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  • Writer's pictureTroy Vermillion

Nutshell CRM Review: Pricing, Features, Pros, and Cons

Are you tired of juggling multiple tools to manage your sales pipeline effectively? As a business owner, you likely understand the importance of having a streamlined CRM (Customer Relationship Management) system to track your leads, prospects, and customers. In today's digital age, having a reliable CRM tool can make all the difference in your sales efforts.

One such tool that stands out in the crowded market is Nutshell CRM. In this post, we will review Nutshell CRM and discuss why it might be the perfect choice for your business. Let's dive in!


Nutshell Review Summary

Nutshell CRM is an all-in-one sales automation and contact management solution designed primarily for small businesses and sole proprietors. It boasts an attractive and easy-to-use interface, complete with all the CRM features that a business needs. Nutshell is known for its tight integration with Google, customizable reporting tools, and excellent analytics.

This CRM tool provides an intuitive dashboard and navigation system, enabling businesses to manage leads, companies, people, reports, and user settings. Nutshell does not restrict the number of records or users and offers all its features in a single price plan of $20/user per month.

While Nutshell may not match the level of customization or depth of features offered by larger CRM systems, it is ideal for small businesses that need automation with room for growth.

The purpose of this Nutshell CRM review is to provide a comprehensive overview of the software's features, capabilities, and pricing options. As a professional copywriter, I have conducted extensive research on Nutshell and analyzed its functionalities, navigation, customization options, integrations, and support channels.

The review aims to provide factual data that can help businesses and individuals make informed decisions about using Nutshell as their CRM tool. Additionally, the review will highlight the advantages and strengths of Nutshell, as well as its limitations and weaknesses. The final section of the review will compare Nutshell with other similar CRM tools and provide a summary of the review and final thoughts.


Nutshell CRM Review: Best Features

Nutshell CRM Features

Sales automation

Sales automation is a key component of any CRM, including Nutshell. Nutshell provides users with a suite of tools that can help streamline their sales process, allowing them to focus on building relationships with customers instead of getting bogged down in administrative tasks. These tools include lead and contact management, a powerful reporting and analytics engine, and integrations with popular marketing platforms and other software.

Nutshell also offers users a customizable dashboard and plenty of options for organizing and managing their data, making it easy to stay on top of customer interactions and identify new opportunities for growth. Whether your business is just getting started or you're looking to scale your sales operations, Nutshell has everything you need to succeed.

Contact and lead management

Contact and lead management is essential for any business that wants to grow its customer base and increase revenue. Nutshell CRM provides users with an intuitive and efficient system for managing contacts and leads. With Nutshell, you can easily add, edit, and view contact information, including their social media profiles, email addresses, and phone numbers.

The lead management feature allows you to track the progress of potential customers, from initial contact to closed deals. You can also create lead scoring rules to prioritize leads based on their level of interest and likelihood to convert. Nutshell's contact and lead management features are essential for any sales team looking to streamline their processes and boost their sales.

Reporting and analytics

Nutshell CRM offers excellent reporting and analytics tools for businesses of all sizes. Its customizable reporting dashboard allows users to analyze data in real-time, track sales pipelines, and gain valuable insights into their sales process. Nutshell also offers a variety of reports, including team activity reports, pipeline and forecast reports, and customer activity reports, to help businesses track their progress and identify areas for improvement.

Additionally, Nutshell integrates with Google Analytics and other third-party reporting tools, further enhancing its reporting capabilities. Overall, Nutshell CRM is a great choice for businesses looking for an intuitive and easy-to-use CRM with powerful reporting and analytics features.

Integrations with other tools

Nutshell CRM offers integrations with a wide range of software that B2B organizations already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. This makes it easy for users to seamlessly connect Nutshell with other tools they rely on, saving them time and increasing efficiency. Additionally, Nutshell's integration with PandaDoc is an excellent feature if users like to use all the templates available through that platform.

The native iPhone and Android app also make it easy to access Nutshell on the go. Overall, Nutshell's integrations with other tools make it a highly versatile CRM solution for any business looking to streamline their workflow and improve productivity.

Dashboard and User Interface

The user interface of Nutshell CRM is intuitive and user-friendly, making it easy to keep track of every aspect of your sales process. The dashboard provides a five-step map prompting you to take specific actions to improve your Nutshell experience. The left navigation bar clearly lists out the different menus, such as Home, Dashboard, Companies, People, Leads, Reports, and Setup.

Additionally, the universal search bar at the top of the screen allows you to quickly find what you need. The right column widget shows the sales pipeline, including how many activities, emails, and leads you have, providing a good way to see if new leads have been assigned to you. Overall, the dashboard and user interface of Nutshell CRM are designed to help streamline your sales process and make it easy to navigate the different features and tools.

Navigation and organization

Nutshell CRM offers an easy-to-use interface with intuitive contact management capabilities, making navigation and organization straightforward. The left navigation bar lists the menu items such as Home, Dashboard, Companies, People, Leads, Reports, and Setup, providing quick access to essential features. Roadmaps that prompt specific actions to improve the user experience, such as integrating with Google or adding leads, are also helpful.

The universal search bar located at the top of the screen works well and improves the overall efficiency of the CRM. However, some of the software's valuable features are buried under many menus, and some users may have a hard time locating them. Overall, Nutshell CRM is a robust solution that offers exceptional navigation and organization features, which are essential for efficient CRM management and sales automation.

Customization options

Nutshell CRM offers users a wide range of customization options to tailor the platform to their specific needs. This is great for businesses that have unique processes or workflows that require a more personalized touch. However, with so many options available, it can be overwhelming for users who are not tech-savvy or who do not have a lot of experience with CRM software.

Additionally, while Nutshell can ostensibly grow with your organization, the interface is better suited for smaller teams. That being said, Nutshell does not have any user limits, storage caps, or restrictions on the number of records that you can create. Nutshell offers all its features in one single plan for one single price: $20 per user per month. This makes signing up with Nutshell extremely simple because you don't have to figure out beforehand what features you will need.

Nutshell CRM Pricing

Nutshell CRM Pricing

Nutshell CRM offers several pricing plans to cater to different business needs and budgets.

Their basic plan starts at $16.00 per user per month and includes unlimited contact records and data storage, customizable sales pipelines, and workflow automation. Nutshell also offers a pro plan priced at $42 per user per month that includes additional features such as up to 25 forms, up to 10 pipelines, and click-to-call and phone recording.

For businesses with more advanced needs, Nutshell offers an enterprise plan that includes a dedicated success strategist, custom fields and objects, and advanced reporting and analytics. Compared to some of its competitors, Nutshell is an affordable option with a robust set of features. They also offer a free 14-day trial to test out the software.

Free trial options

Nutshell has always been known for its affordable pricing plans, which is why it's great to see that they offer a free 14-day trial period. This trial period gives users a chance to explore the platform and all its features without any payment commitments. Unlike other CRM services, Nutshell doesn't require users to provide credit card information during the trial signup process, making it easy to get started.

The trial offers full access to all features, so users can really test out the software to see if it's the right fit for their business needs. At the end of the trial period, if you decide to continue with Nutshell, all the data you entered during the trial can be easily migrated to your new account. Overall, Nutshell's free trial option is a great way to get a feel for the platform before committing to a plan.


One feature that sets Nutshell CRM apart is its cost-effectiveness. It offers competitive pricing plans that cater to the needs of small and medium-sized businesses. Moreover, it provides unlimited storage, which means users won't have to pay extra fees for extra storage space. Nutshell CRM's pricing plans are flexible, and users can choose the plan that suits their needs and budget.

Additionally, Nutshell CRM offers a free trial that enables users to explore the platform's features before committing to a paid plan. Its cost-effectiveness has been mentioned in many user reviews, and it is a significant factor that has contributed to Nutshell CRM's popularity among small businesses. In short, Nutshell CRM is an affordable option that offers excellent value for money.

Benefits of Using Nutshell CRM

One major advantage of Nutshell CRM is its user-friendly interface and easy-to-use tools. It offers excellent tracking and reporting features, making it a popular choice among small businesses and sole proprietors. Its tight integration with Google and automation features also make it a favorite among users.

Another strength of Nutshell is its pricing, which is very reasonable compared to other CRM tools in the market. It offers all its features in one plan for one single price, without any user limits, storage caps, or restrictions.

Plus, Nutshell doesn't lock advanced features behind different tiers, making it simple for users to sign up without figuring out what features they need. Overall, Nutshell CRM is an excellent tool that provides great value for its price and is definitely worth considering.

Cons of Nutshell CRM

While Nutshell CRM is a fantastic tool for small businesses and sole proprietors in need of sales automation, it does have its limitations and weaknesses. One of the most significant is its language options. Nutshell only supports English, which can be a hindrance for companies that conduct business in different languages. Another weakness is that some essential features are buried under menus, making them challenging to find.

Finally, while Nutshell can grow with organizations, its interface is better suited for smaller teams. Overall, these limitations and weaknesses do not detract significantly from Nutshell's overall usefulness, but they are important to consider when comparing it to other similar CRM tools.


Nutshell CRM Customer Support

Nutshell CRM Customer Support

Nutshell CRM offers top-notch customer support with a dedicated team of friendly and knowledgeable experts who are eager to help. The company also provides step-by-step tutorials, helpful tips and tricks, and an extensive knowledge base that makes it easy for users to find answers to their questions. In addition, the Nutshell CRM online community is active and provides helpful advice to users who need it.

For customers who require more in-depth help, Nutshell CRM also offers a professional support team that is available 24/7 and can provide individualized assistance with any issues or questions.


Nutshell CRM Frequently Asked Questions

How do I get started with Nutshell CRM?

To start using Nutshell CRM, you will need to create an account. You can do this by visiting the Nutshell website and clicking “Sign up” in the top right corner. From there, you will be taken through a series of steps to complete your registration and set up your account.

What features does Nutshell CRM offer?

Nutshell CRM offers a wide range of features that help businesses better manage customer relationships. These include contact management, sales cycle tracking, lead scoring, email marketing integration, integrations with popular services like MailChimp and Zapier, and more.

Is there a free trial of Nutshell CRM?

A: Yes, Nutshell offers a 14-day free trial that gives users full access to all of its features and tools so they can determine if it’s the right fit for their business. After the trial period ends, users can choose from one of three pricing plans based on their needs and budget.

How secure is my data with Nutshell CRM?

Nutshell CRM takes security very seriously and works hard to ensure that customer data remains safe and secure. All data is stored in a highly-secure cloud environment and is protected with 256-bit encryption. In addition, all user accounts are protected by two-factor authentication for added security.

How do I get help with Nutshell CRM?

The Nutshell CRM team is always available to offer support and answer any questions you may have. You can contact them directly via email or phone, or reach out through their online community for assistance. Additionally, they provide step-by-step tutorials, helpful tips and tricks, and a comprehensive knowledge base that makes it easy to find answers quickly.

Is there a free version of Nutshell CRM?

No, Nutshell does not offer a free version of its software. However, they do offer a 14-day free trial so that customers can test the features before committing to a plan. This allows businesses to make sure that Nutshell is the right CRM solution for them before investing in an annual subscription.

Does Nutshell CRM integrate with other services?

Yes, Nutshell offers integration with popular services like MailChimp, Zapier, and Salesforce so you can sync data across multiple platforms. This makes it easy to keep track of customer information on different systems and ensure that all your customer records are up-to-date.

Does Nutshell offer customization options?

Yes, Nutshell provides users with a variety of customization options so they can tailor their platform to their specific needs. These include custom fields, workflows, reporting tools, and other features to help businesses make their CRM solution work best for them.

Is Nutshell CRM mobile-friendly?

Yes, Nutshell offers a dedicated mobile app that can be installed on iOS and Android devices. This allows users to access their data anytime, anywhere, and share information with colleagues or customers while on the go. The app also includes advanced features such as push notifications so you won’t miss a beat.

Does Nutshell CRM offer any discounts?

Yes, Nutshell offers several discounts for businesses that purchase multiple licenses at once. These discounts are available for organizations of all sizes and can help save money when making larger purchases. Additionally, Nutshell offers special pricing for nonprofit and educational organizations.



Overall, Nutshell CRM is an excellent choice for small businesses and sole proprietors who want to automate their sales processes without sacrificing features or breaking the bank. The user interface is intuitive, with easy-to-use tools that require minimal upfront cost. Customer service is also responsive, and the system is 100% reliable.

However, Nutshell may not be the best choice for larger businesses due to its limited room for growth, and some of its features are buried under many menus. Nevertheless, its reporting and analytics tools far surpass the competition for smaller business CRM, and it offers all its features in one single plan for one price of $16 per user per month. In summary, Nutshell CRM is a great value for small businesses looking to automate their sales processes.



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