Detailed Nutshell CRM Review 2024: Features And Pricing

What Does Nutshell CRM Do?

Its powerful functions include lead management, sales automation, email marketing, and custom reporting, all accessible from mobile devices. It’s also user-friendly and comes with collaboration tools, making it easy for teams to stay organized and build strong customer relationships. Nutshell’s affordable pricing and world-class live support make it an excellent choice for businesses to streamline their sales process and drive growth.

Pricing Plan 

Nutshell CRM offers a flexible and scalable pricing structure for various business needs. This CRM software provides four pricing tiers: Starter, Pro, Pro+, and Enterprise.

The Starter plan is ideal for small businesses at $16 per user per month. This package offers essential features such as contact management, lead management, and basic reporting. The Pro plan, at $42 per user per month, unlocks advanced features like sales automation, custom reporting, and email marketing tools.

I recommend the Pro+ plan for businesses with sophisticated functionalities at $52 per user per month. It includes additional benefits such as a dedicated customer success manager and priority support. The Enterprise plan, at $67 per user per month, caters to larger organizations with complex requirements. This package allows custom integrations, advanced security features, and a dedicated account manager.

All Nutshell subscription plans include unlimited contact records and data storage. This ensures your team can store and access customer information from any device. Nutshell CRM also offers a free trial. You can use the software for 14 days without being billed. 

The best part is that you don’t have to worry about canceling your plan. When the trial period is over your account is closed automatically. With its user-friendly interface, robust features, and competitive pricing, Nutshell CRM provides excellent value for businesses looking to streamline their sales process and boost productivity.

What Is Nuthell CRM Software Best Known For?

Nutshell CRM has built its reputation in customer relationship management (CRM) for empowering sales teams. It’s instrumental in streamlining their process so they can close more deals. This CRM software is known for its intuitive interface, robust contact management features, and seamless integration. You can work effortlessly with popular business tools alongside Nutshell. 

One of the key benefits that sets Nutshell apart is its user-friendly design. Its interface allows small businesses to navigate and utilize its powerful functionalities easily. This navigation hardly requires a full-time admin as upon workflow customization. Sales teams also praise Nutshell’s ability to simplify lead management. You can easily track down potential leads through web forms and email automation.  

Furthermore, teams can automate repetitive tasks and provide valuable insights through custom reports and analytics. Nutshell’s mobile app is another standout feature. It enables sales representatives to access critical data, track leads, and update deal progress remotely. This flexibility ensures that teams can stay connected and productive. Field teams won’t fall behind and can use the data for informed decision-making. 

Nutshell’s commitment to customer success is evident through its world-class live support team. Users have consistently showered them with high praise for their prompt and informed responses. The company’s dedication to helping businesses build strong customer relationships and optimize their sales funnel is notable. In return it has contributed to its growing popularity among small to medium-sized enterprises.

By combining essential sales and marketing tools into a single, affordable platform, Nutshell eliminates the need for juggling separate sales and email marketing platforms. You can create an all-in-one dashboard that saves businesses time and money. This harmonization of functions also fosters greater collaboration between sales and marketing teams.

As more companies recognize the value of streamlining their sales process and leveraging data-driven insights. Nutshell CRM has emerged as a top choice for businesses seeking a powerful yet user-friendly solution. Its comprehensive features make it easy to streamline the sales process and leverage data-driven insights. Moreover, it offers exceptional customer support and vast onboarding materials.

Nutshell CRM Key Features

Nutshell CRM integrates many intuitive features to help businesses streamline their customer interactions. Some of the key features of Nutshell CRM include:

Sales automation

Nutshell CRM’s powerful sales automation features are designed to streamline your sales process. You’ll beagle to free up your team to focus on closing deals and building customer relationships. With Nutshell, I’ve seen teams say goodbye to wasting valuable time on repetitive tasks thanks to automation.

You can automate your sales pipeline by customizing triggers that move leads through the funnel based on specific criteria. Effectively, you eliminate manually updating lead statuses or worrying about leads falling through the cracks. Plus, Nutshell allows you to put your email outreach on autopilot. Your leads will receive timely, personalized communications without requiring constant manual effort.

Nutshell’s sales automation tools allow you to reduce time-wasting tasks and ensure consistent and timely follow-up. The customizable triggers match your unique sales process and automate email sequences to nurture leads effectively. Manual tasks and inefficient processes won’t hold your sales team back any longer. 

Reporting and analytics

A screenshot of Nutshell’s reporting and analytics dashboard. 

Nutshell CRM’s reporting & analytics feature empowers businesses to make data-driven decisions. They provide valuable insights into sales performance, team productivity, and lead generation. With instant access to key metrics and customizable reports, you can easily track your progress and identify areas for improvement.

One of the standout functions is the ability to monitor sales performance in real time. You can quickly see how your month’s sales compare to previous periods. To add context, you can drill down by product, rep, lead source, and more to pinpoint the biggest movers for your business. This granular level of analysis allows you to make informed decisions and adjust your strategies accordingly.

In addition to sales performance, Nutshell CRM provides valuable insights into your team’s effort and productivity. You can identify top performers and areas where additional training or support may be needed. This is by tracking key metrics such as calls made, emails sent, and deals closed. This information is crucial for effectively managing your team and ensuring they have the resources they need to achieve and surpass their quotas.

Nutshell CRM’s reporting & analytics feature also includes powerful forecasting tools. These will enable you to estimate future sales based on historical data and current pipeline activity. This information is essential for resource planning, budgeting, and setting realistic goals for your team.

This software also allows you to monitor lead volume and analyze lost deals to identify your best lead sources. You’ll understand why you may not be winning certain opportunities. By tracking conversion rates at each stage of your sales funnel, you can take action to optimize your processes.

Web Forms

A screenshot of web forms in Nutshell. 

The web forms feature is a powerful tool that I found helpful in capturing leads directly from websites. In streamlining the lead generation process this feature is golden. With Web Forms, you can easily design and embed custom forms on your site in just a few minutes. The best part is that it doesn’t require advanced technical expertise.

When potential customers complete a web form, their data is automatically entered into your Nutshell CRM. The advantage is that the automation eliminates the need for manual data entry, reducing the risk of errors. This seamless integration ensures that your sales team has access to the most up-to-date information about each lead. So, follow-ups are more straightforward, and your team can reach more potential clients.

Web forms also provide valuable insights into your marketing efforts. You can optimize your marketing strategies by tracking which forms and pages generate the most leads and sales. This includes using data to determine how to allocate resources more efficiently. This data-driven approach helps you focus on the channels and tactics that deliver the best results. 

Nutshell’s web forms feature is essential for businesses looking to streamline their lead-generation process. Improving marketing ROI and ultimately growing their customer base. With its user-friendly design and powerful integration capabilities, the web forms make capturing easy. 

Pipeline management

A screen image of the pipeline management feature of Nutshell. 

The pipeline management function offers comprehensive tools to help businesses efficiently track and manage their sales pipeline. With four distinct views – Board, List, Map, and Chart – sales teams can easily monitor the health of their pipeline and take action to move deals forward.

The Board view provides an interactive, drag-and-drop interface that allows users to quickly update lead stages and mark leads as won, lost, or canceled. This visual representation of the pipeline makes it easy to identify bottlenecks and prioritize follow-up activities.

For those who prefer a more traditional approach, the List view displays leads in a spreadsheet-style format, with the ability to sort by various criteria such as lead age, stage, confidence, and value. This view is ideal for quickly scanning through many leads and identifying key opportunities.

The Map view is particularly useful for outside sales reps, as it displays the geographic location of companies and contacts. This enables reps to plan their on-site meetings and schedule activities more efficiently. The Map view is also available on Nutshell’s free iPhone app, allowing sales teams to access critical information on the go.

Finally, the Chart view visually represents lead trends over time, including quantity and value. This high-level overview helps sales managers identify patterns and make data-driven decisions to optimize their pipeline.

In addition to these views, Nutshell CRM offers a “Hot Leads” feature that allows users to prioritize their most promising prospects with a single click. Customizable lead board cards enhance the platform’s flexibility, enabling teams to tailor the displayed information to their needs.

With its comprehensive pipeline management tools, Nutshell CRM empowers sales teams to work more efficiently, close more deals, and drive business growth.

Is Nutshell CRM Easy To Use?

Nutshell CRM prioritizes user experience, offering an intuitive and user-friendly interface. It strives to make it easy for sales teams to navigate and utilize the platform’s powerful features. The clean, modern design ensures that users can quickly access the tools and information they need without feeling overwhelmed.

One of the standout aspects of Nutshell CRM is its commitment to providing comprehensive training resources and support for new users. The platform offers a variety of onboarding options, including guided tours, live demos, and a dedicated help center. These resources enable users to quickly familiarize themselves with the system and leverage its capabilities to drive sales growth.

The help center is a particularly valuable resource, offering a wealth of documentation and FAQs. Users can easily search for specific topics or browse through categories for the needed information. Additionally, Nutshell’s customer support team is readily available to assist with any questions or concerns, ensuring users can get the most out of the platform.

Nutshell CRM provides ongoing education and training through its blog, Growth playbooks, and free resource downloads. These materials cover various topics, from sales best practices to industry-specific strategies, helping users continuously improve their skills and stay up-to-date with the latest trends.

For those looking to dive deeper into the platform, Nutshell offers a “Your Sales Process with Nutshell” program, which provides personalized guidance on optimizing the CRM to fit their unique sales process. This tailored approach ensures that users can effectively leverage Nutshell’s features to meet their needs and goals.

Overall, Nutshell CRM’s user-friendly interface, comprehensive onboarding resources, and ongoing educational support make it an accessible and valuable tool for sales teams of all sizes and industries.

Which Companies Work With Nutshell CRM?

For its stellar features, ranging from sales automation to team collaboration and artificial intelligence, it has attracted a lot of admirers. Among the top companies that use Nutshell CRM are: 

• LUHV Food
• Lira Clinic 
• Cafe Umbria 
• Spring 44 Distilling 
• Wave Guard 
• Brothers Leather Supply Company 

Alternatives 

In my experience, I have found Nutshell CRM versatile enough to fulfill customer relationship needs for most industries. It’s also user-friendly enough to utilize and set up. Users looking for the same efficiency elsewhere can try:

• Pipedrive 
• Sales Hub 
• Insightly CRM
• Freshsales Suite
• Zoho CRM

Suitability Assessment

If you’re looking for an all-encompassing CRM software, Nutshell is a top choice. However, evaluating if it aligns with your organization needs a test run. You can save yourself the tedious testing regimes with the simplified criteria below.

Choose Nutshell CRM if:

• You’re a small to medium-sized business looking for a customizable CRM solution. 
• Your team prioritizes collaboration and needs a platform that facilitates seamless communication. 
• You want a CRM with built-in marketing automation features. 
• You need a CRM that offers excellent customer support and onboarding. 

Avoid Nutshell CRM if:

• You require extensive third-party integrations beyond its capabilities. 
• Your business relies heavily on advanced reporting and analytics features unavailable on Nutshell CRM. 
• You need a CRM with a highly customizable user interface to match your brand’s look and feel.