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About

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

About

Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Companies of all sizes that want to put customers first and grow better with an AI-powered customer platform

Audience

Small and medium-sized businesses with inside sales teams, across multiple industries.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Starter plan is $20/month, Professional plan is $1,450/month, Enterprise plan is $4,700/month
Free Version Supported
Free Trial Supported

Pricing

$13.00/month/user
Nutshell Sales: From $13/user per month.

Nutshell Marketing: Pricing based on # of marketable contacts, starting at $5/month.

Nutshell Engagement: $16 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.6 / 5
ease 4.6 / 5
features 4.4 / 5
design 4.4 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Easy to Use and Effective Makes Customer Tracking Easy Clean, User-Friendly CRM Simple, Intuitive, and Reliable
  • One of the standout features of Nutshell CRM is its user-friendly interface. The clean, intuitive design makes it incredibly easy for team members to navigate and get up to speed quickly, even if they're not particularly tech-savvy. This simplicity doesn't sacrifice functionality, as the CRM also offers comprehensive reporting and analytics. With customizable reports and a dynamic dashboard, Nutshell provides valuable insights into sales performance, lead generation, and customer interactions. This combination of ease-of-use and powerful reporting tools makes it an ideal solution for teams looking to streamline their workflows while gaining actionable business insights.
  • Nutshell is easy to adopt and intuitive for sales teams, which leads to higher usage and better data quality. Pipelines and fields are flexible enough to reflect real sales processes without overcomplication. Visibility into deals, activities, and follow-ups is clear, making it easier for managers to coach and forecast effectively.
  • Nutshell is a user-friendly CRM that works well for managing contacts and sales activity. It’s intuitive and keeps our pipeline organized. Some advanced features may require setup and customization, but overall it’s a dependable tool.
  • Ease of use Ability to group contacts together based on location Tracking leads and contacts Frequent updates

Cons

  • Some features take a little time to fully learn but not difficult at all
  • While Nutshell offers a lot of great features, there are a few areas that could be improved. Some users may find the lack of advanced customization options in certain areas, like the user interface or reporting templates, a bit limiting. Additionally, while it integrates with many tools, it doesn't support as wide a range of integrations as some other CRMs, which could be a drawback for teams using more niche software.
  • Advanced reporting and automation are more limited compared to larger enterprise CRMs, and highly complex workflows may require workarounds. Teams looking for deep native marketing automation or heavy customization at the enterprise level may find Nutshell intentionally streamlined rather than exhaustive.
  • There are too many features and settings and it can get very confusing.
  • Sometimes buggy. Pages can freeze up but resolves itself with page refresh.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

HubSpot
Founded: 2006
United States
www.hubspot.com/products/customer-platform

Company Information

Nutshell
Founded: 2009
United States
www.nutshell.com

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Categories

AI Email Writers Supported
AI Marketing Supported
AI Sales Tools Supported
AI Summarizers Supported
AI Tools Supported
AI Writing Supported
Automotive CRM Supported
B2B eCommerce Supported
Call Tracking Supported
Chatbot Supported
Cold Email Supported
Construction CRM Supported
Contact Management Supported
Content Management Supported
Content Marketing Supported
CPQ Supported
CRM Supported
Customer Service Supported
Customer Success Supported
Demand Generation Supported
Email Marketing Supported
Financial CRM Supported
Healthcare CRM Supported
Help Desk Supported
Hotel CRM Supported
Landing Page Supported
Lead Generation Supported
Lead Management Supported
Lead Scoring Supported
Live Chat Supported
Marketing Supported
Popup Builders Supported
Quote-to-Cash Supported
Real Estate CRM Supported
Revenue Operations Supported
RFM Analysis Supported
Sales Supported
Sales Analytics Supported
Sales Dialers Supported
Sales Engagement Supported
Sales Intelligence Supported
Sales Tracking Supported
Sentiment Analysis Supported
SMS Marketing Supported
Social CRM Supported

Categories

AI CRM Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Email Marketing Supported
Fatigue Management Supported
Inside Sales Supported
Insurance CRM Supported
Lead Management Supported
Sales Analytics Supported
Sales Enablement Supported
Sales Engagement Supported
Sales Tracking Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Not Supported
Forecasting Supported
Project Management Supported
Quote Management Not Supported
Sales Management Not Supported
Scheduling Supported
Time Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Online Form Builders Features

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Supported
Pre-made Templates Supported
Quizzes / Questionnaires Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Supported
Lead Analytics Supported
Pipeline Management Supported
Predictive Forecasting Supported
Predictive Lead Scoring Supported
Sales Intelligence Reporting Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Not Supported
Lease Management Not Supported
List Management Not Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Not Supported
Showroom Management Not Supported
Territory Management Supported

CPQ Features

2D Drawing Supported
3D Modeling Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

Call Tracking Features

Call Log Supported
Call Recording Supported
Call Routing Supported
Caller Identification Not Supported
Campaign Management Supported
Conversion Tracking Supported
CRM Supported
IVR / Voice Recognition Not Supported
Keyword Tracking Supported

Campaign Management Features

Channel Management Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Chatbot Features

Call to Action Supported
Context and Coherence Supported
Human Takeover Supported
Inline Media / Videos Supported
Machine Learning Supported
Natural Language Processing Supported
Payment Integration Supported
Prediction Supported
Ready-made Templates Supported
Reporting / Analytics Supported
Sentiment Analysis Supported
Social Media Integration Supported

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Supported
E-forms Supported
Full Text Search Supported
Image Editor Supported
SEO Management Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Content Marketing Features

Audience Targeting Supported
Brand Management Supported
Campaign Management Supported
Categorization / Grouping Supported
Conversion Tracking Supported
Distribution Management Supported
Editorial Calendar Supported
Multi-Channel Publishing Supported
Publish Scheduling Supported
SEO Management Supported
Social Media Management Supported
Video Management Supported

Customer Service Features

Alerts / Escalation Supported
Appointment Management Supported
Call Center Management Supported
Email Management Supported
Knowledge Base Supported
Live Chat Supported
Performance Metrics Supported
Queue Management Supported
Self Service Portal Supported
Social Media Integration Supported
Surveys & Feedback Supported
Virtual Assistant Supported
Workflow Management Supported

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Supported
Onboarding Not Supported
Revenue Management Supported
Usage Tracking / Analytics Not Supported
Win / Loss Analysis Supported

Email Template Design Features

A/B Testing Supported
Code From Scratch Supported
Drag & Drop Editing Supported
Image Library Supported
Import HTML Code Supported
Mobile-Friendly / Responsive Supported
Potential Issue Identification Supported
Premade Templates Supported
Proofing Supported
Reporting / Analytics Supported
Text Editor Supported
Theme Editor Supported

Financial CRM Features

Account Alerts Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Not Supported
Patient Communications Not Supported
Patient Management Not Supported
Physician Management Not Supported
Predictive Analytics Not Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

Landing Page Features

A/B Testing Supported
Analytics Supported
Drag & Drop Supported
Form Creation Supported
Real Time Editing Supported
Responsive Supported
SEO Management Supported
Templates Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Live Chat Features

Canned Responses Supported
Customizable Branding Supported
Geo Targeting Supported
Offline Form Supported
Proactive Chat Supported
Screen Sharing Supported
Third Party Integration Supported
Transfers / Routing Supported
Website Visitor Tracking Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Not Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Revenue Operations Features

Account Health Dashboard Supported
AI Insights Supported
Automatic CRM Updates Supported
Contact / Activity Tracking Supported
Revenue Dashboard Supported
Revenue Intelligence / Reporting Supported
RevOps Automation Supported
Sales Analytics Supported
Sales Forecasting Supported
Third-Party Data Aggregation Supported

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Supported
Mobile Coupons Supported
Mobile Keywords Supported
Polls / Voting Supported
Reporting/Analytics Supported
Scheduled Messaging Supported
Shortcodes Supported
Text-to-Win Supported

Sales Content Management Features

Audio / Video Recording Supported
Audio File Management Supported
Branded Sales Content Supported
Centralized Sales Content Repository Supported
Collaboration Tools Supported
Content Recommendations Supported
Email Management Supported
Engagement Analytics Supported
Interaction Tracking Supported
Personalization Supported
Sales Partner Management Supported
Sales Training / Onboarding Supported
Video File Management Supported

Sales Intelligence Features

CRM Integration Supported
Data Cleaning Supported
Data Enrichment Supported
Data Import/Export Supported
Data Mining Supported
Data Verification Supported
Email Integration Supported
Lead Scoring Supported
List Building Supported
Performance Management Supported
Pipeline Management Supported
Predictive Modeling/Analytics Supported
Prospecting Tools Supported
Reporting/Analytics Supported
Sales Forecasting Supported

Sales Performance Management Features

Incentive Compensation Management (ICM) Supported
Predictive Sales Analytics Supported
Quota Management Supported
Reporting / Analytics Supported
Sales Coaching Analysis Supported
Sales Gamification Supported
Sales Performance Tracking Supported
Sales Planning & Forecasting Supported
Territory Management Supported

Social CRM Features

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Supported
Social Media Monitoring Supported
Task Management Supported

Social Media Management Features

Automated Publishing Supported
Brand Tracking Supported
Content Management Supported
Customer Engagement Supported
Multi-Account Management Supported
Multi-User Collaboration Supported
Post Scheduling Supported
Reporting/Analytics Supported
Social Media Monitoring Supported

eCommerce Marketing Features

AB Testing Supported
Abandoned Cart Email Supported
Analytics / ROI Tracking Supported
Customer Data Profiles Supported
Dynamic Content Supported
Email Marketing Supported
Email Personalization Supported
Facebook Ads Supported
Google Ads Supported
Product Recommendations Supported
Push Notifications Supported
Retargeting Supported
Search Marketing Supported
Segmentation Supported
Signup Forms & Popups Supported
SMS Marketing Supported
Social Marketing Supported
Triggered Emails Supported
Website Visitor Tracking Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Not Supported
Forecasting Supported
Project Management Not Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Not Supported
Website Visitor Tracking Not Supported

Online Form Builders Features

Artificial Intelligence Not Supported
Assign Roles / Permissions Supported
Collaboration Tools Not Supported
Conversational Forms Not Supported
Data Tables Not Supported
Drag & Drop / No Code Supported
Export to PDF Not Supported
HIPAA Compliant Not Supported
Import Existing Forms Not Supported
Mobile Forms Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Not Supported
Signup Forms Supported
Surveys Not Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Not Supported
Lead Analytics Supported
Pipeline Management Supported
Predictive Forecasting Supported
Predictive Lead Scoring Supported
Sales Intelligence Reporting Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Not Supported
Task Management Supported
Templates Not Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Not Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Not Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Inside Sales Features

Auto-Dialing Not Supported
Call List Management Supported
Call Recording Supported
Campaign Management Not Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Not Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Integrations

3CX Supported
AWeber Supported
ActiveCampaign Supported
Ema Supported
Exopen Supported
Facebook Supported
Formstack Documents Supported
Google Contacts Supported
HubSpot CRM Supported
HubSpot Marketing Hub Supported
Integry Supported
Kindo Supported
Lead411 Supported
LiveChat Supported
Mailchimp Supported
Truto Supported
Unbounce Supported
Voxloud Supported
Wufoo Supported
Zapier Supported

Integrations

3CX Supported
AWeber Supported
ActiveCampaign Supported
Ema Supported
Exopen Supported
Facebook Supported
Formstack Documents Supported
Google Contacts Supported
HubSpot CRM Supported
HubSpot Marketing Hub Supported
Integry Supported
Kindo Supported
Lead411 Supported
LiveChat Supported
Mailchimp Supported
Truto Supported
Unbounce Supported
Voxloud Supported
Wufoo Supported
Zapier Supported
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