Last Updated
Overview
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.
Overall Rating
Based on 11 users reviews
4.5
Rating Distribution
Positive
91%
Neutral
9%
Negative
0%
Starting Price
Custom
Nutshell Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
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 Demo
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
Contact Management
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.
Sales Automation
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.
Lead Generation And Lead Qualification
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.
Territory Management
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.
Sales Pipeline Management
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.
Course Authoring Tools
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.
Social Learning And Gamification
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.
Integrated Exam Proctoring
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.
E-Commerce
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.
Detailed Progress Tracking
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.
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
Total 11 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars64%
4
Stars27%
3
Stars9%
2
Stars0%
1
Stars0%
Share your experience
Kymberly M.
Non-Profit Organization Management, N/A employees
Less than 6 months
“Perfect boards and email tracking”
Pros
Right away, the email management tools and the board feature became my favorite parts of the platform. Being able to view all my contacts in one place and stay organized with follow-ups and communication has been incredibly helpful. The interface is user-friendly, the customer support has been consistently reliable and it really feels like I'm getting great value for the money.
Cons
At this point, I honestly haven't come across anything I dislike. I'm actually surprised by how quickly I adjusted to the platform and how convenient the switch was from the other CRM tools I used before.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Alex A.
Mental Health Care, N/A employees
Free trial
“WORTH IT!!”
Pros
Between the team collaboration, lead management, email management, customer support and great security, this software checked all the boxes for me. It felt absolutely worth the money.
Cons
I really didn't run into any major problems with it. If I had to name one minor downside, it would be the user interface but aside from that, everything else was top-notch.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
8
Nicky B.
Health, Wellness and Fitness, N/A employees
Less than 6 months
“reliable lead tracking”
Pros
It simply does what it's supposed to do. There aren't a bunch of flashy extras but if all you need is a clear, easy way to track leads and manage prospects, it fits the job well.
Cons
At times, it feels a little outdated, almost like older enterprise SaaS tools. The platform does include more modern capabilities but the interface could use a refresh to make those features easier to find and use.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
8
Frequently Asked Questions
What level of support does Nutshell offer?
Nutshell provides email and chat support.
Does Nutshell support an API?
Yes, the software supports an API.
Who does Nutshell integrate with?
The software integrates with: Dialpad, Dropbox Sign, Google sheets, LinkedIn, and Microsoft Teams among others.
Who are the typical users of Nutshell?
Nutshell caters to B2B teams, particularly sales and marketing professionals. It's designed for companies of all sizes, from startups to larger enterprises.
What languages does Nutshell support?
Nutshell supports the English language.
Does Nutshell have an app?
Yes, Nutshell has dedicated mobile apps for both iPhone and Android devices, allowing users to manage their CRM data and activities from their smartphones or tablets.
How much does Nutshell cost?
The following are Nutshell’s monthly pricing plans: Foundation ($19 per user per month), Growth ($32 per user per month), Pro ($49 per user per month), Business ($67 per user per month), and Enterprise ($89 per user per month). Nutshell also offers Marketing Pro for $49 per company per month, Engagement Pro for $16 per user per month, and several other add-ons.
Is Nutshell free?
While Nutshell offers a free trial, the full platform is not free. You can choose from four paid plans with varying features and pricing.




