Boost productivity, streamline your sales pipeline, and close more deals with Nutshell. The ultimate CRM solution for small-to-medium-sized B2B sales teams.

What is Nutshell?

Nutshell is an all-in-one CRM and sales automation platform designed to help sales teams organize their contact data, improve pipeline visibility, and automate repetitive tasks. Its intuitive design and powerful features make it easier for teams to collaborate, track performance, and drive revenue growth.

Nutshell consolidates your customer data, interactions, and sales activities into one central hub, providing a 360-degree view of every contact. With customizable pipelines, automated workflows, and robust reporting tools, Nutshell enables you to focus on what matters most—closing deals.

Whether you're upgrading from spreadsheets or replacing a cumbersome CRM, Nutshell offers the flexibility and ease-of-use to fit your unique sales process. Discover why Nutshell is the trusted choice for B2B sales teams looking to streamline their operations and achieve better results.

The Go-to-Market Challenges Nutshell Solves

Nutshell helps sales teams overcome several common challenges:

1. Disorganized contact data: Nutshell provides a centralized database to store and manage detailed information about leads, prospects, and customers.
   • No more scattered contact info across spreadsheets, notebooks, and inboxes.
   • Easily import existing data and capture new leads in one place.
   • Get a 360-degree view of every contact's details and history.
2. Lack of visibility into sales pipeline: Nutshell's visual pipeline management features enable teams to:
   • See at a glance where every deal stands.
   • Identify which opportunities to focus on.
   • Drag-and-drop deals to the next stage as they progress.
   • Accurately forecast revenue based on deal stages.
3. Time-consuming manual tasks: Nutshell automates repetitive sales activities like:
   • Assigning new leads to reps based on pre-set rules.
   • Triggering follow-up tasks when deals advance to a new stage.
   • Sending personalized emails at the right times.
4. Inconsistent team communication: Nutshell's collaboration tools help teams:
   • Share important notes and contact info.
   • Stay aligned on each deal's next steps.
   • See every interaction a contact has had with team members.
5. Difficulty measuring sales performance: Nutshell's reporting features allow managers to:
   • Track key sales metrics and KPIs.
   • Identify top performers and coaching opportunities.
   • Forecast revenue and sales growth.
   • Gain actionable insights to optimize the sales process.

In summary, Nutshell aims to solve the core problems of contact mismanagement, lack of pipeline visibility, manual busywork, siloed communication, and difficulty tracking sales performance—enabling teams to work more efficiently to close more deals faster.

The Benefits of Using Nutshell in Your Go-to-Market Stack

Consolidate Your Sales Tools

• Nutshell combines your CRM, sales automation, and reporting into one easy-to-use platform.
• Eliminate the need to juggle multiple tools by having everything you need to manage your sales process in one place.
• Save time and hassle switching between different software to get the full picture of your pipeline and performance.

Automate Manual Sales Tasks

• Set up automated lead assignment rules to get new leads to the right reps instantly.
• Trigger personalized email sequences when leads take key actions to nurture them through the funnel.
• Streamline data entry with automated contact and company profile enrichment.
• Create templates for common sales activities like scheduling meetings to work more efficiently.

Improve Collaboration and Visibility

• @mention teammates on contact and deal records to bring them into the conversation.
• Get real-time notifications when leads engage so you can strike while the iron is hot.
• View team activity feeds to stay updated on key account developments.
• Easily loop in other departments by sharing contacts or pipeline reports.

Make More Data-Driven Decisions

• Customize your sales dashboard for at-a-glance insights into the metrics that matter most.
• Run point-and-click reports to analyze sales performance by rep, territory, pipeline stage, and more.
• Forecast revenue based on your team's current opportunities and historical win rates.
• Track lead volume, conversion rates, sales velocity, and other key indicators to optimize your process.

Scale With a Flexible, Intuitive Platform

• Enjoy unlimited customization of pipelines, sales processes, data fields, and more to fit your unique needs.
• Manage multiple sales teams or product lines in one account.
• Onboard and train new reps quickly with Nutshell's user-friendly, intuitive interface.
• Easily integrate Nutshell with your other go-to-market tools so your entire stack can scale with you.

User Reviews of Nutshell

G2 Reviews

Overall Rating: 4.3/5

Top 3 competitors: Salesforce Sales Cloud, HubSpot CRM, Pipedrive

3 positive quotes about this product:

1. "Nutshell is easy to use and has great customer support. We have been able to integrate it with other software we use and it has helped us streamline our sales process."⭐⭐⭐⭐⭐
2. "Nutshell is an excellent CRM for small businesses. It is very user friendly and easy to customize to fit your business needs. The customer support is outstanding."⭐⭐⭐⭐⭐
3. "I love the ease of use and the ability to customize Nutshell to my business needs. The customer service is amazing and very responsive."⭐⭐⭐⭐⭐

Concerns about this tool:

• Limited features
• Missing features
• Email management
• Learning curve
• Incomplete information

General Sentiment: Overall, users appreciate Nutshell’s ease of use, customization options, and excellent customer support. However, some users mention limited features and a learning curve.

Positive Reviews:

• Easy to use
• Great customer support
• Highly customizable

Negative Reviews:

• Limited features
• Missing features
• Issues with email management
• Learning curve

Read more reviews on G2

Reddit Reviews

Overall Sentiment: Generally positive. Users appreciate the intuitive interface and customer support but highlight some feature limitations.

Read more on Reddit

LinkedIn Activity

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Visit Nutshell on LinkedIn

What to use Nutshell with

Based on my analysis, here are my top recommendations for popular B2B SaaS tools that would complement Nutshell well to build the ultimate go-to-market tech stack in 2024:

1. Copy.ai: The world's first GTM AI platform with powerful tools like Workflows to automate key sales and marketing activities. Copy.ai's AI capabilities can significantly enhance personalization and efficiency across the customer journey.
2. HubSpot Marketing Hub: Inbound marketing software with tools for blogging, SEO, social media, email, landing pages, marketing automation, and analytics. Integrates seamlessly with Nutshell CRM.
3. Outreach: Sales engagement platform that enables sales reps to efficiently communicate with prospects across email, phone, social, and text. Sequences, analytics, and governance allow for personalized outreach at scale.
4. Gong: Revenue intelligence platform that captures and analyzes all customer interactions across phone, email, and web conferencing. Provides insights to drive sales effectiveness.
5. ChiliPiper: Inbound lead conversion and routing software that qualifies, routes, and schedules meetings with leads in real-time. Ensures leads are engaged immediately and routed to the right reps.
6. Highspot: Sales enablement platform that equips reps with the right content, guidance, training, and analytics to optimize each stage of the buyer's journey. Integrates with Nutshell to surface recommended content.
7. Drift: Conversational marketing and sales platform that uses chatbots and live chat to engage website visitors in real-time conversations. Book meetings and route leads to Nutshell.
8. ZoomInfo: B2B contact and company database that provides high-quality prospect data including direct dials and verified emails. Enriches and expands the data in Nutshell.
9. Clari: Revenue operations platform that aligns go-to-market teams, provides real-time visibility into pipeline health, and leverages AI insights to drive forecast accuracy and predictable revenue growth.
10. Sendoso: Sending platform that generates pipeline and drives revenue through personalized gifts, branded swag, eGifts, Cameos, and virtual experiences. Integrates with Nutshell to automate direct mail and gifting.

Anchored by Nutshell's intuitive CRM and Copy.ai's cutting-edge AI capabilities, this diverse stack enables teams to engage prospects with personalized outreach at scale, equip sales with critical content and insights, and align all go-to-market efforts to drive predictable revenue growth.

Frequently Asked Questions About Nutshell CRM

What does Nutshell CRM do?

Nutshell is an all-in-one CRM and sales automation platform designed to help small-to-medium-sized B2B sales teams work more efficiently and close more deals. Its core features include contact management, pipeline tracking, sales automation, email marketing, reporting, and team collaboration tools. Nutshell centralizes all your customer data and interactions in one organized hub.

How easy is it to set up Nutshell?

Getting started with Nutshell is quick and intuitive. No technical expertise is required—you can import your existing contacts via CSV upload or by connecting your email account. Most users are up and running in a matter of hours. Nutshell provides step-by-step guidance to walk you through customizing your account, setting up your sales pipelines, and inviting team members.

What makes Nutshell different from other CRMs?

Nutshell stands out for its powerful yet user-friendly feature set tailored specifically for B2B SMBs. It offers unlimited customization of pipelines, data fields, and reports to fit your unique sales process. Nutshell's visual drag-and-drop pipeline makes it easy to track your deals. Plus, Nutshell's exceptional customer support is consistently praised by users.

Can Nutshell integrate with other tools and platforms?

Yes, Nutshell integrates with many popular tools like Microsoft 365, Google Workspace, Constant Contact, Quickbooks, Slack, and more. It also offers a public API for custom integrations and automations through Zapier. This allows you to connect Nutshell with hundreds of other web apps and tools to fit your workflow.

What are the pricing plans for Nutshell? Are there any hidden fees?

Nutshell offers three straightforward pricing tiers: Starter at $19/user/month, Pro at $35/user/month, and Pro+ at $69/user/month. All plans include unlimited contacts and free live support. There are no setup fees, cancellation fees, or hidden charges. You can upgrade, downgrade, or cancel anytime.

Is there a free trial available, and what features are included?

Yes, Nutshell offers a free 14-day trial that gives you access to all the features of the Pro plan. No credit card is required to sign up for the trial. During your trial, you can invite your team, import contacts, customize your pipelines, and try out all of Nutshell's sales, marketing, and reporting tools to see if it's the right fit.

Does Nutshell offer customer support?

Absolutely. All Nutshell plans come with unlimited free customer support via live chat and email. Phone support is included for Pro+ customers. The friendly Michigan-based support team is highly responsive and knowledgeable. Nutshell also provides an extensive library of self-serve resources including guides, videos, and webinars.

Who is Nutshell ideally suited for?

Nutshell is perfect for B2B sales teams at small-to-midsize companies who want a CRM that's powerful and customizable yet easy to use. It's a great fit for teams looking to upgrade from spreadsheets or replace complicated, expensive CRMs. Industries that can benefit from Nutshell include SaaS, manufacturing, business services, and wholesale/distribution.