Home CRM Nutshell


A user-friendly sales automation CRM
our rating 4.5 out of 5 Stars

NutshellProduct Overview

  1. About Nutshell
  2. Pros of Nutshell
  3. Cons of Nutshell
  4. Breakdown of core features

Nutshell product overview

Nutshell CRM is designed to convert leads into customers for businesses and features all the tools needed to accomplish that goal: sales automation, pipeline management, contact assignment, performance tracking and reporting, and team collaboration. This CRM was created to simplify workflows, automate processes, and track every step potential leads take to lead to sales conversions. Nutshell provides the customer support to back businesses up.

This CRM is versatile and able to conform to the business sales model necessary to meet business needs including inbound, outbound, account, and relationship-based sales. Users are able to monitor deals, identify any gaps in the pipeline, assess sales performance, and analyze data to help improve and drive sales. With this efficiency of data, users are able to closely monitor activity, close deals faster, and achieve company goals.

Nutshell CRM is driven by an automation engine that empowers team members to achieve everyday activities with greater efficiency from designing workflows, sales processes, following up with hot leads, and sealing deals. The software offers extensive integration with third party applications and also has native mobile apps for both Android and iOS devices.

Pros of Nutshell

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  • Customer support
  • Easy to learn
  • Integrations
  • Mobile accessibility
  • Notifications
  • Web based

Cons of Nutshell

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  • Limited languages
  • UI can be cluttered/clunky

Breakdown of core features

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User friendly

Nutshell CRM organizes everything and gives users control via its dashboard control hub. From the dashboard, users can monitor activity, launch assignments, keep track of appointments and scheduling, view contact information, see sales status, and track the progress of team sales. The platform comes with reporting tools to evaluate the performance of each of these key aspects of business.

Sales automation

The sales automation features of Nutshell helps improve efficiency by eliminating time wasted on repetitive tasks, which allows teams to focus more on leads and sales. Leads are automatically moved through the pipeline with monitoring of company-defined goals are met at every step. Nutshell works with Mailchimp, so automated messages can be sent at the correct juncture to targeted prospects without the need to continually input new information.


Nutshell helps keep every team member in-the-know by keeping conversations front and center and eliminating instances of messages being lost in long threads of inbox messages. Combine this with native mobile apps where each team gets notified whenever there is an important update or situation, and a business is sure to have all their bases covered.

Interactive pipeline

The board view feature gives Nutshell users an interactive way of managing the business pipeline with a drag-and-drop function that allows users to put leads into the next appropriate stage. Leads can be marked as cancelled, lost, or won. This function also enables users to view the overall health of the pipeline and if any action should be taken. It offers many view options such as chart, list, and map — whatever the user prefers to monitor and assess the business pipeline based on the most relevant variable.

Alternatives to Nutshell CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 EntreTEK Solutions

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We are a complete all-in-one business development, management, and automation tool that has everything you need to replace countless pieces of other software and solve nearly all your business problems. Entrepreneurs love us!

Learn more about EntreTEK Solutions

2 HoneyBook

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HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

3 Really Simple Systems CRM

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Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.

Learn more about Really Simple Systems CRM

(Last updated on 03/07/2022 by Abby Dykes)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
  • Works Best For
    Any Sized Businesses




  • Auto-assignment of leads
  • Automated task reminders
  • Bulk email templates
  • Call recording
  • Colleague tagging
  • Contact profiles
  • Drag-and-drop interface
  • Mobile alerts
  • Performance tracking & reporting
  • Sales analytics
  • Sales coaching
  • Sales forecasting
  • Sales performance tracking
  • Team productivity tracking
  • Trend analysis


  • Constant Contact
  • Gmail
  • Intercom
  • Intuit Quickbooks
  • Mailchimp
  • Office 365
  • Outlook
  • PandaDoc
  • Ring Central
  • Slack
  • Unbounce
  • Wufoo
  • Zapier
  • Zendesk

Pricing Model

  • Starter
  • Pro


  • English