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

"Easy to use and good reporting"

What do you like best about Nutshell? Easy to use, great reporting, manages communication well, helpful integrations What do you dislike about Nutshell? Sometimes things aren't as intuitive as I'd like What problems is Nutshell solving and how is that benefiting you? Managing client communication, forecasting income

"Efficient System that's Easy to Use"

What do you like best about Nutshell? Our team enjoys using Nutshell to keep in contact with the our huge network of nonprofit professionals. We appreciate being able to research recent communications with an individual and understand where we are. We find the system easy to use, and it offers plenty of special features that we appreciate. We have built Nutshell into our everyday work system. Our team members always joke using #Nutshelled whenever they enter meeting notes or update the ...

"Easy Organization"

What do you like best about Nutshell? Being able to link everyone's email has been amazing. Its great to always be looped in with whats going on. Especially if you have a customer that has been conversing with a team member that is on vacation or out of the office. You can easily search the email function and find the information. What do you dislike about Nutshell? Sometimes using the map where we have all our customers can be glitchy- I dont know if you can add the zip code to search but ...

"Nutshell has been improved a lot and has turned into a great CRM over the years"

What do you like best about Nutshell? The portal is easy to access and update your various leads. The sorting/ability to customize the process and your views is nice. What do you dislike about Nutshell? Doesn't integrate to other applications, is NOT responsive and doesn't offer a mobile app, the UI is a bit dated. Reports could be more intuitive as well. No real time collaboration on leads. Recommendations to others considering Nutshell: You can only use it on a desktop which is not ideal ...

"Pros and Cons"

What do you like best about Nutshell? Easy to use and quite flexible. There are many options and you can use it to manage a lot or you can use it for simple tasks What do you dislike about Nutshell? The timeline on the leads (where all of the project messages go) is completely useless if you have several projects with the same client. If you send an email and [email protected] the email will get recorded on all of the leads associated with that client so you will end up with a ton of ...

"Using Nutshell"

What do you like best about Nutshell? Our team makes Nutshell work for what we need because we're not necessarily a sales team. We use it mostly for the processes as we need an easy to change to-do list for the processes we have in place. What do you dislike about Nutshell? When you update a process, it adds in the new tasks/updates to the current leads. This is super inconvenient for the way we use Nutshell. It causes so much additional work for our team to go back and get rid of those ...

"Perfect for small to medium sized businesses"

What do you like best about Nutshell? Nutshell has all of the features we need without any of the bloat that we don't. It also has API access, which has allowed us to integrate it deeply with our other systems. What do you dislike about Nutshell? It would be nice to have just a tad more flexibility. What problems is Nutshell solving and how is that benefiting you? We've tried a number of CRMs, and Nutshell is the perfect fit for us. The web interface is simple, and the API interface has ...

"Very easy CRM to utilize for an active Sales Rep on the go."

What do you like best about Nutshell? Easy to enter new prospects information succinctly from the company name, phone number, email, primary contacts, who the decision maker is and so on , and continue adding information about the client as I gather it. It is also very easy to track the sales cycle and create notifications for follow up. Sharing my pipeline with my sales manager as well has been much easier & I can realistically create estimations on closing percentage and let him know ...

"Pretty Good, but Could Be Great!"

What do you like best about Nutshell? Mapping feature, import simplicity, call recording and contact management What do you dislike about Nutshell? Inability to filer more and query more. need to be able to sort when in chart form of contats and need to have a 3rd category for real estate. for example, property info, owner company info and owner contact info Recommendations to others considering Nutshell: Highly recommend the product for ease of use and data managment. What problems is ...

"Wonderful program"

What do you like best about Nutshell? I love the task features and the ease of use. What do you dislike about Nutshell? I dislike the layout and not being able to delete multiple items/tasks What problems is Nutshell solving and how is that benefiting you? INutshell has made it easier to keep track with project management and keep projected time lines.