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

"Nutshell is the way to go!!"

What do you like best about Nutshell? Nutshell is superb on tracking emails, clients, phone calls, companies, company info, and so much more! I love that I can have everything that I need right at my fingertips with nutshell. They even have an app that you can scan business cards into and it will automatically upload information for you! What do you dislike about Nutshell? I wish there was an easier way to delete emails instead of having to individually click each one to delete and then ...

"Customer Organization"

What do you like best about Nutshell? I love being able to integrate my email and Nutshell so I can see when customers have opened our messages, and the follow-up reminders I am able to set through Nutshell. What do you dislike about Nutshell? Sometimes the home page can get a little hard to navigate through. It would be nice to be able to customize this more. What problems is Nutshell solving and how is that benefiting you? Not having any new customers/leads falling through the cracks and ...

"Nutshell makes my life much easier and efficient"

What do you like best about Nutshell? I like the ability to communicate with other teams across my company and delegate tasks to specific groups or people What do you dislike about Nutshell? I dislike the ease of changing pipeline since it impacts pipelines and processes for other employees. What problems is Nutshell solving and how is that benefiting you? Definitely solving an efficiency problem. With Nutshell, we are able to run through vetting and onboarding new clients seamlessly.

"Best CRM!"

What do you like best about Nutshell? Nutshell is the most customizable and easy-to-use CRM available today. I've used Nutshell with three different companies in the past 7 years and every time Nutshell was clearly the best CRM available. What do you dislike about Nutshell? I could only wish that they build a lead scraping tool as a chrome browser addon. That would make the process of entering a contact or lead much faster. Recommendations to others considering Nutshell: I've used several ...

"First-time using CRM, Nutshell is simple and effective"

What do you like best about Nutshell? I like the friendly and supportive customer support team. They are always available to answer questions, which has been very helpful as a first-time CRM user. What do you dislike about Nutshell? Nutshell doesn't have all of the functions that I would like to see. I miss recurring revenue tracking capabilities (for tracking sales of subscription programs). I also find that finding and editing duplicates could be easier. I would like to be able to do a ...

"Great platform, but a shame they don't have any sustainability/carbon reduction plans in place"

What do you like best about Nutshell? Usability is very straightforward and the email sync very helpful. What do you dislike about Nutshell? We have carbon reduction targets through our supply chain (as part of our own ESG commitments) so it's a shame they don't have any commitments around this as we're now looking for a software provider that does. What problems is Nutshell solving and how is that benefiting you? Reporting on where leads are coming from, and having a central data point to ...

"Great CRM for the money."

What do you like best about Nutshell? Easy to use dashboard that our whole team likes to use. What do you dislike about Nutshell? Building the sales automation is difficult to do Recommendations to others considering Nutshell: Use the trial period that they offer for free. Very helpful. What problems is Nutshell solving and how is that benefiting you? Streamlining our customer interactions

"Easy to use"

What do you like best about Nutshell? I find the system very easy to use and navigate. The layout gives me the information that I find essential on one page. What do you dislike about Nutshell? Connections at the lead level are more straightforward than at the company/contact level. Once a connection is made, all the emails from that person will appear even if it is not related. I had to create "Lead Association Only" contacts as a work around What problems is Nutshell solving and how is ...

"Solid, Intuitive platform for sales reps"

What do you like best about Nutshell? This platform is very intuitive. It is simple to track deals through the sales process, send out emails directly from the platform, and track all interactions with your deal list. What do you dislike about Nutshell? It is pretty minimal. There weren't a lot of integration options that we liked to use. There were also some mishaps with the email tool sending blank emails from time to time. What problems is Nutshell solving and how is that benefiting ...

"Streamlined and very effective for sales and lead tracking"

What do you like best about Nutshell? Simple user-friendly interface. I mostly use it for tracking leads and it just does it very effectively with the pipeline feature. The support team is very supportive and friendly overall a good product to use. What do you dislike about Nutshell? Importing data sometimes can result in duplicate leads there should be an easy way to eliminate the duplicate leads. Also, there is no option for cloning or duplicating the existing pipeline you have to make it ...