Tired of juggling spreadsheets, sticky notes, and a messy inbox to manage your customer relationships?
As your business grows, things get complicated.
In this Review, Nutshell CRM simplifies your sales process, bringing contacts, communication, and reporting into one easy-to-use platform.
Could this be the tool that unlocks your team’s true potential?
Let’s dive in and find out.
What is Nutshell CRM?
Nutshell CRM is like a super-organized digital notebook for your business.
It will keeps track of all your customer details – names, phone numbers, emails, and deals.
That’s contact management! Nutshell also helps you schedule meetings with calendar sync.
Need to track different sales types? Create multiple pipelines to stay organized.
Plus, you get a full reporting suite with easy-to-read charts and graphs showing your sales team’s performance.
Who Created Nutshell CRM?
Nutshell was founded in 2009 by Andy Fowler and Guy Suter.
They wanted to create simple and affordable CRM software that helps small businesses grow.
Nutshell is known for its intuitive design, powerful features like personal email sequences, and transparent pricing with no hidden fees per user.
Plus, their helpful support team is legendary!
From day one, Nutshell’s vision has been to empower businesses with the tools they need to succeed, including a robust reporting suite and features like Ray ID for advanced troubleshooting.
Top Benefits of Nutshell CRM
- Perfect for Small Businesses: Nutshell is designed with small businesses in mind. It offers affordable plans even for single-user companies and scales with you as you grow.
- Easy to Use: No more clunky, complicated software! Nutshell is intuitive and user-friendly, so you can spend less time learning the system and more time closing deals.
- Powerful Features: Nutshell packs a punch with features like email templates, custom fields, and sales automation to streamline your workflow.
- Accessible Anywhere: Work from anywhere! Nutshell works in any browser, so you can access your data from your computer, tablet, or phone.
- Top-Notch Support: Do you have a question? Nutshell offers free live support to help you troubleshoot issues and get the most out of the software.
- Increased Transparency: An audit log makes it easy to track changes to your CRM data, ensuring accountability and clear records for your team.
- Boost Sales: Nutshell helps you close more deals and grow your business by organizing your leads, automating tasks, and improving customer communication.
Best Features
Nutshell is a powerful crm software built for small businesses.
It helps your team track leads and close deals faster.
This software makes it easy to manage your business and keep customers happy.
1. Sales Automation
Nutshell lets you automate your sales process.
It moves leads through your funnel without extra work.
You can execute tasks and update timelines in seconds.
This foundation helps your human team stay focused on the person and the sale.
2. Pipeline Management
You can view your pipeline and create multiple pipelines for different products.
Use custom fields to customize how you see data.
It helps you manage territories and see where every deal stands in the business funnel on one pag
3. Email Automation
This crm includes personal email sequences to help you respond to clients.
You can utilize email templates to save time.
The connection with Gmail and Outlook is seamless.
It sends notifications so you never miss a contact or an important update.
4. Artificial Intelligence
The nutshell AI helps you track your sales data better.
It can review your leads and help you proceeding with the best ones.
This feature gives you the ability to see trends and manage your company growth with smart analytics.
5. Team Collaboration
Your whole team can access the same contacts and leads.
You can tag a user to get their help on a deal.
It works on a mobile browser or the app.
This keeps your teams working together to manage every client relationship.
6. Useful Integrations
Nutshell has a great integration with tools like Slack and Mailchimp.
The calendar sync keeps your date and plan organized.
It is a great alternative to Salesforce.
The connection is fast, verifying your data across every site and software you use.
7. AI Meeting Summarization
This feature uses AI to review your calls.
It creates a summary so you don’t have to.
It helps you manage the next steps for your contacts.
This saves every user time each month and keeps your data clean and human.
8. Quotes & Invoices
You can create professional quotes right inside the crm software.
It tracks leads until they become customers.
This makes the process of getting paid very simple.
You can see all your analytics in the full reporting suite or the dashboards.
9. Reliable Customer Support
Nutshell offers free live support to every user per month.
If you have a problem with your site or connection, they help fast.
They provide an audit log for security to keep your company data safe.
Their support is top-rated by users.
Pricing
| Plan Name | Price (Billed Annually) | Key Features |
|---|---|---|
| Foundation | $13/user/month | 5 customizable pipelines and Sales automation. |
| Growth | $25/user/month | Activity and Email reports, Sales and Activity quotes, Pipeline stage goals. |
| Pro | $42/user/month | 5 customizable pipelines, and Sales automation. |
| Business | $59/user/month | Increased pipelines, territories, markets, teams, and more. |
| Enterprise | $79/user/month | Unlimited storage, contact & accounts, Contact management, and communication timelines. |
Pros and Cons
It’s important to weigh the good and the bad before making any decision.
Let’s take a balanced look at the strengths and weaknesses of Nutshell CRM.
Pros
Cons
Alternatives to Nutshell CRM
Here are several Nutshell CRM alternatives with a brief overview of each:
- GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
- Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
- Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
- HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
- ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
- Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
- Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
- ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
- Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
- Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
- Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
- Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
- Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
- Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.
Nutshell CRM Compared
Here’s a brief comparison of Nutshell CRM with these software solutions:
- Nutshell vs Pipedrive: It stands out for its visual pipeline management, while Nutshell focuses on user-friendliness and simplicity.
- Nutshell CRM vs GoHighLevel: Nutshell CRM is a sales-focused CRM that emphasizes ease of use and pipeline management, while GoHighLevel offers a broader suite of marketing, sales, and agency management tools.
- Nutshell CRM vs Keap: Nutshell CRM focuses on simplifying sales processes and collaboration; Keap provides advanced marketing automation and lead management features.
- Nutshell CRM vs ActiveCampaign: Nutshell CRM streamlines sales and contact tracking, while ActiveCampaign excels at sophisticated marketing automation, segmentation, and email campaigns.
- Nutshell CRM vs Hubspot: Nutshell CRM offers an intuitive interface for sales pipeline management and customer relationships, while HubSpot provides an extensive all-in-one platform for marketing, sales, and service.
- Nutshell CRM vs Clickfunnels: Nutshell CRM is a dedicated sales-focused CRM; ClickFunnels specializes in building sales funnels and landing pages to drive conversions.
- Nutshell CRM vs Folk: Nutshell CRM is a sales-focused CRM with robust reporting and pipeline management; Folk emphasizes collaborative contact organization and AI-powered enrichment.
- Nutshell CRM vs Instantly: Nutshell CRM focuses on managing sales pipelines and customer interactions, while Instantly is geared towards high-volume cold email outreach and lead generation.
- Nutshell CRM vs ClickUp: Nutshell CRM is a specialized tool for sales and customer relationship management, while ClickUp is a versatile work management platform that includes CRM functionalities.
- Nutshell CRM vs Monday CRM: Nutshell CRM provides a streamlined sales process with clear pipeline visualization; Monday CRM offers highly customizable visual workflows and strong team collaboration across various functions.
- Nutshell CRM vs Capsule CRM: Nutshell CRM focuses on intuitive sales pipeline management and automation; Capsule CRM is a simpler contact manager primarily for tracking sales opportunities.
- Nutshell CRM vs Insightly: Nutshell CRM emphasizes ease of use for small business sales teams; Insightly offers a more comprehensive CRM with additional project management capabilities.
- Nutshell CRM vs Freshsales CRM: Nutshell CRM provides an easy-to-use sales pipeline and team collaboration; Freshsales CRM includes AI-driven insights and broader sales force automation.
- Nutshell CRM vs Salesforce: Nutshell CRM offers a straightforward, affordable solution for small to mid-sized businesses; Salesforce is a highly scalable, feature-rich enterprise CRM.
Personal Experience with Nutshell CRM
My team recently implemented Nutshell CRM to manage our growing client base and streamline our sales process.
We needed help with disorganized spreadsheets and a lack of communication, which led to missed opportunities and frustrated clients.
Nutshell helped us overcome these challenges and achieve significant improvements in our sales performance.
Here’s how Nutshell helped us:
- Improved Organization: Nutshell’s contact management features allowed us to centralize all our client information, eliminating the need for multiple spreadsheets and ensuring everyone had access to the latest data.
- Enhanced Communication: With Nutshell, we could easily track all client interactions, from emails and calls to meetings and notes. This improved communication within our team and ensured no client inquiries fell through the cracks.
- Increased Efficiency: Sales automation features, such as automated lead assignments and email sequences, freed up our team’s time to build relationships and close deals.
- Better Reporting: Nutshell’s reporting tools provided valuable insights into our sales performance, allowing us to track progress, identify bottlenecks, and make data-driven decisions.
- Customizable pipelines: We created separate pipelines for different types of clients, allowing us to tailor our sales process to their specific needs.
- Email templates: Pre-written emails saved us time and ensured consistent messaging across our team.
- Mobile app: The mobile app allowed our team to access client information & update records on the go, even when working remotely.
- Free live support: Whenever we had questions or encountered issues, Nutshell’s support team was readily available to provide assistance.
Overall, Nutshell CRM has been a game-changer for our team.
It has helped us improve organization, enhance communication, increase efficiency, and boost sales.
We highly recommend it to everyone who businesses seeking a user-friendly and powerful CRM solution.
Final Thoughts
Nutshell CRM is a great tool to help you grow your business.
It’s easy to use and has many helpful features. You can keep track of your customers and make more sales.
Nutshell is suitable for small businesses and even single users. It can help you and your team work better together.
But it might be challenging for some. It can be a little pricey, and some things take time to change.
Think about what your business needs. If you want an easy CRM with great support, Nutshell is worth a try.
Ready to get organized and boost your sales? Start your free trial of Nutshell CRM today!
Frequently Asked Questions
Does this CRM software help me manage my site properly?
Yes, this crm software identifies visitors to help you manage your site properly. It connects web forms to your contact management system, ensuring every new lead is captured and organized automatically.
Why am I seeing a verification successful waiting message?
A verification successful waiting notice usually appears during the import process or while syncing accounts. This ensures your security is maintained before the system allows you to proceeding with your data.
What is a ray id and why is it on my page?
A ray id is a special code used for tracking security events on the browser. If you see it, the site is simply verifying your connection to keep your business data safe.
Is the pricing based on a single user or per user?
Nutshell offers flexible plans for a single user or larger teams. The cost is typically billed per user each month, allowing you to scale the software as your company grows.
What languages does the platform support?
Currently, Nutshell focuses on providing the best experience in English languages. This allows the support team to respond quickly and help small businesses manage their leads and clients without any confusion.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese