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

"Flexible startup CRM With Annoyances"

What do you like best about Nutshell? This CRM is very affordable for small businesses looking to scale sales ops. It offers a lot of flexibility within their framework. Their customer service is responsive and they constantly roll out new features. What do you dislike about Nutshell? A lot of the useful logic/automation is locked in at the higher price point (pro). Tiered usage per user doesn't seem to be offered for teams that don't want to pay for features some users won't use. Pending ...

"Easy, quick, great UX!"

What do you like best about Nutshell? Very easy to create need leads and have a track about them. What do you dislike about Nutshell? It would be great if the phone numbers could link to Facetime/Joinme/Zoom/Skype Recommendations to others considering Nutshell: Don't think it too much, quite simple to use it. What problems is Nutshell solving and how is that benefiting you? Having a track of my leads and see if I'm missing to do some activity. Realize how often I stay in contact with my ...

"Love it! "

What do you like best about Nutshell? Nutshell is super easy to utilize, and we use it for tracking any tickets which is a huge help! What do you dislike about Nutshell? Only thing I do not like is I wish it was easier to merge accounts. It isn't hard now, but I have to filter just right to merge sometimes. Recommendations to others considering Nutshell: Just do it! What problems is Nutshell solving and how is that benefiting you? The tickets! We just started using it to track any ...

"We call it "Nut Love" because it's so great! "

What do you like best about Nutshell? Nutshell is very intuitive and easy to use. It's like the Apple of CRMs. They've thought about the best ways to make the system make sense for your needs. What do you dislike about Nutshell? Sometimes it logs people as leads and as regular contacts. So we have to merge the two different profiles. I've also struggled with emails properly registering. Recommendations to others considering Nutshell: Intuitive interface. Great for teams. What problems is ...

"Nutshell is a Phenomenal Sales CRM"

What do you like best about Nutshell? I love how easy Nutshell is to use, the UI is very well laid out and is intuitive. It's very easy to add Companies and Contacts to start creating a lead and sales pipeline. What do you dislike about Nutshell? Tricky to integrate with our 3CX phone system, it is shown as a feature but technical and hard to get working. What problems is Nutshell solving and how is that benefiting you? Allows me as the business owner to monitor sales performance and ...

"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 ...

"A CRM That Met My Professional Needs"

What do you like best about Nutshell? The ability to customize so much of program to meet my needs at work. What do you dislike about Nutshell? Some of the reporting features that I'd like to use are not free. Recommendations to others considering Nutshell: We use Nutshell at CSULB for a very specific reason which is different than any traditional sales team. I have had several conversations with folks from other campuses that do similar work and have recommended Nutshell several ...

"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 ...

"Work made easy."

What do you like best about Nutshell? We are a solar company and have used Nutshell to enter all our leads and keep both the sales reps and customer updated throughout their process. Nutshell has been amazing in allowing us to be on top of our process and know exactly at what stage each of our customers are at. We have worked with nutshell for over two years now and it has done us well and would recommend this to any company looking for one solid tool to help keep things organized and on ...