Nutshell Reviews

We've been using NS for several years and have always been pleased. Perhaps it's my line of work, but compared to other solutions, we found the UI to be much more intuitive and "friendly". A well thought-out app.

- Pleasant and inviting UI: encourages all team members to use the app as intended (even new team members)
- Feature rich: all necessary features needed for our purposes
- Integrates with Google suite
- Strong and prompt support

- Gmail gives ability to undo a sent email and also pre-schedule an email. Would be nice for NS to follow suit
- If you need to move an appointment from one month to another, rather than select the day of the week, you need to first select the month then the date (scraping bottom of barrel for that con)

My personal experience with Nutshell has been almost exclusively positive. A fantastic budget CRM. With all of the information and customization options available, Nutshell definitely goes toe to toe with some of the big name CRM's - while still remaining affordable.

- Easy, customizable dashboard
- Ease of access / user interface
- Thorough date fields, allowing you to track ample information
- Pricing is excellent

Mobile site & app aren't as up-to-date as they could be, however, excited to see any updates!

Back in the day I was a Salesforce customer. I would recommend this to anyone looking to start out new with or simplify their CRM.

Nutshell has a really good user friendly layout and great customer service! Wufoo integration is great. Email onboard is really good. Plays very nicely with GSuite as well.

Would like to see a better quoting integration other than PandaDoc. Also would like to see a QuickBooks interface of some sorts. Those are wish list items. There isn't much not to like about Nutshell.

Nutshell has been my favorite CRM for a while now. I love the ease of use and the features are just what I needed to take the next step with my business. I'm ready to take another step, so I need Nutshell to keep improving. More marketing features are an exciting part of the journey. I look forward to seeing what you come up with. Text campaigns would be great.

Pipelines are easy to build and improve our business flow. the audience and broadcast features are very helpful to me.

No text campaign functionality. Audiences don't grow organically. it's a manual set up each time.

I typically add items to the system at least weekly and love the fact you can categorize several different ways and therefore can pull up lists or groupings of folks when we need them for possible investments. I am happy to be a resource for folks that want to learn more.

Extremely Functional.
Flexible.
Good Customer Service.
Less expensive than most systems.
Several ways to categorize.

I haven't found one other than we have a limited number of folks from our team using it. Those that do find it helpful.

Great company and systems work well. easy to use and learn. Overall, once the system is learned it does become a very effective program. The change over from Highrise was complicated by Highrise and the staff did sort it out at Nutshell and made it work. Great people to work with.

The site is one of the best for CMS. Easy to use, and real people to answer questions if needed. The letter campaigns available have worked well. The creation of new letters, once one learns the system are easy to create and effective.

The price is steep. What they need is a middle plateau level. $60/mo. is reasonable. There are some hidden items that need to be clicked that are not intuitive from the my standpoint.

I am a BD Associate and love using Nutshell because it is simple and efficient. The customer support is also really helpful and they are always pushing the envelope with new features.

- Efficient layout and buttons
- Integrations with other apps
- Great customer support
- Well priced

- Some technical glitches from time to time
- Can't think of anything else to be honest

I researched Nutshell out of 10 competitors and found their product was priced competitively, giving us all the features we needed.

- Staff responds in a timely fashion
- CRM Drip Campaign is second to none
- Our outlook integration was established seamlessly

- Bulk drip campaigns are not an option directly through Nutshell, but possible through a third party linked to Nutshell.

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.