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

"Customizable and flexible"

What do you like best about Nutshell? Any CRM is going to take a little bit of adjustment, but I have thoroughly enjoyed familiarizing myself with Nutshell over the last few months. Contacts and company information is all easy to lay out and will automate any addition information it can add (ie adding tied github, linkedin, twitter, etc) info to contacts. The Mac OS and iOS app are great. I LOVE the iOS app ability to take a picture of a business card and then use scanning technology to ...

"Nutshell CRM Review"

What do you like best about Nutshell? We initially decided to give Nutshell a try due to the fact that it solved many problems that our current CRM faced. One of those issues was the lack of mobile accessibility. We have salesmen who are constantly on the road traveling and need access to our database in many situations. Our current CRM does not offer a feature to do this, and the Nutshell app was a great fix for that problem. Another feature that we enjoy about Nutshell are the built-in ...

"Great for Me"

What do you like best about Nutshell? As a newcomer to CRMs, Nutshell is pretty straightforward and easy to understand. I really enjoy the dashboard feature we can display in the office so everyone can see how our pipeline is doing. I also love the "Scan business card" feature which makes networking so much better. What do you dislike about Nutshell? There are a few kinks that I am working out when it comes to adding leads and not duplicating people. I need to dig around a little ...

"Great product for the money "

What do you like best about Nutshell? I like how it syncs with Outlook to enable me to keep up with calendars and emails. What do you dislike about Nutshell? I wish that the iPhone app was a little more user friendly and that you could use the map feature Recommendations to others considering Nutshell: Try it out before making the investment to go with Sales Force if you are a small company What problems is Nutshell solving and how is that benefiting you? We have been able to more easily ...

"Nutshell... in a nutshell."

What do you like best about Nutshell? Integration with email. This gives clarity to anyone looking for information and conversations other co-workers may have had with customers. What do you dislike about Nutshell? No ability to attach files in email forms. I can't exclusively use the email for follow ups for deliveries and such due to the lack of ability to attach important documents. Recommendations to others considering Nutshell: Nutshell has been working great for us at our office. We ...

"Great CRM"

What do you like best about Nutshell? The ability to track team activity, progress, tasks in real time with incredible flexibility. What do you dislike about Nutshell? The inability to assign probabilities of success to different stages in the sales process. What problems is Nutshell solving and how is that benefiting you? Getting of the less reliable method of excel spreadsheets.

"I'm new to Nutshell."

What do you like best about Nutshell? That I can import many contacts and keep better track on email conversations What do you dislike about Nutshell? I'm still trying to find my way around a bit. Recommendations to others considering Nutshell: It's a good product to gain more control of your contacts. I like that I can attach files and links to contacts too. What problems is Nutshell solving and how is that benefiting you? I feel a bit more in control on my contacts. I need more training though

"Uncompromising time saving CRM tool"

What do you like best about Nutshell? Nutshell really helps me to stay organized. I like that I can set up a process and it will auto assign tasks for each of the new leads I add. This ensures that I don't drop the ball, but it doesn't require me to set up a task schedule for each individual lead I add. This process saves me a significant amount of time without compromising my relationships with my leads. Almost everything that I need is in Nutshell. Very rarely do I think, I wonder if I ...

"A good system if you know exactly what you want"

What do you like best about Nutshell? I like the fact that you can customize it to fit whatever needs you have, and the versatility to change when needs change. What do you dislike about Nutshell? The fact that changes aren't retroactive; changes made to the system only execute going forward.....in some ways this is good, but not when you are changing workflow on a contact cycle. Recommendations to others considering Nutshell: Extremely versatile; just ensure that your requirements are ...

"Easy to use and portable"

What do you like best about Nutshell? Is really immediate to use and easy to learn and teach. More over you can use with the application on mobile phone that helps you with calls and registration of the actions done What do you dislike about Nutshell? The increasing monthly price in the last three years What problems is Nutshell solving and how is that benefiting you? it helps me to keep in mind meetings, calls and every speech I had with my leads or clients