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
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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
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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

"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." - Jennifer Acker

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

How can Nutshell CRM enhance your Contact List Management process?

How efficiently Does Nutshell CRM manage your Engagement Management?

What benefits does Nutshell CRM offer for Communication Management?

Why is Nutshell CRM the best choice for Lead Tracking?

What solutions does Nutshell CRM provide for 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

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
Nutshell CRM testimonial

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
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
Nutshell CRM testimonial

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

Nutshell - Computer Software

Nutshell used its own CRM to improve customer retention. The team saw that over half of new customers left after 12 months. They created a new Customer Success pipeline focused on proactive onboardin...g and listening to customer needs. The new process included personalized outreach, planning, and training. This approach helped reduce churn and increased long-term customer value.

Read more →

Wayne McFarland - Publishing

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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Taste the Local Difference - Marketing And Advertising

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.

Read more →

NEW - Non Profit Organization Management

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 →

MERCHtender - Consumer Goods

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.

Read more →

McSweeney’s - Publishing

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.

Read more →

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

View Recent & Upcoming Product Updates | Nutshell

Nutshell CRM has announced its Summer 2025 product roadmap, featuring new tools like a task report, product importer/exporter, and more marketing automation capabilities. Recent updates include Microsoft Teams AI integration and AI chatbot features. These enhancements aim to improve CRM functionalities and user experience.

Product

Organize, Analyze, and Sell Faster With Product Categories in Nutshell

Nutshell has introduced product categories to its CRM platform, enhancing catalog organization and sales efficiency. This update allows users to group products into searchable categories, providing quick access and context for sales reps. The feature includes category-level reporting to identify trends and optimize sales strategies. Available to all Nutshell customers, it aims to streamline product selection and improve sales performance.

Product

Nutshell Launches an AI Sales Pipeline Creator to Help Businesses Build Winning Sales Processes in Minutes - PRWeb

Nutshell has launched an AI Sales Pipeline Creator, an AI-powered tool integrated into its CRM platform, designed to help businesses quickly design and optimize sales pipelines. This new feature allows users to create customized sales processes by analyzing existing workflows and suggesting improvements, aiming to enhance conversion rates and reduce sales cycle times. The AI Sales Pipeline Creator is part of Nutshell's broader AI Agents feature set.

Product

Generate Leads From Your Website With Nutshells AI Chatbot

Nutshell has introduced an AI chatbot as part of its Nutshell Chat feature, designed to enhance lead generation on websites. The chatbot uses generative AI to provide accurate, brand-aligned responses, schedule meetings, and capture leads 24/7. It integrates with the Nutshell Engagement suite, allowing users to customize its appearance and functionality without coding.

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