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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

Jason G.

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

Validated Review

Verified Reviewer

Submitted Mar 2023

Simple and Powerful Tool For Any Organization

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

Integrated marketing tools for example HTML email builders, drip sequence and workflow creators. Customized sales and lead pipelines. Very easy to set up and administer.

What is your favorite aspect of this product?

Marketing outreach that communicates with our unique sales pipeline. Makes tracking campaign effectiveness very easy.

What do you dislike most about this product?

Needs more integrations with other online survey tool providers.

What recommendations would you give to someone considering this product?

If you are a SMB looking for enterprise level CRM functionality AND integrated marketing tools, analytics with a low learning curve and time to deploy, look no further. You found your solution.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Millenda E.

Role: Operations
Industry: Manufacturing
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jul 2022

Nutshell is a great solution for CRM.

Likeliness to Recommend

8 /10

What differentiates Nutshell from other similar products?

I like having the choice to follow the association with my messages and see client commitment continuously. They’ve created a product that provides a structure that centres around every one of the most basic parts of income development. I have used this item north of a few organizations, and I can tell you that it’s not tough to use, straightforward to learn, and very simple to set up.

What is your favorite aspect of this product?

I liked that it keeps a record of the emails we’ve got with every client, therefore it's easy to scroll down and see our conversation history. We are a wholesale company so once it involves selling online I feel there are far better programs to assist you to keep track of customers and leads.

What do you dislike most about this product?

I don’t think I had stumped upon something that makes me turn over to use this tool. I have loved each feature of this tool and if there’s any further feature needed in this tool, that’s gonna be the feature to get feedback from the shopper’s end.

What recommendations would you give to someone considering this product?

Software is simple to navigate, sort, and update. We make frequent use of the majority of update options and are happy with them. The e-mail integration works well, too, creating it simple for our team to stay aware of alternative team members’ interactions with our clients.

Pros

Helps Innovate
Performance Enhancing
Inspires Innovation
Saves Time

Cons

Commodity Features
Vendor Friendly Policies

Kasey Peek K.

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

Validated Review

Verified Reviewer

Submitted Feb 2021

Excellent program! Saves your company time and $!

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

This product helps all of our business and employees stay consistent and efficient with their work. The information is always in one safe place and is so helpful for us as a business.

What is your favorite aspect of this product?

The customer service is excellent. The features are different than many other software companies and the ability to get things done as a team have far improved since utilizing this program.

What do you dislike most about this product?

I have nothing negative to say about them thus far. I have only experienced positives.

What recommendations would you give to someone considering this product?

It is a very easy to use software and you will have ample support!

Pros

Helps Innovate
Continually Improving Product
Reliable
Enables Productivity

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

Jason G.

Simple and Powerful Tool For Any Organization

Likeliness to Recommend

Pros

Millenda E.

Nutshell is a great solution for CRM.

Likeliness to Recommend

Pros

Cons

Kasey Peek K.

Excellent program! Saves your company time and $!

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