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

"Basic CRM Tool that does the job with no frills!!"

What do you like best about Nutshell? The simplicity and clarity in organizing contacts and companies What do you dislike about Nutshell? It does not track emails well with the inputted contacts and companies on the website. Salesforce does it a bit better but Nutshells price is far more attractive Recommendations to others considering Nutshell: it's simply a great tool to organize accounts amongst your team members. What problems is Nutshell solving and how is that benefiting you? Nutshell ...

"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 ...

"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.

"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. ...

"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

"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 ...

"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, ...

"User Friendly and Does the Job"

What do you like best about Nutshell? The support for Nutshell is really responsive and helpful. I don't feel like I'm talking to a robot when I talk to them. I also like how easy it is to add things like custom fields and pipelines. What do you dislike about Nutshell? Security is sometimes an issue. It's not that easy to configure permissions based on the type of users (some users need to only view high-level info while others need to be able to access and edit all fields). Recommendations ...

"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 ...

"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