Nutshell In-Depth Review: Features & Alternatives (2023 Updated)

Hey there! Welcome to my blog, where I review some of the coolest SaaS products out there. Today, we're going to dive deep into Nutshell, the stress-free CRM that helps B2B teams close more deals. If you want to streamline your sales and marketing processes, then Nutshell might just be the perfect fit for you. So, let's get started!

Nutshell Review: What is Nutshell

Nutshell is an all-in-one CRM that is designed to make sales and marketing a breeze. It offers a range of features that help B2B teams manage their contacts, track their deals, automate tasks, and analyze their performance. With Nutshell, you can say goodbye to complex and clunky CRM systems and hello to a user-friendly and intuitive platform.

Nutshell Review: How can it be used?

Nutshell can be used in a variety of ways to benefit different user profiles, companies, and industries. Whether you're a sales rep looking to streamline your workflow, a sales manager wanting to track your team's performance, or a marketer aiming to improve your email marketing campaigns, Nutshell has got you covered.

Here are a few ways Nutshell can be used:

  • Contact Management: Nutshell allows you to easily find and access important information about your contacts, making it a breeze to stay up-to-date and personalize your interactions.
  • Pipeline Management: With Nutshell's flexible sales tracking platform, you can keep track of every deal and prioritize your leads based on their stage in the sales process.
  • Sales Automation: Nutshell automates repetitive tasks, such as lead assignment and task reminders, so you can focus on building relationships and closing deals.
  • Email Sequences: Nutshell's email sequences feature puts your sales outreach on autopilot, ensuring that you never miss a follow-up and increasing your chances of getting a reply.
  • Reporting & Analytics: Nutshell provides customizable reports that give sales managers insights into what's working and what needs improvement, allowing for data-driven decision-making.
  • Web Forms: Nutshell's embeddable forms make it easy to collect leads directly from your website, automatically turning submissions into new contacts and leads.
  • Email Marketing: Nutshell allows you to build targeted email lists from your CRM contacts, create beautifully designed marketing emails using built-in templates, and track engagement in real-time.

Nutshell Review: Who is it for?

Nutshell is suitable for a range of user profiles, including:

  • Sales Representatives: Nutshell provides sales reps with an easy-to-use platform that helps them manage their contacts, track deals, and automate tasks, allowing them to focus on selling.
  • Sales Managers: Nutshell's reporting and analytics features make it easy for sales managers to track their team's performance, identify areas for improvement, and make data-driven decisions.
  • Marketers: Nutshell's email marketing and automation features help marketers streamline their campaigns, track engagement, and turn subscribers into buyers.
  • Small and Medium-sized Businesses: Nutshell is a great fit for SMBs looking for an all-in-one CRM solution that is easy to set up, use, and integrate with their existing tools.

Nutshell Features

Let's take a closer look at some of the key features that Nutshell offers:

  • Sales Automation: Nutshell automates time-wasting tasks, allowing you to focus on what matters most – building relationships and closing deals.
  • Reporting & Analytics: Nutshell provides customizable reports that show you the metrics that matter to your sales team, helping you make data-driven decisions.
  • Email Marketing: Nutshell allows you to create targeted email lists, design beautiful marketing emails, and track engagement to optimize your email campaigns.
  • Web Form Collection: Nutshell's embeddable forms make it easy to capture customer information directly from your website and automatically create new leads.
  • Team Collaboration: Nutshell allows you to store customer notes and interactions in a centralized location, making it easy for anyone on your team to access and stay informed.
  • Contact Management: Nutshell makes it easy to add, gather, and store customer information, ensuring that you have all the details you need at your fingertips.
  • Pipeline Management: Nutshell offers customizable pipeline views that make it easy for your sales reps to manage their leads and prioritize their activities.

Nutshell Plans

If you're interested in learning more about Nutshell's pricing plans, I've written a more in-depth review about it on my blog. You can check it out nutshell pricing.

Nutshell Alternatives

If Nutshell doesn't quite meet your needs, don't worry! There are plenty of alternatives out there that you can consider. Here are a few options:

  • Salesforce: Salesforce is a leading CRM platform that offers a wide range of features and integrations. It is known for its scalability and customization options, making it suitable for businesses of all sizes. With Salesforce, you can automate sales processes, track customer interactions, and gain insights through powerful analytics.
  • HubSpot: HubSpot CRM is a popular choice for small and medium-sized businesses. It provides a user-friendly interface and a suite of tools for managing contacts, deals, and marketing campaigns. HubSpot also offers additional marketing and sales software that can be integrated with the CRM for a comprehensive solution.
  • Zoho CRM: Zoho CRM is a feature-rich CRM platform that caters to businesses of all sizes. It offers a wide range of modules and customization options to meet specific business needs. Zoho CRM provides automation capabilities, email marketing tools, and integration with other Zoho applications for seamless data management.

For more information about each CRM platform, you can visit their respective websites.

Nutshell Review: Pros & Cons

Let's take a look at some of the pros and cons of using Nutshell:


  • User-friendly and intuitive interface
  • Excellent customer support
  • Powerful sales automation features
  • Robust reporting and analytics capabilities
  • Seamless integration with popular tools like Google Workspace and Microsoft Office


  • Limited customization options compared to some other CRMs
  • Pricing plans might be a bit on the higher side for small businesses


In conclusion, Nutshell is a fantastic CRM solution for B2B teams looking to streamline their sales and marketing processes. With its user-friendly interface, powerful features, and excellent customer support, Nutshell stands out as a top choice in the CRM market. So, why not give it a try and see how Nutshell can help you close more deals?

If you enjoyed this review, make sure to check out my blog for more SaaS reviews and insights at saas blog. Happy selling!


Upendra Varma

Upendra Varma

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