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Nutshell Inc

Nutshell

Composite Score

8.5 /10

CX Score

8.5 /10

46 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.

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.

87 Likeliness to Recommend

97 Plan to Renew

83 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.

+82 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

17% Neutral

80% Positive

Pros

Fair
Trustworthy
Enables Productivity
Respectful

Feature Ratings

Average 83

Account and Contact Management

Collaboration

Customer Service Management

Sales Management

Quote Contract and Proposal

Activity and Workflow Management

Lead Management

Marketing Management

Analytics and Reporting

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Average 81

Ease of Implementation

Vendor Support

Business Value Created

Ease of IT Administration

Quality of Features

Availability and Quality of Training

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Ease of Data Integration

Breadth of Features

Ease of Customization

Nutshell Screenshots

Nutshell Downloads

Making the Case for Nutshell

CRM Comparison Worksheet

Nutshell Videos

Nutshell Reviews

Roger C.

Role: C-Level
Industry: Utilities
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Dec 2024

Easy to config and use, no experience required

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

Definitely an insurgent company, senior management seems earnestly obsessed with user helpfulness. Company has the SW bones to back-up their claims of power, utility and ease-of-use. Software worked out of the (Internet) box without any hand-holding. Have used it for three years with nary a glitch in data access. SF had better watch their back!

What is your favorite aspect of this product?

As with most if not all CRM products, the breadth of features and screens can be intimidating. Once I explained to users that the Search feature is the key to quickly accessing data. they quickly warmed to the product. Favorite Aspect #2 The 'Audience' feature is excellent for recording and managing conference attendance of key contacts. Favorite Aspect #3 Email integration works well and is very easy to use. Not having to switch back and forth between our Email Client and CRM software is a boon to productivity, minimizes distraction (email backlog becomes clickbait; distracting and diverting)

What do you dislike most about this product?

The mysterious and threatening REQUIREMENT to implement Advanced IP Services and Security OR ELSE NO Broadcast emails is irritating, even though it's for my own good. Without an IT person to decode what it all means (an Alphabet Soup of IP Protocols), nor the ability to read, understand and comply with the Nutshell's Helpful (not so much) Tips for Email Security, our push marketing and conference follow-up has ground to a halt.

What recommendations would you give to someone considering this product?

Have an IT Guy on call, just in case certain key features get turned off because your DMAC has become fungible or indigestible.

Pros

Continually Improving Product
Reliable
Enables Productivity
Includes Product Enhancements

Skyler W.

Role: Operations
Industry: Manufacturing
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Dec 2024

Great software, not good for a overthinker

Likeliness to Recommend

6 /10

What differentiates Nutshell from other similar products?

I will say the learning videos and community looks more fun than what we chose to go with

What is your favorite aspect of this product?

Organization of clients for reference

What do you dislike most about this product?

We needed full manufacturing configuration

What recommendations would you give to someone considering this product?

If if feels right then it is right. Don’t overthink it

Pros

Unique Features
Efficient Service
Caring
Saves Time

Cons

Vendor's Interest First
Less Generous
Less Friendly Negotiation

Daniel N.

Role: Sales Marketing
Industry: Finance
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Dec 2024

I love all the automation that we have been able t

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

Nutshell has allowed us to streamline processes. Nutshell has a lot of features that are included at no additional charge that save us money because we do not need to purchase them from other companies.

What is your favorite aspect of this product?

Lead tracking

What do you dislike most about this product?

limited automation

What recommendations would you give to someone considering this product?

IT is one of the best values for the money. Feature rich and stable.

Pros

Reliable
Enables Productivity
Trustworthy
Efficient Service

Latest Research

Nutshell

What is Nutshell?

Company Details

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Nutshell Ratings

87 Likeliness to Recommend

97 Plan to Renew

83 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+82 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.

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

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

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

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.

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

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.

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.

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.

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

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.

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.

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.

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.

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

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.

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.

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

Sales Automation Workshop: How to Build a Customized Pipeline With Nutshell

Nutshell Reviews

Roger C.

Easy to config and use, no experience required

Likeliness to Recommend

Pros

Skyler W.

Great software, not good for a overthinker

Likeliness to Recommend

Pros

Cons

Daniel N.

I love all the automation that we have been able t

Likeliness to Recommend

Pros

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Title

Feature Ratings

Account and Contact Management

Collaboration

Customer Service Management

Sales Management

Quote Contract and Proposal

Activity and Workflow Management

Lead Management

Marketing Management

Analytics and Reporting

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Ease of Implementation

Vendor Support

Business Value Created

Ease of IT Administration

Quality of Features

Availability and Quality of Training

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Ease of Data Integration

Breadth of Features

Ease of Customization