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Nutshell Review

CRM SOFTWARE

Nutshell scores reflect first-party research — not hands-on product testing.

Last updated 2026-08-15Independent editorial review
  • Starting price

    $13.00/user/month

  • Free plan

    No

  • Free trial

    14 days

  • Best for

    Small-business sales teams

SoftwareGlimpse review

7.1/10

Good

  • Ease of use8
  • Pipeline management7
  • Sales automation7
  • Email capabilities7
  • Reporting6
  • Customization6
How we score →

Setting up your first pipeline

Official vendor tutorial for onboarding and configuration. It is not a SoftwareGlimpse implementation plan — use our independent guides for rollout judgment.

Official vendor tutorial

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Official vendor tutorial

Nutshell Chat: How to set up and manage your live chat and AI chatbot

What this shows

  • Nutshell chat setup
  • live chat and AI chatbot configuration as presented by Nutshell

Source: Official Nutshell

What to prepare before this step

  • • Agree pipeline stages that match how your team sells
  • • Decide who owns deals, activities, and reporting
  • • List must-have fields before importing contacts

What this video covers

  • Nutshell chat setup
  • live chat and AI chatbot configuration as presented by Nutshell

Nutshell guides

Practical walkthroughs for setup, rollout, migration, plan choice, and fit — linked from this review so you can decide and implement without hunting the guides hub.