Nutshell Reviews

Overall, Nutshell is a well-designed CRM that prioritizes usability and real-world sales workflows. It’s a strong option for teams that want clear pipelines, reliable activity tracking, and high adoption without the complexity and overhead of larger enterprise platforms.

Nutshell is easy to adopt and intuitive for sales teams, which leads to higher usage and better data quality. Pipelines and fields are flexible enough to reflect real sales processes without overcomplication. Visibility into deals, activities, and follow-ups is clear, making it easier for managers to coach and forecast effectively.

Advanced reporting and automation are more limited compared to larger enterprise CRMs, and highly complex workflows may require workarounds. Teams looking for deep native marketing automation or heavy customization at the enterprise level may find Nutshell intentionally streamlined rather than exhaustive.

FANTASTIC from beginning to present. I've worked with numerous CRMs, and Nutshell is by far my favorite and preferred CRM. My entire team has found the system to be easy to use and customize. I recommend Nutshell 100 percent!

I love everything about Nutshell, but there are two things that stand out to me: Ease of use and Reporting.

Nutshell has been easy to use from day one. It's easy to train on, easy to pickup as a user, easy to make changes, etc.

The reporting is amazing. I cannot express how helpful it is to have a system that allows me to create custom fields and report on them!

My only complaint is that sometimes features change. This is generally announced beforehand, and feedback is requested afterward. But I do wish some changes were optional rather than mandatory.

I like Nutshell best for its clear, concise summaries that save me a lot of time while still capturing the most important insights. The content is easy to digest and well organized, making it simple to stay informed without feeling overwhelmed. It’s a great tool for quickly understanding complex topics and keeping up with what matters.

I like Nutshell for its intuitive interface and how easy it is to track leads and manage contacts in one place. The automation and reporting features help streamline marketing efforts without adding complexity. It’s a practical, efficient tool that keeps our sales and marketing aligned.

Some advanced features feel limited without upgrading, which can be frustrating as needs grow. The customization options for reports and workflows could be more flexible. Occasionally, the interface requires extra clicks to get to commonly used information.

If it wasn't for Nutshell, I would have to keep a separate document to keep tabs on hundreds of people at a time, continuously searching my email to see if the person responded or if I still hadn't responded yet, having a separate calendar just for reminders to follow up with people after a certain amount of time, etc. However, with Nutshell, that is for the most part automated and all in one place. It saves me hours in my workday. I can just start doing the task I am supposed to.

The non profit I work for uses this software to have one place to track and follow up with people that are interested in knowing more about what we do (that hopefully leads to working with us). Once you understand what features are there, it is very easy to use. I am on and off Nutshell all day, and have to teach other teammates how to use it sometimes. The automations make it easy to communicate with your network once a new person drops into your pipeline. That takes one thing off of my plate, but still leaves a personal touch with the person on the other side of the email/text. Setting reminders (aka activities) keeps me on task without having to backtrack to figure out what my next step is. You just keep moving forward! And customer support is nice because if I have a FAQ, then the chat bot can answer it. The bot starts off by saying if you want to talk with a real person then say that and we will get you connected, so there is no waiting and being frustrated with a robot.

The hard part of Nutshell is the same as any tech related thing. You have to figure out the different features. Nutshell provides support and trainings that give you an overview of how to use it as well as updated trainings when a new feature is added. So, once you learn the new feature, you are able to integrate it into making your job easier.

Generally really positive, and if any issues have come up during my time, the Nutshell team has been really great and responsive to any requests for help!

- crm features
- customer communication tracking
- sequence emails
- eblasts
- business development

- load time/ bugs
- please allow us to create our own labels for the event of multiple websites, phone numbers, etc for a single company! Would be so helpful

We tried a few CRM's before going with Nutshell. This is just really well thought out from features to structure

The ability to track all our customers activity as they scroll through our website. I have not seen this feature in any other CRM

I cannot really find any con other that maybe having an on/off toggle for the AI features

Overall, it’s a great tool. I only have very minor issues with it and I think it fills a void that a lot of businesses have. Highly recommend.

It’s a great tool for client organization and management. It’s super helpful for if I need to jump in on someone else’s project and gives me all the info I need

It can be confusing to learn how to use. Lots of boxes to fill

Great product and would recommend to others! It’s a great CRM that I use daily and very rarely have any issues.

Ease of use
Ability to group contacts together based on location
Tracking leads and contacts
Frequent updates

Sometimes buggy. Pages can freeze up but resolves itself with page refresh.

Overall, I have nothing but great things to say about Nutshell. we switched over from Act! CRM about 18 months ago and are very happy with our decision.

Great customer support
Amazing product features
Ease of use
Marketing made easy
one stop shop for CRM and data

Not great AI features
Once something is deleted its gone

Overall I recommend this application for anyone in sales as I use it to keep track of leads and the resulting sales from those people who become clients.

Nutshell is easy to use and took little time to understand how to use the basic components. I have also found the application to be affordable for my small business. I like that it keeps track of all my interactions with my clients.

I would like the fonts to be larger and darker to make reading the content easier.

Overall, it's been a good experience for us. Nutshell has completely streamlined our client communications. We use the pipelines as a customer journey tool rather than a sales funnel, and it has brought real clarity to how we work.

A solid, reliable CRM that excels at organizing client communication and adapting to relationship-driven workflows.

There is a learning curve for those who aren't familiar with CRMs and customer service could be a bit more hands-on.

Nutshell CRM offers a user-friendly, intuitive experience that’s perfect for small to medium-sized businesses. Its sales pipeline management is streamlined and easy to navigate, making it simple to track leads, deals, and tasks. While the automation and reporting features are solid, they lack the depth found in some more advanced CRMs. The platform integrates well with popular tools like Microsoft Office, though its range of integrations is minorly limited. Customer support is responsive, and the pricing is competitive, providing strong value for businesses looking for an affordable and effective CRM. Overall, Nutshell is a great choice for teams seeking a simple, easy-to-use CRM without the complexity of larger systems.

One of the standout features of Nutshell CRM is its user-friendly interface. The clean, intuitive design makes it incredibly easy for team members to navigate and get up to speed quickly, even if they're not particularly tech-savvy. This simplicity doesn't sacrifice functionality, as the CRM also offers comprehensive reporting and analytics. With customizable reports and a dynamic dashboard, Nutshell provides valuable insights into sales performance, lead generation, and customer interactions. This combination of ease-of-use and powerful reporting tools makes it an ideal solution for teams looking to streamline their workflows while gaining actionable business insights.

While Nutshell offers a lot of great features, there are a few areas that could be improved. Some users may find the lack of advanced customization options in certain areas, like the user interface or reporting templates, a bit limiting. Additionally, while it integrates with many tools, it doesn't support as wide a range of integrations as some other CRMs, which could be a drawback for teams using more niche software.

Overall, we have had a positive experience with Nutshell. It is a reliable, easy to use CRM that covers the essentials well and keeps things simple. Support is consistently excellent, and the product feels well suited to smaller teams that value usability over heavy customisation. There are areas that could be improved, particularly reporting and lead tracking, but on balance we are happy with the platform.

Nutshell is a solid, well thought through CRM that works particularly well for a small team. The interface is simple and intuitive, which makes it easy to onboard new users and keep day to day usage consistent. Customer support is a real strength - the team are always quick to respond and genuinely helpful when questions or issues come up. For core CRM needs like contact and lead management, it does exactly what we need without unnecessary complexity.

Reporting could be more powerful and flexible, especially as you start to want deeper insights. We also found limitations with the built in web forms and tracking, which meant we eventually had to move lead capture to a third party tool. While it works very well for a small team, there are some open questions around how it would scale for larger or more complex organisations.

I would recommend, its great for smaller organization to grow themselves. Its been able to help transform our sales team into an efficient group of organized professionals, and get everybody on the same page.

Its simple to use, and straightforward. It integrates email and other platforms directly, making it easy to see responses from clients in one place. It also allows for a more collaborative sales process, as you can easily see which tasks your colleagues have completed and see their communication too.

It does not make it easy to log repeat customer transactions, membership/subscription based services.

I’ve been using Nutshell for a couple years now, first as a general user and now an admin too. It gets daily use from me and not having it would make my life so much more needlessly difficult. It truly solves a lot of minor problems and makes managing the larger issues much simpler. Having it interface with our existing system is amazing and saves a ton of time and expense for not having to migrate things from a legacy system.

How easy to use and onboard new employees, the overall level of customization available especially for integrating with our existing systems, and the short overall learning curve to use and customize it for our needs.

There’s really nothing to dislike from my end, it’s really easy to use and more importantly really easy to customize so that we rarely run into issues with it and when we do, it’s a user issue and not a platform issue. I honestly wish every other software was this well thought out!

Overall I use Nutshell on a daily basis to insert information regarding new clients and it does the job well as it tracks the leads.

The program helps identify the source of leads and collect them into one screen. It also helps identify the value of each lead.

It could have many other pipeline options as sometimes the leads are lost for reasons not mentioned on the system. Also, the system make duplicates sometimes, making things a little complicated.

I have enjoyed using this platform and I am continuing to customize the flow to meet our current needs.

The customer service team has been great to work with. They are helpful on explaining features and also walking you through how to use them.

Some features we cannot use due to our higher level cyber security

Working with Nutshell helps us keep track of what we need to do as a Sales team and pick up where colleagues left off if we need to. I think it is a great tool for small businesses like ours.

Nutshell is easy to use and easy to onboard, its been useful for us for tracking leads, customers and output.

We are on the basic plan and I would like to have more of the pipeline features.

My overall experience is positive and I'd recommend it to someone who's looking for a CRM for their company.

I liked how Nutshell offers all kinds of different integrations. The new AI tools are working pretty well. I also liked their customer support.

Some tools have limited flexibility like editing your Email signature

I love that you can link your email inbox to your Nutshell account and find the email threads in every profile you've been in contact with.

I've been using Nutshell for three years now, and it is an essential tool in my job. It is intuitive and easy to operate.

It freezes occasionally, but it goes back to normal in a few seconds.