Nutshell – Small Business CRM

Nutshell – Small Business CRM

by Nutshell

85 ratings
101 reviews
Free

Details

  • Released
  • Updated
  • November 5, 2010
  • October 1, 2026

Features

Nutshell – Small Business CRM video #1 for iPhone
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Nutshell – Small Business CRM screenshot #10 for iPhone
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About

This mobile CRM platform empowers sales teams to manage leads and close more deals. Access all your contact and lead information, initiate calls and emails, and scan business cards to create new leads on the go. Stay organized with meeting notes and map-based lead visualization.

✓View and edit contact/lead info
✓One-tap calls and emails
✓Business card scanning for leads
✓Log meeting and call notes
✓Map view for lead lists
✓Actionable alerts
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What users say

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What's New in Nutshell

4.0.2

October 1, 2026

Since our all-new app in September 2026, this follow-up adds: - Import contacts: Create a person straight from your phone's contacts. Nutshell previews what it will add and warns you about possible duplicates. - Log calls automatically: After calling someone from a person, company or lead, Nutshell offers to log the call for you. - Quick tasks: Add a task any time from the floating "New" menu. - Archive and restore: Archive leads, people and companies from the record's menu, and restore them later. Requires delete permission; leads must be closed first. - More filters: Filter people by Audiences and Last contacted, and leads by Value and Last contacted. - Timezone setting: Choose your timezone in profile settings (defaults to your phone's). Theme and timezone now persist across sign-outs. - Clearer pipelines: Hot leads show an orange pipeline; lost, pending and cancelled leads show grey. Improvements - Password reset links from the app now open in the app. - When an update is ready, restart now or get it next launch. - If you decline camera, photo or location access, Nutshell explains why and offers to open Settings. - The keyboard stays open while searching lists. - New tasks and activities appear on Home right away. Fixes - Better layout with iOS Button Shapes turned on. - iOS date pickers now match the app's light or dark theme. - Fixed the activity Type field, the Home Tasks tile, accidental lead opens while scrolling on Android, and a stuck pull-to-refresh spinner. - Stability improvements and crash fixes.

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User reviews

Awful UX

The worst app made by a CRM company, hands down. I want to resign from my job simply because they use nutshell

CRENY

It’s just ok. Interface is nothing like desk top so features seem very limited. It’s good for scanning business cards and importing contacts

Camera in App is terrible

Just started using in free trial and have hundreds of business card contacts to bring into the CRM. It’s so blurry I have to go back and correct or reenter most of the data. Not good. Can’t speak to the rest yet but an inauspicious start.

Promoted well but doesn't live up to the hype

I've used quite a few different CRM's but this one is hard to navigate to pipeline funnel among other simple tasks. I also found that I am spending too much time hunting for things due to the layout. I am going to use Pipedrive instead.

Don’t sleep on this one.

For both small businesses and larger organizations, the updated version of Nutshell is impressive. The platform offers robust pipeline customization, strong reporting, and meaningful AI features—putting it in direct competition with far more expensive CRM systems. The ability to manage leads, quotes, and invoices in one place, combined with comprehensive marketing tools, was the tipping point for me. It’s not free, but it’s also not overpriced—especially if you choose the plan that fits your needs.
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User experience

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Reported Bugs

20 issues

App crashes when uploading documents

Bug

App crashes when recording activities

Bug

App crashes when adding companies

Bug

Tasks menu closes app on iPhone

Bug

Business card capture focus issues

Bug

Camera capture full of mistakes

Bug

Blank screens when scrolling through companies

Bug

Keyboard disappears after typing one letter in search

Bug

Unable to complete tasks without crashing

Bug

App freezes during account creation

Bug

Unable to make calls from app

Bug

Unable to open web links from app

Bug

Lists in map mode not functioning

Bug

Google Calendar events not visible on iOS

Bug

Notifications arriving late (6 minutes consistently)

Bug

App crashes when uploading multiple business cards in succession

Bug

Unresponsive and slow performance

Bug

Cannot access Google email login field

Bug

Email upload functionality broken after payment

Bug

Data not loading properly

Bug
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Requested Features

16 requests

Native iPad app with full feature parity

Feature

Landscape mode support for iPad/tablet use

Feature

Full email functionality in mobile app including open tracking

Feature

Two-way email sync capability

Feature

Better mobile app UI and navigation

Feature

Ability to delete messages from dashboard

Feature

More mapping capabilities in mobile app

Feature

Integration with multiple calling apps (Skype, OpenPhone)

Feature

Custom dashboard metrics with conditional logic

Feature

Activity logging directly from app

Feature

Contact import from device contacts

Feature

Calendar integration and meeting invites

Feature

Document upload functionality

Feature

Improved business card capture with better focus

Feature

Filtering and sorting leads in mobile app

Feature

Access to help documentation in app

Feature

FAQ

What does Nutshell do?

Nutshell is a CRM and sales automation platform designed to help sales teams win more deals. It allows users to manage leads, track opportunities, and automate sales processes. The mobile app provides access to these features on the go.

What are the key features of the mobile app?

The mobile app allows you to instantly view and edit contact and lead information, start calls and emails with one tap, create new leads by scanning business cards, log meeting and call notes, view lead lists on a map, and receive alerts for important actions.

Is there a cost to use Nutshell?

The provided information indicates that the mobile app itself is free to download and use. However, it requires a Nutshell account, suggesting there may be associated costs for the full platform service.

What devices is the Nutshell app compatible with?

The description specifically mentions a 'native iPhone app,' indicating compatibility with iOS devices. It does not specify compatibility with Android or other operating systems.

How can this app help my sales team?

This app helps sales teams by providing easy access to CRM functionalities from anywhere, allowing them to stay on top of leads, quickly add new contacts, log interactions, and visualize their sales pipeline on a map, ultimately aiming to help them win more deals.