Nutshell Reviews in May 2025: User Ratings, Pros & Cons

"Simple CRM, Wonky Attribution"

What do you like best about Nutshell? It is easy to add contacts, notes on them, and where they stand in the lead process. It's also easy to update them to change out whether they're quality or not, they've been won (and for how much), and so forth. Great overview overall. What do you dislike about Nutshell? The bugs. It is way too buggy and there is a learning curve—we have to schedule calls for new members in order to show them how it works and what our own process for updating is. For ...

"Too much useless stuff"

What do you like best about Nutshell? A lot of info can be shown. Seems like you can customize the main screen alot. What do you dislike about Nutshell? Very unorganized. The whole screen looks way too crowded What problems is Nutshell solving and how is that benefiting you? Good for tracking sales prospects.

"Great Lead Management System!"

What do you like best about Nutshell? Able to mass email all leads in the system. What do you dislike about Nutshell? No dislikes other than the fact that trying to add a lead using the mobile app seems like it could be easier What problems is Nutshell solving and how is that benefiting you? Lead management between 6 district locations. Able to follow up by email contained in Nutshell were it keeps records.

"Not user friendly. It takes a long time to learn to use everything"

What do you like best about Nutshell? organized and helps keep pipeline full at all times, we can see where we need to focus our attention as far as setting appointments and following up What do you dislike about Nutshell? Difficult to use. Many issues with tasks past and due today. Recommendations to others considering Nutshell: Have patience What problems is Nutshell solving and how is that benefiting you? We are able to see where people are at at all times throughout their purchase process

"Easy to use CRM for Small businesses"

What do you like best about Nutshell? I used and analyzed in many CRMs as a consultant. I believe Nutshell to be the easiest to navigate, both in desktop and mobile versions, with a high level of customization ability. Nutshell is the best CRM for generating sales of cadence in a team based on the sales process. This intelligence and setting function also helps me really understand who my customers are, where we are in a relationship, and how to take it to the next level. What do you ...

"Nutshell CRM for G Suite is an extension of Nutshell CRM see Nutshell reviews"

What do you like best about Nutshell? Good integration with our email - we can echo our messages sent through our Gmail / GSuite into Nutshell and we can email from Nutshell through our email servers. Excellent, responsive customer service via chat within the application some hours of the day and then via email off-hours. What do you dislike about Nutshell? There are some things I want to do with the data in Nutshell (select people that belong to pending leads, say) that I need to do via ...

Providing visibility for our business anywhere

PROS: Nutshell has provided our business visibility from day one. And thanks to their tagging and their different market features, we are able to track leads more easily. Reporting is very powerful as you can easily filter a ton of criteria to find exactly what you need. CONS: It was unfortunate that they removed the nice auditing feature that they used to have, though I heard it will be brought back soon. I also can't put internal activiities in Nutshell because they have to be tied to a ...

I can keep track of the progress of my projects

PROS: I like its simple management of leads. I can easily manage all my projects and keep track of achievements and performance of projects. I can see the progress and fulfillment of tasks and projects. CONS: They could create phone reporting window so I can write down notes while making the conversations. In addition, the links between company and leads are not intuitive, I’d like to see my team’s leads in my personal leads.

"Great CRM for Sales, OK CRM for Non-Profits"

What do you like best about Nutshell? Seems to be growing with us, so new things are added all the time. They have great support & are very responsive to requests or questions. Their desktop is sleek & very intuitive. What do you dislike about Nutshell? That is so COMPLETELY focused on sales that a lot of the things on the dashboard or the client page is so pointless for us. It is not really adjustable so that the primary information on the page is focused on what I want. Recommendations to ...

Helps me to see the progress of my projects

PROS: What I really love about Nutshell is the simple management of the leads. You can simply and easily manage your projects and you have the ability to track the achievements and growing of projects. You can see the fulfillment and progress of your duties and projects. In other words, Nutshell is an excellent web application. CONS: It would be great if they could make a phone reporting window so I can write down the important notes while I make the conversation. Also, the links between ...