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

"Review of Nutshell"

What do you like best about Nutshell? Ease of seeing overview of recent activity What do you dislike about Nutshell? Overall I don't have much to say negative What problems is Nutshell solving and how is that benefiting you? We have utilized it for tracking recruits, onboarding and offboarding. It has been useful in maintaining records, notes and scheduling for all of our team so "balls don't get dropped."

"Have used Nutshell for 3 years now.. we utilize it as our main CRM platform for over 280 clients"

What do you like best about Nutshell? Everything is one place - can upload attachments, write notes on account, add tags, and lots of customization. I also like that everything syncs from our gmail accounts so nothing is lost in personal email threads/conversations. What do you dislike about Nutshell? Not everything will show in a birds eye view, only the first 3 documents attached.. first 3 tags listed etc. Not good for contract management or tracking of updated annual pricing. All manual, ...

"Good CRM system"

What do you like best about Nutshell? Nutshell is point-and-click. It doesn't take much training to get a new person up and running on the system. The ability to schedule pickups and assign to a specific person is quite helpful, especially since the alert is sent to their email address. It's also a good system for creating leads for whatever business you're trying to run. What do you dislike about Nutshell? The only thing we don't really like (and this is a bit of a nitpicky issue) is when ...

"Nutshell moves our business forward!"

What do you like best about Nutshell? Nutshell is easy to use. To get up and running with the basic features take very little time. My team was able to start implementing the Tasks and activities right away. The search tool is very powerful for finding people and companies. Typically when we are on the phone with a customer we try to pull up there nutshell card. What do you dislike about Nutshell? The UI can be a bit confusing when you are entering details for companies and individuals. ...

"Solid CRM System"

What do you like best about Nutshell? How much customization is available to businesses. What do you dislike about Nutshell? I haven't tried the mobile app in a while, but when I did it wasn't useful to me. I'll try it again pretty soon. What problems is Nutshell solving and how is that benefiting you? Keeping my pipeline organized is pretty tough without something like Nutshell to keep it all organized and easy.

"Great Customization and Customer Service"

What do you like best about Nutshell? I've been very impressed with how much Nutshell can truly do for my team and my business. I appreciate the expansive filtering options for reporting and tracking all of my leads. Any time anyone has a question or problem, it is easy to get help from Nutshell Customer Service. I appreciate their willingness to customize our Nutshell interface to help us be most efficient in our work especially as we continue to evolve and request new changes. What do you ...

"Good"

What do you like best about Nutshell? Navigation seems to be fairly easy. I can typically find what and who I want within a couple of clicks. What do you dislike about Nutshell? Ok, I was recently trying to get a subset of companies, contacts, and emails. Nutshell would not do what I wanted. I actually had to run two separate reports to get the data. The bad part was manually going through the reports to integrate the data. This was a real problem. Recommendations to others considering ...

"Too much repetition. The same information is in too many places and can be confusing"

What do you like best about Nutshell? Easy to look up leads and great notification for updates needed and followups with clients What do you dislike about Nutshell? Too many sections that contain the same information. Can all be steamlined into one. What problems is Nutshell solving and how is that benefiting you? Keeping track of leads and where we are with them

"Fine for the basics"

What do you like best about Nutshell? Good categorisation for clients. I can sort lists easily to find out who is where or when who hasn't been contacted in a while. What do you dislike about Nutshell? There is not much support when it comes to integrating other tools or if you mention something is not working or could be working much better - you just get told to "suggest it in the community forum" to get "votes". It's not a feature I'm suggesting - it's not working. Recommendations to ...

"Comprehensive Tool"

What do you like best about Nutshell? Ability to filter certain elements, collect insights. What do you dislike about Nutshell? Challenges with reporting and collecting the information I'm really dialing down to. Recommendations to others considering Nutshell: Great tool, sometimes have to assemble different reports to really get what you're looking for. What problems is Nutshell solving and how is that benefiting you? Tracking leads, deals, bookings and revenue. Ease of quick insights for ...