Nutshell Features
What are the features of Nutshell?
Platform
- User, Role, and Access Management
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
Marketing Automation
- Email Marketing
- Lead Management
Customer Support
- Customer Support Portal
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Technology Glossary Features
View definitions of the features and discover new technology terms.
Nutshell Categories on G2
Filter for Features
Platform
Customization | Based on 591 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 77% (Based on 591 reviews) | |
Workflow Capability | Based on 562 Nutshell reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 78% (Based on 562 reviews) | |
User, Role, and Access Management | Based on 614 Nutshell reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 83% (Based on 614 reviews) | |
Internationalization | Based on 439 Nutshell reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 72% (Based on 439 reviews) | |
Sandbox / Test Environments | Based on 386 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 65% (Based on 386 reviews) | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. This feature was mentioned in 462 Nutshell reviews. | 72% (Based on 462 reviews) | |
Performance and Reliability | Based on 593 Nutshell reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 84% (Based on 593 reviews) | |
Output Document Generation | Based on 445 Nutshell reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 72% (Based on 445 reviews) |
Sales Force Automation
Contact & Account Management | Based on 835 Nutshell reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 85% (Based on 835 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 807 Nutshell reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 83% (Based on 807 reviews) | |
Task / Activity Management | Based on 825 Nutshell reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 81% (Based on 825 reviews) | |
Territory & Quota Management | Based on 625 Nutshell reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 75% (Based on 625 reviews) | |
Desktop Integration | Based on 677 Nutshell reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 81% (Based on 677 reviews) | |
Product & Price List Management | Based on 626 Nutshell reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 74% (Based on 626 reviews) | |
Quote & Order Management | Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. This feature was mentioned in 538 Nutshell reviews. | 73% (Based on 538 reviews) | |
Customer Contract Management | Based on 604 Nutshell reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 76% (Based on 604 reviews) |
Marketing Automation
Email Marketing | Based on 624 Nutshell reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 77% (Based on 624 reviews) | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 557 Nutshell reviews. | 76% (Based on 557 reviews) | |
Lead Management | Based on 766 Nutshell reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 85% (Based on 766 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 527 Nutshell reviews. | 72% (Based on 527 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 590 Nutshell reviews. | 79% (Based on 590 reviews) |
Customer Support Portal | Based on 610 Nutshell reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 79% (Based on 610 reviews) | |
Knowledge Base | Based on 643 Nutshell reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 81% (Based on 643 reviews) | |
Call Center Features | Based on 516 Nutshell reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 74% (Based on 516 reviews) | |
Support Analytics | Based on 535 Nutshell reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 78% (Based on 535 reviews) |
Integration
Data Import & Export Tools | Based on 572 Nutshell reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 79% (Based on 572 reviews) | |
Integration APIs | Based on 506 Nutshell reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 74% (Based on 506 reviews) | |
Breadth of Partner Applications | Based on 445 Nutshell reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 72% (Based on 445 reviews) |
Mobile & Social
Social Collaboration Features | Based on 509 Nutshell reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 72% (Based on 509 reviews) | |
Social Network Integration | Based on 509 Nutshell reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 70% (Based on 509 reviews) | |
Mobile User Support | Based on 605 Nutshell reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 71% (Based on 605 reviews) |
Reporting & Analytics
Reporting | Based on 747 Nutshell reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 78% (Based on 747 reviews) | |
Dashboards | Based on 810 Nutshell reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 82% (Based on 810 reviews) | |
Forecasting | Based on 639 Nutshell reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 74% (Based on 639 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. This feature was mentioned in 150 Nutshell reviews. | 75% (Based on 150 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. 159 reviewers of Nutshell have provided feedback on this feature. | 79% (Based on 159 reviews) | |
Interactive Dashboards | As reported in 169 Nutshell reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 84% (Based on 169 reviews) | |
Data Segmentation | As reported in 155 Nutshell reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 80% (Based on 155 reviews) |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. This feature was mentioned in 158 Nutshell reviews. | 78% (Based on 158 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 152 Nutshell reviews. | 78% (Based on 152 reviews) | |
Live Forecasting | As reported in 148 Nutshell reviews. Provides live customer data so that sales organizations forecasts stay current. | 74% (Based on 148 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 173 Nutshell reviews. | 84% (Based on 173 reviews) | |
Activity Tracking | As reported in 181 Nutshell reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 84% (Based on 181 reviews) |
Analytics
Open Rates | As reported in 174 Nutshell reviews. Records the rate at which emails are opened. | 79% (Based on 174 reviews) | |
Link Activity | As reported in 168 Nutshell reviews. Records the rate at which links in emails are followed. | 80% (Based on 168 reviews) | |
Attachment Activity | Records the rate at which email attachments are opened or downloaded. This feature was mentioned in 162 Nutshell reviews. | 78% (Based on 162 reviews) |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 173 reviewers of Nutshell have provided feedback on this feature. | 83% (Based on 173 reviews) | |
Email Scheduling | Based on 178 Nutshell reviews. Allows administrators to schedule out emails in advance. | 82% (Based on 178 reviews) | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. This feature was mentioned in 179 Nutshell reviews. | 82% (Based on 179 reviews) | |
Email Categorization | As reported in 163 Nutshell reviews. Allows for the categorization of emails. | 79% (Based on 163 reviews) | |
Templates | Based on 177 Nutshell reviews. Allows for the creation of templates for frequently-sent emails. | 83% (Based on 177 reviews) |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. 86 reviewers of Nutshell have provided feedback on this feature. | 66% (Based on 86 reviews) | |
Triggers | Automatically recognizes achievements that should be added to the leaderboard. 90 reviewers of Nutshell have provided feedback on this feature. | 65% (Based on 90 reviews) | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. 86 reviewers of Nutshell have provided feedback on this feature. | 63% (Based on 86 reviews) | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. This feature was mentioned in 91 Nutshell reviews. | 75% (Based on 91 reviews) |
Personalization
Profiles | Based on 98 Nutshell reviews. Creates user profiles similar to social media pages that display private or public statuses and updates. | 75% (Based on 98 reviews) | |
Custom Reports | As reported in 97 Nutshell reviews. Generates reports with customizable fields to further understand employee performance. | 76% (Based on 97 reviews) | |
Dashboards | Visualizes individual and team insights such as new leads and outbound calls. 108 reviewers of Nutshell have provided feedback on this feature. | 81% (Based on 108 reviews) | |
Goal Setting | Allows teams to set trackable goals within the tool. This feature was mentioned in 96 Nutshell reviews. | 75% (Based on 96 reviews) |
Administrative
Integration | Integrates with CRM and financial systems to help determine goals This feature was mentioned in 100 Nutshell reviews. | 76% (Based on 100 reviews) | |
Employee Structure | As reported in 94 Nutshell reviews. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 74% (Based on 94 reviews) | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. 89 reviewers of Nutshell have provided feedback on this feature. | 72% (Based on 89 reviews) |
Integrated Workflows
Task Management | Based on 181 Nutshell reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. | 82% (Based on 181 reviews) | |
Email Tracking/Automation | As reported in 177 Nutshell reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. | 82% (Based on 177 reviews) | |
Calls and Voice | Based on 145 Nutshell reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. | 73% (Based on 145 reviews) | |
CRM Integration | Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. 154 reviewers of Nutshell have provided feedback on this feature. | 81% (Based on 154 reviews) | |
Calendar | Integrates with calendar software so users can seamlessly schedule calls. 166 reviewers of Nutshell have provided feedback on this feature. | 80% (Based on 166 reviews) | |
Shared Records | As reported in 153 Nutshell reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. | 81% (Based on 153 reviews) |
Repeatability and Reportability
Workflow Management | Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 158 reviewers of Nutshell have provided feedback on this feature. | 82% (Based on 158 reviews) | |
Workflow Performance | Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. This feature was mentioned in 154 Nutshell reviews. | 82% (Based on 154 reviews) | |
Sales Coaching and Insights | As reported in 138 Nutshell reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. | 73% (Based on 138 reviews) |
AI and Automation
Lead Prioritization | Based on 151 Nutshell reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. | 77% (Based on 151 reviews) | |
Lead Scoring | Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage 150 reviewers of Nutshell have provided feedback on this feature. | 78% (Based on 150 reviews) |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates This feature was mentioned in 40 Nutshell reviews. | 81% (Based on 40 reviews) | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) This feature was mentioned in 37 Nutshell reviews. | 86% (Based on 37 reviews) |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch 39 reviewers of Nutshell have provided feedback on this feature. | 85% (Based on 39 reviews) | |
Offline Capability | Based on 31 Nutshell reviews. Can used without an internet connection | 67% (Based on 31 reviews) | |
Notifications | Based on 38 Nutshell reviews. Sends notifications when a completed form is recieved | 84% (Based on 38 reviews) | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms This feature was mentioned in 29 Nutshell reviews. | 66% (Based on 29 reviews) | |
Mobile Forms | Based on 36 Nutshell reviews. Allows users to build, distribute and access forms from a mobile device | 78% (Based on 36 reviews) |
Agentic AI - Google Workspace for Sales
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - CRM
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Performance Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Email Tracking
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Analytics
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Sales Engagement
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
