Nutshell CRM

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What is NutShell ?

Nutshell CRM is a software that gives it the required tools and features they require to convert leads into customers. It gives you capabilities such as sales automation, pipeline management, contact management, performance tracking and reporting, and team collaboration. Its well knew that Nutshell company also offers world-class customer support. The customer relationship management solution is built to simplify workflows, automate processes, facilitate completion of tasks, and track each stage in the journey your lead goes through until conversion.

Benefits of Nutshell

Users of Nutshell CRM can benefit from features like monitoring deals, analyzing gaps in the pipeline, understand the sales performance and get an overview of metrics that could help drive and accelerate sales. Nutshell software provides its customers with flexibility as it works well with different sales objectives like inbound, outbound, account, or relationship-based selling.

This helps your sales team close deals faster in line with your unit’s business to business CRM objectives. Powered by a sales automation CRM engine, your sales team will be assisted in performing sales pipeline tracking, designing workflows, and going through the sales pipeline process. From qualifying prospect, specifying actions to doing follow-ups, pursuing pipeline funnel, and sealing the deal. Every task and assignment is well-defined in every stage of the sales funnel so that each team member knows what to do. Working like clockwork that’s able to respond to any changing situation and grab every sales process stage opportunity.

Nutshell Integration

You can also integrate the nutshell program with multiple third-party apps and services as it comes with mobile apps that support both iOS and Android devices. Moreover, users can avail of nutshell integrations in three packages that provide different features. It also offers native iPhone and Android applications with real-time synchronization across all devices, allowing sales reps to create, search, and edit contact information while in the field. You can also avail of the Nutshell software’s feature to log activities and meetings with both audio and video recordings. Using this software to avail unlimited online storage space and accessibility to Nutshell’s live support staff.

Vendor Details

  • Company: Nutshell
  • Website:
  • Founded in 2009
  • The United States of America

Key Metrics of Nutshell CRM

Toolsmetric analyzed that everything is organized by Nutshell CRM that acts as your control hub for onboarding sales. From there you can launch activities and assignments, view appointments and schedules, see contact information, monitor sales status, and track the progress of your sales team, among others. Nutshell reporting tools provide for instant viewing of sales performance as well as qualitative productivity and effort of your team.

Time and Money Saving using Nutshell

Nutshell’s management CRM capabilities reduce time wasted on repetitive tasks so your team can concentrate on relationship building and the business of selling. Leads will be advanced along the pipeline automatically, helped along by goals that you define on every stage. Since the nutshell integrations include MailChimp, you’ll be able to automate sending email messages at the proper time to your targeted prospects.

Nutshell easily lets you bring your team members together for discussions so that everyone is on the loop and updated on tasks and happenings. Conversations are kept and maintained front and center, eliminating instances where messages are lost in long threads at the inbox while ensuring that nothing goes through the cracks. With native mobile apps, everyone on the team gets notified when there are important updates or when situations crop up that need to be addressed or dealt with immediately.

Nutshell Dashboard

The nutshell management CRM offers an interactive means of managing your sales pipeline process through its board view feature. This drag and drop functionality lets you easily put leads onto the next stage and mark them with the corresponding status – canceled, lost, or won. It helps you monitor sales pipeline tracking health and swiftly decide on the next course of action. You also have other view options – chart, list, maps – whatever you prefer, it is easy to grasp details on several variables such as quantity, timeframe, individual location, lead stage, sales in CRM, and more.

Uses of Nutshell CRM

Keeps track of your contacts, customers, and conversations

Nutshell studies your company’s central repository for customer knowledge. Store all your contact details, call notes, and email conversations in one place so everyone on your team can quickly access them.

Automate your sales pipeline process

Design and execute a sales pipeline process that reduces time-wasting tasks and helps your reps know what to do and increase CRM ROI.

Specify the sales pipeline tracking that needs to happen from initial qualification through final negotiations, and accurately gauge the impact of your efforts.

View and track your leads

Nutshell app is the most flexible customer relationship management solution for sales reps, offering four ways to view and manage your pipeline. These are Map view, Board view, ListView, and Chart view (drag-and-drop) let you decide how to work your deals, save views, and share with your team.

Streamlines processes

The nutshell technique lets you easily bring colleagues into the conversation.  See who’s talking to your customers outside of the sales team, and stay notified of everything that needs your attention.

Report on your performance

Nutshell’s management CRM easy-to-use, customizable reports give you at-a-glance insight into your business, so you can measure performance and pinpoint areas for improvement. Download presentation-ready charts and view snapshots of your business at different points in time so you can track progress.

Nutshell CRM Pricing

Starter – $19 per user/month (yearly) or $35 per user/month (monthly)

  • Team collaboration capabilities
  • Single sales funnel pipeline
  • Sales activity and results dashboard
  • Standard sales pipeline reporting

Pro – $35 per user/month (yearly) or $39 per user/month (monthly)

  • Cross-sell and upsell automation CRM
  • Multiple sales funnel pipelines
  • Advanced reporting
  • Sales process automation
  • Unlimited click-to-call and recordings
  • Team coaching tools
  • All Starter plan features

Pro+ – quote

  • All-Pro plan features
  • The dedicated customer success manager
  • “First in line” technical support
  • Free training for new employees
  • Training on new Nutshell features
  • Quarterly business reviews

Features of Nutshell CRM

  • Collaborative platform
  • Sales automation
  • Lead relationships management
  • Mobile apps
  • Sales analytics
  • Performance tracking & reporting
  • Integrations
  • Bulk email templates
  • Import contacts
  • Notifications
  • Multi-channel customer support

Who can Use Nutshell CRM


From managing an account’s contact information to staying up to date with business deals, payments, and reports, B2B companies do best with the Nutshell CRM system in place. It helps them create a common platform to keep their partners, vendors, and other stakeholders of their business in sync with each other. Nutshell can be the best CRM tool for sales as nutshell CRM reviews speak about itself.


B2C companies have shorter customer life cycles, and they typically require a solution that is more direct and less time-consuming. The Nutshell sales automation CRM comes with features like pipeline management, sending out instant surveys, marketing automation, etc. This helps B2C segment companies to reach out to their customers more easily.


SMBs aren’t small and medium businesses but smart and modern businesses. There’s no truth to the common misconception that CRM in the software is too expensive and complicated for SMBs. By being a great technological leveler, Nutshell CRM business provides SMBs with a level playing field and the ability to compete against the bigger players in their industry.


With Nutshell CRM features like workflow management, advanced analytics, territory management, sales, and marketing automation. This helps enterprises to reduce the time salespeople spend on mundane tasks, have more time to focus on their customers, and unify their operations sales cycle stages across multiple geographic locations.

Pros and cons

  • The nutshell integrations with 3rd party programs like mail chimp and other automation systems is useful.
  • Flexibility to fit every business model
  • Smooth native integration with G Suite and Microsoft Office email and calendars
  • Keeps track of daily follow-ups – and records entire history with contacts

  • Official API is limited
  • Multilanguage options are limited
  • Navigating from one section to the other is lengthy



Free Trial

  • Yes


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription
  • Quote-based



Nutshell customer relationship management is an attractive interface and easy-to-use tools. This tool is designed for small businesses and sole proprietors and it provides them support by the following mediums:

  • Email
  • Phone
  • Live Support
  • Training

Thank you for reading our Article on Nutshell. You can also check out our other alternative CRM tools for sales below :

Free Trial
Supported Devices
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
Pricing Model
Monthly payment
Annual Subscription
In Person
Live Online
Customer Types
Small Business
Large Corporations
Medium Business
24/7 (Live Rep)
Knowledge Base
Phone support
Chat support
Email Marketing
Landing Pages
Marketing Automation
Workflow builder
9.5 Total Score
Awesome app

I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap.

9.5Expert Score
8.7User's score
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