Nutshell Reviews

We have been using Nutshell for two years and it has been perfect for us! It keeps things organized, documents/information is easily accessible and keeps track of client interactions and sales pipeline. They are always striving to make things more convenient for the client and their customer service is top notch!!

1. Love how emails can automatically connect from your Gmail to Nutshell.

2. Merge documents for client's signatures.

3. Track sales.

4. Integrate with Quickbooks.

5. Attach files and pictures.

1. Wish we could text/set up texting reminders straight from the lead/contact.

2. Wish Nutshell would automatically download pictures from a link and attach to the lead.

I've tried several other CRMs and this is the one I recommend in a consulting/contracting role for my clients.

Fields that auto-categorize copy/paste content. Multiple views based on searches. Easy setup. Great customer support [typically instantly through the apps chat function].

Segmenting lists can be tricky/limiting. Some filters do not function on in all search/sort scenarios.

Nutshell has been a great resource for our small but growing company. Set up and customization has been extremely easy as Nutshell's support team is great at what they do. Although we have encountered some limitations within Nutshell, we have been able to effectively work around them to accomplish our goals. The price, the plug-and-play nature of the CRM, and the support we have experienced have made Nutshell a great option for us at this stage of our organizational journey.

-Reasonable price
-Malleable for our company's purposes
-User friendly
-Nutshell Marketing is great for keeping everything in-house and is comparable to similar systems
-Always improving offerings

-Reporting capabilities are mediocre
-File exports for multiple-choice custom fields are messy
-Task scheduling/rescheduling is limited to predetermined days where a calendar would be nice
-As an admin, I do not have a granular enough ability to limit other users' access. It is all or nothing.

Overall, I would recommend it for smaller businesses. I am unable to speak to the level of complexity that nutshell accommodates, as we use it for its most basic features and functions. It is great for tracking our network/people and our favorite feature is the ability to tag individuals.

We love the tagging feature to help organize and keep track of our contacts. Everything is fairly straightforward and easy to use with intuitive UX/UI. We also like the task and note feature for individual contacts. Building out emails was easy enough and the design was nice and the templates were easy to use.

Wish there was a field for inputing birthdays as we are a high touch, personal business - maybe I am missing it? The email feature could be slightly improved (speaking from only using it a couple of times) - our main issue was that we had multiple contacts who never received the emails. When we used other email platforms, these same contacts did receive the emails.

It's a complete CRM and I can use it to create different pipelines for different projects for different customers.

I love the fact that the Screen is easy to use. I have tried other platforms and this one is by far the best.

I have been using Nutshell for a while, and i love that it is customizable for my platform.

At our branch, we like to joke that some of our team don't like it when someone "moves their cheese" (i.e. changes things). Every team has some degree of this and it's a significant roadblock to the use of CRM packages. Perhaps the best way I can describe our experience with Nutshell is to say that even our most change-averse team members have come around quickly and easily and now use it happily.

CRM tools have always felt and worked out more like reporting tools for corporate leadership at the top of sales organizations. Nutshell is the exact opposite. It's given our team a platform to support day-to-day sales work on an individual and team basis. Well over a year in, we're still discovering new ways to benefit from the ease of use and flexibility in Nutshell's design.

The reporting tools aren't perfect for our team but we're learning more and more about how to capture and review the data we need. (In fairness, this may be more of a user problem.)

Overall, I love Nutshell. Our company has used this as our CRM for over five years. It's great when you don't need heavy analytics for managing your customer pipeline. Great interface and simplicity for all aspects. Intuitive to use.

Ease of Use.
Cloud Based.
Integrates well with a few other applications that our company utilizes. Very good for sales pipeline management.

A few features that could be added. Customer support is ok but for the price it is fine. There is a slight lag when entering data but that might be on our end.

We have had the service for a few years and are very happy with it. The Nutshell team has been very responsive to our needs.

We have used Nutshell for a few years now. It has made our marketing so much easier. We have everything in one place now which has made our team more productive than ever. We love the occasional training classes and all of the extra help they provide. We always talk to real people on the phone and online meeting spaces.

Nothing I can think of. The recent updates with mailing through Nutshell took all the cons away.

Overall, we are very happy with Nutshell. The team helped us integrate our database as well as answer many questions. The integration with PandaDoc has been a great way to organize our proposals/estimates to open leads and drive sales and revenue.

-dashboard is clean
-customizable
-easy interface
-customer service is helpful
-reporting is easy to use
-analytics are spot on

-rearranging steps in a stage isn’t feasible yet
-if there are multiple open leads with the same client, emails can get jumbled

The key to a successful CRM is adoption. Nutshell is fast, sleek and well thought out. Its effortless workflow makes it easy to integrate into the daily routine of our sales team. It has become an indispensable part of my day to day work responsibilities.

The overall workflow is easy and efficient. The attention to detail is apparent in just about everything I do. A great example is the integration between the mobile and desktop apps. If I search a customer on my mobile device and switch back to my desktop, that same account is what I see. Customization is also very powerful. It's also a very agile program which is important for a cloud based application.

I'd like to see more functionality with the map. Navigation, trip optimization and more sales data visualizations would be great. It would be nice to have the ability to assign territories to sales people and vendors.

Overall, I like Nutshell but am often nervous when I send broadcasts and have had repeated issues with glitches on the broadcast side of Nutshell. Additionally, it isn't always straight forward the best way to implement companies into the mix of tags, leads, and audiences in terms of a funnel and the number of tag options is sometimes confusing. There are definitely aspects of Nutshell that are answering issues users have with other CRMs but it still falls behind its major competition in terms of ease of use and amount of glitches that still need worked through.

Nutshell offers A lot of diverse and intuitive ways to funnel and categorize clients, send broadcasts, and automate work. The fact that Nutshell now has their own forms is huge because products like Zapier are a glitchy pain in the butt. That being said, a CRM like InfusionSoft or Salesforce both have easier pipelines and more straightforward lead tracking; literally allowing you to move people from box to box like a you're in a child's computer game which is simpler than Nutshell's system.

The Broadcast options are behind competitors for sure and glitch way more. If nutshell wants people to use them as their wholistic one stop CRM shop, they need to create a better way to check for spam filters (my deliverability rates are low on Nutshell and I am not able to troubleshoot why with spam test). Also, Nutshell doesn't help you optimize broadcasts for SEO, which is beneficial, and there just don't seem to be the easy to plug in creative options in terms of design that a company like ConstantContact offers.

Love the Mass mailing and Drip Sequence feature. Easy to use. Great design and good pricing. Have been using it from over 6 months.

Love the Mass mailing and Drip Sequence feature. Easy to use. Great design and good pricing. Have been using it from over 6 months.

Great product and solves our mass mailing problem. Lot of Bounce backs.

There has been a huge benefit to our organizations ability to track our leads and track out customer engagement. We have increased our sales and engagement by at least 10%.

Efficiency with connecting leads, contacts, and communication. Ability to follow the lead through the pipeline.

Adding new accounts seems a little tricky. We have struggled to find time to engage with support in Australia.

Robust, very intuitive user interface. Good price. Easy to train new users on. Wish it had more integrations but Zapier mostly gets the job done.

Very user-friendly and quick/easy to get new users up to speed on. Pricing is fair and slightly lower than competitors. Email marketing and forms add ons are most cost effective (and better integrated) than o=using third party alternatives.

Not as many integrations as other services. But workarounds through Zapier for most.

Overall we have had a great experience with Nutshell. I love the product and support! Nutshell has the right balance of features and functionality with an intuitive UX.

Nutshell is right-sized for fast-paced startups. Has the perfect mix of features and customizability without being over-burdensome to manage. Nutshell gives our sales team the tools they need to be successful.

As with most CRMs takes a couple of days to get into a good workflow, and optimize all the integrations.

We've been really happy with Nutshell. We appreciate the pricing, that they're easy to get in touch with for support, and that they've been adding new features. It's easy to use, and there's not a big learning curve to get started. As the company owner, I used the timeline feature to monitor all communication with our clients, and that's essential for me.

Nutshell is flexible, affordable, and they're constantly adding new features. As a business owner, I use the timeline feature to monitor all communication with clients.

I wish the search feature were a little more functional, but other than that, there's nothing at this point that I wish were different.

Quite simply, we could not manage our business without Nutshell. Or if we did, we'd need more staff, more time, and more stress. The addition of Nutshell marketing in the last year has been particularly transformative. With that addition our outbound marketing is much more comprehensive, more frequent, much better organized, and demonstrably more successful. That's been a game-changer.

We use Nutshell to:
-- Track progress through the sales process for every sale
-- Document critical-path milestones through project sale and implementation
-- Communicate among team members with different roles in sales and implementation
-- Organize and keep track of our clients, vendors, service providers, and partners
-- Plan, organize, and track our outbound marketing
-- Plan and implement marketing followup
-- Document and track communications with everyone in our universe
-- Organize and manage our sales meetings
In other words, outside of our accounting function, there is not a single aspect of our business in which Nutshell has not become an integral and essential part.

Hardly least important: Nutshell support has always been fantastic. Prompt, attentive, thoughtful, and persistent in following through to a successful outcome. We were a pretty early user of Nutshell, and Nutshell's support has retained the sense (and reality) of personal care and attention, where so many others let their support devolve into impersonal and frustrating AI (emphasis on the I, precious little I) non-support.

The single lingering hassle is in email integration, where to attach an email thread to a specific Lead, you need to include the phrase "Lead-1234" in the subject line. The last thing I want is for our clients to think of themselves as "Leads", so we cannot use this feature, which leads to email overload in our Nutshell records. Why not "Ref-1234", or "Doc-1234"? Anything but "Lead".

The Search function is sometimes a little squirrely.

Overall speaking..... this is a good tool to follow up open items at your desk.

Very friendly use and good platform to communicate among different working teams the progress of tasks and activities.

The app is not as friendly as the website.

In general we are happy with Nutshell. It has become a critical part of our growing business. We tried a couple of choices when we realized we needed a CRM and settled on Nutshell. We have been glad we did.

It is easy to use. Quick, useful reports, I don't have to have a 2 week training course to use the product. It has been stable and working when we need the software, and don't worry about it being the 'System of Record' for our prospect and client information.

Generally not a lot of cons. The price is a touch higher than I would like, but so far I haven't felt it was more than the software was worth. Just on the edge. As a smaller company I feel we have to balance access to Nutshell due to cost. It the price was lower we would likely give more access.

Overall I'm very happy with nutshell, we've had no issues with the platform in the last year, although we had to do a lot of tailoring to make it more applicable for our government customers/data. Customer service from Nutshell is great and timely.

The design and layout is very simple and straigtforward, although the first day it took me a little while to truly understand the design and functions. Once you understand the layout it becomes very easy to continually use/scale.

The custom fields are great as it allows us to create fields for data that is necessary to track for our company.

Price is another big pro and one of the primary reasons we went with Nutshell. Nutshell is cheaper than our old platform but is still able to provide all the capabilities we need. Also the easy of adding/removing users and licenses/changing our billing is great.

The tool is more commercially tailored- not truly meant to be used for people whose customers are government agencies. Would like to see a capability for it to expand for govcon users.

There is also a noticeable deficiency in the ability to make analytic reports based on your data from your pipeline. Although pulling the data into excel and doing the reports ourselves is a simple workaround.

Although the import of our data from our previous platform done by Nutshell seemed the easiest approach, it caused more work ultimately since our customers are government agencies. When the data was imported it didn't go in the correct fields or the data didn't make much sense in the fields provided by Nutshell or had to be in custom fields entirely. If I could do it all over again I would've probably transferred the data myself. I'm sure if we were a commercial company, the data transition would've been a lot easier.