Nutshell Reviews

Overall the program is very helpful for managing a CRM, it just isn't as user-friendly as I would like.

Nutshell is a user-friendly CRM that works well for managing contacts and sales activity. It’s intuitive and keeps our pipeline organized. Some advanced features may require setup and customization, but overall it’s a dependable tool.

There are too many features and settings and it can get very confusing.

Nutshell helps us keep all of our customer information, communications, and follow-ups in one place. It’s made it easier to stay organized, track opportunities, and ensure nothing falls through the cracks, which has improved our efficiency and team collaboration.

Easy to Use and Effective
Makes Customer Tracking Easy
Clean, User-Friendly CRM
Simple, Intuitive, and Reliable

Some features take a little time to fully learn but not difficult at all

Overall the experience has been good with fast, friendly customer support and an intuitive user experience.

Nutshell has been super helpful for managing longterm relationships with clients. We have been able to use the workflow feature to make sure that none of our tasks are dropped and ensure the best possible communication with the lead. Being able to see the email communication with the lead as well as other users notes has been helpful in ensuring we don't repeat our communication.

I have been having issues syncing my office calendar to the Scheduler Feature. Nutshell support has been working with me to resolve this issue, but it remains an issue. I am also working with my organizations administrators to see if we can resolve it

Overall, it's an effective solution for managing sales at every step in the pipeline. The ability to sync to email to track communications and click rates is very valuable. There are opportunities to support the relationships post-sale including customized reporting for mass communications.

Effective quick way to view all potential partners throughout the entire sales process, easy to prioritize partnerships by value and key objectives within each partnership. The ability to sync communications with emails is valuable to reduce double documentation.

There are opportunities to support operations post-sale

Nutshell is a great CRM, easy to use, and it has a ton of features. There are constant updates and now there's AI implementation

Nutshell is an intuitive and easy-to-use CRM that makes managing sales activities straightforward and efficient. Everything is well organized, labeled, and makes onboarding easier and more efficient. It is also great for staying on top of sales without added complexity. Using NS daily is a complete delight.

What I dislike about Nutshell is that when adding a contact in Nutshell, the pop-up window can be a bit slow. Additionally, when adding tags, they sometimes disappear.

Amazing for your first CRM as a growing business. The plans are affordable. The hands on help from the company makes implementing as painless as possible. Its affordable and amazingly customizable.

The CRM management is superb. The company behind it is excellent. The Customer service is unmatched.

Some Features can be lacking. Smaller Team, less time to implement. Some quality of life features can be lacking.

Very good. I like the ease of use and sorting by state and leads won. It is very intuitive and make sense.

I like the duplicate feature to prevent the same clients getting added more than once. I also like the dashboard, customizable to work well for our team.

It seems to lag when adding points of contact and can take several minutes/hours to update

Overall this CRM is great for our team. The user friendly aspect is very important considering we have employees of all different ages and experience levels.

This is a software you can teach anyone to use regardless of experience. It is very straight forward and user friendly.

I do wish there was a way to build routes within nutshell and see the accounts all on an integrated map

Great customer service and we will continue to use your product. Thank you for reaching out for customer feedback.

* We can tailor Nutshell to fit our programs
* Easy to use
* Love the training options (interactive demo)
* Keeps our sales team organized

*Need to be able to copy cards and change names of existing cards
*It would be really helpful if we could assign a person to 2 separate pipelines
I manage all staff Nutshell accounts and it would be nice if i could work on 1 main account (mine) and copy/paste/ cards to other accounts to keep everything the same.
* no DocuSign integration with forms

I think it has the potential to be a good CRM, but nothing is great. It's either ok or sub-par. The features that attracted us don't really work.

Ease of use. There's not much more I can say. Sorry. I would love to, because I recommended the product, but good thing I'm the owner, or I would have gotten canned.

Maps in the CRM doesn't work, was supposed to be fixed in six months, 18 months ago. Not great to identify people that are linked to companies. Often add people to companies that should't. The support is almost nonexistent.

Overall a good CRM for a reasonable price. Customer service is helpful...if you call and leave a message they will return call fairly quickly. It's always nice to talk to have a live person who knows their stuff. Features are numerable and many can be personalized.

-Ease of use with good features many of which can be personalized
-Customer service is responsive & knowledgable...you can email or call.
-Nutshell marketing is now available at reasonable cost

-Wish duplicates could be avoided easier
-Wish there was a quick chat application for support
-Nutshell Marketing - only a few choices as far as how many contacts. Wish I could pick a number instead of how many are currently in our CRM since we are not interested in sending newsletters to many of the contacts we have.

Overall, Nutshell is a pretty outstanding and super easy-to-use CRM platform. It provides streamlined sales and email marketing management with a powerful sales pipeline visualization. I highly recommend Nutshell for any size of the organization.

Nutshell automates the casual day-to-day processes in sales and marketing. The whole platform is very easy to operate and it makes customer relationship management fun. Intuitive templates for email marketing. Detailed lead and approach status section.

No reminder to contact leads. It would be great if they offer this ability.

Great CRM, helps the sales team all work to the same goal, and win more projects. Adding more features regularly too.

Great program, their API is very easy to use. We integrated to our ERP. Very good dashboard overview.

Sometimes takes a few days to respond to emails, as we are in Australia.

Easy to use and would totally recommend to any group single user looking to have a complete sale CRM.

After scouring the market for a comprehensive product, this was very satisfying, after finding a lot of other products dreary or lacking substance and overcomplicated. This was not, It had all in one usage for me such as email marketing, leads, sales flow, email read receipts, and ability to customise.

Cant separate data from other colleges very well.

Overall it is a good entry level CRM. Nutshell is fairly priced, and would be good for small business/professionals such as insurance or sales.

It is easy to use, but could be made much better with a few upgrades.
Can be used straight out of the box.

The mobile app is useless.
The calendar/ meeting should automatically place the address in the location section.
The card scan is only 50% accurate.

Wonderful customizable program that doesn't require you to recreate the wheel or need a programing degree to understand. I am not 'techy' at all and found this incredibly intuitive and easy to use. Highly recommend!

Incredibly easy to learn and use. Phenomenal customization options. Love that I can talk to a person to with questions. Many other CRM's have only an email or chat option. I learn better by doing and speaking with someone and this option is priceless. Even better is the truly take feedback to heart and in the two years I've been using the system, at least 2 of my 'suggestions' (and I'm sure others) have been implemented into their programing.
Finally, I am a marketing consultant and recommend this to my clients. Beyond that, I actually will ONLY take on a new clients if they use this system; the one I recommend. I don't receive any incentive or kickbacks, it's just that good and the only CRM I wish to use while providing my marketing services. Highly recommend!

There are a few areas of content you can not remove, but it doesn't impact me too much I just hide them from my view on the leader board as I don't need that information.

There are a few other small things that I wish the program would do, but nothing that is a deal breaker. The fact that this is so easy to use makes up for those small issues.

I love the chat and ability to connect with a representative to talk through best practices. The ability for the user to make their own dashboard, pipeline and ease of pulling reports/data is fantastic!

The platform is so customizable. Each user can have their own experience and utilize the CRM as they need. I can organize my leads to stay efficient and prioritize next steps.

It's so customizable, ha, it can feel overwhelming due to all the pieces, features and functionalities.

Nutshell provides us a way to track most of our data from the source, allowing us to create cleaner funnels, more targeted marketing and allows us to spend our time focused on the most important part of our business, our customers!

Easy to use, provides strong reporting and a small learning curve.

Does not integrate with many 3rd party systems as we need.

Great product overall. As an administrator it has been set it and forget it for the most part as end users tend to not have too many problems and they are easy to fix quickly.

Nutshell has been easy for employees to pickup and jump right in. Intuitive and easy to learn. Definitely recommend.

Not many that I can think of off the top of my head.

As both and Admin and User for 2+ years, Nutshell is a GREAT value in CRM and is MUCH better than much more complicated and expensive options. Very highly recommended.

Very easy to get Nutshell up and running. Customization is fairly easy to get done for almost any purpose. Most of the limits inherent to the platform are fairly easy to work around.
Overall, Nutshell is a great value given its functionality.

Missing a couple of features, most especially there needs to be a way to easily create and track recurring sales.
Reporting is "fairly" easy, but report generation could be a bit smoother / easier.
Customer support is "ok" but not fantastic. It can sometimes be tough to get a really quick answer to immediate needs.