Nutshell CRM Overview

Nutshell is a versatile growth software that integrates CRM, email marketing, and contact management, tailored for sales teams aiming to increase deal closures. It consolidates essential sales and marketing tools into a single platform, streamlining operations and enhancing team efficiency. Sales teams benefit from features like AI email reply starters, which expedite communication, and single sign-on (SSO) for secure, convenient access. Nutshell's ability to import products seamlessly into the CRM setup further simplifies the user experience. This all-in-one solution is ideal for businesses looking to unify their sales and marketing efforts, ensuring a cohesive strategy that drives growth.

Use Cases

Customers recommend Contact List Management, Engagement Management, Communication Management, as the business use cases that they have been most satisfied with while using Nutshell CRM.

Other use cases:

  • Lead Tracking
  • Call Recording
  • Lead Management
  • Generation Of New Leads
  • Workflow Management
  • Collaboration
  • Pipeline Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Nutshell CRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve ROI
  • Improve Internal Communications
  • Scale Best Practices
  • Build Brand Awareness
  • Improve Digital And Social Presence
  • Improve Brand Engagement
  • Establish Thought Leadership
  • Increase Customer Life Time Value
  • Enter New Markets Internationally Or Locally
  • Improve Stakeholder Relations
  • Launch New Products
See all business priorities See less business priorities

Nutshell CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Nutshell CRM works with different mediums / channels such as Phone Calls. and E-Mail.

Nutshell CRM's features include Personalization, Recording, Dashboard, etc. and Nutshell CRM support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Nutshell CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"When I learned Eclectic Music’s educational philosophy, and saw the way that Casey taught, it was what I’d been looking for my whole life as a musician." - Jennifer Acker

Nutshell CRM, Salesflare, Horizon, Teramind, Copper, etc., all belong to a category of solutions that help Social CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Nutshell CRM offers an all-in-one growth software including CRM, email marketing, and contact management. Sales teams are helped to close more deals efficiently.

Popular Business Setting

for Nutshell CRM

Top Industries

  • Marketing and Advertising
  • Information Technology and Services
  • Computer & Network Security

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Nutshell CRM is popular in Marketing And Advertising, Information Technology And Services, and Computer & Network Security and is widely used by Small Business, Mid Market, and Enterprise.

Nutshell CRM Customer wins, Customer success stories, Case studies

What solutions does Nutshell CRM provide for Contact List Management?

What makes Nutshell CRM ideal for Engagement Management?

How can Nutshell CRM optimize your Communication Management Workflow?

What makes Nutshell CRM ideal for Lead Tracking?

Why is Nutshell CRM the best choice for Call Recording?

11 buyers and buying teams have used Cuspera to assess how well Nutshell CRM solved their Social CRM needs. Cuspera uses 5730 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Social CRM needs.

CUSTOMERS TESTIMONIALS
Nutshell CRM testimonial

Jennifer Acker

Executive Director

Eclectic Music

When I learned Eclectic Music’s educational philosophy, and saw the way that Casey taught, it was what I’d been looking for my whole life as a musician. Testimonial By Jennifer Acker
Nutshell CRM testimonial

James Miille

co-founded

Superfine! Art Fair

On a qualitative level, our fairs are more fun than traditional fairs, There are night-time parties, live music, artist Q&As, and other features that augment the experience for the fairgoer. Everything we add to the events is designed to get people interested and excited to collect art. Testimonial By James Miille
Nutshell CRM testimonial

Eric Cromie

Publishing Associate

McSweeney’s

Now, our end goal is to track our vendors, our authors, our subscribers, our email newsletter lists, and our donors, and having it all easily searchable in one place where we can quickly look back and see, ‘Oh, we last contacted this person in January.’ We eventually hope to track everything in thi...s tool.

Testimonial By Eric Cromie
CUSTOMERS TESTIMONIALS
Nutshell CRM testimonial

Jennifer Acker

Executive Director

Eclectic Music

When I learned Eclectic Music’s educational philosophy, and saw the way that Casey taught, it was what I’d been looking for my whole life as a musician. Testimonial By Jennifer Acker
Nutshell CRM testimonial

James Miille

co-founded

Superfine! Art Fair

On a qualitative level, our fairs are more fun than traditional fairs, There are night-time parties, live music, artist Q&As, and other features that augment the experience for the fairgoer. Everything we add to the events is designed to get people interested and excited to collect art. Testimonial By James Miille
Nutshell CRM testimonial

Eric Cromie

Publishing Associate

McSweeney’s

Now, our end goal is to track our vendors, our authors, our subscribers, our email newsletter lists, and our donors, and having it all easily searchable in one place where we can quickly look back and see, ‘Oh, we last contacted this person in January.’ We eventually hope to track everything in thi...s tool.

Testimonial By Eric Cromie

Nutshell - Computer Software

Nutshell used its own CRM to improve customer retention. The team saw that over half of new customers left after 12 months. They created a new Customer Success pipeline focused on proactive onboardin...g and listening to customer needs. The new process included personalized outreach, planning, and training. This approach helped reduce churn and increased long-term customer value.

Read on →

Wayne McFarland - Publishing

Nutshell helped Wayne McFarland, an independent author, manage outreach to over 1,200 bookstores. He used Nutshell to upload contacts, tag and track calls, and send personalized emails. The CRM's fea...tures made it easy to organize and follow up with stores. Support from Nutshell was helpful when needed. As a result, Wayne saw a big increase in bookstore sales, all for just $38 over two months.

Read on →

Genoskin - Pharmaceuticals

Nutshell CRM helped Genoskin replace Excel and Teamleader for sales tracking. The team found Nutshell easy to use and quick to adopt. The CEO and European sales team fully embraced the tool. Support ...from Nutshell was responsive and creative, helping with the transition. Genoskin's revenue roughly doubled in the last year after implementing Nutshell. The company is now expanding to new markets.

Read on →

Superfine! Art Fair - Events Services

Nutshell helped Superfine! Art Fair manage two sales pipelines: artists seeking booth space and ticket-buyers. The team switched from Salesforce to Nutshell for a simpler, more intuitive CRM. With Nu...tshell, they track artist communications, automate follow-ups, and analyze lead sources. Sales became more consistent, with bad weeks now matching previous good weeks at $12,000 and good weeks reaching $40,000. Superfine! expanded to three new cities and is on track to double revenue from last year.

Read on →

Bloomerang - Computer Software

Nutshell CRM helped Bloomerang organize its sales process and support rapid growth. Bloomerang needed a simple, intuitive CRM that worked well with Google Mail. Nutshell’s integrations and custom rep...orts made it easy for the team to manage leads and sales. Since switching to Nutshell, Bloomerang has averaged about 100% revenue growth per year. The CRM also helped Bloomerang’s customers increase donor retention rates.

Read on →

Brother's Leather Supply - Retail

Nutshell helped Brother's Leather Supply manage rapid business growth. The company struggled with spreadsheets as online orders and wholesale inquiries increased. Nutshell's CRM made it easy for the ...team to track customer interactions and train new staff. By 2016, Brother's Leather Supply became a six-figure business with 40% month-over-month growth. They now sell in over 25 stores, online, and at their own retail location.

Read on →

Enterprise CRM for Growing Businesses | Nutshell Enterprise

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Frequently Asked Questions(FAQ)

for Nutshell CRM

What is Nutshell CRM?

Nutshell CRM is customer relationship management and sales automation tool designed for marketing professionals to help identify the right sales model which facilitates customer relationship building and boosting sales performance.

The primary features of the tool includes sales automation, reporting & performance tracking, team collaboration, pipeline management and contact management.

Nutshell offers integration with tool like with G Suite, Microsoft Office email and calendars. It helps design and execute sales processes. The platform allows to specify the actions and follow-ups through final negotiations, and accurately measures the impact of efforts.

What is Nutshell CRM used for?

Nutshell CRM is a Social CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Contact List Management, Engagement Management and Communication Management .

What are the top features of Nutshell CRM?

Personalization, Recording and Dashboard are some of the top features of Nutshell CRM.

Who uses Nutshell CRM?

Nutshell CRM is used by Marketing And Advertising, Information Technology And Services and Computer & Network Security among other industries.

What are Nutshell CRM alternatives?

Salesflare, Horizon, Teramind and Copper are popular alternatives for Nutshell CRM.

Where is Nutshell CRM located?

Nutshell CRM is headquartered at Ann Arbor, Michigan.
lightning

Peers used Nutshell CRM for contact list management and engagement management

Nutshell CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.30/5

Read Reviews (13)
Analytics

4.34/5

Read Reviews (105)
Custom Reports

3.33/5

Read Reviews (823)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.30/5

Read Reviews (13)
Analytics

4.34/5

Read Reviews (105)
Custom Reports

3.33/5

Read Reviews (823)

Software Failure Risk Guidance

?

for Nutshell CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Nutshell CRM

Nutshell News

Awards

Nutshell Earns Spot on Capterra's 2026 CRM Shortlist for User-Rated Value

Nutshell has been recognized on Capterra's 2026 CRM Shortlist for its user-rated value, highlighting strong customer reviews and product momentum. This recognition underscores Nutshell's focus on saving time, automating workflows, and enhancing deal closures with AI-powered insights. The Capterra Shortlist is based on verified user reviews and popularity signals.

Product

Nutshell Achieves SOC 2 Certification, Reinforcing Commitment to Customer Data Security

Nutshell CRM has achieved SOC 2 certification, confirming its commitment to robust data security standards. This certification, validated by an independent third-party audit, ensures that Nutshell's systems and processes meet stringent criteria for safeguarding customer data. The achievement underscores Nutshell's dedication to protecting sensitive business information, enhancing trust among its SMB customer base.

Product

Nutshell's AI Agent Marketplace is here to save you time and keep moving deals forward

Nutshell has launched its AI Agent Marketplace, enhancing its CRM and marketing automation platform with task-specific AI agents. These agents automate tasks like note-taking, email drafting, and reporting, aiming to reduce busywork and improve sales efficiency. The marketplace includes agents for meetings, email outreach, campaign automation, and more, offering tools to streamline sales and marketing processes.

Product

Nutshell Connects Claude, ChatGPT, & More to CRM Data for Instant, Conversational Insights - PRWeb

Nutshell has launched an MCP server integration that connects AI assistants like Claude and ChatGPT to CRM data, enabling instant, conversational insights for SMBs. This integration allows users to ask plain-English questions about their sales pipeline and receive immediate, actionable insights. The feature supports real-world sales workflows, enhancing efficiency without complex setup.

Nutshell Profile

Company Name

Nutshell

Company Website

https://www.nutshell.com/

Year Founded

2010

HQ Location

Ann Arbor, Michigan

Employees

11-50

Social

Financials

SERIES A