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

"I use nutshell for lead generation, following up on demos and contract renewals"

What do you like best about Nutshell? I like the pipeline and the various views to see who is in what pipeline-- like the map and the dragable ways to move a lead to the next phase I like how you can tag people and assign tasks What do you dislike about Nutshell? The company, people within a company and leads are confusing to keep bundled and know what note, activity or task information to put where What problems is Nutshell solving and how is that benefiting you? I am just starting to dig ...

"Simple & Agile CRM"

What do you like best about Nutshell? Nutshell is super customizable which has been a huge benefit for my team! We have a number of unique sales processes as we do not just sell one product. It was quick to get the hang of and the training was easy to follow and all pre recorded! What do you dislike about Nutshell? There is very little I dislike. I have sent a recommendation to the Nutshell team to add a feature so I am sure given their culture of asking clients for feedback, the system ...

"Our company has used nutshell for almost 7 years. It does a great job at managing our CRM needs!"

What do you like best about Nutshell? The great user experience and the ability to customize the software to fit your needs. What do you dislike about Nutshell? Occasional bugs and it can be a little funky when it comes to searching in companies/leads/people. Recommendations to others considering Nutshell: I would tell them to consider Nutshell if they are looking for a simple, cloud-based, CRM. It does its job well! What problems is Nutshell solving and how is that benefiting you? Keeping ...

"I use nutshell for lead generation, following up on demos and contract renewals"

What do you like best about Nutshell? I like the pipeline and the various views to see who is in what pipeline-- like the map and the dragable ways to move a lead to the next phase I like how you can tag people and assign tasks What do you dislike about Nutshell? The company, people within a company and leads are confusing to keep bundled and know what note, activity or task information to put where What problems is Nutshell solving and how is that benefiting you? I am just starting to dig ...

"Simple & Agile CRM"

What do you like best about Nutshell? Nutshell is super customizable which has been a huge benefit for my team! We have a number of unique sales processes as we do not just sell one product. It was quick to get the hang of and the training was easy to follow and all pre recorded! What do you dislike about Nutshell? There is very little I dislike. I have sent a recommendation to the Nutshell team to add a feature so I am sure given their culture of asking clients for feedback, the system ...

"Review of Nutshell"

What do you like best about Nutshell? I really enjoy the pipeline structure that indicates the status of various business leads. What do you dislike about Nutshell? I dislike how if certain tasks associated with leads are not completed, they show up daily in your "task bar" until they are completed. Often times, the timeframe for when those tasks need to be completed by has not yet passed, so them being visible daily can get a bit annoying. Recommendations to others considering ...

"The best work tool for monitoring your customers and measuring productivity performance"

What do you like best about Nutshell? have a timely follow-up for customer traceability with a focus on sales and customer growth. Viewing my metrics and graphics through this tool helps me know where I am and what direction to take to improve and increase my productivity. What do you dislike about Nutshell? that at the time of planning I must have several nutshell sales open to be able to view the history of the company I am going to visit. The coding required to do the planning when ...

"GREAT PROGRAM, GREAT SUPPORT!"

What do you like best about Nutshell? How robust the program is, so many tools and features that are great for an individual and team! What do you dislike about Nutshell? Nutshell does not integrate well with our current ERP system, DDI Inform, but that is not Nutshells' fault. Recommendations to others considering Nutshell: Nutshell has been the one program that we've had almost zero complaints about since signing on years ago. Very happy with the CRM!! What problems is Nutshell solving ...

"Streamlined, simple and does everything you need it to"

What do you like best about Nutshell? Creating pipelines for various products and processes is very simple and lets you customize the platform to your specific needs. Reminders for follow up are well designed and configurable to your cadence, making it easy to keep on top of your contacts. What do you dislike about Nutshell? It doesn't allow for differentiating transactional and recurring value on leads. Recommendations to others considering Nutshell: If you need a sales tracking platform ...

"Nutshell is a pocket friendly CRM for a start up"

What do you like best about Nutshell? I like Nutshell's email integration with my contacts. One of my main reasons for using a CRM was email outreach, which happens quite effortlessly with Nutshell. Once I add a user, running an email outreach campaign for them is pretty straightforward. What do you dislike about Nutshell? 1. When I create a lead, the emails sent to the people are not pulled into the lead screen. Ideally, I would like to see all the emails already sent to the users added in ...