Name: Nutshell CRM
Rating: 4.3 (57 reviews)

Overview

Product Information on Nutshell CRM

Updated 13th October 2025

What is Nutshell CRM?

Nutshell CRM is a software designed for managing customer relationships and sales processes. The software provides tools for contact and lead management, pipeline tracking, reporting, and collaboration among sales teams. Nutshell CRM enables users to organize prospects, automate repetitive tasks, and analyze sales performance. It offers integration with email, calendar, and various third-party applications to support workflow efficiency. The software facilitates the management of sales activities, including scheduling follow-ups, documenting interactions, and forecasting revenue. Its features include customizable pipelines, task automation, and secure data storage. Nutshell CRM aims to address challenges related to sales tracking, communication, and operational transparency within organizations.

Overall experience with Nutshell CRM

Marketing Manager

<50M USD, Retail

FAVORABLE

“Nutshell Offers Helpful Support But Lacks Quick Account Overview Features”

4.0

Nov 20, 2025

The Nutshell team is very responsive and helpful when there is an issue or if I am trying to understand how to better use a feature.

Marketing Associate

<50M USD, Services (non-Government)

CRITICAL

“Nutshell Pros & Cons”

3.0

Apr 2, 2025

Overall it is a pretty good CRM. The navigation of the platform, specifically email activity can be tricky to track.

About Company

Company Description

Nutshell is a combined CRM and email marketing platform aimed at B2B organizations. The focus of Nutshell is to provide a solution for teams who need to manage both sales and marketing tools. The Nutshell subscription features unlimited CRM contacts and data storage, customizable reporting tools, and data migration assistance. Further, it offers live support for the users. Nutshell is designed to integrate with various popular software such as Google Workspace, Microsoft Office, QuickBooks Online, Intercom, and Slack. The platform also provides native apps for iPhone and Android, facilitating sales representatives to manage contact details on-the-go. In 2021, Nutshell introduced a new feature, Nutshell Marketing. Utilizing Nutshell Marketing, users can construct and send marketing emails, manage automated drip sequences, and monitor their engagement directly within Nutshell, linking directly to the users' CRM data to enable easy audience targeting and unified outreach management. Launched in 2010, Nutshell is utilized by many businesses globally.

Company Details

Company type

Private

Head office location

Ann Arbor, United States

Number of employees

11 - 50

Website

http://www.nutshell.com

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Key Insights

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Reviewer Insights for: Nutshell CRM

Performance of Nutshell CRM Across Market Features

Nutshell CRM Likes & Dislikes

Tracking ability and follow up reminders are extremely helpful in the quoting process through completed sale.

It helps streamline our lead management. The built in email marketing capability, even though it lacks in some design aspects. The analytic tools.

Love the simplicity behind the pipelines and automations you can embed to be impactful and do more for sales orgs.

Improvements could be made with regards to extracting an overhead quick view of every account that is touched on a given day. For example, if a sales manager wanted to see how many contacts a sales person logged in one day without needing any extra fine detail about each interaction.

The email integration and the difficulty in navigating responses. The lack of design capability in the email marketing blasts.

I was going to comment on the lead view but they just updated this last month - so far the only thing now missing is a better task flow but the task manager itself is solid.

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Peer Discussions

Nutshell CRM Reviews and Ratings

Recommended Gartner Insights

<50M USD

Retail

Review Source

Nutshell Offers Helpful Support But Lacks Quick Account Overview Features

Director of Sales

50M-1B USD

Software

CRM Simplifies Pipelines and Automations, Support Reliable and Responsive

5.0

Nov 19, 2025

This is actually a really solid CRM - the features are easy to understand. It is easy to navigate, and the leverage you get with the Engage bundled in and SMS notifications is huge. Really impressed with their Support also that is ba surpirse every time I have a question they are there to help.

Head of Customer Service and Support

Media

Easy Sales Monitoring Makes NutShell Useful Despite Readability Concerns

Nov 21, 2025

I have generally found NutShell to be very user friendly. The reporting is good. I'm currently at the lowest subscription level, but have found the application to be very beneficial.

Chief Executive Officer

Healthcare and Biotech

Data Migration Feels Seamless, But Mobile App Features Remain Limited

I have used 3 other CRMs over the years and NS was by far the easiest transition. Moving without losing data can be super painful, but NS made it easy.

VP, Sales

Manufacturing

Ease of Use Remains Strong Despite Costly Pricing Tiers for Advanced Features

Fantastic, easy to use, always improving and the webinars are valuable.