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About Nutshell

Nutshell is a sales automation CRM and email marketing tool for B2B teams to help them optimise their efforts and focus more on building good relationships. Its marketing solution seamlessly connects with users CRM data, enabling them to get their sellers and marketers to a point where both get benefited. The tool also automates the process of personal email sequences and provides funnel and activity reports to users in real-time. Nutshell can be used to design and send marketing emails to thousands of contacts in one go. It helps users to create highly targeted audiences based on their customer data. The impact of email marketing campaigns can also be tracked in real-time. Nutshell makes the work a lot easier by bringing multiple tools for sales and marketing in one place. It is the most flexible CRM solution for sales reps, offering four different views, list, chart, board and map, to manage the work pipeline.

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Screenshots & Videos

Featured Pipeline Board
New Leads report
Nutshell Unbounce Integration
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Video Thumbnail
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
  • Reviews
  • Momentum
  • Popularity

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Business Hours, Online

Nutshell Awards

Nutshell Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis


Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.
Nutshell Pricing

Free Trial


No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Plans


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Pricing screenshot
Disclaimer: The pricing details were last updated on 04/03/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Nutshell Pricing.

Nutshell Alternatives

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Nutshell Reviews

User Rating

4.4/5 (Based on 1,157 Ratings)

Rating Distribution

  • Excellent

  • Very Good

  • Average

  • Poor

  • Terrible


User Sentiments

Ease of Use, Sales Pipeline Management, Email Integration, Excellent Customer Support

Limited Reporting Functionality, Mobile App Functionality, Slow Loading Times, Confusing Duplicate Detection

Do You Use Nutshell?

Write a Review

Review Summary

Nutshell CRM garners positive feedback from users across multiple reputable review platforms. Reviewers applaud its user-friendly interface, robust features, and excellent customer support. Many appreciate its intuitive design, customizable dashboards, and the ease with which they can manage their sales pipelines and customer relationships. Additionally, reviewers praise the Nutshell team for their responsiveness and willingness to go the extra mile to ensure customer satisfaction. Overall, Nutshell is highly regarded for streamlining sales processes, improving team collaboration, and providing a positive user experience.


  • Userfriendly interface that is easy to navigate and learn.
  • Extensive customization options to tailor the CRM to specific business needs.
  • Strong integration capabilities with various thirdparty applications.
  • Efficient contact management and lead tracking features to streamline sales processes.


  • Occasional bugs and glitches reported by users.
  • Limited reporting and analytics capabilities compared to some competitors.
  • Occasional performance issues experienced by users with large data sets.
  • Lack of advanced features such as marketing automation and predictive analytics.

Nutshell Reviews

AI-Generated from the text of User Reviews

Videos on Nutshell

Nutshell Screenshots

Nutshell FAQs

What is Nutshell used for?

Nutshell is CRM Software. Nutshell offers the following functionalities:

  • AI Assistant
  • Advanced Automation
  • Real-time Data Sync
  • Omnichannel Customer Engagement
  • Predictive Analytics
  • Dedicated Phone Line Integration
  • IoT Integration
  • Customer Segmentation
  • Opportunity Management
  • Sales Force Automation
  • Customization
  • Territory Management
  • Reporting (Analytics)
  • Order Management
  • Collaboration Tools
  • Lead Management
  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Referral Tracking
  • Project Management
  • Lead Scoring
  • Product Catalog
  • Call Logging
  • Contact Management
  • Document Management

Learn more about Nutshell features.

What are the top alternatives for Nutshell?

Does Nutshell provide API?

Yes, Nutshell provides API.

Nutshell Contact

Vendor Details

Ann Arbor, Michigan Founded : 2009

Contact Details

+1 888-336-8808

Social Media Handles

Grid Report for Nutshell


Nutshell Integrations


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