Nutshell CRM Overview

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.

Cuspera Reviews

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.

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers 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

Use Cases

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

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Contact List Management with Phone Calls and E-Mail

4.63/5

Read Reviews (191)

"...As a fast growing young company (from zero to GBP 19m in just 4 years), Nutshell provides us with a centralised contacts database and client relationship manager, and a platform on to which quotations can be stored, and leads progressed...."
contacts history

4.70/5

Read Reviews (30)

"...It's allowed us to stay in better contact with our clients and have easy access to client histories - which allows us to grow...."
tracking contacts

4.82/5

Read Reviews (15)

"...With Nutshell we have been able to better track our contacts, emails, and quotes, and save our employees hours of repetitive data entry! ..."
creating contact list

3.16/5

Read Reviews (7)

"...Create contacts and tasks...."
enriching contact list

4.17/5

Read Reviews (3)

"How Nutshell helps Cyberwire to track sponsorship opportunities, leads, and contacts in an editorial operation."
Engagement Management with E-Mail

4.65/5

Read Reviews (186)

"...Accountability and our ability to see if follow up for our sales prospects and customers are being done...."
engaging and following up

4.58/5

Read Reviews (155)

"...following up on our quotes...."
engaging with scheduling & cadence

4.56/5

Read Reviews (6)

"...Ensuring I maintain the right cadence of contact with my customers and keeping a comprehensive record of my interactions with them...."
Communication Management with E-Mail

3.69/5

Read Reviews (122)

"...Register my leads, the activities and tasks relative, calendar the appointments, storage the documents related to leads, send email to them without go out of software...."
sending & publishing communications

3.36/5

Read Reviews (62)

"...Advanced search with tag EXCLUSION in filters Periodically send reports in email as pdf (eg: like Google Analytics)..."
tracking & monitoring communications

3.91/5

Read Reviews (47)

"...I like that it sends email notifications, has an API that we can use, allows for custom fields, can track emails, and manages scheduling. . ...."
PEER EXPERIENCES
Contact List Management with Phone Calls and E-Mail

4.63/5

Read Reviews (191)

"...As a fast growing young company (from zero to GBP 19m in just 4 years), Nutshell provides us with a centralised contacts database and client relationship manager, and a platform on to which quotations can be stored, and leads progressed...." Peer review by Dale H., Head of Strategy & Business Development, Utilities
contacts history

4.63/5

Read Reviews (30)

tracking contacts

4.63/5

Read Reviews (15)

creating contact list

4.63/5

Read Reviews (7)

enriching contact list

4.63/5

Read Reviews (3)

Engagement Management with E-Mail

4.65/5

Read Reviews (186)

"...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
engaging and following up

4.65/5

Read Reviews (155)

engaging with scheduling & cadence

4.65/5

Read Reviews (6)

Communication Management with E-Mail

3.69/5

Read Reviews (122)

"...Register my leads, the activities and tasks relative, calendar the appointments, storage the documents related to leads, send email to them without go out of software...." Peer review by Alejandro D., Account Executive, Information Technology and Services
sending & publishing communications

3.69/5

Read Reviews (62)

tracking & monitoring communications

3.69/5

Read Reviews (47)

68+ more Business Use Cases

Our AI advisor, Wyz, harnessed 5730 insights from peers and experts to help you assess how these Nutshell CRM use cases fit your Social CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

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

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

James Miille

co-founded

Superfine! Art Fair

On a qualitative level, our fairs are more fun than traditional fairs, There are night-time parties, live music, artist Q&As, and other features that augment the experience for the fairgoer. Everything we add to the events is designed to get people interested and excited to collect art. Testimonial By James Miille
CUSTOMERS TESTIMONIALS

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

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

James Miille

co-founded

Superfine! Art Fair

On a qualitative level, our fairs are more fun than traditional fairs, There are night-time parties, live music, artist Q&As, and other features that augment the experience for the fairgoer. Everything we add to the events is designed to get people interested and excited to collect art. Testimonial By James Miille

Case Studies

COMPANY CASE STUDIES
Case Study Superfine! Art Fair

How Nutshell has helped Superfine!’s sales efforts into a reliable, successful formula because of the automated pipelines.

Read More
Case Study Bloomerang

Learn How Bloomerang relies on Nutshell to help nonprofits grow.

Read More
Case Study Eclectic Music

How Nutshell helps a music school built on community and hands-on instruction survive the new reality.

Read More

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.

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?

Nimble CRM and Salesforce Social Studio are popular alternatives for Nutshell CRM.

Where is Nutshell CRM located?

Nutshell CRM is headquartered at Ann Arbor, Michigan.

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

Peers used Nutshell CRM to Acquire customers and Enhance customer relationships

Peer and Expert Opinion on Features

for Nutshell CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

3.43/5

Read Reviews (182)
Recording

4.76/5

Read Reviews (145)
Dashboard

3.31/5

Read Reviews (122)
Templates

3.33/5

Read Reviews (73)
Alerts: popups & Notifications

3.98/5

Read Reviews (63)
FEATURES RATINGS AND REVIEWS
Personalization

3.43/5

Read Reviews (182)
Recording

4.76/5

Read Reviews (145)
Dashboard

3.31/5

Read Reviews (122)
Templates

3.33/5

Read Reviews (73)
Alerts: popups & Notifications

3.98/5

Read Reviews (63)

IT and Other Capabilities

for Nutshell CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

3.80/5

Read Reviews (405)
Data Import

3.30/5

Read Reviews (864)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

3.80/5

Read Reviews (405)
Data Import

3.30/5

Read Reviews (864)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.19/5

Read Reviews (582)
Email Support

3.92/5

Read Reviews (46)
Phone Support

3.65/5

Read Reviews (66)
Chat Support

3.16/5

Read Reviews (55)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.19/5

Read Reviews (582)
Email Support

3.92/5

Read Reviews (46)
Phone Support

3.65/5

Read Reviews (66)
Chat Support

3.16/5

Read Reviews (55)
CAPABILITIES (OTHER) 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 (OTHER) 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)

Software Failure Risk Guidance

?

for Nutshell CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Nutshell CRM

Vendor Profile Details

Company Name

Nutshell

Company Website

https://www.nutshell.com/

Year Founded

2010

HQ Location

Ann Arbor, Michigan

Employees

11-50

Social

Financials

Series A