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

"Now, our end goal is to track our vendors, our authors, our subscribers, our email newsletter lists, and our donors, and having it all easily searchable in one place where we can quickly look back and see, ‘Oh, we last contacted this person in Janua...ry.’ We eventually hope to track everything in this tool." - Eric Cromie

Peer review evidence (same sources as the product rating summary)

"...The previous CRM I used would take forever to find contacts, clients, conversations, etc...." Peer review by Verified Reviewer, Financial Services, 501-1000 employees, Financial Services
"...The overall straightforward operation and how easy it is to keep track of customers, Emails, follow ups...." Peer review by Lucy Skillman
"...McSweeney s. Learn how Nutshell is helping the acclaimed publishing house start a new chapter as it transitions into a non-profit. ..." Nutshell Customer Stories and Testimonials

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.

Nutshell CRM Customer wins, Customer success stories, Case studies

What Are the key features of Nutshell CRM for Contact List Management?

How does Nutshell CRM facilitate Engagement Management?

How efficiently Does Nutshell CRM manage your Communication Management?

What Are the key features of Nutshell CRM for Lead Tracking?

How does Nutshell CRM facilitate Call Recording?

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.

CUSTOMERS TESTIMONIALS
Nutshell CRM testimonial

Eric Cromie

Publishing Associate

McSweeney’s

Now, our end goal is to track our vendors, our authors, our subscribers, our email newsletter lists, and our donors, and having it all easily searchable in one place where we can quickly look back and see, ‘Oh, we last contacted this person in January.’ We eventually hope to track everything in thi...s tool.

Testimonial By Eric Cromie
Nutshell CRM testimonial

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
Nutshell CRM testimonial

Jay Love

Founder & CEO

Bloomerang

We don’t have large budgets for technology or training, so finding a CRM that was intuitive and simple for anyone to learn on their own was vital for us. Testimonial By Jay Love
CUSTOMERS TESTIMONIALS
Nutshell CRM testimonial

Eric Cromie

Publishing Associate

McSweeney’s

Now, our end goal is to track our vendors, our authors, our subscribers, our email newsletter lists, and our donors, and having it all easily searchable in one place where we can quickly look back and see, ‘Oh, we last contacted this person in January.’ We eventually hope to track everything in thi...s tool.

Testimonial By Eric Cromie
Nutshell CRM testimonial

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
Nutshell CRM testimonial

Jay Love

Founder & CEO

Bloomerang

We don’t have large budgets for technology or training, so finding a CRM that was intuitive and simple for anyone to learn on their own was vital for us. Testimonial By Jay Love
 

The Reuse Network - Non Profit Organization Management - Small

USA

Nutshell helps The Reuse Network manage over 400 leads a year with just six people. The team saw a 45% increase in close rate after using Nutshell. They track every stage of complex projects, from pr...oposal to logistics and billing. Nutshell’s email marketing tools keep them top-of-mind for clients with long sales cycles. The CRM lets them coordinate with multiple charities and partners without losing track. This support helps them deliver furniture to communities in need across the U.S. and beyond.

 

Software Consulting Services (SCS) - Computer Software - Small

Bethlehem, USA

Nutshell helped Software Consulting Services (SCS) move from an on-prem CRM to a cloud-based system. SCS now manages all sales contacts, follow-ups, and outreach in one place. The VP of Sales can wor...k from anywhere, improving flexibility and reducing bottlenecks. SCS eliminated extra tools by using Nutshell’s built-in email marketing. The team now spends less time on manual tasks and more time building customer relationships.

 

Patrick Services - Automotive - Small

Dallas, USA

Nutshell helps Patrick Services manage over 4,000 fleet customer relationships as it expands across Texas. The team switched from pen-and-paper to a CRM, making contact records accurate and accessibl...e. Account managers and operations staff now track every lead and opportunity in one place. Nutshell reminders keep follow-ups on track and ensure no customer is missed. The platform supports Patrick Services' growth and keeps the team aligned.

 

HR Company (Boston-area) - Human Resources - Small

Boston, USA

Nutshell helped a Boston-area HR company move from spreadsheets to a simple CRM. The team now keeps all contact records and sales history in one place. Nutshell made onboarding and training faster, e...ven for less tech-savvy reps. Reporting is clear and easy to use, saving time. Outreach and prospecting became more consistent with automation. The company values Nutshell’s affordability and strong customer support.

 

DocSolid - Legal Services - Small

Phoenix, USA

DocSolid uses Nutshell to manage customer operations, renewals, and billing in one CRM platform. The team tracks annual support renewals as year-long leads, ensuring no detail is missed. Nutshell giv...es everyone access to invoicing and payment status, reducing interruptions for finance. Marketing connects lead generation directly to the CRM for better targeting. DocSolid benefits from a flexible system that adapts to their workflow and improves with feedback.

 

Clear Path Strategy - Marketing And Advertising - Small

USA

Nutshell CRM helps Clear Path Strategy keep all client relationship details in one place. Susana Fonticoba uses Nutshell to track meetings, manage follow-ups, and organize multiple business communiti...es. She saves time by taking notes live during calls and using email templates for fast, consistent outreach. With everything centralized, she reduces mental load and avoids losing important information. Nutshell lets her run programs and meetings smoothly, keeping her business organized and efficient.

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 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)

Software Failure Risk Guidance

?

for Nutshell CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Nutshell CRM

Nutshell News

Product

Never Lose a Buried Lead With Nutshells New Shared Email Inbox

Nutshell has launched a new shared email inbox feature within its CRM, designed to centralize and streamline team communication. This tool automatically converts inbound emails into leads, categorizes messages using AI, and allows for seamless collaboration and assignment of email threads. The shared inbox integrates with Google Workspace and Microsoft 365, enhancing email management efficiency.

Product

Collect Better Lead Data With Nutshells Multi-Page Forms

Nutshell has introduced multi-page forms in its CRM platform, allowing users to collect lead data more effectively. This update enables the organization of form fields across multiple pages, enhancing user engagement and data quality. Features include conditional logic for tailored experiences and new form templates for quick setup. Multi-page forms are available on all Nutshell Sales plans.

Product

Nutshell Launches Chatbot Engagement Bar and Smart Nudges to ...

Nutshell has launched new features in its CRM platform, including AI-powered Smart Nudges and a one-click Engagement Bar. These tools enhance Nutshell Chat by turning website visitor intent into conversations and leads, which are automatically logged. Smart Nudges offer AI-generated prompts based on page context, while the Engagement Bar provides customizable calls-to-action, streamlining visitor interactions and lead management.

Product

Nutshell Adds Dialpad, RingCentral, Aircall, and CallRail ... - PRWeb

Nutshell CRM has integrated with Dialpad, RingCentral, Aircall, and CallRail to streamline phone call management within its platform. Users can initiate calls directly from Nutshell, which automatically logs conversations and generates AI summaries. This enhancement aims to reduce manual data entry and improve sales efficiency by unifying calling and CRM functions.

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