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

"Nutshell is now the central tool to our sales and client success process."

What do you like best about Nutshell? Activity tracking, being able to track automatically when and how we have been in touch with a client is key. Our emails sync into Nutshell and their phone calling feature with call recording is the best we have used. What do you dislike about Nutshell? The search function is less than perfect, and also you have to stay on top of cleaning out duplicates even though they are not duplicate people or companies that are even similar. Recommendations to ...

"Nutshell for Mobile AdTech Platform sales"

What do you like best about Nutshell? Nutshell is easy for Account Executives to learn and use What do you dislike about Nutshell? Quota assignments that vary by month and quarter is needed. Also, pipeline qutoas by month, quarter is needed What problems is Nutshell solving and how is that benefiting you? Lead tracking and reporting.

"Very practical, simple CRM app"

What do you like best about Nutshell? It is easy to use, not overloaded with features What do you dislike about Nutshell? Tags could work better, relationships between groups of companies missing Recommendations to others considering Nutshell: It is a safe option. Affordable, plenty of features that you really need, and easy to use. Implementation and user onboarding were also quite easy. What problems is Nutshell solving and how is that benefiting you? Performs customer relationship ...

"Great system for small teams!"

What do you like best about Nutshell? We absolutely love that we can sync our emails to ensure we don't overlap communication with our clients. As primarily remote employees, this is the best feature that most other CRMs do not offer! What do you dislike about Nutshell? It's a little pricey for small businesses and teams! What problems is Nutshell solving and how is that benefiting you? Client communication and leas! The benefits again are that we can see our team member's communcation!

"Easy to us"

What do you like best about Nutshell? Simple to use, we moved down from the "full service" package with an account manager because it was easy enough to handle on our own. What do you dislike about Nutshell? Unable to split revenue for projects across years or quarters, this is a big part of how we do our financial reporting so we have to handle this aspect manually outside of Nutshell. Integrations could be a bit easier if more were built directly into Nutshell. Recommendations to others ...

"Nutshell Year 1"

What do you like best about Nutshell? Interface, ease of use, and the integration was fairly simple. What do you dislike about Nutshell? Not really dislike - but the financial reporting aspects could be a little more functional. Recommendations to others considering Nutshell: It takes a little bit of time/effort to set up - but worth it. What problems is Nutshell solving and how is that benefiting you? Main problem that was solved was keeping all of our sales materials, follow ups, and info ...

"A CRM that I actually like to use"

What do you like best about Nutshell? The user interface is great, it is super customizable to meet almost all of our needs, and it is simple but in a good way. It is robust but it FEELS simple as a user, which is important to me. A biggie? The customer service is STELLAR. That is huge. Nutshell may not be Salesforce, but I don't want them to be. I don't need the complication of Salesforce, I don't want the price of Salesforce, and I'm not going to get this level of customer service from ...

"Straight Forward CRM"

What do you like best about Nutshell? Simple Menus, easy to find how to create inputs What do you dislike about Nutshell? integration with QBO is not direct it has to go through a 3rd party Recommendations to others considering Nutshell: none What problems is Nutshell solving and how is that benefiting you? Contact Management and communivation

"Fantastic CRM"

What do you like best about Nutshell? We love all of the features that Nutshell offers! What do you dislike about Nutshell? It can be a bit overwhelming at first for our sales team. But once they are trained it is great! What problems is Nutshell solving and how is that benefiting you? We are able to keep track of customers and who got contacted when. We are able to get all of our communications into one platform.

"Game Changer"

What do you like best about Nutshell? Nutshell is easy, intuitive, and deceptively powerful. Having an immediate context of the map and weather for each contact is fantastic. Being able to add a bunch of custom fields is awesome, and the app integration is great. It also integrates seamlessly with our proposal software for a super streamlined experience. What do you dislike about Nutshell? I only have a few tiny nitpicky things that I'd love to see, but they're really just feature ...