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Nutshell CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

4.23 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(5730)

Nutshell | Sales Automation CRM & Pipeline Management for B2B ...

AI Powered

Nutshell CRM Overview

Nutshell is a versatile growth software that integrates CRM, email marketing, and contact management, tailored for sales teams aiming to increase deal closures. It consolidates essential sales and marketing tools into a single platform, streamlining operations and enhancing team efficiency. Sales teams benefit from features like AI email reply starters, which expedite communication, and single sign-on (SSO) for secure, convenient access. Nutshell's ability to import products seamlessly into the CRM setup further simplifies the user experience. This all-in-one solution is ideal for businesses looking to unify their sales and marketing efforts, ensuring a cohesive strategy that drives growth.

Use Cases

Customers recommend Contact List Management, Engagement Management, Communication Management, as the business use cases that they have been most satisfied with while using Nutshell CRM.

Other use cases:

Lead Tracking
Call Recording
Lead Management
Generation Of New Leads
Workflow Management
Collaboration
Pipeline Management

See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Nutshell CRM.

Other priorities:

Increase Sales & Revenue
Improve ROI
Improve Internal Communications
Scale Best Practices
Build Brand Awareness
Improve Digital And Social Presence
Improve Brand Engagement
Establish Thought Leadership
Increase Customer Life Time Value
Enter New Markets Internationally Or Locally
Improve Stakeholder Relations
Launch New Products

See all business priorities See less business priorities

Nutshell CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Nutshell CRM works with different mediums / channels such as Phone Calls. and E-Mail.

Nutshell CRM's features include Personalization, Recording, Dashboard, etc. and Nutshell CRM support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Nutshell CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"What we do is very consultative and requires a lot of customer interaction. We’re providing something for which people didn’t have a solution before, so we have to understand what they’re trying to achieve." - Eric Merle

Nutshell CRM, Salesflare, Horizon, Teramind, Copper, etc., all belong to a category of solutions that help Social CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Nutshell CRM offers an all-in-one growth software including CRM, email marketing, and contact management. Sales teams are helped to close more deals efficiently.

Popular Business Setting

for Nutshell CRM

Top Industries

Marketing and Advertising
Information Technology and Services
Computer & Network Security

Popular in

Small Business
Mid Market
Enterprise

Nutshell CRM is popular in Marketing And Advertising, Information Technology And Services, and Computer & Network Security and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Nutshell CRM Use Cases

Why is Nutshell CRM the best choice for Contact List Management?

Nutshell provides robust contact management capabilities, enabling users to track interactions, manage sales processes, and store client information. The platform offers features such as note taking, task management, email tracking, and call recording. A limitation of the application is that it requires users to create and then edit contact information separately.

"...Mapping feature, import simplicity, call recording and contact management...." Peer review by Administrator

What makes Nutshell CRM ideal for Engagement Management?

Nutshell CRM enables users to track customer interactions, manage sales pipelines, and automate follow-ups. It facilitates lead outreach, conversation tracking, and appointment scheduling. Nutshell lacks a robust feature request process and feedback mechanism.

"...Accountability and our ability to see if follow up for our sales prospects and customers are being done...." Peer review by Colby J, Performance Director, Automotive

Why is Nutshell CRM the best choice for Communication Management?

Nutshell CRM provides communication management features including email tracking, task management, note taking, and reminders. It also facilitates communication by enabling call tracking through integration with mobile devices. Nutshell CRM has limitations in automated activity tracking and webhook functionality.

"...Other call to action examples include downloading an ebook or checklist, purchasing a related product, signing up for a webinar, or sharing the post to social media. ..." 5 ways to design your blog posts to engage more readers

How does Nutshell CRM facilitate Lead Tracking?

Nutshell CRM allows users to monitor the progress of leads from initial contact to sale completion. It enables the tracking of leads, their value, and interactions with clients, facilitating sales forecasting. Although Nutshell provides robust lead tracking features, it has limitations in specific reporting capabilities, particularly when tracking lead assignments and reassignments.

"...We're able to keep track of leads in extreme detail by using tags, custom fields, reports, views, the dashboard, etc...." Peer review by Megan P, Project Specialist, Information Technology and Services

How does Nutshell CRM facilitate Call Recording?

68+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Nutshell CRM solved their Social CRM needs. Cuspera uses 5730 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Social CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Eric Merle Chief Commercial Officer Genoskin	What we do is very consultative and requires a lot of customer interaction. We’re providing something for which people didn’t have a solution before, so we have to understand what they’re trying to achieve. Testimonial By Eric Merle
Jennifer Acker Executive Director Eclectic Music	When I learned Eclectic Music’s educational philosophy, and saw the way that Casey taught, it was what I’d been looking for my whole life as a musician. Testimonial By Jennifer Acker
Marie Franklin Director of Strategic Development Caffè Umbria	There was no formal way to track our leads. We didn’t have a shared database. Everyone had individual contacts in their phone or on their computer. Testimonial By Marie Franklin

CUSTOMERS	TESTIMONIALS
Eric Merle Chief Commercial Officer Genoskin	What we do is very consultative and requires a lot of customer interaction. We’re providing something for which people didn’t have a solution before, so we have to understand what they’re trying to achieve. Testimonial By Eric Merle
Jennifer Acker Executive Director Eclectic Music	When I learned Eclectic Music’s educational philosophy, and saw the way that Casey taught, it was what I’d been looking for my whole life as a musician. Testimonial By Jennifer Acker
Marie Franklin Director of Strategic Development Caffè Umbria	There was no formal way to track our leads. We didn’t have a shared database. Everyone had individual contacts in their phone or on their computer. Testimonial By Marie Franklin

Case Studies

Publishing

CASE STUDY McSweeney’s

Nutshell CRM helped McSweeney’s, a small publishing house, manage donor and subscriber relationships after shifting to nonprofit status. Before Nutshell, the team used spreadsheets and struggled to k...eep up with donor communication and subscriber renewals. With Nutshell, they organized contacts, tracked communication, and improved donor nurturing. The tool made it easy to find information and manage outreach. After implementing Nutshell, McSweeney’s saw a jump in subscribers following major awards and now relies on the CRM to support growth and donor engagement.

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Consumer Goods

CASE STUDY MERCHtender

Nutshell CRM helped MERCHtender, a small cannabis merchandise company, manage leads and track outreach. Before Nutshell, they used manual tools like cards and ceiling tiles. With Nutshell, they strea...mlined operations and improved data management. The CRM made it easy to scale and collaborate as their team grows. MERCHtender now connects better with brand partners and customers.

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Publishing

CASE STUDY Wayne McFarland

Nutshell helped Wayne McFarland, an independent author, manage outreach to over 1,200 bookstores. He used Nutshell to upload contacts, tag and track calls, and send personalized emails. The CRM's fea...tures made it easy to organize and follow up with stores. Support from Nutshell was helpful when needed. As a result, Wayne saw a big increase in bookstore sales, all for just $38 over two months.

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Education

CASE STUDY Eclectic Music

Nutshell CRM helped Eclectic Music, a music school in Atlanta, move from in-person to online lessons during the COVID-19 pandemic. The school used Nutshell to keep communication clear with students a...nd teachers. They sent email campaigns to explain changes and keep their community strong. With Nutshell, Eclectic Music kept 90% of their customers. Teachers also improved their teaching methods through online lessons.

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Marketing and Advertising

CASE STUDY Taste the Local Difference

Nutshell helps Taste the Local Difference, a Michigan-based food marketing agency, manage relationships with over 1,700 local food partners. The team uses Nutshell to track sales, organize partner in...formation, and build strong connections. Nutshell's CRM makes it easy for TLD to support local farms, restaurants, and grocers. TLD relies on built-in reports to monitor progress and set goals. The platform fits their workflow and helps them grow their business.

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Non-Profit Organization Management

CASE STUDY NEW

Nutshell CRM helped NEW, a nonprofit consulting firm, solve problems with their old CRM. Their previous system was hard to use and slowed down their team. With Nutshell CRM, NEW got a simple and colo...rful dashboard. Team members could track client work easily. This led to better teamwork and more useful client outreach. During the COVID-19 pandemic, Nutshell CRM helped NEW move to virtual programs and stay clear on their mission.

Read more →

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Enterprise CRM for Growing Businesses | Nutshell Enterprise

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Frequently Asked Questions(FAQ)

for Nutshell CRM

What is Nutshell CRM?

Nutshell CRM is customer relationship management and sales automation tool designed for marketing professionals to help identify the right sales model which facilitates customer relationship building and boosting sales performance.

The primary features of the tool includes sales automation, reporting & performance tracking, team collaboration, pipeline management and contact management.

Nutshell offers integration with tool like with G Suite, Microsoft Office email and calendars. It helps design and execute sales processes. The platform allows to specify the actions and follow-ups through final negotiations, and accurately measures the impact of efforts.

What is Nutshell CRM used for?

Nutshell CRM is a Social CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Contact List Management, Engagement Management and Communication Management .

What are the top features of Nutshell CRM?

Personalization, Recording and Dashboard are some of the top features of Nutshell CRM.

Who uses Nutshell CRM?

Nutshell CRM is used by Marketing And Advertising, Information Technology And Services and Computer & Network Security among other industries.

What are Nutshell CRM alternatives?

Salesflare, Horizon, Teramind and Copper are popular alternatives for Nutshell CRM.

Where is Nutshell CRM located?

Nutshell CRM is headquartered at Ann Arbor, Michigan.

lightning

Peers used Nutshell CRM for contact list management and engagement management

Nutshell CRM Competitors

More Nutshell CRM Alternatives...

Nutshell CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.30/5 ★ Read Reviews (13)
Analytics	4.34/5 ★ Read Reviews (105)
Custom Reports	3.33/5 ★ Read Reviews (823)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.30/5 ★ Read Reviews (13)
Analytics	4.34/5 ★ Read Reviews (105)
Custom Reports	3.33/5 ★ Read Reviews (823)

Nutshell CRM Integrations

Nutshell CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

3.80/5 ★

Read Reviews (405)

Data Import

3.30/5 ★

Read Reviews (864)

SendHub

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

PandaDoc

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Constant Contact

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Mailchimp

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

MODX

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Few API Integrations for Nutshell CRM

Twilio

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Slack

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Trello

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Zoho CRM

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

SatisMeter

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Nutshell CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Nutshell CRM

Nutshell News

Product 29/07/2025

Gain Deeper Activity Data Insights That Boost Revenue with Nutshells Enhanced Activity Report

Nutshell CRM has enhanced its Activity report to provide clearer data insights and richer metrics, helping sales managers link activities to revenue outcomes. The update includes smarter filters, new activity categories, and improved visualization of calls, meetings, and emails. Available to users on the Sales Growth plan and above, these upgrades aim to optimize sales processes and coaching opportunities.

Read more →

Product 24/07/2025

Maximize Google Meet Call Impact With AI in Nutshell

Nutshell CRM has enhanced its integration with Google Meet by introducing AI-driven features that automatically log, transcribe, and summarize calls. These updates allow users to efficiently capture meeting details, share insights, and maintain a comprehensive view of customer interactions. The new features are available for Sales Business and Sales Enterprise plan users, offering improved team workflows and collaboration.

Read more →

Product 20/07/2025

Improve Cash Flow Management and Get Paid Faster With Nutshell Invoices

Nutshell CRM has introduced Nutshell Invoices, an enhancement to its Quotes add-on, allowing users to create, send, and track invoices directly within the CRM. This update streamlines the billing process, reducing errors and improving cash flow management by integrating customer, product, and pricing details automatically. Available for $67 per month, it simplifies the sales-to-payment workflow, ensuring faster payments.

Read more →

Product 16/06/2025

Automate Form Submission Workflows With Nutshells Form Answer Automations

Nutshell CRM launched Form answer automations, a new feature within Nutshell Forms that automates the processing of form submissions. This tool instantly links new contacts to relevant tags, audiences, sources, products, and pipelines, streamlining lead management and reducing manual admin work for sales and marketing teams.

Read more →

Nutshell Profile

Company Name

Nutshell

Company Website

https://www.nutshell.com/

Year Founded

2010

HQ Location

Ann Arbor, Michigan

Employees

11-50

Social

Financials

SERIES A