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9.3

Spot Score

Nutshell - CRM Software

Nutshell Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

Free Trial Available

GDPRSOC 2
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Starts from $16 / User / Month when Billed Yearly

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SpotSaaS Analysis for Nutshell

Nutshell is a CRM software solution frequently used by Sales Managers and Business Development Representatives in companies with 11-200 employees. With a rating of 4.4 out of 5 from 1,483 user reviews, it is broadly validated as a reliable choice for many teams.

Users appreciate Nutshell for its easy-to-use interface and customizable workflows, which simplify navigation and allow for tailored sales processes. The strong customer support, including responsive assistance and comprehensive training resources, further enhances its appeal. However, a limitation to consider is its restricted reporting and analytics features, which may not meet the needs of businesses seeking advanced insights.

Quick facts about Nutshell

Rating4.4/5 (1,483 reviews) | SpotScore: 9.3/10Best forSales Managers, Business Development RepresentativesPricingFree tier; paid plans availableDeploymentBrowser Based, Android, iOSTop strengthCustomizable workflows and pipelinesWatch-outLimited reporting and analytics features

What is Nutshell?

Nutshell CRM is a comprehensive customer relationship platform that includes sales, marketing, and service functionality. It was built with the same care as our nuts and bolts, but features a sleek design that is easy to use. From quick set up to streamlined training and continued support, Nutshell CRM was designed to make your life easier.

Pricing

  • Starts from $16 / User / Month when Billed Yearly

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

SOC 2
GDPR
  • SSO & MFA supported

  • Data residency:🇺🇸

Platform

  • Web + mobile app (iOS & Android)

Nutshell Software Demo

Nutshell was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Nutshell

Use cases
Sales Automation, SaaS companies, Consulting firms
Team types
Sales Managers, Account Executives
Company size
11-50 employees, 51-200 employees
Workflow style
Flexible and configurable
Setup complexity
Low

Why teams choose Nutshell

  • Easy-to-use interface with intuitive design

  • Strong and responsive customer support with onboarding and training resources

  • Customizable workflows and pipelines tailored to business needs

Is Nutshell right for you?

Best for SMBs needing an easy, customizable CRM with strong support.

Choose Nutshell if

  • You want a CRM with an intuitive, easy-to-use interface and quick setup.
  • Your team needs flexible workflows and pipelines tailored to specific business processes.
  • You value responsive customer support with onboarding and ongoing training resources.

Consider alternatives if

  • Your business requires advanced reporting and analytics capabilities for decision-making.
  • You rely heavily on large-scale bulk email marketing campaigns for outreach.

What buyers should know before shortlisting Nutshell

Nutshell has established itself as a highly reliable and user-friendly CRM solution, winning over teams for its straightforward setup and intuitive interface. Its key strengths lie in its customizable workflows, seamless integrations, and the ability to track leads, client interactions, and sales progress effortlessly.

Businesses appreciate the standout customer support, which offers training, accessible articles, and proactive communication to address user needs. Many users highlight how easy it is to onboard new team members, making Nutshell a valuable tool for improving collaboration and streamlining processes.

The platform's capability to organize data efficiently and serve as a central hub has been a game-changer for teams looking to stay on top of sales pipelines and outreach. However, like any software, Nutshell has areas for improvement.

For some users, the email and reporting features feel limited, particularly for advanced campaign strategies or larger businesses. The mobile app also appears less robust compared to its desktop counterpart.

Despite these minor setbacks, the platform's simplicity, cost-effectiveness, and adaptability make it an excellent choice for small to mid-sized businesses seeking a CRM solution that enhances productivity without overwhelming users. Overall, Nutshell effectively balances functionality with ease of use, making it a trusted partner for managing leads and growing customer relationships.

Pros and cons

Nutshell pros and cons

  • Nutshell pros
  • Easy-to-use interface with intuitive design

  • Strong and responsive customer support with onboarding and training resources

  • Customizable workflows and pipelines tailored to business needs

  • Nutshell cons
  • Limited reporting and analytics features

  • Bulk email campaign limits reduce outreach scalability

4.4/5 rating
963 verified reviews
Free trial available

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Nutshell reviews and ratings

Buyer sentiment

Users generally praise Nutshell for its ease of use, strong customer support, and customizable workflows, though some note limitations in reporting and bulk email capabilities.

What buyers like

  • Ease of use
  • Customer support
  • Customizable workflows

Common complaints

  • Limited reporting and analytics
  • Bulk email limitations

4.4

Very Good

Based on 1483 ratings & 963 reviews

Rating Distribution

Excellent

(530)

Very Good

(345)

Good

(73)

Poor

(12)

Poor

(3)

What users are saying

JC

Jill C

02/07/24

5 out of 5

"Outstanding"

What do you like best about Nutshell? Really easy to get in touch with support. I have been able to build a CRM that makes sense for me and my ...

Read more

JM

James M

02/02/24

5 out of 5

"Great software and exceptional staff"

What do you like best about Nutshell? Love the support available through articles, staff and their support ticket system. Love that I can get with our ...

Read more

AU

Anonymous User

01/18/24

4.5 out of 5

"Complete Change for our business, FOR THE BETTER"

What do you like best about Nutshell? We absolutely love the easy way to communicate with our clients and each other. We can collaborate, have ...

Read more

AU

Anonymous User

01/18/24

4.5 out of 5

"Complete Change for our business, FOR THE BETTER"

What do you like best about Nutshell? We absolutely love the easy way to communicate with our clients and each other. We can collaborate, have ...

Read more

AL

Alexandre L

01/17/24

4.5 out of 5

"It has been smooth from the very beginning and we got great assistance from the Nusthell team."

What do you like best about Nutshell? The fact that they are open to upgrade some items through time and they look into making it as user friendly as ...

Read more

AL

Alexandre L

01/17/24

4.5 out of 5

"It has been smooth from the very beginning and we got great assistance from the Nusthell team."

What do you like best about Nutshell? The fact that they are open to upgrade some items through time and they look into making it as user friendly as ...

Read more

What are the features of Nutshell?

33%

Feature coverage

10 of 30 tracked features

Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…

A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…

A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…

Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…

Security & Compliance

Nutshell security and data handling

Key compliance certifications and security features for IT and security teams evaluating Nutshell.

Certifications

SOC 2✓ Certified
GDPR✓ Certified
HIPAA✗ Not certified

Security features

Single Sign-On (SSO)✓ Yes
Multi-Factor Authentication✓ Yes
Data Encryption✓ Yes
Audit Logs✓ Yes

Developer & data

Data residency
🇺🇸

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Why buyers keep looking beyond Nutshell

  • Users may seek alternatives to Nutshell if they require more advanced automation features, as some competitors offer enhanced workflow capabilities that can significantly streamline sales processes and reduce manual tasks.

  • Companies with specific industry needs might look for tailored CRM solutions, as some alternatives provide niche functionalities that cater to unique business requirements or verticals, ensuring better alignment with their operations.

  • Businesses experiencing rapid growth may consider alternatives that offer scalability options, allowing them to easily expand their CRM capabilities without facing limitations as their customer base and data volume increase.

  • Users looking for more competitive pricing structures might explore alternatives, especially if they find that other CRM solutions provide similar or enhanced features at a lower cost, making them a more budget-friendly option.

  • Teams prioritizing user experience and interface design may opt for alternatives that offer a more intuitive layout and easier navigation, ensuring quicker onboarding and adoption by all team members.

Help & Contact

Nutshell Support Options

Customer ServiceBusiness HoursOnline
LocationAnn Arbor, Michigan

Frequently Asked Questions About Nutshell

Common questions buyers ask before choosing Nutshell.

Nutshell is a CRM Software. Nutshell offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.

Nutshell is a strong fit if: You want a CRM with an intuitive, easy-to-use interface and quick setup.; Your team needs flexible workflows and pipelines tailored to specific business processes.. Consider alternatives if: Your business requires advanced reporting and analytics capabilities for decision-making.; You rely heavily on large-scale bulk email marketing campaigns for outreach..

Buyers commonly note the following limitations of Nutshell: Limited reporting and analytics features; Bulk email campaign limits reduce outreach scalability; Underdeveloped post-sale tracking and task automation.

Some top alternatives to Nutshell includes Bigin by Zoho CRM, Hubspot Marketing Hub, ClickUp, Zoho CRM and Pype Intelligent CRM.

Nutshell offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the Nutshell as of now.

The starting price of Nutshell is $16/User/Month when Billed Yearly

Ready to try it?

Get started with Nutshell

Start your free trial — no credit card required.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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