Nutshell Reviews

Nutshell CRM offers a comprehensive suite of features designed to provide businesses with a 360-degree view of their customers. By centralizing customer data, communication history, and sales interactions, Nutshell ensures that teams have all the information they need to build and maintain strong relationships.

Managing contacts in Nutshell is straightforward. The platform allows for the easy import of contacts from various sources, ensuring a seamless transition from other systems. Additionally, Nutshell provides tools to design and embed web forms directly into websites, as well as an AI tool to further help users streamline their workflow.

While Nutshell excels in contact and pipeline management, it doesn’t offer built-in e-signing capabilities or task management features such as detailed task tracking, project management, or time tracking for specific tasks. However, its robust integration capabilities allow users to connect with external task management tools to fulfill these needs.

Nonetheless, the service provides a built-in scheduler for users to efficiently organize and manage meetings and events. It also syncs with calendars from different platforms, ensuring users have all the necessary information in one centralized place.

Nutshell takes the hassle out of sales by automating tedious tasks and giving teams the tools to close deals faster. With sales automation, leads move through the pipeline automatically, so the team can focus on building relationships instead of managing data. Plus, user-friendly pipeline management keeps deals organized with customizable views, helping sales reps prioritize opportunities with ease.

With sales prospecting, finding the right customers is effortless, as it lets users search through over 200 million contacts and add ideal customers directly to the CRM software. On a similar note, lead attribution features ensure every new lead is automatically tagged with channel and source data, making it easy to track what’s working and what’s not. Plus, contact enrichment tools help you locate key decision-makers at target companies so you always know who to reach out to.

Add a form and team collaboration tools for seamless communication and contact management to keep everything organized, and users have a CRM built for effortless sales success. While users can create and send invoices directly within the platform, features like contract creation and online payments are only available through third-party integrations.

Nutshell takes the guesswork out of marketing with powerful, easy-to-use tools that help businesses attract leads, nurture relationships, and drive sales. Email marketing allows users to easily create custom audiences and send targeted campaigns that speak directly to their prospects. Email automation takes it a step further, allowing the set up of drip campaigns, funnel-based emails, and automatic follow-up emails that keep the engagement going without the need for manual work.

Web form collection also makes capturing leads effortless. This tool automatically adds new contacts to your CRM software as they fill out forms on the desired website. Users can create dedicated pages to convert visitors using several customizable landing page templates.

Understanding your audience is just as important as reaching them. With visitor identification, users can clearly see which companies and individuals are visiting their site, giving the sales team valuable insights to act on. Users can also use customizable templates to create newsletters and landing pages. Still, while Nutshell excels in delivering a good marketing experience, it lacks built-in social media management tools.

While the software does not have specific customer support tools, it does offer handy communication features that streamline the customer support experience.

A web chat lets users instantly respond to messages from visitors on their website, ensuring they never miss an opportunity to engage. Plus, with SMS integration, users can send and receive text messages directly from the CRM platform, keeping conversations flowing smoothly and making it easier to stay connected with leads and customers. These features make engagement quick and personal, helping build stronger relationships and enhancing customer support.

Although the platform doesn’t provide surveys or self-evaluation tools to measure customer support effectiveness, third-party integrations like SurveyMonkey allow users to achieve this goal.

Nutshell provides a handful of useful reports that give businesses a clear picture of their sales and marketing performance. With detailed insights into sales process stages, teams can track lead sources, monitor deal progress, and measure overall success in real time. Users can even open the results in a wallboard to better absorb information.

The platform makes it easy to see where leads are coming from, whether through a website, social media, or referrals. It also shows how many convert into actual sales over a given period. Sales teams can track outbound calls, emails sent, and completed activities, helping managers understand productivity levels and identify areas for improvement.

Beyond tracking past performance, Nutshell helps businesses plan ahead with sales forecasting, providing valuable insights into future revenue potential. The platform also includes attribution and loss analysis so companies can pinpoint which marketing efforts generate the most leads and why specific deals fall through.

While the reports are intuitive to understand, we found it lacks customization. Users only have six reports and four insights options to choose from. Providing different metrics would empower teams to make smarter decisions and close more deals.

Nutshell offers a seamless experience across devices with its mobile app, available for both Android and iOS. It lets you access key features like contact management, pipeline tracking, and email communication.

Whether users meet clients or manage tasks away from their desks, the mobile version ensures they never miss a beat. While it offers a similar feature set to the desktop version, the mobile app is optimized for touch interaction and streamlined navigation, making it perfect for quick updates and access.

For added convenience, alongside its browser version, Nutshell offers downloadable desktop apps for Chrome and Microsoft AppSource. This app ensures smooth, flexible access to the platform’s full set of features.

Getting started with Nutshell is a breeze. Setting up an account and managing clients and projects is simple, thanks to the intuitive design of the platform. The dashboard is organized in a way that makes it easy to track everything at a glance, from contacts to tasks and sales performance. Each section is clearly laid out, with key features like pipeline management, email automation, and reporting tools accessible with just a few clicks.

Navigating through the platform is also effortless. The layout is clean and easy to understand, ensuring users can quickly jump between tabs and tools without confusion. Nutshell also offers helpful walkthroughs when the platform is first opened, providing clear explanations so that users can make the most out of every feature. From scheduling tasks to tracking sales, the entire process feels smooth and streamlined, making it a perfect fit for users of all experience levels.

Nutshell integrates with a range of powerful tools to help businesses streamline their workflow, automate tasks, and keep data in sync. Covering several categories, these integrations eliminate the hassle of switching between platforms, ensuring teams stay productive and focused on closing deals.

From accounting and collaboration software to lead generations and webinars, there are options for everyone. Some of the most relevant integrations include:

• Microsoft 365
• Google Suite
• Dropbox
• Slack
• Zapier
• Asana

With these integrations, Nutshell helps businesses work smarter, not harder, by reducing manual input, improving organization, and keeping teams on the same page.

Nutshell offers a flexible pricing structure designed to suit businesses of all sizes. The most affordable option is Foundation, starting at $13 per user per month when billed annually. For those who need more advanced features, higher-tier plans like Growth, Pro, Business, and Enterprise provide enhanced automation, reporting, and customization options.

Subscribers can save up to 32% by choosing annual billing reducing significantly the cost of the software. This makes Nutshell a competitive choice for businesses looking to maximize value while keeping costs manageable.

New users can take advantage of a 14-day free trial, which provides full access to the platform’s features with no credit card required. This allows businesses to test the software risk free before committing.

Nutshell accepts all major credit cards, ensuring a smooth and hassle-free subscription process. With transparent pricing and savings opportunities, Nutshell provides an accessible CRM solution for companies focused on streamlining their sales and customer management efforts.

Nutshell offers a variety of customer service options to ensure users have the support they need. The website features a comprehensive help center filled with FAQs, self-guided onboarding resources, and industry-specific guides. Users can also find video tutorials and blog posts to deepen their understanding.

For direct assistance, users can reach out via email, live chat, or phone. During testing, our experience with the live chat support was excellent, with agents answering in a matter of minutes and answering all of our queries. Nonetheless, some customers report that support can be slow depending on the day and the number of people asking for help.

The company is active on social media platforms like LinkedIn, Facebook, Instagram, YouTube, and X for updates and customer engagement.

While it lacks customization in reports and advanced task management tools, the ease of use, helpful guides, and responsive customer service make it a strong option for small to mid-sized teams equally.

Its mobile app and seamless integrations ensure teams can stay connected and productive wherever they are. With prices starting from $13 per user per month, Nutshell is a solid choice for companies looking to improve customer relationships and sales efficiency without breaking the bank. Users can also get a discount of up to 32% by committing for longer.

Ultimately, Nutshell is particularly well-suited for sales-driven organizations focusing on automation and customer engagement.