Nutshell Review: What You Need to Know Before You Buy

Nutshell Review: What You Need to Know Before You Buy

Lead Generation

Table of Contents

Hi Sales pal!

Looking for an unbiased Nutshell Review? I see, well

Nutshell promises to streamline your sales process and foster business expansion. But with so many alternative CRMs out there, how can you decide if Nutshell is the best one for you?

That's where we come in. So you don't have to do the five months of research and testing that we did. We read through hundreds of reviews from popular review sites like G2, Capterra, Gartner, and more.

The benefits and drawbacks of Nutshell will be discussed in this review. And we will provide you with our thorough, unbiased analysis of its features, cost, and customer service.

We'll additionally reveal you to an alternate prospecting tool as a surprise bonus because it might just be the ideal fit for your company.

Let's demystify Nutshell together and find out what it is about in the following sections of this review.


What is Nutshell and what does it help with?

The software for customer relationship management, or CRM, called Nutshell, facilitates the organization of conversations, leads, and contacts for teams.

One of its coolest features is the single sales pipeline, which you can customize to fit your team's workflow well.

What is Nutshell?
source: Nutshell

The pipeline boards and interactive lead maps make it simple to visualize your sales process and spot areas for improvement. And with activity reminders, you *might* be on top of your game.

But first, let's learn how to set it up. Then, in the next section, we'll discuss that 'might’ later in this Nutshell review.

It’s really straightforward to start with Nutshell:

  • Create an account on the Nutshell website.
  • Create your team by extending invitations and defining roles.
  • Connect Nutshell to your calendar and email account.
  • Enter Nutshell with your contacts and leads.
  • By adjusting the stages and processes to correspond with your sales process, you may create your sales pipeline.
  • Set up your sales automation to automate repetitive tasks.
  • Configure your reporting dashboard to track your sales progress and identify improvements.

We are moving on the next section which is what y'all be waiting for, namely, the pros of Nutshell.

What are the advantages of using Nutshell?

We have read many reviews of Nutshell to find some of the top-rated features that its users love. Here are some of the pros of Nutshell:

User-friendly interface and Simple to use

  • Nutshell's well-designed CRM system is easy to navigate through tasks and reminders.
  • Most search, reminder, and scheduling functions are straightforward to use and go beyond the basics.
  • The user-friendly interface and built-in CRM features are good.

Easy Contact and Pipeline Management

  • In Nutshell's consolidated database, you can search for every contact, client, and conversation.
  • Keep all of your team's contact information, call logs, and emails in one convenient area.
  • Choose from four different ways to view and manage your pipelines: view options include list, map, chart, and board views.
  • Share filtered views with your team after saving them to keep everyone in the loop.
Nutshell contact management and pipeline management

Insightful Reporting and Tracking:

  • The reviews are a bit scattered for this one. But a lot of users have appreciated this feature.
  • Users can create custom reports and dashboards to visualize sales data and get a better understanding of key performance metrics.
  • Setting reminders and overall flexibility.
Nutshell Inside Reporting and Tracking
source: Nutshell

Good customer service:

  • Attentive post-sales support.
  • The primary reason many choose this platform.

So, these are the most appreciated features of Nutshell.

But what about the other features that the tool offers? Fret not; we have all of them right here in this Nutshell review to save you from the back and forth.


What are some additional Nutshell features that you should be aware of?

Smart Sales Automation

  • To save time and to handle fewer activities, automate your sales process.
  • Create customized pipeline triggers to fit your unique sales process.
  • Set up a schedule for your email outreach and track email communications.
Nutshell Smart Sales Automation

Intelligent Forms

  • Use Nutshell Forms to gather leads through your website.
  • Design and embed forms in just a few minutes with our easy-to-use form builder.
  • Customer data is entered into Nutshell automatically, so you can focus on other tasks.

Transparent Teamwork

  • The team collaboration tools in Nutshell will help you get everybody on the same page.
  • To make sure everything is clear, check to see who is speaking to your customers on behalf of the sales staff.
  • Even while traveling, stay informed of everything that requires your attention.
source: Nutshelll

Knowledgeable Lead Attribution

  • To maximize your marketing efforts, find out which strategies generate the most prospects.
  • With closed lead data, your marketing campaigns will improve by showing what's working and what's not.
  • Use Nutshell Analytics or Nutshell Forms to automate the lead attribution process completely.

A CRM that incorporates Email Marketing

  • Create drip sequences, newsletters, broadcasts, and all of the above using Nutshell's templates or your own designs.
  • Quickly find a recipient list for your email to make it easy to target specific groups.
  • Automatically trigger sequences to save time and stay in touch with prospects.
  • The email marketing tool of Nutshell lets you send up to 150 emails without paying anything in its features.

Now that we have discussed the good and the excellent of Nutshell, let's jump onto its bad and ugly in the review.

What are the cons of using Nutshell?

Customers enjoy Nutshell as a CRM, however several of its features are problematic.

Here are the top Nutshell cons:

Lack of customization:

  • For beginner users, Nutshell CRM's extensive feature set may be too much to handle. You're kinda on your own.
  • Nutshell CRM is less customizable, so you might be unable to tailor it to your needs.
  • Users in the reviews have been unable to add custom fields or customize the layout of their dashboard.
  • That can be frustrating when trying to get your work done efficiently.
Nutshell review
source: G2

Double entry:

  • In Nutshell, creating a lead can involve a lot of double entering.
  • You might have to repeatedly enter the same information, which can be tedious and annoying.
  • It might make it more difficult to remain effective and structured.
Nutshell review on G2


  • Users require more customization options even if Nutshell includes some reporting functions.
  • Users who depend on statistics to make sound decisions may encounter difficulties.
  • Numerous customers who need to keep tabs on their progress benefit from better reporting.
source: G2

Slow customer support:

  • The customer service team also has received a lot of conflicting feedback. Users' interactions with them have varied.
  • Some consumers may not find the customer help for Nutshell to be as prompt or responsive as they would want.
  • It can irritate users who rely significantly on the CRM to run their businesses.
Nutshell review on G3
source: G2

Lack of integrations:

  • Nutshell CRM does not have as many integrations as some competitors.
  • If you're looking for a CRM that can work with various other apps, Nutshell might not be the best choice.
  • It would help if it integrated it with other email marketing tools to extend its functionality.
Nutshell review on G2

Mobile application:

  • The mobile Nutshell app is not as functional as it could be.
  • Some users may find it lacking in features in contrast to the desktop version.

With all that reviewing, let's all understand. Whether good or bad, all things come with a cost. So in the next part of this review, we'll learn about the pricing plans of Nutshell.

How much does Nutshell cost?

A 14-day free trial is available from Nutshell.

Nutshell has two plans - Foundation and Pro - to help teams manage their contacts, leads, and conversations.

Foundation plan: A simple CRM for $16 per user per month, which is reasonable considering the features it offers.

Includes contact management, customized sales pipeline, email and calendar synchronization. Also lead reporting, pipeline board, web forms, and activity reminders.

  • Pro plan: At $42 per user each month, this is the most popular option.

Includes everything in Foundation, and sales automation and unlimited pipelines. Also  quotas for sales and activities, thorough reporting, and in-app phone dialing and recording.

Nutshell pricing

Then, there are customized prices where the cost is determined by the quantity of users and marketing contacts.

Let’s recap the drawbacks of the Nutshell in the next part of the review, and to address the better lead generation alternative of the tool.

Nutshell pros and cons
source: Capterra

Drawbacks of Nutshell

The following are the drawbacks collected from the Nutshell reviews:

  • Less customization options than those available with some alternative CRM applications.
  • Restricted built-in automation tools.
  • No integrated project management resources.
  • Limited third-party integrations compared to some other CRM software.
  • Pricing can be expensive for bigger teams.
  • Limited mobile app functionality compared to the desktop version.
  • It can be overwhelming to learn and use for some users.
  • No social media integration.
  • No built-in document management or storage capabilities.
Cons of using Nutshell
  • They have limited reporting options for some plans.
  • You must add a tag to the system before uploading a contact spreadsheet. If the tag doesn't exist then the import fails.
  • Marketing is an optional add-on. Not as many templates/features as others.
  • There is a good deal of repetition. Your data needs to be managed manually to make sure your accounts remain clear and to avoid duplication.

Finally, it's time for your surprise bonus. That lead generation angel alternative is Salesrobot.


How does Salesrobot help you in overcoming Nutshell drawbacks?

Salesrobot is a cloud-based sales automation platform, that helps you run personalized LinkedIn and Email outreach campaigns to your ideal prospects.

Salesrobot -best alternative to Nutshell
  • Salesrobot has better customization and sequential capabilities. You can tailor your sequences to follow your brand and prospects.
  • Salesrobot has a smooth-running user interface. So, it is easy to understand and navigate.
  • And if you still need help with anything, the easy and practical online demos are available for your help. And the well-informed customer service is there 24x7.
Salesrobot review on G2
  • It has advanced LinkedIn and email automation features.
  • It successfully uses LinkedIn as a sales tool. LinkedIn polls, groups, and private messages are prime examples of the Salesrobot's lead generation.
  • Personalization is critical in outreach. And salesrobot offers you hyper-personalization to increase your prospect engagement.
  • Salesrobot also integrates with Zapier for better integrations and flow of data. The integrations are well configured to get your data.
  • The reporting and analytics options are good as they help enhance your outreach strategy.
Smart Analytics salesrobot

But there’s more. There’s always more with Salesrobot, read on to find out.

Other important features of Salesrobot:

  • One significant feature of Salesrobot is its safe configuration. It safeguards your account(/s) from the ban on LinkedIn by successfully bypassing the daily limit.
Salesrobot smart configuration
  • Salesrobot offers robust team management features. You can check out the whole team's work stats and other campaign analytics in one place.
  • With Salesrobot's advanced workflows, you can create "multi-touch" campaigns. They don't just involve sending connection requests and messages but also liking posts, wishing on birthdays, etc. All this makes the customers' campaigns look less automated and more personalized.

We have made it to the end! Let’s applaud ourselves for learning it all. And now for the final verdict, keep at it for a little longer.

Making an Informed Decision: Our Final Thoughts on Nutshell Review

Lastly in my Nutshell review, Nutshell is a useful CRM tool but mainly for smaller enterprises or teams.

Like we've discussed, it does have its limitations, such as its

  • increasing pricing with increasing users,
  • integrations and customization limitations,
  • storage problems,
  • and restricted email prospecting.

That's where Salesrobot comes in as a great alternative - it offers a more personalized and flexible solution. It comes with a wide range of customizations that can further streamline your sales process.

Salesrobot is a cloud-based sales outreach software that helps you use LinkedIn as your prospecting channel. It is, after all, the most-hyped professional social media right now.

So, if you're looking for CRM software for small organizations. And that meets your specific needs with its acceptable but limited functionality, go for Nutshell.

But if you want powerful lead generation with increased engagement chances, be sure to give Salesrobot a try. It is the missing piece to take your sales game to the next level.

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Get free leads for 14 days

Get Started
Stop relying on personal connections to get more customers

Start generating high-quality leads in next 60 mins
(like our 3000+ users do)