OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Nutshell CRM review: 54 specs compared

Starting price:13 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Nutshell CRM Review: Compare 54 technical specifications, 23 expert and video reviews and 2 best-of lists to see how this product ranks in the CRM Software category and whether it is worth buying.

Nutshell CRM
8.6/10

Overall score

Score
8.6/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 94% of models
Score components

40%

8.9

Technical score

30%

8.6

Reviews score

30%

8.1

List score

★Better than 94% of CRM software
8.9

Technical score

Technical score
8.9/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 87% of models
Score components

25%

8.7

Product & Pricing

25%

8.4

Core CRM

20%

9.5

Sales & Automation

15%

9.2

Integrations & Access

15%

8.7

Security & Deployment

▲Better than 87%
8.6

Reviews score

Reviews score
8.6/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 98% of models

80%

8.3

Average grade

20%

9.8

Popularity

Grades by review (23)
15 reviews + 8 videos, average 8.3/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
★Better than 98%
8.1

List score

List score
8.1/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (2)
List score: in 2 of 44 lists (5%)
▲Better than 86%
Pricing & Access

*Lowest paid plan per month, as listed on the vendor's website.

Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Nutshell CRM

Based on 9 · 8

Reviewers find it easy to use with helpful support, but customisation is limited and it struggles with larger, complex teams.
Praised
Mixed views
Criticised
Pick a topic to see who said what
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CRM Software product ranking

Ranked #15 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform Nutshell CRM

Technical score
Technical score
8.9/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 87% of models
Score components:

25%

8.7

Product & Pricing

25%

8.4

Core CRM

20%

9.5

Sales & Automation

15%

9.2

Integrations & Access

15%

8.7

Security & Deployment

8.9
Reviews score
8.6
List score
8.1
Starting price
13 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 13 USD/user/mo, which is lower than that of 94.3% of CRM platforms and equal to that of 0.7% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
14 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Via web forms, email sync, and automated tracking.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Supported via Custom Fields configuration.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Nutshell AI generates customer timeline summaries and email drafts.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Via Pipelines & Automation.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Percentage-based pipeline stage tracking (uses automated lead confidence metrics).
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Via native developer features.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
IOS, Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Available on Enterprise plan.
Security certifications
SOC 2
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Business and Enterprise plans.
Supported operating systems
iOS, Android
Show more

Nutshell CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • 26 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Nutshell CRM
    the average CRM platform
    Nutshell CRM has a lower starting price than the average CRM platform (13 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    13 USD/user/mo vs 39 USD/user/mo
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Available on Enterprise plan.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Nutshell AI generates customer timeline summaries and email drafts.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Nutshell Messaging supports two-way SMS communication.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Percentage-based pipeline stage tracking (uses automated lead confidence metrics).
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Native "personal email sequences" feature built-in.
  • 8.9% higher review score
    Reviews score
    8.6/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ★ Better than 98% of models

    80%

    8.3

    Average grade

    20%

    9.8

    Popularity

    Grades by review (23)
    15 reviews + 8 videos, average 8.3/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.6 vs 7.9
  • 6.3% better value for money
    Nutshell CRM offers better value for money than the average CRM platform (8.87 vs 8.3).
    8.87 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • 26 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Nutshell CRM
    the average CRM platform
    Nutshell CRM has a lower starting price than the average CRM platform (13 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    13 USD/user/mo vs 39 USD/user/mo
  • Offers real estate features or templates
    This CRM platform offers real estate features or templates, while the average CRM platform does not. 11.3% of CRM platforms offer this support.
    Dedicated real estate templates or property management features: yes
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Nutshell AI generates customer timeline summaries and email drafts.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Percentage-based pipeline stage tracking (uses automated lead confidence metrics).
  • Supports sales sequences
    This CRM platform supports sales sequences, while the average CRM platform does not. 22.7% of CRM platforms offer this feature.
    Native "personal email sequences" feature built-in.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    Native click-to-call tool on Pro plans.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Native digital signatures built directly into Nutshell Quotes.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Nutshell Messaging supports two-way SMS communication.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Available on Enterprise plan.
  • Supports offline use with local storage
    This CRM platform supports offline use with local data storage, while the average CRM platform does not. 7.4% of CRM platforms support this.
    Allows viewing synced data and queues offline notes/activities to sync later.
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (2)
    List score: in 2 of 44 lists (5%)
    8.1 vs 8.2
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (2)
    List score: in 2 of 44 lists (5%)
    8.1 vs 8.2

Video reviews

Hands-on testing and real-world video evaluations

8.0
CRM Central
≈ estimated
03/05/2026
Hands-on walkthrough · dashboard, lists, email and reporting
Verdict
Nutshell CRM is simple to use and best suited to small teams that want clear structure.
8.0
Simple Answers
≈ estimated
21/03/2026
Hands-on review · feature walkthrough · pros and cons
Verdict
Nutshell CRM is worth it for small teams that want a simple, affordable CRM, but it is limited for advanced automation and customization.
9.0
How to Hippo 🦛
≈ estimated
03/11/2025
Hands-on demo · account setup, campaigns and interface tour
Verdict
Nutshell CRM is still worth using for simple, affordable CRM needs, though complex automation may call for another tool.
8.0
Best Reviews
≈ estimated
17/02/2025
Hands-on review · walkthrough, features and support tests
Verdict
Nutshell CRM is a solid choice for small to mid-sized teams, though its support tools and reporting customization are limited.
8.0
Nwaeze David
≈ estimated
27/02/2026
Feature overview · pipelines, automation, reporting and pricing
Verdict
Nutshell CRM is an affordable, simple option for small businesses, with clear pipelines and built-in automation.
9.0
Digibase Media
≈ estimated
21/12/2025
Feature and pricing overview · no hands-on use
Verdict
Nutshell CRM suits small to medium businesses that want a full-featured CRM without unnecessary complexity.
7.0
Dan Thorne
≈ estimated
20/01/2025
Listicle overview · points compared with competitors
Verdict
Nutshell CRM is a good fit for smaller businesses that want a simple CRM, but it offers less depth in automation and reporting.
8.0
Dani's Tutorials
≈ estimated
27/12/2024
Short overview · features and pricing, no hands-on use
Verdict
Nutshell CRM is worth it for small to mid-sized teams that value simplicity, though advanced features feel limited.
Brand video
Brand video
Brand video

Expert reviews

In-depth analysis and verdict from leading tech publications

8.8
geekflare.com
✓ explicit
09/06/2026
Hands-on review · Sales automation
Verdict
Nutshell CRM is a practical sales-first CRM for small and midsize teams, with quick setup and built-in campaigns, but its automation and reports have limits.
8.4
thebusinessdive.com
✓ explicit
31/03/2026
Full review · All-in-one sales CRM
Verdict
Nutshell CRM suits teams that want one place for contacts, pipelines and email, though its many features take time to learn.
8.0
bestreviews.net
✓ explicit
31/01/2025
Expert review · Sales automation
Verdict
Nutshell is an easy-to-use CRM with many features for sales-driven small and mid-sized teams, though its reports lack customization below the Pro plan.
8.4
sonary.com
✓ explicit
28/09/2025
Hands-on test · Sales CRM
Verdict
Nutshell CRM is a simple sales CRM for small teams, with live chat support and drag-and-drop pipelines, though its mobile app is less polished.
7.6
hackceleration.com
✓ explicit
09/06/2026
Labs review · All-in-one sales CRM
Verdict
Nutshell CRM is a sensible all-in-one sales CRM for small B2B teams, but English-only screens and weak reporting limit complex workflows.
9.2
top10.com
✓ explicit
18/06/2025
Expert review · Small business CRM
Verdict
Nutshell CRM is an easy-to-set-up CRM for small businesses and solo users, with forecasting and email automation, but its mobile app is basic and customization is limited.
9.0
salesdorado.com
✓ explicit
22/10/2025
Expert review · SME sales CRM
Verdict
Nutshell CRM is a simple, easy-to-learn CRM for SMEs with good support, but it lacks the depth of advanced automation and reporting.
8.0
croclub.com
≈ estimated
27/05/2026
Feature overview · AI-powered CRM
Verdict
Nutshell CRM is an intuitive CRM for small teams, with AI agents for outreach, though larger setups take weeks.
9.0
saasultra.com
≈ estimated
02/09/2026
Hands-on test · AI sales CRM
Verdict
Nutshell CRM is a sales CRM for small firms that is quick to set up, with built-in prospecting and quotes, but its voice notes are English-only.
7.6
hackceleration.com
✓ explicit
09/06/2026
Full test · Small business CRM
Verdict
Nutshell is an all-in-one CRM for small B2B sales teams with strong Google and Microsoft sync, but its interface is English-only and its automation is basic.
9.0
salesdorado.com
✓ explicit
22/10/2025
Expert review · Small business CRM
Verdict
Nutshell is a clear, easy-to-learn CRM for small B2B sales teams with responsive support, though it falls short on advanced automation, reporting and integrations.
8.4
test1.saask.fr
✓ explicit
27/09/2025
Hands-on test · Sales automation
Verdict
Nutshell CRM suits small sales teams wanting a quick start and useful automation, though experienced users may find some fields locked.
9.0
saask.fr
≈ estimated
30/08/2025
Hands-on test · Pipeline CRM
Verdict
Nutshell is a simple CRM for small sales teams, with a clean pipeline and quick setup, but it has limited customization, reporting and industry-specific tools.
9.0
saasultra.com
≈ estimated
02/09/2026
Hands-on test · Small business CRM
Verdict
Nutshell is a clean, easy-to-use sales tool for small businesses, but its mobile app is weaker and unlimited AI note-taking needs higher plans.

Third-party reviews

What we like about Nutshell CRM

  • Clean visual pipeline views including list, map, and Kanban board perspectives.
  • Unlimited contacts and storage included across all standard subscription plans.
  • Straightforward sales reporting that non-technical managers can understand immediately.
  • Free, full-featured white-glove data migration service provided during onboarding.

What we don't like about Nutshell CRM

  • Advanced workflow customization options are limited compared to larger CRM suites.
  • Native email marketing automation tools require an optional paid add-on tier.
  • Mobile application offers fewer configuration settings than the desktop web portal.

Verdict

Nutshell CRM is an all-in-one customer relationship management and email marketing platform explicitly designed for B2B organizations and small-to-medium businesses. Its technical specifications feature visual multi-pipeline management with drag-and-drop board and interactive map views, automated sales workflows, native email sequencing, unlimited contact data storage, and built-in AI agents providing automated meeting transcription and email campaign creation. Main advantages include a highly intuitive user interface that requires minimal training, affordable tiered pricing models, and free live customer support across all plans. However, its primary drawbacks involve limited advanced customization options for complex, enterprise-level workflows, a basic rule-based lead scoring system, and additional subscription costs for its advanced email marketing and engagement add-ons.

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