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About

Nimble is the Team Relationship CRM — built for the whole company, not just the sales team. Sales and marketing get the tools they need to scale revenue: pipeline, email marketing, sequences, and web forms. The rest of the company — customer success, recruiting, partnerships, business development — works from that same shared relationship record instead of getting left to spreadsheets and inboxes. Most teams stitch together five separate tools to cover what one platform should do — a CRM, a data-enrichment tool, an outreach sequencer, a prospecting tool, and an email marketing platform — at a cost of roughly $600 per user per month before anyone's sent an email. Nimble replaces all of that with one all-in-one platform and one shared record, at a fraction of the cost.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Relationship builders across the whole company — using Gmail, Google Workspace, or Microsoft 365 — outgrowing spreadsheets or frustrated with complex CRMs.

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$24.90 per user per year
Free Version
Free Trial

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
Free Trial

Reviews/Ratings

Overall 4.5 / 5
ease 4.6 / 5
features 4.3 / 5
design 4.6 / 5
support 4.7 / 5

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

  • Nimble helps to connect and collaborate with marketing and lead approaching teams. The user interface is super clean and easy to navigate. Easy to engage with leads using unified communications. Customer support is very helpful.
  • Mainly the Nimble dashboard presents all the tools we need to do labor management. One of the main characteristics that makes Nimble stand out is its efficient integration with Office 365 and with social networks that we manage such as LinkedIn or Twitter, where we centrally manage contacts and capture the way we communicate. Nimble is the ideal tool to establish business ties, with easy access and a mobile tool which allows us to work from wherever we are. Its interface is intuitive and transports us to a more effective work methodology, its CRM is complete and unifies other tools that enhance its capacity and efficiency. In the same way, it is perfect for capturing potential clients, interacting with them, and sending them our message so that in this way we can strengthen ties. Customer support provides online help whenever we need it, they are efficient in their responses, in addition to this they provide full support. Real-time notifications are essential to keep us abreast of any updates. Lastly, it provides ample space for organizing tasks, creating ordered layers that contribute to time and task management, being a powerful weapon in our daily work.
  • It is a tool that offers the basics necessary to carry out good work management. It is part of a centralized system where it is possible to operate various functions, be it our email, where we look at the inbox and we can even work on digital marketing via email. The interface and tools are very good, from a single glance I can work on everything, without having to go from one place to another, Nimble also provides ease of connection and integration of applications, where it is possible for us to achieve our CRM work, interacting with each social network that we need and communication with each of our clients. Similarly, it provides us with the ability to store documents and databases, where we can see all the status of our customers, have all the information at hand for the application of the sales funnel and marketing campaigns. Likewise, it is the ideal platform to keep our workflow active, supervising the fulfillment of tasks, the follow-up of projects and the proper performance of activities within the framework of the organization and labor proactivity. The calendar is an excellent plus for planning and managing our work, putting everything in order and prioritizing important issues day by day.
  • Nimble is the best email marketing tool on the market at the moment, it has the best scheduling and editing panels and allows us to manage in an organized way all our contacts helping us to identify potential customers quickly.
  • One of the best CRM platforms with a wide variety of features. With Nimble, you get everything in one place from a social calendar, messages, and critical information. It's a tool that helps a lot in marketing, but you can also have multiple active emails organized and stored in the cloud, so you'll never have a loss of information. I love adding people to Nimble through its browser add-on by highlighting an email address or phone number. It's effortless and intuitive, just what any small, medium, or significant business needs. Integrating with social networks will allow you to get closer to your customers in a surprising way.

Cons

  • I haven't found any downside in my 6 months of usage.
  • Among the negative points, I can highlight that it needs a cost adjustment, better adapt the plans so that it is much more accessible to the public, for example, I require more storage and having a little more extra seems too high a cost. The summary of data that we could previously appreciate from the contacts is important, it is no longer like that, and we must enter to be able to see important things such as the phone number or email, in my opinion this can be adjusted in the contacts’ interface. The customization capacity is somewhat limited, configuring the formats can become too complicated when I feel that it is something that should be simpler. We are still in a learning process, trying to adapt to the user experience that Nimble offers and to see everything negative as positive.
  • I think some updates are needed, we feel as a team that we need to adjust things to adapt the interface for our work comfort, this is what the work management experience is all about, adjust everything to make Nimble our preferred work system, so that if we want there to be updates that allow much more customization. On the other hand, the templates for email marketing are limited and do not allow us to adjust as we need to transmit our message, it would be ideal to have greater editing capacity.
  • In comparison, the price of Nimble is high, although it compensates for everything it offers. The storage is very little for what they charge and it is annoying since we need enough space in the cloud.
  • I am genuinely delighted with Nimble and don't have much I can criticize; maybe the only detail is that I wish their mobile app were much better than it is; this would give us much more convenience anywhere, working more effectively from a mobile.

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Nimble
Founded: 2010
United States
www.nimble.com

Company Information

Nutshell
Founded: 2009
United States
www.nutshell.com

Alternatives

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monday CRM

monday.com
QuantaStor

QuantaStor

OSNexus
HubSpot CRM

HubSpot CRM

HubSpot
C2CRM

C2CRM

Clear C2
Maximizer CRM

Maximizer CRM

Maximizer Software

Categories

Categories

CRM Features

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

Contact Management Features

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

Sales Engagement Features

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

Sales Force Automation Features

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

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Sales Intelligence Features

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

CRM Features

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

Contact Management Features

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

Sales Engagement Features

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

Sales Force Automation Features

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

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Email Marketing Features

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

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Features

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

Marketing Automation Features

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

Online Form Builders Features

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

Sales Analytics Features

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

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Tracking Features

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

Integrations

AWeber
ActiveCampaign
Campaign Monitor
Constant Contact
Facebook
Formstack
Formstack Documents
Google Contacts
Google Drive
HubSpot Customer Platform
HubSpot Marketing Hub
Integry
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Textellent
Voxloud
Workers by Delos
Wufoo
Zapier

Integrations

AWeber
ActiveCampaign
Campaign Monitor
Constant Contact
Facebook
Formstack
Formstack Documents
Google Contacts
Google Drive
HubSpot Customer Platform
HubSpot Marketing Hub
Integry
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Textellent
Voxloud
Workers by Delos
Wufoo
Zapier
Claim Nimble and update features and information
Claim Nimble and update features and information
Claim Nutshell and update features and information
Claim Nutshell and update features and information