
How does this software stack up?Compare with Similar Software
How does this software stack up?Compare with Similar Software
How does this software stack up?Compare with Similar Software
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Price
Pricing starting from:
$27.00 /monthPricing Model: Per User
- Yes, has free trial
- No free version
Reviews
- Ease of Use4.2
- Customer Service4.2
- Value for Money4.3
Likelihood to recommend
Top Features
- 5.0
- 5.0
- 4.6
- 4.6
- 4.6
What is Nutshell?
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations 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 comes with unlimited CRM contacts, free data migration assistance, and world-class live support, all at an extremely affordable price.
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- Best Ease of Use CRM Software (2021)
Best For
Nutshell is built for relationship-focused B2B organizations that are tired of juggling separate sales and marketing tools and don't want to pay a full time admin to manage their software.
Nutshell Video and Images






Deployment & Support
Deployment
- Cloud, SaaS, Web-Based
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Training
- In Person
- Live Online
- Webinars
- Documentation
- Videos
Contact Details
- Nutshell
- Located in United States
- Founded in 2009
- http://www.nutshell.com
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Nutshell Pricing
Starting From:
$27.00 /monthPricing Model: Per User
- Yes, has free trial
- No free version
Pricing Details (Provided by Vendor):
14-day free trial, no credit card required.
NUTSHELL: $16/user/month (billed annually) or $19/user/month (billed monthly).
NUTSHELL PRO: $42/user/month (billed annually) or $49/user/month (billed monthly).
NUTSHELL MARKETING: Send 150 messages/month for free. Paid subscriptions start at just $5/month.
Find out what Nutshell will cost your team at https://www.nutshell.com/pricing/
Pricing Resources:
Nutshell Features
Features are displayed in the decreasing order of their feature rating.
4.0
4.0
4.0
3.6
5.0
5.0
4.6
4.6
4.6
4.5
4.5
4.3
Task Management
4.3
4.0
4.0
4.0
4.0
Interaction Tracking
3.9
1.0
Activity Dashboard
Alerts/Notifications
Call Management
Customizable Reports
Email Templates
Lead Distribution
Opportunity Management
Sales Forecasting
Source Tracking
Third Party Integrations
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Nutshell Reviews
Showing 5 of 375 reviews
Overall
4.2
Ease of Use
4.2
Customer Service
4.2
- "The platform has a good independent incorporation system, so that you can start working in the shortest possible time."
- "Everything was really great. From the sales, through deployment, and ongoing support."
- "One of my favorite parts of this system is how easily editable everything is. Seems simple, but being able to adjust notes and basic information on the home screen makes things very simple."
- "I'd say my experience overall is good. I like how simple it is to create things."
- "Also, the loss of historical record of communication for a Contact when you delete an old email is problematic. We are forced to retain all of these old emails and this can create confusion."
- "Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other."
- "I think more training on set up, warnings issued at set up and common pitfalls at set up would avoid harmful bulk uploads making irreversible upload mistakes."
Pros
- "The platform has a good independent incorporation system, so that you can start working in the shortest possible time."
- "Everything was really great. From the sales, through deployment, and ongoing support."
- "One of my favorite parts of this system is how easily editable everything is. Seems simple, but being able to adjust notes and basic information on the home screen makes things very simple."
- "I'd say my experience overall is good. I like how simple it is to create things."
Cons
- "Also, the loss of historical record of communication for a Contact when you delete an old email is problematic. We are forced to retain all of these old emails and this can create confusion."
- "Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other."
- "I think more training on set up, warnings issued at set up and common pitfalls at set up would avoid harmful bulk uploads making irreversible upload mistakes."
Most Recent Video User Review for Nutshell
SEE ALL VIDEO REVIEWS
Jean-marie: Hello, my name is Jean-marie. I'm a chief revenue officer. And I give Nutshell a review of five out of five stars. For more reviews like this, please click below.
We were considering many options. Actually, we switched from HubSpot to Nutshell just because Nutshell worked out best for our needs. However, we looked into many options over a period of a one month of a review period, and Nutshell came up on top.
The reasons why we chose Nutshell is because at that time and still is a current, it fit our needs the best. As a startup and up and coming company, Nutshell needs worked out the best for us and our sales team, and it had all the functionality that we needed at the price that we were looking for as well.
The onboarding and integration with Nutshell was actually very easy. We were very pleasantly priced also by the support and help of the team while switching from HubSpot to Nutshell, everything was very pleasant and very easy to do. It didn't take us very long to learn the software as well. And so definitely a great experience.
As far as recommendations go, it really depends on the needs you need or needs you have rather. So for us as a small business, it made sense to go with Nutshell because of the ease of implementation, the ease of use. It didn't it didn't take our sales team very long to understand the software and the use of it. So for us, it was a perfect solution. If you need bigger marketing and tools of that nature, then Nutshell might not be the best solution. However, for a small to midsize business, I think Nutshell is a great option at a very good and reasonable price.
Perfect solution for startups
5.0
Jean Marie J.
CRO•Information Technology and Services
Most Helpful Reviews for Nutshell

Marilyn H.
Global Sales Director
Financial Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
Ease of Use
Customer Service
Features
Value for Money
Likelihood to Recommend
Reviewer Source
Source: Capterra
March 5, 2020
"Bang for your Buck"
Overall: Great! It helps the team stay on track whether it's sales or implementation.
Pros: Reporting and filtering reports.
Keeping a track record of our leads.
Cons: Have to move over to pro to get more then one sales process. Pro is so expensive.
Alternatives Considered: Dynamics 365
Reasons for Choosing Nutshell: Price, others had better functionality but this Nutshell had enough 2 years ago to get us going. It has really come into it's own and now has way more.
Switched From: Dynamics 365
Reasons for Switching to Nutshell: So complicated we weren't using any functionality
Reviewer Source
Source: Capterra
March 5, 2020
John M.
National Sales Director
Machinery, 11-50 employees
Used the software for: 2+ years
Overall Rating
Ease of Use
Customer Service
Features
Value for Money
Likelihood to Recommend
Reviewer Source
Source: Capterra
June 27, 2022
"Excellent CRM for our Niche Application - Best of Multiple Reviewed/Used"
Overall: Excellent! The customer service has been responsive and the system has been 100% reliable.
Pros: Barrier to entry was low with minimal upfront cost needed to evaluate the software. Ease of use for a small company with minimal resources to devote to developing, executing, and maintaining the system.
Cons: So far the only con that we have experienced has been in the reporting functions. This could be a by-product of our unique needs or our lack of resources available to investigate it further. It does seem limited compared to Salesforce.
Alternatives Considered: Base CRM and Salesforce Sales Cloud
Switched From: Salesforce Sales Cloud
Reasons for Switching to Nutshell: Cost. Ease of implementation and end user usage.
Reviewer Source
Source: Capterra
June 27, 2022
Prescott P.
President
Mining & Metals, 11-50 employees
Used the software for: 2+ years
Overall Rating
Ease of Use
Customer Service
Features
Value for Money
Likelihood to Recommend
Source: Capterra
May 8, 2017
"leads don't allow you to easily sell services, only products. After sale service is hindered. "
Overall: We get a cost effective CRM that frees up cash flow for use elsewhere in our business.
Pros: Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps.
Cons: Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell.
Source: Capterra
May 8, 2017
Madalynn P.
IT/Projects Manager
Marketing and Advertising, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
Ease of Use
Customer Service
Features
Value for Money
Likelihood to Recommend
Reviewer Source
Source: Capterra
October 24, 2019
"An Elegant Yet Powerful CRM"
Overall: We are now better organized with our sales process and are more collaborative. This allows us to keep our important information in one place that is easy to use and work as a team to get things done!
Pros: I love the filtering ability with our companies and people lists. It allows us to really drill down and get the exact metrics we want. We are better able to see a lot of information at a glance in a dynamic way.
Cons: I would love more options when emailing groups of people in the system. Currently, I need to only use templates when emailing groups and I would like to be able to type out the email in one shot instead.
Alternatives Considered: monday.com, Copper, Really Simple Systems CRM, HubSpot CRM, Nimble and Pipedrive
Reasons for Choosing Nutshell: A lot of the other systems seemed overly complicated to use, we had a relatively short onboarding period to get our people trained quickly. The price point for the number of features was the best and most sustainable for our company. And we feel like we can grow with Nutshell.
Switched From: Freshdesk
Reasons for Switching to Nutshell: We realized we did not need a ticketing software but something more like a CRM, in looking over a lot of options this was the best price point and the best fit for what we needed.
Reviewer Source
Source: Capterra
October 24, 2019
Rashid K.
Partner
Management Consulting, 1-10 employees
Used the software for: 2+ years
Overall Rating
Ease of Use
Customer Service
Features
Value for Money
Likelihood to Recommend
Reviewer Source
Source: Capterra
June 15, 2022
"Nutshell product review"
Overall: I have used a number of different systems including Zoho, Hubspot, Pipedrive. I like Nutshell's flexibility and ease of use.
Pros: Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet.
Cons: Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time.
Alternatives Considered: HubSpot Marketing Hub and Pipedrive
Reasons for Choosing Nutshell: Price and ease of use. Pipedrive misses a number of features like Tags
Reasons for Switching to Nutshell: Highrise was no longer in development - or being supported.
Reviewer Source
Source: Capterra
June 15, 2022













