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

"Perfect CRM for startups"

What do you like best about Nutshell? In previous jobs, I've mainly used Salesforce, which is a powerful tool but requires a lot of development to make it useful. Nutshell has customisation available on the main aspects needed (can add different products, unique tags, unique fields and automate workflows). It is the most user-friendly interface I've come across. Their videos and the availability of real people to help was super useful during our setup. The business scanner is also quite ...

"Very simple and user-friendly design"

What do you like best about Nutshell? I love the ability to create custom lists based on many different kinds of filters and tags. I also really like the feature that allows me to see the companies and people lists on a map. The ability to add custom fields has really helped us, we have been able to add several links to google drive docs that allow us to edit in real-time. I also utilize the ability to share lists and templates a lot to be able to collaborate with my co-workers. This ...

"Good overall"

What do you like best about Nutshell? I like the ease of customizing almost everything. It's fairly intuitive and they have many systems which allow for simplifying repetitive activities. I like being able to edit directly from the main lists. I also mostly like the email sync. I love the whiteglove service as we've needed customer service for a variety of issues and support. The phone app which can upload business cards with just a photo is a great timesaver. What do you dislike about ...

"The tools are useful and simple!"

What do you like best about Nutshell? Nutshell has a variety of tools that allow us to manage clients and thus contacting clients is a simple sales and marketing service. It also helps with our billing and sales organization and takes away a lot of headaches. Its updates have corrected some errors that it has had. and the best thing is its technical support. What do you dislike about Nutshell? I do not have problems with the system, it seems to me that it can improve its tools since adding ...

"Nutshell allows us to program everything and thus not forget a single call"

What do you like best about Nutshell? Nutshell is a great ally for us since we use it in the company to store all kinds of information about our clients and we also make nutshell adapt to us since it allows us to program everything and thus not forget a single call, which allows us tagging and thus prioritizing clients and segmenting our clients by type of client another function that helps us a lot about nutshell is that we can have an email history and thus have the information at hand or ...

"Great Tools for the Price"

What do you like best about Nutshell? This CRM provides great features for the team to stay focused and provide surface-level details on where to improve. What do you dislike about Nutshell? One of the main frustrations is the update schedule they seem to have. More often than not the system is completely unusable the last day of the month as updates roll out. While I love the features they're releases it has caused issues closing key sales. Recommendations to others considering ...

"Great entry-level sales CRM at a great price!"

What do you like best about Nutshell? Nutshell has made a lot of recent improvements that have increased my usability greatly. The new reporting engine is a huge step in the right direction! What do you dislike about Nutshell? Changes to the product seem to come at odd times throughout the workday, which can be pretty disconcerting. Also, the way that Companies, People, and Leads interact is more rigid than I would like. What problems is Nutshell solving and how is that benefiting you? A ...

"Highly valuable tool for our sales and accounts teams"

What do you like best about Nutshell? Nutshell is easy to use, has a great reporting suite and has an invaluable export facility. Record communication against individual records, linking directly with outlook email and other social media platforms. Record and track leads for pipelines and forecasts. Download the Mobile app which is perfect for use out in the filed. Set tasks/activities which pop up as reminders to help organise your day. Great map view which allows you to filter ...

Best tool for sales and accounting

PROS: This software has many strong points and I listed some of my favorite things about it. Nutshell allows us to: (1) easily organize and track our activities, status, and achievements vis-a-vis our objectives; (2) organize data from the previous years making it easier to compare our business performances; (3) customize dashboard; (4) import and export data which can be used for mass emailing; (5) easily create new accounts/users; (6) filter customer data which allows us to check on our ...

Helpful CRM tool!

PROS: This software is a great success tracker for our marketing campaigns. It is so versatile and functional so even new users can easily navigate around it and use it to aid their tasks. It definitely contributed to the increase in our sales and helped in making our business successful. CONS: The formats of leads to accounts for the sales and marketing process can still be further optimized. It's also beginner-friendly.