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

"Sales Ideas with a smattering of tech"

What do you like best about Nutshell? I was excited to really hear about the new features coming down the line. What do you dislike about Nutshell? It was really geared towards the Sales side not the tech side. Recommendations to others considering Nutshell: Perfection for small business with one or two complicated work rules What problems is Nutshell solving and how is that benefiting you? Tracking New Prroviders/Facilitities in a 1-Many-1 relationship. How easy it is for regular people to ...

"An Oustanding. Choice in a B2B CRM"

What do you like best about Nutshell? So far, our team had had no issues getting acclimated with Nutshell. Any questions we had we answered promptly and effectively by the Custimer Service staff. We are new to this but very happy so far with the experience. What do you dislike about Nutshell? So far we have no complaints. We still have a lot more info to load, then the process of updating customer and customer records will commence. What problems is Nutshell solving and how is that ...

"Best Workflow and Pipeline Software we have used yet."

What do you like best about Nutshell? We love the option to create our own checklists and pipeline workflow. What do you dislike about Nutshell? We are paying for over 20 users, so it is a bit expensive now. Recommendations to others considering Nutshell: I would encourage you to remember which features are important to your business. Many of the programs we looked at/tried had lots of bells and whistles... But Nutshell was the only service we found after searching for a year that had the ...

"SO far so good!"

What do you like best about Nutshell? I like the integration into office 360 and my mobile device What do you dislike about Nutshell? Not knowing all the capabilities so that I can do more with it, What problems is Nutshell solving and how is that benefiting you? Keeping contacts and info in one place

"I love Nutshell!"

What do you like best about Nutshell? It is simple for first-time CRM users. You are able to build out your sales process and then make sure that everything is in order before sales are made. And keeps track of tasks so that no one falls through the cracks. What do you dislike about Nutshell? It does not have the automation more complex users would want. I'd like to be able to have canned emails sent automatically depending on the stage of the sales process. Recommendations to others ...

"Nutshell is a Useful Tool"

What do you like best about Nutshell? Nutshell is user friendly and easily integrates with other solutions. Filters and Dashboards are easy to setup and manipulate. What do you dislike about Nutshell? If you log an activity type, not easy to run reports by activity type. Recommendations to others considering Nutshell: Setup processes and tags before starting to use. What problems is Nutshell solving and how is that benefiting you? Managing leads and progress. Easy to identify sales people ...

"Very clever program"

What do you like best about Nutshell? It has a lot of versatility and is easy to navigate What do you dislike about Nutshell? I just wish it could be integrated with Mailerlite What problems is Nutshell solving and how is that benefiting you? Staying in touch with our clients in an organized pipeline is key. Knowing where and when to follow up with prospects has been easier.

"In a Nutshell"

What do you like best about Nutshell? Portable and Friendly product which allows access to my leads no matter where I am. What do you dislike about Nutshell? It freezes sometimes but reset and back running Recommendations to others considering Nutshell: Try it you will definitely like it. It easy to use on the desk or on the road. What problems is Nutshell solving and how is that benefiting you? Sales CRM, Document access

"Great platform and would def recommend"

What do you like best about Nutshell? Nutshell is great as it provides a complete package for managing leads and contacts and can be fully customized to each team member's work flow. It had insightful reports as well as activity tracking. What do you dislike about Nutshell? I think it would be a little faster and offer more segmentation and sort functions- also it would be better if it connected with linked in and ms office a little easier. It seems like you can get it to do cool things, ...

"Organized and Efficient"

What do you like best about Nutshell? I love that Nutshell is so neatly laid out. It is clear to understand and easy to figure out quickly. Not to mention has so many different features to not only keep track of details on each client, but also on how you can connect with them through nutshell. What do you dislike about Nutshell? The only thing I do not like about Nutshell is that I find a lot of the time that the "duplicate" person or company option that pops up is incorrect. Either it ...