Nutshell is a cloud-based customer relationship management (CRM) solution that streamlines your sales processes and pipeline activities. Its features include automatic lead advancement, sales funnel report, lost deals analysis, team collaboration, and contact management. Its pricing ranges from $22 to $39 per user per month. It is best for beginners and those who use Mailchimp.
Nutshell Pros and Cons
Simple and easy to use; ideal for beginners
Could be too basic for users that need a more advanced CRM tool
Affordable for users with limited budget
Pro plan has a big jump in pricing, compared to the Starter plan with the only significant addition of sales automation tools
Integrates with an extensive pool of third-party software
Who Nutshell is Best For
- Users looking for their first ever CRM tool: Nutshell offers all the basic and essential CRM tools laid out in an easy-to-understand interface. Having subscribed to its free trial, I have seen and experienced the simplicity of its interface. It is straightforward and intuitive to use. Even at first glance, I can already figure out how to use certain tools such as lead management, calendar, and notifications.
- Businesses that use Mailchimp to run their email campaigns: Nutshell enables you to integrate your Mailchimp account for automated email nurturing. This feature automatically lets you subscribe and unsubscribe your prospects to your Mailchimp email lists, depending on where they are in your sales process.
Nutshell pricing includes two subscription options. When billed monthly, the Starter plan costs $22 per user and the Pro plan costs $39 per user. The main difference between the plans is access to advanced features such as activity and funnel reports, automated lead assignment, post-sale lead management, automated pipeline distribution, unlimited click-to-call and phone recordings, and more.
Looking for a free, easy-to-use CRM? Try Freshsales.
The Starter plan is Nutshell’s basic, no-frills CRM for entrepreneurs and teams to help them start selling smarter. It has all the essential CRM functions, such as unlimited contact records and data storage, a centralized customer database, automatic contact sync, automatic customer data scouring, intelligent search function, and business card scanner.
It is also complete with pipeline management features that include customizable sales pipeline that can be viewed in various formats: drag-and-drop board view, interactive map view, list view, or chart view.
Comparing the Starter and Pro plans, I can say that the Starter plan’s features are good enough for businesses that need the basic, but essential CRM tools. It has mostly the same features as the Pro plan, except for sales automation tools, which could be your biggest consideration when choosing between the two.
The Pro plan is a combined CRM and sales automation platform to help sales teams maximize opportunities and leads. Building on the features of the Starter plan, Pro plan’s important additions include the full set of sales automation features. It has a guided sales process builder, automated lead assignment, automated pipeline distribution, automated lead advancement, automated tasks, post-sale lead management, team guidance and coaching, and Mailchimp integration for automated email nurturing.
Apart from these inclusions, it also offers other additions such as unlimited click-to-call and phone recordings, as well as a couple of email automation features: personal email sequences and reply rate tracker and view counter.
Other than the significant addition of the sales automation tools, both plans mostly offer the same functionality. As I have mentioned above, this could be your top consideration when choosing between the two plans.
Nutshell Alternatives 2020
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead and management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Nutshell provides you with an extensive set of CRM tools to help you manage your customer relationships better and continuously grow your business. Below are some of its key features:
Nutshell lets you import your contacts, calendar, and emails from any source. It also lets you easily log communications from your desktop or phone and see the most important and up-to-date information for every person and business your sales team interacts with. Additionally, its contact management feature allows you to minimize manual data entry by syncing your phone contacts, collect leads from your website, or scan business cards on the fly.
Nutshell’s email automation tool allows you to create and schedule one-on-one sales drips that are more likely to capture attention. Nutshell automatically remembers the follow-up for you, preventing valuable prospects from floating away, and stops the sequence as soon as they reply. The software also measures the reply rates of your email sequences and shows you how many times each individual message has been viewed, so you can identify your most effective campaigns.
Nutshell’s flexible pipeline management views let you work the way you want to. You can view it in various formats: drag-and-drop board view, interactive map view, list view, or chart view, letting you choose whatever works best for your working style. It also helps identify hot leads allowing you to prioritize prospects that are most meaningful to you, so you know exactly where to focus your attention.
Nutshell’s sales automation feature—a feature exclusive to Pro plan subscribers—allows you to design and execute a sales process that reduces time-wasting tasks and helps your representatives know what to do at every moment. You can specify the actions and follow-ups that need to happen from initial qualification through final negotiations, and accurately measure the impact of your efforts.
Most Helpful Nutshell Reviews
The Nutshell reviews I gathered online are mostly positive. I noticed that a lot of users really highlighted the software’s simplicity and intuitiveness, underscoring the potential of this software being ideal as a first CRM tool for beginners.
On the other hand, concerns raised by users include glitches in calendar syncing and event data inputs. It is notable, however, that negative reviews are rare and users really like the software in general.
Most helpful positive review: Easy-to-use and can be configured to your preferred working process
One user who gave Nutshell a positive review on G2 said that it is a very flexible and adaptable program that you can easily configure according to your requirements or those of your company. According to her, it has very good tools and features that range from the most basic (contact management and email automation) to more advanced ones (sales automation). She also mentioned that the program is generally endowed with very good updates so your work will be optimal. Additionally, she noted that its customer service team always answers queries on a timely manner and are willing to solve and help with problems that arise.
Most helpful negative review: Experiences occasional calendar and event input glitches
One user who gave Nutshell a negative review on G2 said that the integration with his Google Calendar is great, but still results in occasional duplicate entries. While he said that this is not a major issue, it does get annoying after a while. He also mentioned a minor formatting issue with the way Nutshell creates events locally (and in Google Calendar) where it automatically appends “company” and “people” names to the title of the event. It also includes all “people” in the agenda field which results in time-consuming manual correction of the event information.
Nutshell Frequently Asked Questions (FAQs)
Can Nutshell help users determine the factors that contribute to their business’ growth?
Yes. Nutshell provides comprehensive sales performance reports to determine the factors that contribute to the business’ growth. You can filter the information that will be included in your reports (either by product, representative, lead source, and more). It also has tools to estimate future sales, monitor lead volume, and analyze lost deals.
Can Nutshell help gather the leads’ contact information?
Yes. When you add a contact, the program searches the internet for additional information about that prospect. The details that are added may include job title, social media accounts, location, and more.
Will I need an information technology (IT) staff to implement Nutshell?
No. Nutshell is an out-of-the-box, cloud-based tool that can be used immediately after signing up. It is a plug and play CRM tool.
Our Top CRM Provider Picks
If you are not sure if Nutshell is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.