Nutshell software simplifies customer relationship management with intuitive tools for sales tracking and pipeline management. Despite limited customization, its user-friendly interface and robust features empower teams to streamline sales processes and drive growth. Nutshell is a valuable asset for optimizing sales performance and customer interactions.

Nutshell Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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What is Nutshell?

Overview

Nutshell is a full-service CRM with sales, marketing, and engagement features that help B2B organizations work together and win more deals. It enables users to manage their customers and sales pipeline in one place. Nutshell CRM software also allows users to automate their repetitive tasks, including emails and follow-ups. As a result, users can save time and maintain uninterrupted focus on selling.

The application, further, helps businesses manage customer data and create customizable reports.

Nutshell CRM software integrates with popular tools such as Gmail, Outlook, and Salesforce. It also offers a free mobile app that allows users to access their accounts and data on the go.

On an impressive note, Nutshell offers free data migration assistance and lifetime support to its users. The software is extremely affordable and easy to use; implementable across businesses of all sizes. 

Nutshell Pricing

Nutshell subscription pricing starts from $13 per month when paid annually or $19 per month on a monthly plan. Contact us to get a personalized quote on Nutshell pricing.

Nutshell Demo

The software offers a live demo so users can see how it works and can benefit their business. To access the Nutshell demo, click the Watch Demo. The software also offers a free trial.

Nutshell Reviews

Many users have reviewed Nutshell CRM on multiple platforms including SF. Most reviews are positive, with users rating the software 4.5 out of 5 stars on average. The application has generally been praised for its easy-to-use interface, powerful features, and affordability.

You can read more Nutshell CRM reviews in our Reviews section. 

Our Thoughts

Nutshell is an effective CRM and email marketing platform that helps businesses to work together and win more deals. The software is easy to use and offers a wide range of features to help businesses increase sales. Overall, Nutshell makes for an affordable workplace CRM integration worth considering for businesses of all sizes.

Nutshell Features

Nutshell serves as a central source of customer knowledge for your entire team. With Nutshell, your sales, marketing, and support teams can access up-to-date customer information and complete timelines of customer interactions in one convenient location. Plus, the software automatically enriches your lead data, lets you highlight important account notes, and more.

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Nutshell saves your team time and helps you win more deals throughout the sales process with automation. With Nutshell, you can auto-assign leads to reps, automatically advance leads through sales stages, and automatically provide guidance and task reminders. Sales team members can also automate email and SMS reach to keep leads engaged with less effort.

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The software offers a variety of lead generation tools that help users generate leads and increase their sales. It allows users to create custom lead forms, import leads from Excel files, as well as add leads manually. Nutshell also provides a lead scoring system that helps users qualify and prioritize leads.

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The platform’s territory management feature helps users to increase their sales and to manage their sales territories in a more systematic way. Nutshell, further, allows users to create custom territory maps, assign leads and accounts to territories, and measure territory performance.

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The CRM offers powerful sales pipeline management to help you track your deals and progress. You can use the software to create pipelines with different stages and track each deal as it progresses. This can help you stay organized and ensure no deals fall through the cracks.

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Nutshell provides an intuitive course authoring experience, allowing you to create interactive training programs. You can add multimedia, quizzes, and SCORM content with ease to build engaging training programs tailored to your audience.

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Through gamification features like badges, leaderboards, and rewards, the software promotes learner engagement. Social learning tools encourage collaboration, discussion, and knowledge sharing, making training more interactive and effective.

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Nutshell’s proctoring capabilities ensure exam integrity. With the automated monitoring and detailed reporting, you can prevent cheating and support compliance with certification and regulatory standards.

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The software has built-in e-commerce functionality that allows seamless course monetization. You can accept payments, offer discounts, and bundle courses without the need for third-party tools, making online training monetization effortless.

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Nutshell helps you monitor learner performance in real time with its tracking and reporting tool. You can generate insightful reports on course completion, assessment results, and engagement metrics to ensure compliance and optimize training effectiveness.

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Pros and Cons of Nutshell

Pros

  • Flexible sales tracking
  • Offers sales automation
  • Integrated marketing features

Cons

  • Some users take a while to get used to the interface
  • It is sometimes difficult to create lists by city, state, country

Nutshell Reviews

Overall Rating

4

1 Review(s)

Rating Distribution

5

star

4

star

(1)

3

star

2

star

1

star

July 2024

IT Project Tracking Made Simple

Jaimie

Information Technology and Services

Ease of use

8

Value for money

10

Customer Support

8

Functionality

8

Pros

I love having instant project status updates without needing to ask my team or clients for information.

Cons

The interface takes some getting used to and using all the features can be tricky.

Frequently Asked Questions

Nutshell provides email and chat support.