Nutshell

Nutshell covers all the core features you’d expect in a CRM, including contact and account management, reporting, lead tracking, email automation, and meeting scheduling. Advanced features are available in higher-tier plans, but many smaller teams may find the essentials more than enough.

The platform can be accessed via the web and the Nutshell apps for mobile (Android and iOS).

Here are the unique features and capabilities of Nutshell:

AI-Powered Efficiency Tools

Nutshell calls itself an AI-First CRM, and for that, they’ve incorporated several tools designed to automate tasks and save time. For sales teams, perhaps the most handy ones are the AI Meeting and Call Summarization. This feature eliminates the need for sales representatives to manually log notes after conversations.

Another AI feature worth mentioning is the AI email replies, which help sales reps respond to prospects and leads promptly. There’s also timeline summarization, which speeds things up by providing context on the customer.

Nutshell IQ

This is an integrated intelligence suite designed to help businesses find and qualify new leads. Nutshell IQ includes tools for Visitor Identification, which pinpoints the companies and individuals visiting a website. Sales Prospecting allows users to search through a large database to build targeted prospect lists. It also offers Contact Enrichment to locate specific individuals working at companies already in the CRM (over 200 million contacts in their database).

All-In-One Platform

Nutshell isn’t your bare bones CRM. It brings other core client-winning functions, such as marketing and engagement, into the mix. These are offered as add-ons, allowing teams the flexibility to choose them if needed. Prices are similar to the Sales solution.

This Marketing Pro solution includes built-in email marketing with custom audience segmentation and landing page creation. Similarly, the Engagement Pro suite offers Web Chat and 1:1 SMS capabilities. This consolidation helps businesses avoid the cost and complexity of integrating multiple third-party tools.

Dedicated Support and Professional Services

Unlike its competitors, which charge extra for onboarding and support, Nutshell offers free, live support to every customer. This includes complimentary assistance with data migration from other CRMs (like Zendesk, Salesforce, or HubSpot), an optional self-onboarding guide, and free resource downloads. Dedicated customer support is included with all plans.

What sets Nutshell apart is its user-friendliness and minimal learning curve. It has even won awards for ease of use. Customers often highlight its intuitive and straightforward interface.

It also helps immensely that Nutshell offers onboarding services for free, which helps new clients quickly train their sales staff on the platform. Setting up some automations and integrations may be a bit challenging, but customer support is available to help with such issues.

Some users report that the mobile apps from the platform are somewhat dismal, but overall, most clients report high satisfaction as far as ease of use goes.

Contacts represent the people and companies your business interacts with. Nutshell brings all contacts in a centralized repository and dashboard. In addition to the actual contact information, it also stores all relevant customer information, communication history, and sales activity to maintain a unified customer profile. These records give sales reps context on where leads are in the pipeline, what the last touchpoint was, and how best to reach them. This information helps them do their jobs more effectively.

The Enterprise plan offers access controls for internal users. They can access contacts if they have permission and perform functions specific to their role, guaranteeing accountability and compliance. The only downside is that this feature isn’t standard across the board.

Nutshell has a separate section for reporting and analytics. You’ll get a report based on your sales data as soon as you click on it. But you can also play around to produce more reports that go into the specifics of your sales operations, like activity reports, funnel reports, forecast reports, and loss reports.

The different filters and timeline adjustments let you see patterns and get to the bottom. Snapshot reports are useful for seeing trends over a larger period and how the business is doing. Custom reports can be produced for bigger teams overseeing larger B2B sales pipelines. The best part is that these reports are presentation-ready, so sales teams can show them to the C-Suite quickly.

Nutshell has over 5,000 integrations, which means sales teams use tools and platforms daily can seamlessly share data with Nutshell. It also automates and streamlines tasks like communication and file sharing. You have the usual integrations like Google Workspace, Microsoft 365, QuickBooks, Slack, and WordPress. There are also many sales-specific integrations, such as making calls, scheduling meetings, and sending emails.

Nutshell also uses connectors like Zapier, which allows users to integrate with thousands of additional third-party applications.