Nutshell Reviews & Product Details

It is a very easy and simple to use CRM. Great for small businesses with very little setup time and quick and easy training for new employees.

The app could use a little work on the interface.

It is getting all of our projects and quotes into one place and easily allowing us to track time frames and close dates.

Dashboard view – customizable for easy top-level view; ability to see open/clicks with icon

Would like for notes field to be eligible for download; would like to be able to lookup people by who contacted them (i.e. who on my team)

We were managing our outreach tracking with 20 spreadsheets; Nutshell has made it much better

Nutshell is very user-friendly and intuitive. It provides my small team everything we need to have a place to collect lead research and lead generations. We especially like that it has a map view instead of just a list of companies we have uploaded. The white glove import is a great benefit as well -- saves us time as we build out our new CRM. I've used it everyday since we got it up and running a few weeks ago and I feel like we already have the hang ot it because it is so easy to understand.

No downsides really! I wish for white glove import you could attach a PDF but it is easy enough to convert a PDF to excel.

Creating an organized place to track business leads, current relationships, and pipelines.

My favorite feature in Nutshell is tracking customer communication and activities - I can see exactly when I sent samples, what our last communication was, and who is leading the account. For communication and activity tracking, as well as people tied to each account, it's very easy to use and see progress. It was also pretty simple to setup, and customer support has been phenomenal.

The leads tracker - I'm in CPG sales and it just isn't very intuitive, nor does it really fit well with our sales program. The photo section for accounts also feels very outdated, loads incredibly slowly, and doesn't make it easy to see thumbnails in order to tell what kind of photo you're opening.

Nutshell makes it easy to track email communication and timing, and organized our sales accounts into an easy format to digest and update.

Nutshell doesn't have all the bells and whistles of Hubspot or Salesloft, and that's the point. It is a straightforward pipeline management/ CRM that can replace most of your average VSB owner's convoluted stack, for a low price. Their customer service is quick and helpful. Having worked on much larger SaaS teams, in fact, I can confidently say that few effectively use tools outside of what Nutshell offers. Integrations with Slack, PandaDoc, and Google Drive all work well. It's fairly easy to get started/implement – they'll help!

Nutshell is perfect for a very small business/most small businesses. I think the only thing I'd like to see them do is totally eschew enterprise. There are enough CRMs and platforms out there who market to enterprise and deprioritize the common folk like me :) Also, it doesn't quite stick as a daily-login-even-when-not-selling platform – I still rely on Asana/ClickUp for that. They integrate with Asana, but not ClickUp!

Nutshell helps me manage my business affordably.

Easy to start using and easy to use. Low cost. Customer support. Mobile app works well.

Does everything I need so no complaints.

Organizing sales account information. Scheduling sales activities and all communications. Integrating with email to record all emails sent in Outlook.

I enjoy the fact that I can customise so many tools. It's great for organizing contact with clients.

I have no dislikes as of now. Nutshell is a great resource.

Nutshell helps me stay organized and create better communication between partners and clients. Nutshell is helpful for logging important tasks as well!

I love how simple it is - it took no time at all to become relatively proficient. I also feel that for the price, it is probably the most cost effective solution out there. The value is 10/10 and unless an organization has some pretty high end needs, I think that the product is a good fit for the overwhelming majority of small businesses. I'm not sure if it would meet the needs of a mid size organization - but it's definitely worth evaluating. I'm thankful that it was recommended to me by a current Nutshell user.

The only company that they can "recommend" for additional support/guidance is their parent company. I had to find a Nutshell CRM expert on my own to help implement some things that I couldn't figure out by myself. I wish they offered paid, hourly support or could recommend someone who offered smaller monthly packages.

Nutshell's VisitorIQ product is amazing and helps provide insight as to who's visiting our website. It also allows me to handle email drip campaigns effortlessly. The product is well designed, fast, and makes a lot of sense very quickly (it doesn't require some extensive training.)

It's very intuitave and I was able to get up and running with minimal training!

It's challenging trying to find a specific keyword in notes

Nutshell lets me send emails at specific times, set up a group of emails, and lets our group easily share notes about donors & prospects

It's very easy to navigate inside the app! I can find contacts very quickly.

There is a ringcentral API, but not to the new RingCentral all-in-on system.

Sequencing emails are extremly helpful.