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

"Solid CRM, Does what it says"

What do you like best about Nutshell? Fairly easy to use and does all the basics a CRM should do. What do you dislike about Nutshell? Wish it had better Gmail integration instead of having to bcc it all the time. What problems is Nutshell solving and how is that benefiting you? We didn't have a CRM before, so this is what we are using it for.

"A re-imagined CRM, in a Nutshell."

What do you like best about Nutshell? Flexibility / customizability, super helpful, nice and knowledgeable team, US-based and "contactable," high-quality product, and price. What do you dislike about Nutshell? I wish it was a little "smarter" when it came to connecting new leads with people or companies - perhaps add a prompt that suggests this? Let's get some AI involved, eh? What problems is Nutshell solving and how is that benefiting you? Nutshell keeps my business development self ...

"Built for small & medium companies and their teams"

What do you like best about Nutshell? The customer support and onboarding process is second to none. It's built for small and medium companies and is very intuitive. The reporting and dashboard features are excellent. What do you dislike about Nutshell? We are a UK company and it's a bit clunky to set up as default is for the USA. It would really help if there was a country button that you could press and everything appeared for your origin country. The support materials are great but you ...

"Make life easy"

What do you like best about Nutshell? How this works after the sale. It allows us to create check off lists to assign tasks prior to installations What do you dislike about Nutshell? I have not found any issues at this time. What problems is Nutshell solving and how is that benefiting you? Keeping leads organized and giving me my day to day activities

"Nutshell has shaped my communications with clients and made mass messaging and marketing easy."

What do you like best about Nutshell? Nutshell allows compartmentalization for my different client groups. It's easy to communicate with all of them fluidly and uniformly. What do you dislike about Nutshell? Sometimes it feels like there are too many settings or options but it's better to have too much than not enough. What problems is Nutshell solving and how is that benefiting you? I need an organized, streamlined method of communication for multiple contacts and this offers just that.

"The Nutshell onboarding team has been incredibly helpful as we transition from another CRM"

What do you like best about Nutshell? Although Nutshell is not active in our environment just yet, I find the system to be very user-friendly. Everything appears to be well organized, and it is easy to find what we need. So far, it seems to be a simplified version of other CRMs. We can't wait to get started. What do you dislike about Nutshell? Nuthsell is not active in our environment just yet, so I have not identified any issues. It would be nice if Nutshell could automatically segment ...

"Great CRM and marketing software!"

What do you like best about Nutshell? Being able to sophisticate our follow-up methods has proven invaluable for our sales team. Using differing variables to prioritize who we will follow up with and when has helped us tremendously. The marketing feature is an additional sales tool we use to nurture past clients and prospects. I would highly recommend Nutshell. What do you dislike about Nutshell? Not being able to schedule a follow-up based on the closing date. For example, a lead will ...

"Extremely pleased!"

What do you like best about Nutshell? The platform is user-friendly, easy to set up and easy to make changes to as needed. The support from all the reps I have worked with since the beginning has been exceptional andI have not had a single question go unanswered! What do you dislike about Nutshell? Honestly, I do not have any complaints. If I had tried to set it up without assistance, I would have complaints; everything I have brought up to the reps has been handled effectively. What ...

"Great, easy to use CRM"

What do you like best about Nutshell? That it is simple and very easy to use. Nothing complicated about it. What do you dislike about Nutshell? I didn't find any downside. I didn't have a chance to use all of the features, but I will likely return to dig in further. What problems is Nutshell solving and how is that benefiting you? It helps me keep my information on institutional clients in one place to track changes to clients and accounts.

"FLAGSHIP"

What do you like best about Nutshell? The email follow-up reminders go to the salesperson directly. What do you dislike about Nutshell? By linking to my Outlook, unnecessary contacts have been added when our company only wants to track the incoming prospects/leads from our website. What problems is Nutshell solving and how is that benefiting you? Tracking the incoming leads turned to wins or losses.