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Nutshell Inc

Nutshell

Composite Score

8.2 /10

CX Score

8.2 /10

55 Reviews Write a Review

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What is Nutshell?

Nutshell is a cloud-based customer relationship management (CRM) system for small and midsize businesses that features a clean, straightforward user interface design. It offers contact management and sales force automation applications with a range of email tracking, task management, note taking, pipeline management, forecasting and reporting modules, in addition to basic customer service capabilities such as ticket management.

Company Details

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Awards & Recognition

Nutshell won the following awards in the Customer Relationship Management - Midmarket category

Filter By

1 Top Rated Capabilities

2 Top Rated Features

Latest Award, 2026

1 Top Rated Capabilities

3 Top Rated Features

2025

Nutshell Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Nutshell.

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.

85 Likeliness to Recommend

92 Plan to Renew

1
Since last award

79 Satisfaction of Cost Relative to Value

1
Since last award

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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.

+77 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?

2% Negative

23% Neutral

75% Positive

Pros

Fair
Enables Productivity
Caring
Respectful

Feature Ratings

Average 82

Account and Contact Management

Collaboration

Customer Service Management

Sales Management

Activity and Workflow Management

Quote Contract and Proposal

Marketing Management

Analytics and Reporting

Lead Management

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Average 78

Ease of Implementation

Availability and Quality of Training

Usability and Intuitiveness

Vendor Support

Quality of Features

Business Value Created

Ease of IT Administration

Ease of Data Integration

Breadth of Features

Product Strategy and Rate of Improvement

Ease of Customization

Nutshell Screenshots

Nutshell Downloads

Making the Case for Nutshell

CRM Comparison Worksheet

Nutshell Videos

Nutshell Reviews

Lauren B.

Role: Consultant
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2024

Easy to Use, Fantastic Value

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

Nutshell is so intuitive. It has the tools and workflows you'd want from a CRM, but they're thoughtfully designed and easy to use so you'll actually use all of the features that are included.

What is your favorite aspect of this product?

Nutshell helps me stay organized and is an important part of my daily workflows.

What do you dislike most about this product?

I don't have anything I dislike.

What recommendations would you give to someone considering this product?

There is a 14 day free trial so try it out!

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Emily T.

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

Validated Review

Verified Reviewer

Submitted Dec 2024

Great intuitive CRM for sales teams!

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

Nutshell is very intuitive. Employees have learned how to use it in an hour or less.

What is your favorite aspect of this product?

We love the Nutshell Dashboard to visually track progress of the team and individuals by week, month and year!

What do you dislike most about this product?

Some customizations with the to-dos and activities is left to be desired, but it is on their roadmap.

What recommendations would you give to someone considering this product?

Get started! The sooner you adopt a CRM like Nutshell, the sooner you'll have visibility and accurate tracking of your leads and sales!

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Benn T.

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

Validated Review

Verified Reviewer

Submitted Dec 2024

Nutshell is a robust yet easy to implement CRM.

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

It offers fantastic capabilities that stack up to the likes of salesforce, but is much easier to get up and running. It is also very user-friendly, so adoption is faster. They are always adding features which increases the value to current customers.

What is your favorite aspect of this product?

Awesome automation for working prospects, and accurate attribution which improves marketing and sales collaboration while maximizing ROI.

What do you dislike most about this product?

It is hard to find anything to dislike about this tool. My only issue was that they did not offer an SMS option, but they recently solved that problem which is fantastic!

What recommendations would you give to someone considering this product?

You wont regret it!

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Nutshell

What is Nutshell?

Company Details

Book a Free Demo Today!

Awards & Recognition

Nutshell Ratings

85 Likeliness to Recommend

92 Plan to Renew

1 Since last award

79 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+77 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.

Activity and Workflow Management Text or code-based and visual workflow designers.

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

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.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

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.

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.

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.

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.

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.

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.

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.

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.

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

Sales Automation

Sales Reporting

Pipeline + Assignee

Team Collaboration

Marketing Suite

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

[Updated Video Available]Sales Automation Workshop: How to Build a Customized Pipeline With Nutshell

Nutshell Reviews

Lauren B.

Easy to Use, Fantastic Value

Likeliness to Recommend

Pros

Emily T.

Great intuitive CRM for sales teams!

Likeliness to Recommend

Pros

Benn T.

Nutshell is a robust yet easy to implement CRM.

Likeliness to Recommend

Pros

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1
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Feature Ratings

Account and Contact Management

Collaboration

Customer Service Management

Sales Management

Activity and Workflow Management

Quote Contract and Proposal

Marketing Management

Analytics and Reporting

Lead Management

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Ease of Implementation

Availability and Quality of Training

Usability and Intuitiveness

Vendor Support

Quality of Features

Business Value Created

Ease of IT Administration

Ease of Data Integration

Breadth of Features

Product Strategy and Rate of Improvement

Ease of Customization