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

"Great CRM to stat from scratch with -importing a database from other CRM, not so much. "

What do you like best about Nutshell? Enjoy the lead stats in an easy to view format. The dashboard is generally very clear, although the new update isn't my favorite. Admin view of what all sales reps are doing is super helpful. What do you dislike about Nutshell? The ability to bulk update tasks would be a huge benefit that Nutshell hasn't realized yet. The import from a CSV leaves something to be desired...especially larger imports such as when we added our entire database or larger ...

"Great CRM to stat from scratch with -importing a database from other CRM, not so much. "

What do you like best about Nutshell? Enjoy the lead stats in an easy to view format. The dashboard is generally very clear, although the new update isn't my favorite. Admin view of what all sales reps are doing is super helpful. What do you dislike about Nutshell? The ability to bulk update tasks would be a huge benefit that Nutshell hasn't realized yet. The import from a CSV leaves something to be desired...especially larger imports such as when we added our entire database or larger ...

"Pleasantly surprised at the ease of Nutshell"

What do you like best about Nutshell? Very easy to add new companies, contacts and customize the dashboard to fit my needs. What do you dislike about Nutshell? I haven't gotten very deep into it yet, but I'd like it to be more selective on what emails are attached to Nutshell. It appears that only full conversations can be linked, and not parts of a conversation. Still investigating that though. Recommendations to others considering Nutshell: Give them a chance. Not a big name brand, but ...

"Perfect CRM for partner management"

What do you like best about Nutshell? So simple and fluid between companies and contacts. I live in the platform most days each week and it's perfect for keeping a transparent track record of my accounts What do you dislike about Nutshell? The way emails get logged is still confusing to me. I don't understand the visibility settings and not sure how appointments/calendar is integrated Recommendations to others considering Nutshell: Perfect for small sales and acct management operations ...

"Excellent Software"

What do you like best about Nutshell? All of the ability to customize data fields and add endless tags is extremely useful for labeling and organizing leads. What do you dislike about Nutshell? Setting up structured campaigns could be more intuitive. Recommendations to others considering Nutshell: More automated sales campaign options versus relying on scheduling individual activities for next steps. What problems is Nutshell solving and how is that benefiting you? Our business has very ...

"Been using Nutshell for the last 4 years and they come a long way"

What do you like best about Nutshell? We jumped on Nutshell from another obsolete CRM solution back in 2010 and ever since they've improved their platform really well. We love the google Integration and the fact that all the emails get synced automatically without worrying about attaching anything. The process design also is great tool What do you dislike about Nutshell? Perhaps an iPad app for bigger screen users but other than that the browser version does the trick. What problems is ...

"Been using Nutshell for the last 4 years and they come a long way"

What do you like best about Nutshell? We jumped on Nutshell from another obsolete CRM solution back in 2010 and ever since they've improved their platform really well. We love the google Integration and the fact that all the emails get synced automatically without worrying about attaching anything. The process design also is great tool What do you dislike about Nutshell? Perhaps an iPad app for bigger screen users but other than that the browser version does the trick. What problems is ...

"Use for client management"

What do you like best about Nutshell? A very simple yet effective layout, nutshell keeps me on track and in touch with all of my clients, past and prospective. What do you dislike about Nutshell? Given the amount of data stored in Nutshell, sometimes one client can have two entries and some information can be lost between the two. Recommendations to others considering Nutshell: Sort your clientele before uploading them into this database. What problems is Nutshell solving and how is that ...

"Awesome CRM for a Small Business"

What do you like best about Nutshell? Being able to track history with clients and share it with co-workers is an awesome tool when cold-calling and working with leads. What do you dislike about Nutshell? Due to some internal functions within our company, we weren't able to utilize all of the integrations. Additionally, I was a bigger fan of the original dashboard before it was changed to the new style. Lastly, leads are more suited for a product type of company rather than a variable ...

"Really Love Nutshell"

What do you like best about Nutshell? Nutshell is great at keep track off all my opportunities. I love being able to customize and keep activity details for all the deals i'm pursuing. What do you dislike about Nutshell? I don't like how fields are input- sometimes in order to fill a form you must click into the deal completely. I'd like to be able to edit fields anywhere they are visible. What problems is Nutshell solving and how is that benefiting you? Tracking daily sales activity, ...