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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

Dan A.

Role: Consultant
Industry: Technology
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Dec 2024

Great tool for small businesses

Likeliness to Recommend

6 /10

What differentiates Nutshell from other similar products?

Good product when you don't need the expensive alternatives

What is your favorite aspect of this product?

Easy functionality via the website for leads

What do you dislike most about this product?

marketing emails go into Prospects junk folder, also they need to improve customer service

What recommendations would you give to someone considering this product?

Know what you want before purchasing.

Pros

Helps Innovate
Continually Improving Product
Trustworthy
Inspires Innovation

Cons

Less Efficient Service
Wastes Time
Less Effective Service

Peggy B.

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

Validated Review

Verified Reviewer

Submitted Dec 2024

If you’re a small org this is the perfect crm

Likeliness to Recommend

8 /10

What differentiates Nutshell from other similar products?

The price point. I get almost everything id get from a tool that is much more expensive

What is your favorite aspect of this product?

It is intuitive

What do you dislike most about this product?

I would love to be able to see tags on leads at the birdseye view level. Would also like to see the pipeline by year vs 1 big pipeline that incorporates everything

What recommendations would you give to someone considering this product?

If you have a small team or are trying to save costs, this is a great crm tool.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Karly A.

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

Validated Review

Verified Reviewer

Submitted Dec 2024

CRM, email, leads and task good, can be clunky

Likeliness to Recommend

7 /10

What differentiates Nutshell from other similar products?

Integrated email client

What is your favorite aspect of this product?

Task generator

What do you dislike most about this product?

The tasks won’t all generate at once when a lead is moved to the next stage. Or sync with a task list on computer

What recommendations would you give to someone considering this product?

It is not great for a solo user, it is geared more toward a team of sales people

Pros

Enables Productivity
Trustworthy
Fair
Altruistic

Cons

Commodity Features
Charges for Enhancements

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

Dan A.

Great tool for small businesses

Likeliness to Recommend

Pros

Cons

Peggy B.

If you’re a small org this is the perfect crm

Likeliness to Recommend

Pros

Karly A.

CRM, email, leads and task good, can be clunky

Likeliness to Recommend

Pros

Cons

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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