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.



334 Reviews of Nutshell

Overall rating

4.21 / 5 stars

Filters:

Showing 1 - 20 of 334 reviews

January 2019

Connor from Cannabis Cashier

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

5 of 5

January 2019

Great software, just feels lacking

This tool is crazy efficient and if thats what you need from your CRM then go for it.

Pros

Let me start out by saying this CRM is very easy to use and is a breeze to learn initially. My whole sales team picked up this tool so simply which saved our business a TON of money.

Cons

Because this tool is so simple it lacks some functionality and features. All in all, we had to ditch it because of this reason right here. I would absolutely recommend it though.

December 2018

Ashley from Consider it Done

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

NutShell

We have been playing around with this app for a few months nd have liked how you can keep up with potential clients and your current clients.

Pros

It’s a great tool to keep up with your clients and potential clients.

Cons

This app is good but there are so many like this that it’s hard to determine which one is easiest to start using.

December 2018

Tiffany from The University of Arizona

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Easy Flexible Cloud-based Nutshell

Great system that I love using so far.

Pros

The best part about Nutshell is how easy it is to use. Nutshell is cloud based and organized your group's data in one program. It can even be accessed using an app on your phone. Flexible and organized system.

Cons

Multi language options and the integrations are limited, but other than that no complaints.

December 2018

Armin from Linx Digital

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Love Nutshell but could have more functionalities

Would recommend it, but there are better CRMs.

Pros

I love the integrations with other softwares.

Cons

I wish it had more functionalities. Nutshell may not be able to compete with other CRMs.

December 2018

Dildeep from icici amc ltd

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Easiest sales product

Pros

It is best in terms of client relationship management model. Also one of the most interactive and easy to use to sales model product with maximum flexibilty

Cons

For the big company it is useful but for the micro company it could be little costly

December 2018

Carlos from 2op Digital

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

December 2018

Slack-friendly

Pros

I work at a marketing agency and we have been using Slack for years. So we tried lots of apps that work together with Slack. Whenever there was a CRM info we had to know, Nutshell would warn us through Slack.

Cons

Nothing at all. When we switched the platform, we stopped using it.

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Great for storing information

Pros

Nutshell is a great place to store information and track leads. It makes looking at all contacts with an individual from different people very simple.

Cons

I wish that it had more automation capabilities and better integrations with automation

December 2018

Mahmoud from Vaporstore

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Good CRM System

Pros

syncing is very fast , easy to use , very easy to integrate with Google apps .
PS Helpful Customer support

Cons

No Major issues , we got what we wanted

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Very user friendly

I am using Nutshell for a number of things, but most of all to organize leads & business opportunities and to automate the follow up process with emails and reminders.

Pros

I love how easy the platform was to set up and navigate. There are tutorials to walk you through the platform and the customer service is outstanding if there is ever something you have questions about.

Cons

I have yet to find anything I dislike about the software.

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Amazing Software

Pros

Nutshell has a lot to offer in the customer relationship management (CRM) world. Easy to sync with your existing email accounts, contacts, customer notes, etc. The overall experience with Nutshell has been extremely smooth and everything feels very intuitive.

Cons

I've only been using Nutshell for a few months, but so far I have no gripes. One thing that others have mentioned to me is that the software doesn't have a large array of languages to select from.

December 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Once you get going it's great!

Pros

With Nutshell the team has the ability to be across everything, super quick to find customer info.

Cons

I never have a problem with Nutshell, great software for me!

November 2018

Amanda from Ramey Ranch Non Profit

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

November 2018

Demo version, was great

Pros

So I had the trial version. Within a month, I was glad how easy it was for me to drop our emails, contacts, notes etc.

Cons

Email glitched out a few times but nothing we couldn't fix on our own

November 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

November 2018

Interesting to use so far..

Pros

Looks really good and everything felt fairly untuitive

Cons

Early days so not much to say here; looking forward to seeing how it continues to work

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

NutShell - Best in class CRM

I use it daily for my CRM and will not use anyone else's.

Pros

What is there not to like! Ease of use. Easily integrates with a slew of other software and GMAIL to pull in your records. Follow-up with cards like Trello to follow through on deals. Support - again best in class. Mobile APP ... OMG!

Cons

Really - I have no cons. They actually listen to the community for ideas

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

5 of 5

November 2018

Nutshell is a great mobile CRM

Pros

I loved the syncing between mobile devices and desktop, makes it a great CRM for on-the-go

Cons

Since it's a lesser known CRM?, some of the features are not as intuitive

November 2018

Frédérick from RGF inc.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Functionality

3 of 5

November 2018

a great tool to try

Pros

nutshell is easy to navigate on a computer also in mobile version . easy to add and find contact or client.
A great place to build and see our productiveness.

Cons

I don't have a lot of cons about nutshell... maybe the time to tame this program

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

November 2018

Good CRM with limited API Support

Pros

It covers anything you need from a CRM software / platform.

Cons

The official API is very very limited. They published their JSON-RPC APIs but the documentation and the functionality are not good. It's barely usable.

November 2018

Brian from Testimonial Tree

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

We really like the insights we get from their reporting which helps us make decisions about our busi

Nutshell was easy to setup, personalize and get value from the application. We continue to modify to our needs as Testimonial Tree's SaaS based customer survey, testimonial marketing, online review and reputation management business grows.

Pros

We really like the insights we get from their reporting which helps us make decisions about our business. We use it for our sales, new customer on-boarding and retention activities. We've been on the platform for over 3 years and highly recommend them.

Cons

We'd like to see them expand their App integrations & Zaps (Zapier) with best of breed solutions.

November 2018

Bill from International Thought Leader Network

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Great Feature-set Without Complexity

I run a global consulting practice with hundreds of corporate clients and thousands of individual relationships that I manage. Nutshell lets me manage it all. It's my dashboard for everything in my company. It's entry-level rate is worth every penny.

Pros

I've used Nutshell for three separate businesses that I've run or owned. Each one considered a small to medium-sized business. Nutshell is perfectly suited to us because it's lightweight and easy to learn. It doesn't require an in-house expert on the app (like SalesForce). It's basic feature-set is all I've ever needed, and the support is terrific. Real people at the end of the phone, with fast responses. And, it's made in Michigan! It has a lot of simple customizations that I use; workflow, custom fields, leads, etc.

Cons

Integrations are somewhat limited, but still, plenty to work with. I'd like an integration to RingCentral's app. Also, it doesn't' handle subsidiary company relationships well. I've had to create a workaround with tags to help connect them.

October 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

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