Nutshell is a valuable platform for entrepreneurs, offering a marketplace for exceptional SaaS deals. It provides unique content and access to SaaS experts, enhancing business operations. Additionally, it connects users to a global network of entrepreneurs, fostering collaboration and growth. Nutshell is not just a software, but a comprehensive resource for entrepreneurial success.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Nutshell CRM?
  • 04How Nutshell CRM compare to similar software?
  • 05Who is Nutshell CRM best for according to our reviewers?
  • 06Nutshell CRM Reviews

What is Nutshell CRM?

Nutshell is a comprehensive SaaS software tailored for small businesses, offering an intuitive interface and robust features to streamline sales processes, enhance customer relations, and boost revenue. This CRM and sales automation solution allows effective lead management, sales activity tracking, and customer relationship nurturing. It offers customizable features like pipeline management, contact organization, email integration, and reporting tools. Nutshell aids businesses in optimizing sales efforts, closing deals quickly, and increasing profitability. It empowers businesses to reach new levels of success.

Pros from reviewers

  • Excellent reporting features: Despite some limitations, Nutshell's reporting features are excellent for software at this price point, providing valuable insights for businesses

  • Easy to use: Nutshell is user-friendly and easy to train sales staff on, typically getting them operational within half an hour

  • Customizable features: Nutshell offers a wide range of customizable features suitable for small to medium-sized businesses, including the ability to customize lists, merge contacts or companies

  • Integration with other software: Nutshell integrates seamlessly with other software such as Outlook and Gmail, making it a versatile tool for managing business operations

  • Sales pipeline management: Nutshell's most beneficial feature is its sales pipeline management, which effectively manages every complex and tedious stage of sales, providing analytics and reporting capabilities for research and stakeholder presentations.

Cons from reviewers

  • Limited reporting capabilities: While Nutshell offers a range of reporting features, some users find these to be limited in scope and functionality, which can hinder detailed analysis and decision-making

  • Unreliable document storage: The platform used by Nutshell for storing documents is considered unreliable and difficult to manage by some users, which can hinder document accessibility and organization.

  • Unappealing interface: Despite being functional, the interface of Nutshell is not considered the most visually appealing by some users, which can impact user experience and engagement

  • Inconvenient tagging system: Adding a tag to a contact requires the tag to be created in the system first. If the tag doesn't exist, the import fails. This additional step can be time-consuming and inconvenient for users

  • Difficulty in keeping lead information separate: Nutshell groups together leads that share the same companies and people, even if they aren't relevant to each other. This can cause confusion and make it difficult to manage leads effectively

Main features

Starting Price

N/A

Free Plan

No

Integrations

Reports and analysis

Customer Relationship Management (CRM)

Mobile accessibility

Sales automation

Who is Nutshell CRM best for according to our reviewers?

  • Dissatisfied Customers: Nutshell may not be suitable for customers who have had poor experiences with the service, such as account freezing or poor customer service.

  • Small to Medium-Sized Businesses: Nutshell is suitable for small to medium-sized businesses due to its wide range of customizable features and excellent reporting capabilities

  • Sales Teams: Nutshell is ideal for sales teams as it offers robust B2B sales features, user-friendly interface, and easy training process

  • Marketing Managers: Nutshell is beneficial for marketing managers as it allows easy tracking of quotes, list segmentation through 'Tags', and creation of multiple email campaigns

  • Startups: Nutshell is perfect for startups due to its affordability, ease of deployment, and flexibility tailored to specific needs

  • Nutshell CRM Reviews

    4.3

    Nutshell CRM rating

    4.0

    Ease of use

    4.0

    Customer service

    4.3

    Value for money

    4.0

    Likelihood to recommend

    3.9

    Features

    19 Nutshell CRM Reviews

    4.3 (19 reviews)
    Leave a review
    • Nathan Smith

      Satisfied with Nutshell: A Time-Saving, ROI-Boosting Tool

      I'm pleased with my experience with Nutshell. I'd certainly recommend it as it's time-saving and yields a positive ROI. It's fairly user-friendly and its automated features are quite handy. I've gotten several big orders from my email campaigns, proving its value for money. However, I wish there were more templates as the current selection seems limited.

      August 11, 2024

    • Gregory Garcia

      Ideal Startup Solution: Nutshell

      I found Nutshell to be excellent in all aspects, from the sales process to deployment and ongoing support. I was impressed by its ease of use, seamless integration, exceptional customer support, and comprehensive documentation. It was also easy to learn. Although some features required improvement or expansion, I was assured that these were already in the works. After reviewing all major CRM solutions on the market, I chose Nutshell because it best suited our needs and was the easiest to deploy, migrate to, and maintain. We switched to Nutshell as we needed a more flexible solution that was tailored to our needs and environment. Being a startup, we couldn't afford to have someone managing our CRM full-time.

      August 5, 2024

    • Kyle N

      Unveiling Nutshell: Strengths and Weaknesses

      My overall experience with Nutshell has been positive and satisfying, as it meets all our needs, especially in sales pipeline management. Its most beneficial feature is its sales pipeline management, which effectively manages every complex and tedious stage of sales. This feature also provides analytics and reporting capabilities for research and stakeholder presentations. However, there is a significant need for improvement in document storage as the platform used for storing documents is unreliable and difficult to manage. I chose Nutshell because it aligned with our current needs and budgets that could have been approved by the audit team. I switched to Nutshell for the same reasons.

      July 28, 2024

    • Christopher S

      Enhanced Productivity and Efficiency: A Nutshell Review

      overall, Nutshell has significantly improved our productivity and efficiency.

      July 22, 2024

    • Douglas A

      Nutshell's Customizable Mobile App Keeps Us Connected

      the mobile app is fantastic, allowing us to stay connected and updated even when we're on the go. Nutshell's customization options have allowed us to tailor the software to our specific needs

      July 13, 2024

    • Janet Johnson

      Un Inside Look at Nutshell

      Overall, I've seen an improvement in responses to our email marketing since using Nutshell. I find the product easy to use and value the ability to quickly create multiple email campaigns. However, I wish it had more detailed design features. I chose Nutshell mainly for its usability and seemingly more accurate data.

      July 8, 2024

    • Kyle G

      Effective Training and Enhanced Communication: Nutshell's Resources and Email Tracking

      the training resources provided by Nutshell have been very useful in helping our team get up to speed with the software. The email tracking feature has been a great asset in managing our communication with clients

      July 2, 2024

    • Barbara

      Exploring Nutshell: A User's Perspective

      I've used various systems like Zoho, Hubspot, and Pipedrive, but I prefer Nutshell due to its flexibility and user-friendliness. I often use the 'Tags' feature for easy list segmentation and appreciate the multi-tag sorting ability. Importing from a spreadsheet is also simple. However, I find it inconvenient to add a tag into the system before uploading a contact spreadsheet. If the tag doesn't exist, the import fails, which is an additional step and a time-waster. I chose Nutshell for its affordability and ease of use, as Pipedrive lacks features like 'Tags'. I switched to Nutshell because Highrise was no longer being developed or supported.

      June 24, 2024

    • Nancy Martinez

      Effortless to Navigate for CRM Novices

      I use Nutshell to track our quotes and it's been instrumental in ensuring none slip through the cracks. It was simple to implement, even for a CRM novice like me, and it's user-friendly for basic tasks. However, I wish it had better capabilities for keeping lead information separate. Many leads share the same companies and people but aren't relevant to each other, and unfortunately, they all get grouped together. I opted for Nutshell because it was the most user-friendly and we didn't require all the features that other systems charge for.

      June 17, 2024

    • Donna Davis

      Nutshell's Top-Notch Reporting and Integration Capabilities

      Nutshell's reporting capabilities are top-notch, providing us with critical insights into our sales performance. The software's integration with other platforms we use, like Gmail and Outlook, has streamlined our processes

      June 8, 2024

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