Nutshell CRM Overview

This is a summary of the comprehensive capabilities and benefits of Nutshell CRM based on over 5730 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Nutshell CRM, Nimble CRM, Salesforce Social Studio, Zendesk Sell, Pipeline CRM, 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.

Do you need to check if Nutshell CRM is right for your needs? Our Cuspera AI engine can evaluate how Nutshell CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

Nutshell CRM supports business activities such as:

  • Contact List Management
  • Engagement Management
  • Communication Management
  • Lead Tracking
  • Call Recording

Nutshell CRM can help you with many business goals, such as Acquire Customers, Enhance Customer Relationships, Increase Sales & Revenue, Improve ROI, Improve Internal Communications, etc. It can help manage these activities if you use Phone Calls and E-Mail for these needs. As a solution, Nutshell CRM's capabilities include Personalization, Recording, Dashboard, etc.

Nutshell CRM was founded in 2010. Marketing and Advertising Vertical is its biggest customer base.

Reviews

"We distill the large volume of news in the space down to a manageable set of content that very busy people can consume, We provide them with a one-stop destination where they can rapidly get the precise news they need to know for that day. " - Bennett Moe

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)

"...Client contact management and lead tracking...."
contacts history

4.70/5 ★

Read Reviews (30)

"...The feature that users will cherish is the eye-catching and easy to use dashboard that will notify users about upcoming meetings, company activities and tasks along with a detailed contact history...."
tracking contacts

4.82/5 ★

Read Reviews (15)

"...It helps me to keep track of contacts and jot down notes after I have finished talking with them...."
creating contact list

3.16/5 ★

Read Reviews (7)

"...It's very easy to add Companies and Contacts to start creating a lead and sales pipeline...."
enriching contact list

4.17/5 ★

Read Reviews (3)

"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 this tool."
Engagement Management with E-Mail

4.65/5 ★

Read Reviews (186)

"...Support service is very good and they make proactive followup when needed...."
engaging and following up

4.58/5 ★

Read Reviews (155)

"...This CRM helps the sales team to set and track appointments, setting quick follow-ups, and reporting results. ..."
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)

"...From finding new lead channels to nailing your SEO game, this guide collects 120+ of the best marketing tips ever published on the Nutshell blog. ..."
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)

"...Client contact management and lead tracking...." Peer review by David B, Vice President - Underground Infrastructure Services
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)

"...Support service is very good and they make proactive followup when needed...." Peer review by Alberto C., Social media manager, Entertainment
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

Bennett Moe

Director of Business Development and Contributing Editor

The CyberWire

We distill the large volume of news in the space down to a manageable set of content that very busy people can consume, We provide them with a one-stop destination where they can rapidly get the precise news they need to know for that day. Testimonial By Bennett Moe

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

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
CUSTOMERS TESTIMONIALS

Bennett Moe

Director of Business Development and Contributing Editor

The CyberWire

We distill the large volume of news in the space down to a manageable set of content that very busy people can consume, We provide them with a one-stop destination where they can rapidly get the precise news they need to know for that day. Testimonial By Bennett Moe

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

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

Case Studies

COMPANY CASE STUDIES
Case Study Genoskin

Learn How Nutshell helps Genoskin with their steady guidance, and their constant willingness to find creative solutions to customer problems.

Read More
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 McSweeney’s

Discover How Nutshell helps McSweeney’s to track everything and having it all easily searchable in one place.

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, Salesforce Social Studio, Zendesk Sell and Pipeline CRM 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