This content is currently locked.

Your current McLean & Company subscription does not include access to this content. Contact your account representative to gain access to Premium SoftwareReviews.

Contact Your Representative

Or Call Us:
+1-877-281-0480 (US/CAN) or
+1-703-544-9513 (International)

Nutshell Inc

Nutshell

Composite Score

8.3 /10

CX Score

8.2 /10

56 Reviews Write a Review

What is Nutshell?

Nutshell is a cloud-based customer relationship management (CRM) system for small and midsize businesses that features a clean, straightforward user interface design. It offers contact management and sales force automation applications with a range of email tracking, task management, note taking, pipeline management, forecasting and reporting modules, in addition to basic customer service capabilities such as ticket management.

Company Details

Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

Awards & Recognition

Nutshell won the following awards in the Customer Relationship Management - Midmarket category

Filter By

1 Top Rated Capabilities

2 Top Rated Features

Latest Award, 2026

1 Top Rated Capabilities

3 Top Rated Features

2025

Nutshell Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Nutshell.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

85 Likeliness to Recommend

92 Plan to Renew

1
Since last award

79 Satisfaction of Cost Relative to Value

1
Since last award

{y}

{name}

Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+77 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Nutshell?

2% Negative

23% Neutral

75% Positive

Pros

Fair
Enables Productivity
Respectful
Caring

Feature Ratings

Average 82

Account and Contact Management

Collaboration

Customer Service Management

Sales Management

Marketing Management

Activity and Workflow Management

Quote Contract and Proposal

Analytics and Reporting

Lead Management

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Average 79

Ease of Implementation

Usability and Intuitiveness

Availability and Quality of Training

Business Value Created

Quality of Features

Vendor Support

Ease of IT Administration

Breadth of Features

Ease of Data Integration

Product Strategy and Rate of Improvement

Ease of Customization

Nutshell Screenshots

Nutshell Downloads

Making the Case for Nutshell

CRM Comparison Worksheet

Nutshell Videos

Nutshell Reviews

Karen M.

Role: Sales Marketing
Industry: Healthcare
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2024

Easy to use, easy to integrate! Great for us!

Likeliness to Recommend

10 /10

What differentiates Nutshell from other similar products?

The basics are all here and the ease of use is impeccable.

What is your favorite aspect of this product?

I love the dashboard

What do you dislike most about this product?

not using scheduler

What recommendations would you give to someone considering this product?

If you want something straightforward and easy to integrate with little issues, go for it!

Pros

Efficient Service
Effective Service
Caring
Respectful

Don B.

Role: Consultant
Industry: Consulting
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Dec 2024

As a developer - I'd like to make changes

Likeliness to Recommend

8 /10

What differentiates Nutshell from other similar products?

A decent API to get info

What is your favorite aspect of this product?

A decent API to get info

What do you dislike most about this product?

I'd like to be able to change more - like have an HTML frame on the dashboard. As a dev - I would also like to be able to make my own widgets for the interface. I would like to be able to change the interface more than what is available now.

What recommendations would you give to someone considering this product?

It's a good product to get people in multiple places to share a common database of clients and users - especially if you don't have a programmer.

Pros

Reliable
Performance Enhancing
Effective Service
Caring

Cons

Commodity Features
Under Delivered

Erica S.

Role: Finance
Industry: Healthcare
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Dec 2024

Easy to use, but not as robust.

Likeliness to Recommend

7 /10

What differentiates Nutshell from other similar products?

It is simpler to use while still offering crm features, scheduler, and pipelines

What is your favorite aspect of this product?

The pipelines

What do you dislike most about this product?

That there is not a way to modify hours of availability in a given day for the calendar

What recommendations would you give to someone considering this product?

You get the basics but it is not as robust as others. Maybe there is more in development

Pros

Helps Innovate
Continually Improving Product
Trustworthy
Generous Negotitation

Cons

Less Effective Service
Less Caring
Less Respectful

How We Deliver

Events

Nutshell

What is Nutshell?

Company Details

Need Assistance?

Awards & Recognition

Nutshell Ratings

85 Likeliness to Recommend

92 Plan to Renew

1 Since last award

79 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+77 Net Emotional Footprint

How much do users love Nutshell?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Activity and Workflow Management Text or code-based and visual workflow designers.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Nutshell Screenshots

Sales Automation

Sales Reporting

Pipeline + Assignee

Team Collaboration

Marketing Suite

Nutshell Downloads

Making the Case for Nutshell

CRM Comparison Worksheet

Nutshell Videos

Nutshell CRM in 60 seconds

Intro to Nutshell With CEO and Cofounder Andy Fowler

[Updated Video Available]Sales Automation Workshop: How to Build a Customized Pipeline With Nutshell

Nutshell Reviews

Karen M.

Easy to use, easy to integrate! Great for us!

Likeliness to Recommend

Pros

Don B.

As a developer - I'd like to make changes

Likeliness to Recommend

Pros

Cons

Erica S.

Easy to use, but not as robust.

Likeliness to Recommend

Pros

Cons

Most Popular Nutshell Comparisons

HubSpot Sales Hub

Zoho CRM

Pipedrive

monday.com

Sugar Sell

Sage CRM

Schedule Your Call

1
Since last award

1
Since last award

Feature Ratings

Account and Contact Management

Collaboration

Customer Service Management

Sales Management

Marketing Management

Activity and Workflow Management

Quote Contract and Proposal

Analytics and Reporting

Lead Management

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Ease of Implementation

Usability and Intuitiveness

Availability and Quality of Training

Business Value Created

Quality of Features

Vendor Support

Ease of IT Administration

Breadth of Features

Ease of Data Integration

Product Strategy and Rate of Improvement

Ease of Customization