec 08, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I am in Nutshell every single day and find it extremely easy to use and navigate. I schedule my meetings and calls through Nutshell and then will log the activities at the end of the day with notes on each activity. Nutshell makes it easy to search for previous notes, contacts, emails, etc... I also send all of my emails to my Nutshell account and so it makes it easy to have everything in one centralized place.

Nutshell 2016

Dec 08, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: It's inexpensive and for a start-up company that is important. Integrations with MailChimp have been helpful and syncing data with Gmail has also been very easy and fast.

Cons: I hardly every hear of updates and new things coming down the pike. I'd also like to see more training webinars to know that I am using all the functions of the system to its fullest.

Overall: I've been using Nutshell for the last year to manage our customer data for a tech start-up in Chicago. Very inexpensive and easy to acquaint yourself with this system.

great CRM solution

Dec 06, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: ease of use, quick learning curve

Overall: have been looking for a CRM solution for a while, probably looked at them all. We were looking for easy use and good reminders for follow ups that could also integrate with our mailchimp account. Nutshell has been great, set up was easy and the learning curve was quick, it has really helped us keep on top of new and existing accounts.

MR's review

Jul 08, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: I like the lead creation and flow, it's nice because it mimics a check list which is helpful to completing my processes with a new prospect.

Cons: The bcc functionality, if I recall from using sales force there were more ways to 'tag to salesforce' via email that were easy while emailing and after the fact.

I don't like that calls get logged to your google calendar after you take notes on them. Seems to clutter things up for no reason.

Overall: I find it very easy to use and integrate into your sales process. The system seems to be very users friendly as to where to find things. Minimal training was needed based on our companies 'sales flow'. The leads report is also very helpful.

Recommendations to other buyers: Not that I can think of.

Great CRM!

Jul 08, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: The ease of use, functionality, and value of the product are top-notch. Nutshell does a great job of housing the information we need and making it easy to make notes, compare customer and lead reports, communicate with prospects, and update information on the go so we can turn those leads into paying customers.

Cons: Sometimes I have to play around a little more getting the lead reports that I want, but now I have all my frequently used reports bookmarked.

Overall: As a smaller company with a product focused on solving specific problems for our customer-base, we love to support other like-minded and similarly structured companies. Nutshell's focus on being the best collaborative CRM is perfect for our company and what we need to use it for. We don't need an all-in-one solution for our CRM, sales, and marketing needs. We just need a CRM that gets it and does it right, and that's Nutshell.

I'd like my Nutshell on a silver platter.

Jul 08, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Love the integration with 3rd party programs like mail chimp and any other automation systems.

Cons: iOS app needs some more tweaking with being able to have the little blue bubble on activities when viewing activities from the activity menu or when viewing activities on the account info page. You only get the blue bubble if you go to the customer timeline and find the activity, or from the notifications menu. The blue bubble for conversations on activities should be available everywhere you can access an activity.

Overall: Have been using Nutshell over the past 2 years and looking forward to many more. Have been through some growing pains with updates, but the bugs eventually get fixed. The Support team is awesome and are always helpful and very responsive. Nutshell has taken place of my company communication which has replaced email and texting.

Recommendations to other buyers: Have youtube videos demonstrating updates you make on the software (desktop and mobile) so we can see how the updates work and can review them as many times or distribute them as needed.

Nutshell & Prestashop

Jul 08, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Comments: Nutshell is a very pleasant software to use. User friendly and performant. I use it on a daily basis, a lot of my co-workers as well. This tool is now well installed in the company.

Nutshell in a nutshell

Jul 07, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: On my windows based devices it works almost flawlessly.

Cons: It is a complete failure on the Ipad.

Overall: I have used Act, Goldmine and Salesforce in the past. I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Recommendations to other buyers: I would love to have a column on my leads tab that would tell me when and what my next scheduled activity is with each customer. It would make it easier to quickly prioritize who needs to be called by looking at the list, especially when I only have a limited amount of time available for phone calls.

Great CRM!

Jul 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: It's easy, self explanatory, good interface. The customer service is that nutshell provides is remarkable. Every time I've had a question they have responded very promptly.

Cons: The reporting can be somewhat limited for custom reports, but all of the basic reporting is great.

Overall: Nutshell is a simple yet effective CRM. We are a small business and Nutshell works perfectly for tracking our sales processes.

Recommendations to other buyers: I highly recommend this for any small business!

One Nutshell lover here!

Jul 07, 2016
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: I like that it sends email notifications, has an API that we can use, allows for custom fields, can track emails, and manages scheduling.

Cons: It doesn't incorporate into many other systems. We have mostly switched to using Hubspot because Hubspot has everything together. We are trying to track leads from their point of origin through to the sale and beyond and Hubspot seems to do that the best. I guess we kind of grew out of Nutshell. I believe other portions of our company are still using it though.

Overall: I have loved using Nutshell since we got it a few years ago. I particularly enjoy the support team. They are always incredibly helpful and I feel like my feedback is taken seriously and considered. They are also quick to respond and very friendly.

Highly Recommended for Cross Platform Functionality

Jul 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Customizable for varying types of sales processes. Really love the mobile app.

Cons: It's small but to open with a Gmail account, you have to find it in the Gmail apps rather than there being a link on the login page of Nutshell that allows you to login through Gmail. Small but when I close my computer down it's a bit of a process to log back in.

Overall: Between the training that I received at the beginning and the ever-changing features that keep making things more seamless, I highly recommend Nutshell. Integrates great with Gmail, great mobile app for making adjustments on the go and the desktop platform is easy to use.

Recommendations to other buyers: All and all great stuff.

Customer Service Helpful

Jul 07, 2016
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: ease of use and simplicity

Overall: Nutshell has proven to be helpful for our needs and continues to grow with our organization. Nutshell is continuing to make improvements and add integrations that are useful. Can be used as a very simple CRM or a fully integrated sales and operations communication system.

Nutshell - More Good than Bad

Jul 07, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Keep track of daily follow ups - and record entire history with contacts. Basic CRM stuff it does well.

Cons: 1. Where did the Gmail Gadget go? This was the best feature and now it's gone. :(
2. The relationship between the Lead and the Customer can be confusing...
3. Reporting for specific items can be challenging as well.

Overall: Used Nutshell for 2 years .. .... ..... ... .managing daily sales processes and contacts.

Vendor Response

by Nutshell on July 11, 2016

Mitch, Thanks for the review! We've been working directly with Google to get the Gmail Gadget back online. Unfortunately, this was an issue on their end and completely out of our hands ¿ it affected a good number of other products, as well. As of today, the gadget is back online. You can read a few more details at: http://status.nutshell.com/incidents/3l9j5sdbjplx Thanks so much for using Nutshell. We've got some exciting improvements to reporting under development. Can't wait to show them off! Best, Andy Fowler

Review in a nutshell

Jul 07, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Comments: I enter in a lot of data and the site seems to be pretty easy to use. Occasionally there will be some issues with uploading files to the site but for the most part the site works fine.

Business Development Manager

Jul 07, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Extremely
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Pros: Web Based

Cons: Reports

Overall: Overall good.. Some reports are difficult to pull. Overall good value for the system. Workflow is good.

Recommendations to other buyers: No

Outstanding Service!!

Jul 06, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: the best feature is the sales process, next I love the design - very easy on the eyes

Cons: Sometimes it takes a few extra seconds to load which is annoying.

Overall: I love Nutshell CRM! The product continues to get better every day. What I love is that you can provide your feedback and they actually listen and implement it

Recommendations to other buyers: You will love it.

Nutshell is great!

Jul 01, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: Ease of use.

Cons: I can't just see the names of the leads as a list, just the number and that is frustrating.

Overall: I need more help in running reports and pulling up leads but love nutshell. I am trying to get everyone on board but no one wants to track the info except me at this time.

Nutshell fits

Jul 01, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: The versatility and functionality

Cons: The phone app is not as powerful and a bit cumbersome vs the desktop version

Overall: Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Recommendations to other buyers: Not at this time

Best CRM on the market

Aug 05, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love love love Nutshell! I was told about Nutshell through a friend and I could not be happier. Very easy to use and I got started in no time. The support is excellent and super friendly as well.