Nutshell Reviews in June 2026: User Ratings, Pros & Cons

"Good CRM could improve with a better Phone-Tablet app"

What do you like best about Nutshell? We use nutshell to track our leads and quote projects; the integration with PandaDoc is an excellent tool if you like all the templates used through panda. Their marketing tool allows you to send marketing emails without exiting your CRM; this makes it convenient and reduces the cost of paying for a third-party marketing app. What do you dislike about Nutshell? I wish they had a better interface on their app, the app works, but it can be a little ...

"Nutshell is a powerful tool"

What do you like best about Nutshell? How it keeps record of everything and I can keep track of all of my customers and their companies. I can have attachments added to a lead and the system is very organized What do you dislike about Nutshell? Some of their merging functions, I wish it was easier to find company or person files and access all type of documents. What problems is Nutshell solving and how is that benefiting you? I don't know what they're solving

"Easy to use, customisable, new and upcoming features"

What do you like best about Nutshell? Nutshell is quite easy to use, it is customisable in a number of ways and look to be bringing out new features. The one thing that would make it better is having different accessibility for different roles. It isn't too easy to seperate someone in different roles. What do you dislike about Nutshell? The marketing side of Nutshell is a bit behind, but improvements are seen regularly. I would like to see many more features but understand they are a work ...

"Streamlines all our outreach and makes managing leads easy"

What do you like best about Nutshell? Love that we can manage all of our prospects and contacts in one place. One of my favorite features is the email tracking capabilities and being able to see who has engaged with our emails. Love all the filters, too. What do you dislike about Nutshell? Really don't have anything to complain about. Every system has their quirks and every business has different needs, so no one platform can be everything to everyone. That said, there are some good ...

"Very easy to use and customize"

What do you like best about Nutshell? I like the Nutshell marketing. It is tied to the CRM and gives me analytics. What do you dislike about Nutshell? I would like more hands-on help, such as how-to videos for creating broadcasts. What problems is Nutshell solving and how is that benefiting you? Not aware of any problems being solved right now.

"Easy email and marketing management in one place!"

What do you like best about Nutshell? I like the ease of use and ability to keep all drip marketing in one place. What do you dislike about Nutshell? The user interface can be tricky sometimes. What problems is Nutshell solving and how is that benefiting you? Great for tracking when customers open and read their electronic mail.

"My Everyday Tool for Outreach and Sales"

What do you like best about Nutshell? I like how the company and people profiles record every interaction and sale between my company and them within a single webpage. What do you dislike about Nutshell? The search feature is atrocious. The simple search appears to have no rhyme or reason for displaying the top results that they do. The detailed search is inconsistent. It either gives me too many results that aren't related to my search, or it doesn't give me results if what I enter is one ...

"Straight forward CRM that is easy to learn"

What do you like best about Nutshell? Very simple and straightforward user interface and features. Covers all the basics of a CRM without the complexities of other systems. Options available to do more complex functions. Pricing is fantastic for a small business What do you dislike about Nutshell? Nothing really. Very happy with the feature sets and capabilities. What problems is Nutshell solving and how is that benefiting you? Basic CRM. Easy to use email system and see what has been ...

"Good place to store info but sometimes getting help is challenging"

What do you like best about Nutshell? Greate one stop shop. Has the ability to manage multiple customers and you can do all your emailing and calling directly from the website. What do you dislike about Nutshell? Getting someone on the phone who can explain the answers to our questions. The inability to customize certain parts of the CRM. We came from a smaller CRM and had direct access to their team which allowed us to help grow the workability of their CRM. Nutshell is much larger and ...

"Partner"

What do you like best about Nutshell? It's a portal to track leads. I need a CRM. What do you dislike about Nutshell? Nutshell is not intuitive & does not interface well with outlook-you have to do everything twice & there are not "push out notifications" outside of Nutshell. What problems is Nutshell solving and how is that benefiting you? It is not intuitive in the lead generation tracking space.