Nutshell Reviews

Data inaccuracies, lack of trust in our lists, the "AI" has muddied our list and created many duplicates even though I have turned this feature off, it still adds irrelevant people and companies.

Email, sales, and lead management all in one. Being able to email and call contacts directly from the system is a benefit

Lack of support, implementing workarounds because the team is unwilling to implement solutions for service based companies. "Nutshell isn't made for that, but you can do this instead and it kind of works"

I'm quite happy with Nutshell. We've been using it for 5 years now. We've had employees come and go, but people all seem to like it. Other software CRMs might have more advanced capabilities, but for our team, Nutshell has plenty to offer. Their customer service and support are both great.

I like the affordability and ease of use. It's very easy for new employees to jump in and learn how to use.

Sometimes the capabilities are limited in the leads stage. I would like to be able to add on the same goal/task completion across multiple stages. For example, receiving an email response to a message.

Overall, nutshell is great for small business and is worth the price. It is very great if you have multiple sales team members working on multiple leads at once. Drag feature is very user-friendly.

Nutshell is very user-friendly and it is great for growing businesses. It has great user interface and multiple sale persons are able to work on it at once seamlessly.

The data cannot be exported into excel for further data analysis. It does not track trends for product based inquiries.

I would recommend this product to any company of any size. I could go on for days about how much we enjoy this CRM.

This product is extremely easy to use, anything that we have not been able to accomplish on our own has been easily solved using their long list of integrated partners!

Frequent updates to the user GUI can cause confusion for some of our employees.

If you are looking for a Budget friendly resource - Nutshell is the better option. They integrate well with other systems (like Microsoft teams.

Their customer service is fantastic. They are always quick to address the issue and fix it as necessary.

The system often times out, lags, slow. Tasks will disappear or not get logged.

I’ve been using Nutshell CRM for managing our sales pipeline and customer relationships, and overall it’s been a positive experience. The platform is very user-friendly and intuitive, making it easy for our team to adopt quickly without extensive training.

-Easy to use
-Sales and Marketing in one
- Affordable
-Great Customer service
-Easy to track customers

- Marketing section is a bit confusing!
- some leads combine with each other

We’ve relied on Nutshell CRM on and off for nearly a decade, which says a lot given how many CRMs we’ve evaluated over the years.

Nutshell stands out for its ease of use and affordability compared to platforms like HubSpot and Salesforce. The mobile app is robust and makes it easy to log notes and update deals right after meetings, which helps keep data accurate and current.

The email and calendar integrations are also a big plus, allowing our team to manage relationships without jumping between systems. For marketing agencies working with small to mid-market clients, Nutshell is a strong, dependable CRM.

Nutshell is one of the most user-friendly CRMs we’ve used as a marketing agency. We’ve been in and out of the platform for almost 10 years, and it’s remained a reliable option whenever we want something powerful without unnecessary complexity. The mobile app is excellent for logging notes and updates right after meetings, and the email and calendar integrations keep everything organized in one place.

If you’re looking for an ultra-enterprise solution with endless customization, this may not be the right fit — but for agencies, that simplicity is a strength.

Overall is is a great platform, the platform is really easy to use for lead management, it is also very secure. For the cost there are a lot of features including Ai

The platform is really easy to use for lead management, it is also very secure. For the cost there are a lot of features including Ai

There customer service could be better I don't like that I can only send an email to get help.

Most CRMs can be complex or hard to track emails but this is very easy

Nutshell is a Great CRM very simple and very easy to learn.

Really do not have many complaints, system can run slow at times

Overall, I would recommend this to small companies since it has all of the basics and is solid with offerings. I can't speak to larger companies and more complex integrations but Nutshell has been nice and they have excellent customer service.

I like that Nutshell provides coverage for all the major areas of a CRM we need as a small business including contact management, Sales reach (email/call notes, cadences, etc), marketing campaigns, sales pipeline management. All of that without being too complex are too costly compares to the big players in this space.

I wish some of the items would go deeper. For example, email cadences could have more options.

I would suggest Nutshell to any of my colleagues in the industry, they really y understand our business and combining it with WebFX !!

Staff support, even when I have dumb questions ! Very easy to learn and offer regular training to increase CRM usage.

I would like to see the dashboard simplified since I look at it everyday and don't want to spend a lot of time.

We are really just getting started with this tool. We love the email feature- it's been very easy to get an email program up and running. Excellent, intuitive user interface. Looking to use more landing page and visitor IQ data. We leverage our agency for support, we have never used Nutshell customer support directly.

We receive Nutshell use as part of large agency agreement to a suite of various marketing platforms and tools. Excellent value for money. The fact that we can access landing page development, customer lead data etc. quickly and easily within a great UX is awesome.

Some limitations on how accessible it is to export customer data. Would like 2 way, real time updates to meeting management so availability is current.

Very positive experience compared to the "leading" CRMs I've used (Hubspot, Salesforce). So much more intuitive and lightweight for a small team - perfect for us.

Great and intuitive UX/UI, efficiency of workflows, strong email and other integrations, and mobile app quality. The mobile app allows for on-the-go solutions, email integrations are powerful for historical context, and it's highly intuitive to use versus legacy competitors. We can see in real-time across devices which opportunities are advancing and where others were left behind.

It's still a a CRM, I wish the search function was more comprehensive, and I'd love to be able to sync with other MSFT products like OneNote and Teams

We love Nutshell overall. Before, it was a problem for us to track down our deal's history due to random data management but after we shifted, we were more streamlined and data efficient, so we were able to perform better

Customer service is great. They were with us all throughout the setup process. Uploading data is quick and easy. After shifting to Nutshell, we are more focused in reaching our sales goals since database management and sales performance monitoring is nothing to worry about and its really easy to understand how the system works.

What we least like about the app is how it manages data redundancy, filtering, & Sorting. Some data tags can be easily removed, replaced or created which may slightly affect data accuracy.

Overall, we have had a good experience with Nutshell and appreciate that customer support is always timely and responsive.

I like the customizable lead cards and fields; it is helpful when adapting and expanding our pipelines.

Reporting needs to be improved; I would also like to see a weekly summary of activities and incorporating more AI.

Works well with all our systems. Sales staff did not need an advanced degree to get it to work. APIs are very well supported. return for investment is very high

Very user friendly and intuitive user interface.
very little training for the sales staff to get going.
Love the APIs. plenty of datapoints for automating and syncing out internal software. Love the Email feedback features in the marketing section

Would like to see an additional API in the marketing section.
would be helpful for scrubbing Email on our local database

my experience with Nutshell has been positive. It’s easy to use, intuitive, and effective for managing contacts and deals, especially for small teams that want a straightforward CRM without unnecessary complexity.

my experience great is how simple and intuitive the platform is. Nutshell does a great job of focusing on what really matters in a CRM: organization, visibility, and ease of use. The system helps our team stay aligned, track deals efficiently, and save time on daily tasks. The interface is clean, onboarding is straightforward, and it genuinely improves productivity without adding unnecessary complexity.

Some advanced features and customization options are limited compared to larger CRM platforms.

It helps us out a lot streamlining and setting up reminders for the many steps that we have in our sales.

Nutshell helped our company immensely on streamlining the operations. It's pretty intuitive, therefore pretty easy to integrate it with your day-to-day work and get other colleagues used to it.

Customer support didn't get back to me as fast as I wanted, but in the end any issues I had were solved.

I find Nutshell to be a great CRM, and I'm very happy with features such as the REST API for being able to connect with other software products we use. However I'd like to see more options to tailor the CRM to our specific business needs.

Nutshell does a good job of organizing and maintaining full records of interactions, conversations, emails, and notes with our customers. The relationship of Person to Company to Lead is useful. The communication tools for reaching out to customers directly from Nutshell are also very good. The commitment to an available REST API is essential for our use and something I really appreciate and respect about Nutshell.

There is limited flexibility in some of the features of Nutshell. For example in the automations, it is limited as to what can be used to trigger the next step or to trigger an automatic email/communication. I wish that leads could function more completely as orders in and of themselves, with the ability to include percentage based line items such as sales tax or apply discounts to all of the products on a lead.

Nutshell is a great way to create and manage leads. I use this everyday and it makes the entire process a breeze for my company and I!

Nutshell makes creating and notating leads extremely easy. I use this product daily and it really feels good to have such a reliable product!

Sometimes Nutshell is wonky and lags a lot. When this happens it makes it extremely difficult to create and managing leads!