Nutshell Software


Nutshell is a cloud-based customer relationship management (CRM) software for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, reporting and more to outbound sales teams.

Nutshell is designed to be implemented in a single day and offers a range of integrations with various business tools like Google Apps, MailChimp, Olark and Zendesk. The application offers contact management and sales force automation applications with a range of email tracking, task management, note taking, pipeline management, forecasting and reporting modules, in addition to basic customer service capabilities such as ticket management.

Nutshell also offers native iPhone and Android applications with real-time synchronization across all devices, allowing sales reps to create, search and edit contact information while in the field. Reps can also use these apps to log activities and meetings using audio or video recordings.

Nutshell offers unlimited online storage and a static price model, as well as a live support staff.

Activity report
Activity report

Activity report

Board view

Board view

Dashboard

Dashboard

Sales process

Sales process

Sales report

Sales report

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10



315 Reviews of Nutshell

Overall rating

4.0 / 5 stars

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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Functionality

October 2018

Nutshell review

Pros

It's a good CRM system; overall integrations are good and sufficient to provide an easy automation of tasks once grouped the different type of users

Cons

Multilanguage options are limited, it could be useful to expand it as not all our team members are fluent in English

Review Source: Capterra

Ann from Michael MacDonald Financial Management

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Nutshell

This was a trial basis and it gave us the chance to work with the system to see if it was a good fit for us. We are a small enterprise so for time management areas it would be well used.

Pros

That there are no caps for maintaining files and you basically pay as you go, which works well depending on your firm's requirements.

Cons

In using this on a trial basis there were no truly glaring items that would appear as cons.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Functionality

October 2018

Everything in a Nutshell

Pros

Friend of mine has a small website and wanted something to help with the customers, Nutshell did the job and it did it great. Implementation was fast and painless, integration with Google Apps was a great surprise.

Cons

What bothered me when helping my friend set this up was the search function - as if the algorithm was simply ignoring the queries. Also UI could use an improvement.

Review Source: Capterra
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Functionality

October 2018

Wonderful and Affordable CRM

Pros

Personally, the best part about Nutshell is the price. You can't beat their price for such a powerful CRM, even at the PRO level pricing. Nutshell is easy to use, making it very easy to implement inside a sales team.

Cons

While the UI is pretty easy to use, navigating from one section to the other can be lengthy. Some of the UI design could be updated. Over all did not affect usability.

Review Source: Capterra

Sahil from Hdfc bank

Number of employees:  5,001-10,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Nutshell is one of the best CRM I have ever used

Nutshell gives you a good experience and it doesn't let you down even if it has some cons. One can't say its not a good deal.

Pros

Nutshell allows me to easily keep track of everything like which sales I am working on and which customer i need to call.
User interface is very impressive, colorful and easily nevigable.
It also has a very good and reasonable price.

Cons

Its functions are actually nice but sorted in a messive way.
And I also really hate the search part of this tool because it rarely finds me what I need.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Nutshell makes Lead Management Easy

I truly enjoy my overall experience with nutshell. I certainly have less notes and piles of papers on my desk that is for sure.

Pros

I enjoyed the layout and how easy it was to organize the company leads. I also like that there is a calander with notifications to remind you to follow up with that lead.

Cons

being forced into different stages that were incomplete.

Review Source: Capterra
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Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Value for money

Functionality

September 2018

CRM option specific for B2B companies

We no longer use Nutshell but it doesn't mean that it would be the right solution for another business. We just found that we enjoyed SalesForce more and it worked better for our needs.

Pros

Nutshell is a good price compared to other CRM software, however, only if you don't need all the extra features the other software offers like SalesForce. It is built specifically for B2B so if your business only operates B2B and not B2C it has unique features that will come in handy. It's also pretty user friendly once you understand it, however we found it to have a decent learning curve.

Cons

Sometimes I find the software running slowly and can be a little glitchy, especially on the mobile apps. It was this reason that we decided to change CRM software.

Review Source: Capterra

Nikki from Free agent

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Collaborative and Customizable Platform

The Nutshell CRM is available in three pricing options. You can also try its 14-day free trial to test out its features. Affordable ricing for beginners and pro users. Definitely will not break the bank.

Pros

Offers a large list of integrations with popular apps and business systems.Offers system’s functionality with a number of apps such as Google Apps
Google Sheets
Google Contacts
Microsoft Exchange
Twitter
MailChimp
Wufoo
Zapier
Zendesk
Olark
Dropbox
RightSignature
Quote Roller
PandaDoc
Yesware
Google Drive
Box
Kixie
RingCentral
40Nuggets
Zapier
Slack
Gravity Forms
Pure Chat

Cons

Only offered in English as opposed to it's competitors which offer many languages such as English, Chinese, German, Japanese, Spanish, French, Russian, Italian, Dutch, Portuguese, Polish, Turkish, Swedish

Review Source

Alexis from Online Teacher

Number of employees:  11-50 employees

Ease-of-use

Functionality

September 2018

Great CRM with a free trial!

If you are considering nutshell for CRM, I would recommend checking out there free trial to see if it works for you. It should be easy to integrate and the support along the way is phenomenal!

Pros

Nutshell is a wonderful CRM that allows you to view and stay up-to-date on relations. Nutshell has cross platform support between Apple and PC, and it allows you to use nutshell on your phone if it's an Android or an iPhone. Everything is organized and well laid-out and nutshell.

Cons

There are some minor bugs with nutshell that may affect performance. Although, there is no big glaring issues to deal with.

Review Source: Capterra
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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Nutshell can beat Salesforce

Two times I brought Nutshell into a sales organizations and both times the launch was good -- this space is competitive though, and twice we cancelled out of Nutshell as others found CRMs that offered a bit more robust options. They've probably updated since I last used 12 months ago.

Pros

Superfast to setup and easy to explain usage basics to newbies in sales. Good mobile app. Was simple to explain to non-CRM using administrator. at the time we onboarded they had a free trial period.

Cons

The color themes seemed a little old-school, and the ability to import data seemed a bit more cumbersome vs GetBase or Pipedrive.

Review Source: Capterra
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Verified Reviewer

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Review

Pros

This is a great product for sales. I an in independent contractor and use this product for my tracking.

Cons

I wish it would like up with outside user faces. It does with some but not all.

Review Source: Capterra
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

One of the best, and easiest to use, CRM's

Overall, they are hands-down on the best CRM's out there for small business. We continue to reccemended them to clients.

Pros

The ease of setup and customization where the greatest features. Although many of others, such as local weather and reminders were also key.

Cons

During the easier days of the platform, there was a handful of features not yet built out. These have sence been corrected and/or added.

Review Source: Capterra

Camille from Smartleaf

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Niche but good

Pros

The best part about nutshell is that it's built specifically for B2B companies so the workflow reflects this. Additionally, for smaller companies, they're building out their integrations to which makes a huge difference.

Cons

The biggest issue is that you need to use the integration system in order to get a full picture of your sales and marketing processes -- which can be very difficult to view holistically this way.

Review Source: Capterra

Michael from Blu Creative

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

August 2018

Powerful CRM, with a slight learning curve

Nutshell helps all of our project managers and sales staff stay on the same page when either closing or nurturing leads after the point of closing. It also helps our staff manage communications and updates with leads with handy reminders letting you know to touch base with a lead every so often.

Pros

Nutshell is insanely powerful in that it can be customized to your needs pretty heavily, and has some nice features like Outlook integrations and auto-population of contact info from LinkedIn/address books.

Having all email correspondence with leads auto-entered into Nutshell is a huge time saver, and is easily our most liked feature.

Cons

The UI can be a bit cluttered/clunky at times, and the lack of a well put together mobile app makes it a pain to use on mobile devices. We found ourselves often waiting until we got to a desktop to enter/update leads, which defeats the purpose of keeping the CRM always updated.

Review Source: Capterra

Emeka from Boston University College of Engineering

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Nutshell is a great CRM software!

Pros

Nutshell is very user friendly and user friendly. It's easy to setup and manage. The more you use, the better it becomes.

Cons

I think the App especially the Android version, needs to be cleaned up to have more functionality and function smoothly.

Review Source: Capterra

Jacqueline from SecureNet Protection Services

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

Straightforward, no-nonsense way for us to organize our data

It made filling out the review quite easy

Pros

Great support, uncluttered, has features we need. This is the first CRM I have every used, so I have nothing to compare it to, but I was pretty comfortable with starting to use it. It is fairly intuitive even for someone that is not accustomed to CRM software. They have good tutorials and training information.

Cons

Every time I get it all figured out, they make updates and I have to keep figuring it out again and sometimes it takes awhile before i understand how it all works. ON the computer, I don't have as many problems with adjusting to the changes, but it is harder when using on the phone.

Review Source: Capterra

Ami from Rutgers

Ease-of-use

Functionality

July 2018

Easy to use CRM software

Pros

The software is easy to learn and use and has many useful features. It is great that it is web based as I can use it on multiple devices and login with ease.

Cons

I don't like that you cannot customize the dashboard as I do not use all the features on it. The software can get a bit slow at times.

Review Source: Capterra
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Functionality

July 2018

Basic CRM for small company

Pros

Nushell CRM with its friendly design is quite easy to use and to implement. Good to start a company.

Cons

If your data base becomes quite large, Nutshell starts to be a bit slow and it takes longer and longer to extract data

Review Source: Capterra
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Verified Reviewer

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

The best contact management software we've found, increasing our productivity and speed.

Pros

There are so many powerful tools included in Nutshell that make contact management much easier than before. We've been able to integrate it fully into our workflow and it's resulted in better collaboration and outbound sales solutions.

Cons

Initially, Nutshell seemed like it would not scale well to our business but we decided to try it and we were so glad that we did. It scaled extremely well and fits perfectly into our operations, increasing our productivity so much more than we expected.

Review Source: Capterra

Naomi from First City Monument Bank Limited

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Nutshell keeps me in the loop at all times.

Pros

Nutshell is amongst the easiest to use CRM out there and I have been chanced to try out a few over the years. Nutshell is cool to use from the perspective of user experience and even setup time.
Unlike most other CRM , Nutshell does not require a consultant to begin using Nutshell in any sales departments , thanks to the free on-boarding assistance offered users by the Nutshell team.
As a Nutshell user,I am able to visualize the most vital and current information about every lead our sales team communicate with.I am able to scan business cards , and synchronize my phone contact list with nutshell, thereby increasing our lead base.
I like its support for mobile,and this has made it possible for me to manage sales pipeline, pull up client contacts , and get notification on every deal right from my smartphone.

Cons

I will like to be able to rearrange the dashboard ,as there are one or two things on there which creates no value for me and my team.

Review Source: Capterra

Displaying 1 - 20 of 315 reviews