Tired of juggling spreadsheets, sticky notes, and a messy inbox to manage your customer relationships?
As your business grows, things get complicated.
In this Review, Nutshell CRM simplifies your sales process, bringing contacts, communication, and reporting into one easy-to-use platform.
Could this be the tool that unlocks your team’s true potential?
Let’s dive in and find out.
What is Nutshell CRM?
Nutshell CRM is like a super-organized digital notebook for your business.
It will keeps track of all your customer details – names, phone numbers, emails, and deals.
That’s contact management! Nutshell also helps you schedule meetings with calendar sync.
Need to track different sales types? Create multiple pipelines to stay organized.
Plus, you get a full reporting suite with easy-to-read charts and graphs showing your sales team’s performance.
Who Created Nutshell CRM?
Nutshell was founded in 2009 by Andy Fowler and Guy Suter.
They wanted to create simple and affordable CRM software that helps small businesses grow.
Nutshell is known for its intuitive design, powerful features like personal email sequences, and transparent pricing with no hidden fees per user.
Plus, their helpful support team is legendary!
From day one, Nutshell’s vision has been to empower businesses with the tools they need to succeed, including a robust reporting suite and features like Ray ID for advanced troubleshooting.
Top Benefits of Nutshell CRM
- Perfect for Small Businesses: Nutshell is designed with small businesses in mind. It offers affordable plans even for single-user companies and scales with you as you grow.
- Easy to Use: No more clunky, complicated software! Nutshell is intuitive and user-friendly, so you can spend less time learning the system and more time closing deals.
- Powerful Features: Nutshell packs a punch with features like email templates, custom fields, and sales automation to streamline your workflow.
- Accessible Anywhere: Work from anywhere! Nutshell works in any browser, so you can access your data from your computer, tablet, or phone.
- Top-Notch Support: Do you have a question? Nutshell offers free live support to help you troubleshoot issues and get the most out of the software.
- Increased Transparency: An audit log makes it easy to track changes to your CRM data, ensuring accountability and clear records for your team.
- Boost Sales: Nutshell helps you close more deals and grow your business by organizing your leads, automating tasks, and improving customer communication.
Best Features
Nutshell CRM has powerful features designed to make your sales process smoother and more efficient.
From automating tasks to collaborating with your team, Nutshell has everything you need to grow your business.
And the best part? You don’t need to be a tech whiz to use it!
Let’s explore some of its standout features:
1. Sales Automation
Say goodbye to repetitive manual tasks!
Nutshell’s sales automation features help you streamline your workflow and free up your time to focus on what matters most – closing deals.
Automatically assign leads, send follow-up emails, and update contact information with just a few clicks.
2. Pipeline Management
Visualize your sales process with Nutshell’s intuitive pipeline management.
Create custom pipelines to track deals from start to finish, identify bottlenecks, and easily forecast revenue.
You can even make multiple pipelines for different types of sales, keeping everything organized and clear.
3. Email Automation
Are you tired of sending duplicate emails repeatedly?
Nutshell’s email automation lets you create personalized email sequences that nurture leads & keep them engaged throughout the sales journey.
Set it and forget it! Nutshell will automatically send the right message at the right time.
4. Artificial Intelligence
Nutshell uses the power of AI to provide valuable insights and predictions.
Identify hot leads, predict deal outcomes, and get recommendations for the next steps, all thanks to Nutshell’s intelligent algorithms.
5. Team Collaboration
Nutshell makes it easy for your team to work together seamlessly.
Share notes, assign tasks, and track progress all in one central location.
With real-time updates & notifications, everyone stays informed and on the same page.
Verification successfully waiting for your team to collaborate effectively!
Pricing
| Plan Name | Price (Billed Annually) | Key Features |
|---|---|---|
| Foundation | $13/user/month | 5 customizable pipelines and Sales automation. |
| Growth | $25/user/month | Activity and Email reports, Sales and Activity quotes, Pipeline stage goals. |
| Pro | $42/user/month | 5 customizable pipelines, and Sales automation. |
| Business | $59/user/month | Increased pipelines, territories, markets, teams, and more. |
| Enterprise | $79/user/month | Unlimited storage, contact & accounts, Contact management, and communication timelines. |
Pros and Cons
It’s important to weigh the good and the bad before making any decision.
Let’s take a balanced look at the strengths and weaknesses of Nutshell CRM.
Pros
Cons
Alternatives to Nutshell CRM
Here are several Nutshell CRM alternatives with a brief overview of each:
- GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
- Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
- Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
- ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
- HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
- ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
- Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
- Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
- ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
- Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
- Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
- Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
- Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
- Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
- Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.
Nutshell CRM Compared
Here’s a brief comparison of Nutshell CRM with these software solutions:
- Nutshell CRM vs GoHighLevel: Nutshell CRM is a sales-focused CRM that emphasizes ease of use and pipeline management, while GoHighLevel offers a broader suite of marketing, sales, and agency management tools.
- Nutshell CRM vs Pipedrive: Nutshell CRM offers user-friendly contact management and sales automation, while Pipedrive is renowned for its highly visual and customizable sales pipeline.
- Nutshell CRM vs Keap: Nutshell CRM focuses on simplifying sales processes and collaboration; Keap provides advanced marketing automation and lead management features.
- Nutshell CRM vs ActiveCampaign: Nutshell CRM streamlines sales and contact tracking, while ActiveCampaign excels at sophisticated marketing automation, segmentation, and email campaigns.
- Nutshell CRM vs Hubspot: Nutshell CRM offers an intuitive interface for sales pipeline management and customer relationships, while HubSpot provides an extensive all-in-one platform for marketing, sales, and service.
- Nutshell CRM vs Clickfunnels: Nutshell CRM is a dedicated sales-focused CRM; ClickFunnels specializes in building sales funnels and landing pages to drive conversions.
- Nutshell CRM vs Folk: Nutshell CRM is a sales-focused CRM with robust reporting and pipeline management; Folk emphasizes collaborative contact organization and AI-powered enrichment.
- Nutshell CRM vs Instantly: Nutshell CRM focuses on managing sales pipelines and customer interactions, while Instantly is geared towards high-volume cold email outreach and lead generation.
- Nutshell CRM vs ClickUp: Nutshell CRM is a specialized tool for sales and customer relationship management, while ClickUp is a versatile work management platform that includes CRM functionalities.
- Nutshell CRM vs Monday CRM: Nutshell CRM provides a streamlined sales process with clear pipeline visualization; Monday CRM offers highly customizable visual workflows and strong team collaboration across various functions.
- Nutshell CRM vs Capsule CRM: Nutshell CRM focuses on intuitive sales pipeline management and automation; Capsule CRM is a simpler contact manager primarily for tracking sales opportunities.
- Nutshell CRM vs Insightly: Nutshell CRM emphasizes ease of use for small business sales teams; Insightly offers a more comprehensive CRM with additional project management capabilities.
- Nutshell CRM vs Freshsales CRM: Nutshell CRM provides an easy-to-use sales pipeline and team collaboration; Freshsales CRM includes AI-driven insights and broader sales force automation.
- Nutshell CRM vs Salesforce: Nutshell CRM offers a straightforward, affordable solution for small to mid-sized businesses; Salesforce is a highly scalable, feature-rich enterprise CRM.
Personal Experience with Nutshell CRM
My team recently implemented Nutshell CRM to manage our growing client base and streamline our sales process.
We needed help with disorganized spreadsheets and a lack of communication, which led to missed opportunities and frustrated clients.
Nutshell helped us overcome these challenges and achieve significant improvements in our sales performance.
Here’s how Nutshell helped us:
- Improved Organization: Nutshell’s contact management features allowed us to centralize all our client information, eliminating the need for multiple spreadsheets and ensuring everyone had access to the latest data.
- Enhanced Communication: With Nutshell, we could easily track all client interactions, from emails and calls to meetings and notes. This improved communication within our team and ensured no client inquiries fell through the cracks.
- Increased Efficiency: Sales automation features, such as automated lead assignments and email sequences, freed up our team’s time to build relationships and close deals.
- Better Reporting: Nutshell’s reporting tools provided valuable insights into our sales performance, allowing us to track progress, identify bottlenecks, and make data-driven decisions.
- Customizable pipelines: We created separate pipelines for different types of clients, allowing us to tailor our sales process to their specific needs.
- Email templates: Pre-written emails saved us time and ensured consistent messaging across our team.
- Mobile app: The mobile app allowed our team to access client information & update records on the go, even when working remotely.
- Free live support: Whenever we had questions or encountered issues, Nutshell’s support team was readily available to provide assistance.
Overall, Nutshell CRM has been a game-changer for our team.
It has helped us improve organization, enhance communication, increase efficiency, and boost sales.
We highly recommend it to everyone who businesses seeking a user-friendly and powerful CRM solution.
Final Thoughts
Nutshell CRM is a great tool to help you grow your business.
It’s easy to use and has many helpful features. You can keep track of your customers and make more sales.
Nutshell is suitable for small businesses and even single users. It can help you and your team work better together.
But it might be challenging for some. It can be a little pricey, and some things take time to change.
Think about what your business needs. If you want an easy CRM with great support, Nutshell is worth a try.
Ready to get organized and boost your sales? Start your free trial of Nutshell CRM today!
Frequently Asked Questions
What is Nutshell CRM best used for?
Nutshell is best for small to medium-sized businesses that want an easy-to-use CRM with great support. It’s perfect for sales teams who need to manage contacts, track leads, and close more deals.
How much does Nutshell CRM cost?
Nutshell has three pricing tiers, starting at $16 per user per month. It offers a 14-day free trial—no credit card is required!
What are the main features of Nutshell?
Nutshell offers contact management, sales automation, pipeline management, email marketing, and reporting. You can also customize it to fit your sales process.
Does Nutshell have a mobile app?
Yes, Nutshell has a mobile app for iOS and Android devices. With it, you can access your CRM data and stay connected on the go.
What companies use Nutshell CRM?
Many businesses across industries use Nutshell, including retailers, technology providers, and marketing agencies. It’s popular with companies that want a simple, effective CRM.
