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

"It is our just in time sales communication platform"

What do you like best about Nutshell? If appropriately used, everybody that has to be in the information loop is informed, allowing us to improve our service level and response time. What do you dislike about Nutshell? Needs a little more compatibility features with different CRMs. What problems is Nutshell solving and how is that benefiting you? We are making less order mistakes with our customer and the sales team is making better use of their time.

"It works, there are benefits and struggles. Decent for cost."

What do you like best about Nutshell? I like that I can bcc emails and have them go in to the site. I like that emails go where the email address is. I like that I can place files in people's records. What do you dislike about Nutshell? I don't like that I can't put one person's email into another person's folder. Very often I have one point person for a client and I wish that their emails could be placed in the clients folder, rather than theirs. It is just messy and hard to use in that ...

"Great way to streamline client care within our office."

What do you like best about Nutshell? Having everyone being able to see client communication between myself and the client on their profile is HUGE. I can comfortably take time off and know my team will be able to seal the deal without having to call me constantly. What do you dislike about Nutshell? Email Notifications can be a bit overwhelming. Recommendations to others considering Nutshell: We searched high and low for a new CRM, Nutshell was worth the wait. What problems is Nutshell ...

"Great!"

What do you like best about Nutshell? Ability to track progress and map out leads. I also like how we are able to view previous email communications and easily update additional interactions we have with the leads. What do you dislike about Nutshell? We used nutshell for assigning providers to hospitals. When looking at the communication history associated with a hospital, sometimes it can be a little challleging because hospital communication history is also in the same list as ...

"So helpful for organization, company growth, and overview of incoming sales!"

What do you like best about Nutshell? The chrome extension to log what's needed all from one screen! What do you dislike about Nutshell? No complaints just yet, some times I just need to add a new task title to my dashboard Recommendations to others considering Nutshell: Take advantage of their team members offering their help to really customize your NS experience What problems is Nutshell solving and how is that benefiting you? Organization, keeping client contacts in one place, saving ...

"Very Helpful, Efficient and Intuitive"

What do you like best about Nutshell? It's a very intuitive system. It's not bloated with any unnecessary functionality and I can use it relatively easily on my phone. What do you dislike about Nutshell? The app needs some work. I can access basic reports and functionality but it has a ways to go to catch up to the desktop version. What problems is Nutshell solving and how is that benefiting you? We're tracking admits / leads / calls to an addiction treatment center. It's streamlined our ...

"Fantastic Software for sales and lead tracking"

What do you like best about Nutshell? Nutshell is super user-friendly. The whole team can see what everyone else is working on with regards to phone calls, emails, tracking of projects, etc. What do you dislike about Nutshell? The only functions of Nutshell I dislike are that when calling from a lead the call blocks out the name of the lead. The other thing I do not like is when you are tracking multiple leads, with the same companies and same people it lumps them all together and can take ...

"great"

What do you like best about Nutshell? It helps users to interact and keep a record of every conversation What do you dislike about Nutshell? Nothing is as such dissappointing to me. I really like it. What problems is Nutshell solving and how is that benefiting you? Keep a record of my conversations and schedule. helps improve my efficiency.

"Awesome, intuitive program."

What do you like best about Nutshell? I really like that it's an easy-to-use program! You can see all leads at a glance and add custom fields for what's important to you and your industry. What do you dislike about Nutshell? I'd say the only thing I can think of is that I don't have more leads to put into the programl. What problems is Nutshell solving and how is that benefiting you? There's a lot more organization and transparency throughout the company now.

"Very complete"

What do you like best about Nutshell? The tool's versatility and the sales funnel vision it possesses perfectly align with my company's vision. what makes for a perfect fit What do you dislike about Nutshell? The possibility to export reports to a CSV format. The possibility to rename the funnel steps. The lack of integration with linkedin and Google calendar What problems is Nutshell solving and how is that benefiting you? Have complete visibility into the sales funnel, opportunity status, ...