--- title: "Nutshell Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Nutshell Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/144340/Nutshell/" page_type: "product" language: "en" --- # Nutshell Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Nutshell ## What is Nutshell? Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription comes with unlimited CRM contacts, data migration assistance, and world-class live support, all at an extremely affordable price. ## What is Nutshell used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 625 user reviews Reviews sentiment Positive 88% Neutral 9% Negative 2% Pros & cons Comprehensive sales pipeline tools Efficient team collaboration platform Frequent bugs disrupt workflow Starting price $13 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - CRM / 2026 - Contact Management / 2025 - Lead Management / 2025 - Sales Force Automation / 2025 - Sales Tracking / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Nutshell?[Manage this product listing](https://www.g2.com/products/nutshell/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Nutshell 4.4 (625) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $13 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (617) Ease Of Use 4.0 (18,145) Value For Money 4.4 (536) Value For Money 4.0 (12,831) Customer Service 4.4 (550) Customer Service 4.1 (14,063) ## Nutshell alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [4.7 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) [View all alternatives](https://www.capterra.com/p/144340/Nutshell/alternatives/) ## FAQs about Nutshell Overview ### What problems does Nutshell solve? Nutshell solves scattered lead tracking, missed follow-ups, duplicate client communication, and poor visibility into deal stages by centralizing contacts, emails, notes, tasks, and pipeline activity. Sales reps, account executives, managers, and small B2B teams use it to coordinate across offices, standardize handoffs, and reduce manual status updates. Answer based on 370 reviews Overview ### Which roles and teams benefit most from Nutshell? Nutshell is most used by sales teams, business development leaders, and account managers who need to track pipelines, manage contacts, and move deals forward efficiently. Owners, CEOs, and other executives use it for revenue visibility and team oversight, while marketing coordinators and project managers support lead follow-up, campaign handoffs, and client workflows. Answer based on 603 reviews Overview ### What company size and industries is Nutshell built for? Nutshell is built for relationship-focused B2B organizations, especially small businesses, which account for 90% of reviewers, with Marketing and Advertising leading at 9%. It also serves midsize businesses at 6% and enterprises at 4%, with notable use in Construction at 6% and Computer Software at 4%. Answer based on 625 reviews Features and Usability ### What are the key features of Nutshell? Nutshell includes core CRM features like contact management, lead management, and customizable sales pipelines, plus email marketing tools such as email sequences, drip campaigns, and email tracking. Differentiating features include activity tracking with communication history, custom reporting, mobile app access, and integrations with Outlook, Google, and QuickBooks. Answer based on 186 reviews Pricing ### How much does it cost and what fees or limitations are included? Nutshell starts at $13/user/month for Sales Foundation, with Sales Growth at 25, Pro 42, Business 59, and Enterprise 79; Marketing Pro is 49/month flat but requires a Sales subscription. A 14-day free trial is available. Reviewers often call it affordable and flexible, though some say Pro and multi-user costs add up. Answer based on 80 reviews Integrations ### Which third-party tools and platforms does Nutshell integrate with? Nutshell integrates with Gmail, Microsoft Outlook, Zapier, PandaDoc, Google Contacts, Google Calendar, Slack, and ActiveCampaign. It supports over 90 integrations overall, with common connections spanning email, documents, calendars, team messaging, and automation. Reviewer mentions also point to Google Drive, Constant Contact, and Checkfront. Answer based on 100 reviews Getting Started and Support ### How easy is it to onboard and train a team on Nutshell? Nutshell is generally quick to onboard, with live online sessions, webinars, documentation, and videos that help new hires start fast. Nontechnical users and first-time CRM users often adapt quickly, while admins and teams setting up workflows, reports, or custom processes may need more time and support to learn deeper features. Answer based on 57 reviews Getting Started and Support ### What customer support options does Nutshell offer, and how do users rate the experience? Nutshell offers email/help desk, chat, a knowledge base, and FAQ/forum resources. Users often describe support as quick, helpful, and easy to reach, with clear tutorials and useful self-service content. Some report slower replies at times, limited after-hours coverage, and occasional resolutions that take longer than expected. Answer based on 138 reviews Email marketing ### How good is Nutshell for email marketing? Nutshell handles basic email marketing well for sales-focused teams that want CRM and outreach in one place. Small businesses and nonprofits often like its templates, drip campaigns, inbox sync, and engagement tracking, though some teams want deeper automation, more flexible campaign controls, and fewer inbox or deliverability management limitations. Answer based on 172 reviews ## Who uses Nutshell? Based on Capterra reviews from the past 2 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Comprehensive sales pipeline tools 94% positive reviews out of 129 Most reviewers describe sales management as streamlined, customizable, and effective for tracking tasks, analytics, and collaboration. Nicolas B. Sales and Customer Service, 11 - 50 employees. "It helps us out a lot streamlining and setting up reminders for the many steps that we have in our sales." Frequent bugs disrupt workflow 68% negative reviews out of 53 Some reviewers report bugs and issues cause crashes, slowdowns, and interruptions, making daily tasks frustrating and inefficient. Efficient team collaboration platform 90% positive reviews out of 61 Most reviewers indicate team collaboration is enhanced by shared visibility, easy onboarding, and responsive support. Johanna M. D. Head of Customer Success, 2 - 10 employees. "It's easily customizable, integrates well, and has helped my team start working together in the back office. " Adaptable for small businesses 92% positive reviews out of 51 Most reviewers find professional use valuable, highlighting affordability, scalability, and essential features for small and growing companies. Casey O. Senior Consultant, 2 - 10 employees. "Again, it is a nice way to have a lot of automation for a small company without having to spend a lot on one of the "big" CRM tools which can be too complex and too big (and too much money!)" ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Nutshell includes **Customer Database** and **Real-Time Data**, giving sales teams a central place to store buyer information and access current updates as deals move forward. However, it does not offer **Data Security**. Instead, it provides other features that reviewers also value, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses organize records, find the right information faster, and keep day-to-day customer interactions on track. Customer Database 4.5 (20) 95.00% of 20 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Real-Time Data 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Receive data and information in real time Contact Database 4.4 (78) 82.05% of 78 reviewers that rated this feature as important or highly important Nutshell offers a centralized space to store and organize all your business contacts, making it easy to manage clients, leads, and vendors. Reviewers appreciate its customization, duplicate detection, and import/export options, though some mention search limitations and data redundancy issues. Search/Filter 4.6 (27) 100.00% of 27 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 4.4 (142) 85.21% of 142 reviewers that rated this feature as important or highly important This aspect helps you organize, tag, and access all contacts in one place, supporting collaboration and transparency. Some reviewers find it easy to use, value shared access, and like duplicate detection, but a few mention the interface can feel clunky at times. Lead Management 4.5 (147) 80.95% of 147 reviewers that rated this feature as important or highly important It gives you tools to track leads step by step, automate lead creation, and sync with Gmail and Outlook. Reviewers appreciate easy organization, communication tracking, and automation, though some find setup cumbersome and want more flexibility in parameters. Nutshell 93 features Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Software's ability to perform similar action on multiple similar files simultaneously Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Set campaign schedules by selecting start, pause, and end dates Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act Track the amount of clicks on individual products to measure campaign results Manage contact details and communication with clients Provides a channel for team members to share AI models, media files, communicate, and work together Nutshell offers a centralized space to store and organize all your business contacts, making it easy to manage clients, leads, and vendors. Reviewers appreciate its customization, duplicate detection, and import/export options, though some mention search limitations and data redundancy issues. This aspect helps you organize, tag, and access all contacts in one place, supporting collaboration and transparency. Some reviewers find it easy to use, value shared access, and like duplicate detection, but a few mention the interface can feel clunky at times. Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics With this capability, you can tailor fields to fit your business needs, track unique data, and filter out irrelevant info. Users think customizable fields help with reporting and adapting to niche requirements, but some wish for more options and pipeline-specific customization. Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Plan, execute, and analyze email marketing campaigns Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Set up automated email sequences to streamline outreach and engage leads/contacts Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Operate/access software on iPad Devices Primarily serving startup companies Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Create landing pages or online forms designed to capture new leads and prospects Manually or automatically assign leads to sales reps Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads It gives you tools to track leads step by step, automate lead creation, and sync with Gmail and Outlook. Reviewers appreciate easy organization, communication tracking, and automation, though some find setup cumbersome and want more flexibility in parameters. Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Divide leads into buckets based on predefined criteria and routing rules Manage contacts across multiple mailing lists Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Access the system via a mobile application Optimize content to ensure it is easily accessible for mobile users Observe and track the demand, usage, progress or quality of a system, product, or user Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Define, track, and/or automate sales activities and sales processes Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. You get customizable pipelines, workflow automation, and clear visual tracking of leads. Reviewers indicate it streamlines sales processes, aids team coordination, and allows tailored workflows, though some find built-in restrictions limiting and wish for more flexibility. Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Share contacts with other applications like Gmail and CRM Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Add or remove subscribers from mailing lists Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Web form that allows users to enter data that is sent and processed for different reasons SaaS, web-based, online deployment Streamlining repetitive tasks and activities through automated and predefined workflows Create, design and manage workflows for repetitive tasks What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Get Advice We can help you find the software with the features you need. Features 4.1 (615) 4.1 Based on 615 reviews ## Pricing Value for money 4.4 (536) Free Trial [View pricing plan details](https://www.capterra.com/p/144340/Nutshell/pricing/) Sales Foundation $13.00 Per User,Per Month It includes: - Activity Reminders - Contact Management and Communication Timelines - Customizable Single Sales Pipeline - Drag-and-Drop Pipeline Board and Interactive Lead Map - Email and Calendar Sync - Embeddable Web Forms - Sales Reporting and Forecasting Sales Growth $25.00 Per User,Per Month It includes: - Activity Reminders - Activity Reporting - Email report - Teams - Sales Reporting and Forecasting - Contact Management and Communication Timelines - Customizable Single Sales Pipeline - Drag-and-Drop Pipeline Board and Interactive Lead Map - Email and Calendar Sync - Embeddable Web Forms Sales Pro $42.00 Per User,Per Month It includes: - Sales Automation - Multiple customizable pipelines - Territories - Funnel Reporting - Custom / Loss / Forecast / Snapshot Reporting - Unlimited click-to-call - Bulk Personal Emails - Personal Email Sequences - Customizable Lead Board View - Company Hierarchy - Nutshell Scheduler (Lite) - Shareable Lists, Reports, and Personal Email Sequences - Automated Tasks - @-Mentioning Teammates Sales Business $59.00 Per User,Per Month It includes: - Markets / Currencies - AI-Powered Voice-to-Text Transcription - AI-Powered Timeline Summarizations - Nutshell Scheduler (Full) - Per-User Changelog - Account-Wide Audit Log - Email Templates in Google Sales Enterprise $79.00 Per User,Per Month It includes: - Unlimited Customizable Pipelines - Unlimited Custom Fields - Unlimited Teams - Unlimited Nutshell Forms and Connected Forms - Unlimited Markets / Currencies / Territories - Read-Only SQL Access - Phone Support - API Support Marketing Pro $49.00 Flat Rate,Per Month It includes: - Embeddable Web Forms - Email marketing - Bulk Personal Emails - Email report - Advanced lead attribution - No code email and landing page builder - Email campaigns with reporting - A/B testing for email campaigns Value for money 4.4 (536) 4.4 Based on 536 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (550) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (550) 4.4 Based on 550 reviews ## User reviews Overall rating 4.4 Based on 625 reviews Filter by rating 5(318) 4(231) 3(61) 2(11) 1(4) Mentioned topic Sorted by most recent JF Jackson F. Sales rep Defense & Space ### "Still loving Nutsell" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 21, 2026 I would say 10/10. I recommend it all the time to other reps or people that are in the sales industry. Pros How easy it is to use. Everything is in one place, and it tracks all the emails for you. you are always up to date on contacting customers. Cons They are making a lot of changes, some good some bad. It takes a little getting used to when they are constantly adding new updates. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Act was terribly slow because it used a remote database. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Associate Capital Markets ### "Solid CRM for small sales teams" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2026 Pros Super easy to use and gets you up and running fast – no complicated setup . The interface is clean and intuitive, so my team actually uses it without complaining . Pipelines and contact management are straightforward, and the free live support is actually responsive and helpful when you need it . Cons It's pretty basic and sales-focused only – no invoicing, no project management, no time tracking built in . If you need those, you'll have to pay for other tools and stitch them together. Email marketing is a separate paid add-on, which feels annoying for an "all-in-one" CRM . Customization and advanced reporting are also limited compared to bigger enterprise CRMs Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BF Brady F. Onboarding Coordinator Packaging and Containers ### "Real visibility into our funnel for the first time" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 31, 2026 Good. We came off email, spreadsheets, and homemade tools, so almost anything would have been an improvement, but Nutshell earned adoption rather than just being tolerated. The setup phase took longer than expected, mostly because the platform gives you so many valid ways to structure things that we had to make a lot of decisions ourselves. Once we settled our pipeline stages and naming rules, the reps used it daily and leadership finally had visibility into the funnel. Support has been responsive and our onboarding contact stayed involved well past the initial calls, which is not something I have experienced with other vendors. Pros Lead management is the strongest part. The structure of company as the record, people hanging off it, and a separate lead for every project at that account matches how our reps actually sell, and the custom pipeline stages with automatic follow-up tasks mean nothing sits untouched. Reps can log a visit by voice right after they walk out, which is the difference between activity getting captured and getting forgotten. The user interface is clean enough that a sales team with no CRM background picked it up quickly. That mattered a lot for us. Email management and team collaboration are better than we expected for the price. Outlook sync pulls replies into the lead timeline, email templates handle no response follow ups, and audiences let each rep group their own accounts and send a targeted blast without touching a separate marketing tool. Our leadership can see the whole funnel across the team instead of asking for status updates. Value for money is a genuine strength. This does most of what the enterprise CRMs do at a fraction of the cost, and the onboarding calls with a dedicated rep were included rather than a paid add on. Cons The thing I like least is honestly the flip side of a strength. Nutshell is so configurable that there is rarely one obvious right way to set something up. Pipelines, stages, tasks, tags, products, audiences, drip sequences, custom fields, all of it can be built several different ways, and the platform will happily let you do any of them. We spent real time debating whether a customer's multiple products should live on one lead or split into separate leads, how to title leads, and how to handle an account that closed but keeps generating new work. None of those are the software failing, but a stronger set of opinionated defaults or recommended templates by industry would have saved us weeks of internal back and forth. Smaller things: the mobile app is behind the web app, and the native ERP integrations are limited to a couple of accounting platforms, so anything else means middleware or a custom API build. The mobile app lags behind the web app, which is a problem for outside reps who want to update from the car. Native ERP integrations are essentially QuickBooks and Intacct, so a manufacturing ERP means middleware or a custom API build, and reporting on quoted versus actually booked revenue takes work outside the tool. There is also no clean pattern for an account that closed won but keeps producing new revenue. You end up cloning leads and hoping the historical record stays intact. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. LR Luke R. Sales representative Package/Freight Delivery ### "Phoenix Group Sales Rep " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 31, 2026 From the begging it has been super easy. \[sensitive content hidden\] ran through the basics got an understanding of what we were looking for. Created the vision and then still asked how everything was going since he created our own sales report. Pros I loved that it allows us to make adjustments to best fit how we would like the program to work. If one thing isn’t exactly how we would like it to be \[sensitive content hidden\] has been able to adjust and customize it to our needs. Which makes it feel like our own creation. Cons The mobile app for now as we cannot use it super freely yet until it gets updated. \[sensitive content hidden\] has gone over what it will look like in the future so I know this will change. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. SB Susan B. CEO Professional Training & Coaching ### "So intuitive and easy to use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 25, 2026 Set up was super easy! I love how easily the CRM aspects work with email management. We use their Drips regularly. Pros SO intuitive to use, and seems built for medium and small business, instead of busy enterprise products Cons Wish the mobile version was better -- I need it when I'm out and about, and they don't have it...at least not yet. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. CM Connor M. Marketing Director Construction ### "Getting better, not the best yet" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 August 24, 2026 I've worked in Nutshell for 4 years now. It has come a long way since I started with it. The development and roadmap is very encouraging, though we do miss having a dedicated support agent when we needed guidance. Now it looks like we have to increase our subscription to talk with a human instead of the AI bot Pros The UI and data organization are clean and modern, easy to use compared to other CRMs. The new integrations and upcoming development roadmap is encouraging as well Cons The reporting features are not easy to use when tracking specific product codes. It's odd that a CRM built for retail cannot run a report on one product code without other data entering in. Switched from [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) I switched jobs. My previous job used Salesforce, and when I started here, they were already using Nutshell Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Michael P. Partner Printing ### "We love Nutshell!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 20, 2026 Overall, I couldn't be happier about going with Nutshell. Their training and customer service has been wonderful as well. Pros Nutshell is very user friendly and feature rich. We love calling and recording through the system especially. Cons We haven't really had a con as of yet, but i'm sure eventually one will develop. I will update my rating when that happens. Alternatives considered [Sales Force Automation-SFA](https://www.capterra.com/p/114993/Sales-Force-Automation-SFA/) Reasons for choosing Nutshell Features and compatibility were key in our decision. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AP Antonia P. Vice President Apparel & Fashion ### "Phenomenal solution at a great price" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2026 Love it and highly recommend. The design is easy on the eye and intuitive, packed with tons of features and great analytics. They recently built out a suit of new features for prospecting, sales and customer service and they keep adding stuff to it. Pros Nutshell is a powerful and easy to use solution. It's super quick and easy to set up and use. It has all the CRM features our business needs and is a perfect solution for everything we wanted when we set out to evaluate different options. It's also 100% reliable and offers good and fast customer service. Their marketing and analytics features are great and easy to use and we dropped our newsletter service and moved everything over. In the last year or so they added a ton of new features that we're considering - SMS, AI, invoicing, chat agents, and IG/FB/WhatsApp integration. Extraordinarily high value for the price and a perfect solution for our business. Cons I wish it was slightly more integrated with our email so we don't need to manage 100% of it in a separate window. It's easy when my assistant does it, but me manually updating all the leads is time consuming. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Netskope One Platform](https://www.capterra.com/p/130671/Insightly/) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Nutshell Most reliable and most intuitive; price was great for the solution offered. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. KL Kate L. Sales and Marketing Machinery ### "Great Platform! " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 21, 2026 Overall, my experience with Nutshell has been very positive. It's easy to learn, user-friendly, and helps keep contacts, leads, and sales activities organized. The platform simplifies day-to-day CRM tasks and makes it easy to track progress. While I'd like to see more advanced features and customization options, it's a reliable and efficient CRM that works well for managing customer relationships. Pros Easy to use! It has features that simplify day-to-day CRM tasks, making it easy to manage contacts, track leads, and monitor sales pipelines. The interface is intuitive, so it's quick to find what you need, and the automation and reporting tools help save time and keep everything organized. Overall, it makes staying on top of customer relationships and sales activities much more efficient. Cons It could have more built-in features and customization options to support a wider range of workflows. While it covers the essentials well, adding more advanced functionality and integrations would make it even more versatile as business needs grow. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AB Amber B. CEO Financial Services ### "Poor Support " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 10, 2026 Tried to cancel after three weeks of going around and around with the help desks and videos, only to learn much of what we thought would be automated was indeed manual. The time wasted with the customer service was so high that it made making this determination prohibitively time consuming. Tried to get the remaining money back and was refused. Pros It appeared easy in the beginning. That proved to not be the case. Very little that appeared automated initially was actually automated. Cons The help desk (AI and human), along with the training videos were so poor that it made it difficult to determine the many things that were manual (instead of automated), making usability very poor. Alternatives considered [Copper](https://www.capterra.com/p/141642/Copper/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Nutshell Thought it was easier to set up. I was wrong. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/144340/Nutshell/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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