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Nutshell Inc

Nutshell

Composite Score

8.3 /10

CX Score

8.3 /10

50 Reviews Write a Review

What is Nutshell?

Nutshell is an all-in-one CRM with sales, marketing, and engagement features that help B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an affordable price.

Company Details

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Nutshell Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Nutshell.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

86 Likeliness to Recommend

97 Plan to Renew

82 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+78 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Nutshell?

3% Negative

23% Neutral

74% Positive

Pros

Fair
Respectful
Transparent
Enables Productivity

Feature Ratings

Average 82

Account and Contact Management

Collaboration

Sales Management

Customer Service Management

Marketing Management

Activity and Workflow Management

Lead Management

Quote Contract and Proposal

Analytics and Reporting

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Average 80

Ease of Implementation

Usability and Intuitiveness

Business Value Created

Availability and Quality of Training

Quality of Features

Vendor Support

Ease of IT Administration

Ease of Data Integration

Product Strategy and Rate of Improvement

Ease of Customization

Breadth of Features

Nutshell Screenshots

Nutshell Downloads

Making the Case for Nutshell

CRM Comparison Worksheet

Nutshell Videos

Nutshell Reviews

Kelsey L.

Role: Sales Marketing
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2024

Very intuitive for first time CRM users

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

It’s very intuitive and effective. There’s all the features you need without unnecessary complications

What is your favorite aspect of this product?

Custom lists

What do you dislike most about this product?

Nothing really! I appreciate that it’s easy to use and doesn’t over complicate anything

What recommendations would you give to someone considering this product?

Tap into their consultants to help you best utilize the product

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Riya V.

Role: Student Academic
Industry: Engineering
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Apr 2024

helpful product

Likeliness to Recommend

8 /10

What differentiates Nutshell from other similar products?

Nutshell prides itself on its simplicity and user-friendly interface. It's designed to be intuitive and easy to navigate, making it accessible for users of all skill levels without sacrificing functionality.

What is your favorite aspect of this product?

straightforward navigation is highly appealing, as it allows them to quickly get up to speed and start using the CRM effectively without extensive training or technical expertise

What do you dislike most about this product?

Although Nutshell offers a wide range of integrations with third-party tools and services, some users may encounter challenges or limitations when integrating with certain platforms or custom solutions

What recommendations would you give to someone considering this product?

Nutshell offers a free trial period, so take advantage of it to explore the platform and see if it meets your needs

Pros

Continually Improving Product
Effective Service
Acts with Integrity
Helps Innovate

Okunade D.

Role: Sales Marketing
Industry: Food and Beverage
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Aug 2023

Less Work

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

The fact they provide other useful products apart from nutshell pricing, and the fact that they do not consume a lot of time and are accessible to everyone.

What is your favorite aspect of this product?

One is the ability to connect an unlimited number of bank accounts and credit cards. The free version only allows you to connect up to three accounts. Nutshell Pro also provides more detailed insights into your spending, including a breakdown of your spending by category and a breakdown of your spending by merchant.

What do you dislike most about this product?

My data gets wiped off sometimes.

What recommendations would you give to someone considering this product?

For me, it's a 10... So I would highly recommend the product cos it is readily available t and inexpensive just $5 per month and it provides a wide range of features. If that is not convincing you can always try the free version.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Latest Research

Nutshell

What is Nutshell?

Company Details

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Awards & Recognition

Nutshell Ratings

86 Likeliness to Recommend

97 Plan to Renew

82 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+78 Net Emotional Footprint

How much do users love Nutshell?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Activity and Workflow Management Text or code-based and visual workflow designers.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Nutshell Screenshots

Reporting features

Attribution report

Creating a lead from ProspectorIQ

Email features

Sales metrics on desktop and mobile

Nutshell Downloads

Making the Case for Nutshell

CRM Comparison Worksheet

Nutshell Videos

Nutshell CRM in 60 seconds

Intro to Nutshell With CEO and Cofounder Andy Fowler

[Updated Video Available]Sales Automation Workshop: How to Build a Customized Pipeline With Nutshell

Nutshell Reviews

Kelsey L.

Very intuitive for first time CRM users

Likeliness to Recommend

Pros

Riya V.

helpful product

Likeliness to Recommend

Pros

Okunade D.

Less Work

Likeliness to Recommend

Pros

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Feature Ratings

Account and Contact Management

Collaboration

Sales Management

Customer Service Management

Marketing Management

Activity and Workflow Management

Lead Management

Quote Contract and Proposal

Analytics and Reporting

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Ease of Implementation

Usability and Intuitiveness

Business Value Created

Availability and Quality of Training

Quality of Features

Vendor Support

Ease of IT Administration

Ease of Data Integration

Product Strategy and Rate of Improvement

Ease of Customization

Breadth of Features