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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.

About

A secured platform helping Super Admins, IT Managers, Marketing Managers, and HR Managers automate, secure, and manage Google Workspace functionalities. Running natively on GCP, our modular suite bridges the gap between standard Google functionalities and enterprise governance. ToogleBox Core Capabilities: 1. Email Damage Control: Execute domain-wide queries to bulk-delete malicious phishing emails in real-time or recall internal mistakes. 2. User Directory Management: Centrally control your employees' data, corporate email signatures, vacation responders, and shared calendars. 3. Contacts & Groups: Use attribute-based automation to create and update distribution lists. Delete obsolete internal contacts and manage shared contacts. 4. InfoBox: Targeted corporate information management for your entire organization's ecosystem. Integrates via Google Workspace Marketplace APIs, Admin SDK, and Gmail API. Protected by Veracode SAST/DAST, CASA Tier 3, and GDPR compliance

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

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

Audience

Organizations that use Google Workspace

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

$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

Pricing

$4/user/year
ToogleBox has 4 different modules. Each one can be bought separately for $4 per user/year. You can also buy the complete set of 4 modules at a discounted price of $12 per user/year
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.8 / 5
design 4.5 / 5
support 4.9 / 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.

Pros from Real Users

Pros

  • The signature management module is very useful since it allows to standardize the corporate signature by adding gifs, links to social media and so on
  • This tool is highly useful in multiple ways. Features such as dynamic groups, organization-wide signatures, and internal email deletion save us hundreds of hours and prevent potential human errors.
  • The platform is remarkably intuitive and brings much-needed unified control to Google Workspace. Instead of hunting through scattered, disconnected menus in the native Google Admin console, ToogleBox brings everything together into a single, clean dashboard.
  • ToogleBox is a very useful and complete tool. I especially like the features it includes, such as Email Recall, which adds significant value and helps improve control and efficiency in daily operations.
  • That emails can be archived and retrieved if/when needed from a secure location. I am not a superadmin user so my rights are limited to archiving and company signature adjustments.
  • There's no way to begin highlighting the advantages of ToggleBox; it's an excellent tool that can be used every day and helps you solve many problems. It's essential for any system administrator, and one of its advantages is that it's always at hand when you need it.
  • We've been using ToogleBox for the past year to manage the signatures and to manage our company directory and internal communication. Real satisfy with the product
  • Simple to use straight forward interface, not cluttered. Excellent customer service support with design and technical issues.
  • Easy to set up multiple email signatures, see previews, edit user information in bulk or individually, quick turn around on questions, create multiple admins as needed, worked with us to make sure the DPA would be compliant for us as an educational institution
  • It is a solution that complements and enhanced an admin work, dynamic groups, signatures and Email search among others are tasks that normally an admin will have to spend hours and constant work to maintain in workspace but ToogleBox acts as an enhancement on those and makes it easy allowing us to use that time in other tasks and trust that those are being handled.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Nutshell
Founded: 2009
United States
www.nutshell.com

Company Information

ToogleBox
Founded: 2015
United States
www.tooglebox.com

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Categories

Categories

Engineered for Google Workspace Super Admins, ToogleBox provides an automated framework for managing contacts. Running natively on GCP, it eliminates the manual overhead of maintaining global address lists at scale. Core Capabilities: 1. Internal Contact Sync: Perform synchronization between the Google Workspace Directory and end-user address books to prevent obsolete ex-employee data from appearing as suggested recipients. 2. External Contact Sharing: Securely sync external entities (like vendors or clients) as shared contacts globally across your entire domain. 3. Dynamic Group Management: Replace manual provisioning with attribute-based automation. Dynamically update distribution lists and resource access based on Google Directory profile fields. Architecture & Security: Integrates seamlessly via the Admin SDK, Contacts API, and People API. Protected by continuous Veracode SAST/DAST scanning, CASA Tier 3 Certification, and full GDPR compliance.

Engineered for Google Workspace Super Admins, ToogleBox provides granular, programmatic oversight and remediation for emails. Running natively on GCP, this module bridges the gap between standard Google functionality and enterprise-level governance. Core Capabilities: 1. Bulk Email Deletion: Execute domain-wide queries via the Gmail API to identify and bulk-delete phishing emails. Target specific senders, subjects, or attachments to neutralize threats in real-time across all mailboxes. 2. Email Recall: Empower end-users to recall mistakenly sent internal emails without time constraints, mitigating errors and preventing the spread of sensitive data. 3. e-Discovery: Facilitate forensic investigations. Grant authorized admins the power to inspect specific email content for regulatory compliance audits. Architecture & Security: Integrates seamlessly via the Gmail API. Protected by continuous Veracode SAST/DAST scanning, CASA Tier 3 Certification, and full GDPR compliance.

ToogleBox provides programmatic, centralized control over corporate email signatures. Replace manual end-user configurations with automated, domain-wide enforcement synced directly to your Google Directory. Core Technical Capabilities: *Automated Enforcement: Deploy standardized signature templates across your entire domain or specific attribute-based user groups, automatically enforced and updated daily via the Gmail API. *Directory Sync & Delegation: Syncs seamlessly with Google Directory. Our Data Access feature allows end-users to securely update personal fields (like pronouns) while keeping the brand layout strictly locked by IT. *Automated Compliance: Programmatically enforce legal disclaimers company-wide to mitigate regulatory risks. *Dynamic Marketing Injection: Centrally push promotional banners, event links, and "Book a Meeting" CTAs—proven to drive a 15-25% lift in booked demos.

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

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

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 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

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

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

Email Management Features

Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Email Signature Features

Auto Update
Campaign Specific Signature
Content Creation
Image Management
Legal Disclaimer
Signature Management
Social Media
Templates

Integrations

Gmail
Google Contacts
Asana
Constant Contact
Easyflow
Facebook
Formstack Documents
Google Calendar
Intercom
Jotform
Lead411
Microsoft 365
Microsoft Exchange
Microsoft Outlook
QuickBooks Online
Reply
ScalePad Quoter
Truto
Zapier
Zendesk

Integrations

Gmail
Google Contacts
Asana
Constant Contact
Easyflow
Facebook
Formstack Documents
Google Calendar
Intercom
Jotform
Lead411
Microsoft 365
Microsoft Exchange
Microsoft Outlook
QuickBooks Online
Reply
ScalePad Quoter
Truto
Zapier
Zendesk
Claim Nutshell and update features and information
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