# Nutshell Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Nutshell Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/compare/144340-153625/Nutshell-vs-NetHunt-CRM

---

# 

 Nutshell Software Review 2026: Features, Integrations, Pros & Cons

Last updated on June 3, 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 620 user reviews

Reviews sentiment

Positive

88%

Neutral

10%

Negative

2%

Pros & cons

Comprehensive sales pipeline management

Responsive customer service experience

Frequent technical glitches and crashes

Starting price

$13

Per User, Per Month

Free trial  
available

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.nutshell.com&name=Nutshell)

## 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 (620)

VS.

[4.5 (4,462)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$13

Per User, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.4 (612)

Ease Of Use

4.4 (4,363)

Value For Money

4.4 (531)

Value For Money

4.3 (3,497)

Customer Service

4.4 (545)

Customer Service

4.4 (3,506)

## Nutshell alternatives

[4.4 (18,785)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,977)](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

Highest Rated

[4.7 (731)](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

[4.5 (822)](https://www.capterra.com/p/152769/eWay-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

[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, forgotten follow-ups, duplicate client conversations, and manual sales updates by centralizing contacts, emails, notes, tasks, and pipeline stages in one place. Sales reps, account managers, small business owners, and multi-office B2B teams use it to improve visibility, coordinate handoffs, and prioritize deals with less administrative overhead.

Answer based on 371 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, founders, and executives use it for visibility into revenue activity, while marketing and operations teams support lead follow-up, campaign coordination, and customer relationship workflows.

Answer based on 598 reviews

Overview

### What company size and industries is Nutshell built for?

Nutshell is built for relationship-focused B2B organizations, primarily small businesses at 91%, with Marketing and Advertising the top industry at 9%. It also serves Construction at 7% and Computer Software at 4%, while supporting some midsize businesses at 6% and enterprises at 4% that want combined sales and marketing tools.

Answer based on 620 reviews

Features and Usability

### What are the key features of Nutshell?

Nutshell includes core CRM features like contact management, lead management, sales pipeline management, and activity tracking, plus differentiators such as email marketing, email tracking, and mobile access. Reviewers also often mention customizable pipelines, reporting, and email integrations that keep customer history, tasks, and communications in one place.

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 at 42, Business at 59, and Enterprise at 79; Marketing Pro is 49/month flat rate but requires a Sales subscription. A 14-day free trial is available. Reviewers often call it affordable, though Pro and add-ons can raise costs for larger teams.

Answer based on 79 reviews

Integrations

### Which third-party tools and platforms does Nutshell integrate with?

Nutshell integrates with Gmail, Microsoft Outlook, Mailchimp, Zapier, Google Contacts, PandaDoc, ActiveCampaign, and Slack. Reviewers most often mention email, marketing, and document workflow connections, while the official catalog indicates more than 100 integrations overall, including tools for scheduling, calling, storage, and project management.

Answer based on 108 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, videos, and documentation covering setup and daily use. Reviewers say nontechnical users and new hires often get started fast, sometimes within a day, while admins and teams configuring workflows, imports, or newer features may need more time and support.

Answer based on 56 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 friendly, with clear tutorials and useful self-service content. Some reviewers report slower responses at times, weaker after-hours coverage, and occasional delays resolving more complex issues.

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, nonprofits, and account managers value templates, drip campaigns, email tracking, and inbox sync, but some users want deeper campaign tools, more flexible automation triggers, and fewer inbox or deliverability management limitations.

Answer based on 173 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

Company size

Based on 166 reviews

100%

75%

50%

25%

Smallbusiness

Midsizebusinesses

Enterprise

Top job functions

Based on 166 reviews

Sales & Business Development

44%

Sales & Business Development

44%

Administrative

16%

Marketing

13%

Strategy & Operations

6%

Others

21%

Top industries

Based on 166 reviews

Marketing and Advertising

26%

Construction

26%

Machinery

20%

Non-Profit Organization Management

14%

Other

14%

## Pros and Cons

Comprehensive sales pipeline management

94% positive reviews out of 129

Most reviewers describe sales management as highly customizable, streamlining tasks, tracking progress, and boosting team productivity.

Samantha C

Marketing Specialist, 11 - 50 employees.

"I like that there has been an uptick in customization features which has helped us adapt the pipeline in the most efficient way for the sales team."

Frequent technical glitches and crashes

68% negative reviews out of 53

Some users report bugs and issues cause slowdowns, app crashes, and interruptions, disrupting workflow and causing frustration.

Responsive customer service experience

90% positive reviews out of 113

Most reviewers indicate customer support is prompt, helpful, and provides accessible guidance for managing customer relationships.

Sera A

Bussness development realtor, 11 - 50 employees.

"The system guarantees security in its overall everyday task and it provides great customer support if something is not clear."

Tailored for small businesses

91% positive reviews out of 53

Most users report professional use suits small and mid-sized companies, offering affordability, adaptability, and essential features.

Steve T

Sales Rep, 2 - 10 employees.

"Having worked through other CRM's, Nutshell gives us exaclty what we need as a small tech company."

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Lead Management

4.5 (146)

80.82% of 146 reviewers that rated this feature as important or highly important

Nutshell offers tools to track leads through every stage, automate lead creation, and integrate with Gmail and Outlook. Users think it’s easy to monitor progress, keep communication organized, and automate tasks, but some find pipeline setup less flexible than desired.

Contact Management

4.5 (140)

85.00% of 140 reviewers that rated this feature as important or highly important

With this capability, you can efficiently organize, track, and update contacts. Reviewers indicate it helps teams collaborate, ensures everyone accesses up-to-date info, and makes searching and segmenting contacts simple, though some mention the interface can feel clunky at times.

Lead Capture

4.3 (104)

76.92% of 104 reviewers that rated this feature as important or highly important

You can capture leads from websites and forms directly into Nutshell, streamlining follow-up and tracking. Reviewers appreciate the automation and ease of use, but some mention limited form functionality and occasional missed leads due to integration issues.

Customizable Fields

4.4 (89)

80.90% of 89 reviewers that rated this feature as important or highly important

This aspect lets you tailor data fields to fit your business needs. Some users say customizable fields save time, support unique workflows, and help with reporting, but a few wish for more options and pipeline-specific customization.

Contact Database

4.4 (75)

81.33% of 75 reviewers that rated this feature as important or highly important

Nutshell gives you a centralized place to store and organize all your contacts, making it easy to access and manage customer information. Reviewers appreciate the ability to merge duplicates, import contacts via spreadsheets, and keep everything organized in one spot.

Sales Pipeline Management

4.5 (121)

75.21% of 121 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

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 media files, communicate, and work together

Nutshell gives you a centralized place to store and organize all your contacts, making it easy to access and manage customer information. Reviewers appreciate the ability to merge duplicates, import contacts via spreadsheets, and keep everything organized in one spot.

With this capability, you can efficiently organize, track, and update contacts. Reviewers indicate it helps teams collaborate, ensures everyone accesses up-to-date info, and makes searching and segmenting contacts simple, though some 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

This aspect lets you tailor data fields to fit your business needs. Some users say customizable fields save time, support unique workflows, and help with reporting, but a few 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

You can capture leads from websites and forms directly into Nutshell, streamlining follow-up and tracking. Reviewers appreciate the automation and ease of use, but some mention limited form functionality and occasional missed leads due to integration issues.

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Nutshell offers tools to track leads through every stage, automate lead creation, and integrate with Gmail and Outlook. Users think it’s easy to monitor progress, keep communication organized, and automate tasks, but some find pipeline setup less flexible than desired.

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.

Pipeline view and tracking lead status

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 (610)

4.1

Based on 610 reviews

## Pricing

Value for money

4.4 (531)

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 (531)

4.4

Based on 531 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/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

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/)

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 (545)

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 (545)

4.4

Based on 545 reviews

## User reviews

Overall rating

4.4

Based on 620 reviews

Filter by rating

5(317)

4(227)

3(62)

2(11)

1(3)

Mentioned topic

Sorted by most recent

KM

Kymberly M.

Director

Non-Profit Organization Management

### "In a nutshell, literally"

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

April 10, 2026

I love the experience I am having with nutshell. It was easy to load my contact, organize and begin using. Ive used other platforms and this is the best one by far.

Pros

Email management feature, customer support consistency, user friendly, value for my money. Im obsessed with the board feature where I am able to see all of my contacts and keep organized on follow ups and communication.

Cons

So far, I have not run into anything I have not liked about nutshell. I am amazed at how well I became accustomed to using the platform and how easy the transition was from other CRM tools.

Switched from

[Jira](https://www.capterra.com/p/19319/JIRA/)

[monday.com](https://www.capterra.com/p/147657/monday-com/)

[Asana](https://www.capterra.com/p/184581/Asana-PM/)

The other platforms were too complicated, not user friendly. It was stressful just to set up. The complexities of the platform and set up felt like another job role within itself.

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.

AA

Alex A.

Peer support specialist, drug and alcohol counselor

Mental Health Care

### "Nutshell review "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 4, 2026

Had a really good overall experience with nutshell, I would highly recommend to a friend or fellow colleague

Pros

Was a big fan of the team collaboration lead management email management customer support and security. This was worth every penny.

Cons

Had really no issues with everything if I had to pinpoint one thing I disliked about everything would probably be the user interface other than that, it was top-notch

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.

Nicky B.

Chief of Staff

Health, Wellness and Fitness

### "Does one thing, and does it well"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

February 27, 2026

We share Sales across three functional groups in my company, and Nutshell helps us stay organized. We particularly like the ability to bcc Nutshell when we email a prospect and the email is automatically populated in their profile. Nutshell does one thing, and it does it well.

Pros

Nutshell just gets the job done. No fancy bells and whistles; if you want to track leads and manage prospects in a simple, straightforward way, Nutshell is what you need.

Cons

Nutshell can feel a bit dated at times, like old enterprise SaaS software. There are definitely more modern features in the platform, but the UI could use updating to help direct use of those features a bit better.

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.

Marcus B.

Founder and Advocate

Individual & Family Services

### "Fantastic CRM Software 10/10"

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

February 21, 2026

What I love most about Nutshell is the interface - it’s clean, intuitive, and genuinely easy to use. From the moment I logged in, everything felt logical and straightforward, without the overwhelm that comes with many other CRMs. I was able to get fully set up in less than a day, which says a lot about how well it’s designed. There’s no steep learning curve, no endless tutorials required - just a system that makes sense straight away. It allows me to focus on running my business rather than figuring out software, and that simplicity is what really sets it apart.

Pros

Nutshell is adding AI in a way that truly makes sense - especially with automatic transcripts and call logging. It’s not just a gimmick; it’s practical, accurate, and incredibly helpful. Being able to search transcripts, review summaries, and see calls automatically logged gives me confidence that every interaction is documented properly. It’s modern CRM done right.

Cons

If I was being a bit picky, I’d say I sometimes wish I could customise the transcript formatting just a little more - maybe adjust spacing or highlight sections differently. But that’s genuinely nit-picking, because the feature itself works flawlessly.

Switched from

[Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)

Because I needed a CRM that fitted in with Dialpad - as I had already purchased this.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reasons for choosing Nutshell

The other CRM's were all about sales and were COMPLICATED! Nutshell was easy and I have found it to be the best CRM for my niche business

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.

RB

Roderick B.

Director Owner

Marketing and Advertising

### "Roderick Review"

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

February 9, 2026

Fabulous. Great service and superb product. Happy to recommend this anywhere I go in the future to my clients and colleagues.

Pros

Great service from \[sensitive content hidden\] and the team at nutshell who were patient and very friendly and helped resolve my issues.

Cons

The fact I cannot use the WhatsApp integration in the UK - at the moment the section which allows marketing via WhatsApp is not yet available in the UK.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Better call rate. Lead tracking software and overall flexibility

Alternatives considered

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reasons for choosing Nutshell

Easier to use and very flexible and helpful

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.

VA

Victoria A.

Director of Marketing and Sales

Health, Wellness and Fitness

### "Thrilled with 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

January 31, 2026

Has been enjoyable from the start, responsive and effective team that listens and presents solutions for our business.

Pros

Clean interface, user friendly, easy for my team to import data, excellent support, fast to respond, cost effective.

Cons

Only positives to report, everyone is happy with the functionality and care of the support team, it's great.

Switched from

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

Underserved in client support, inefficient team

Alternatives considered

[ClickUp](https://www.capterra.com/p/158833/ClickUp/)

Reasons for choosing Nutshell

Best solution from a variety of different perspectives

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.

RT

Reed T.

Business development manager

Food Production

### "Nutshell is a game changer!"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

January 30, 2026

Overall it's been great having the ability to bring in new customers and have the ability to track their progress has been a game changer.

Pros

It allows me to manage my leads and manage existing leads so no one is forgotten or left out. It also is easy to keep track of potential customers and what stage they are in the sales process.

Cons

Some of the terminology is a little confusing at first and walkthroughs were definitely helpful but having the ability to share and work together is great.

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.

TC

Thalys C.

Outreach

Marketing and Advertising

### "Amazing CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

January 24, 2026

The experience has been very good, the CRM is easy to use and have everything we need to organize our deals.

Pros

An intuitive, easy-to-use CRM that helps keep everything organized and makes daily work much more efficient

Cons

The CRM is great and very intuitive, but adding a bit more customization would make it even better!!

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.

KM

Keagen M.

Business Development Consultant

E-Learning

### "Needs Improvement "

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

5/10

December 29, 2025

Even though it’s generally easy to use, it can still feel confusing at first—especially understanding how to set everything up or add members properly.

Pros

Easy pipeline management – You can see exactly where every lead or deal stands without digging through clutter.

Cons

The mobile version doesn’t always match the desktop experience and lacks some features, making on-the-go work less smooth for some teams.

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.

JF

Jody F.

Territory Sales Representative

Electrical/Electronic Manufacturing

### "Nutshell is the BEST"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 25, 2025

FAR exceeded our expectations coming over from ACT that we had used for 20 years. We can't say enough how much we enjoy working with, and benefit from using, Nutshell.

Pros

Where to start: 1. Database filtering is awesome 2. Emarketing tools are easy to use 3. Marketing metrics capture is very helpful 4. Customer support is outstanding, whether same day online chat, or easily setting up a video call back

Cons

1\. Some of the canned reports could have broader functionality 2. Would like to see an ability to create custom reports. All of the data is there, but extracting it in a customizable, meaningful report format is lacking.

Switched from

[Act!](https://www.capterra.com/p/175860/Act/)

ACT sucked. Our entire team was frustrated with using it. Nutshell was recommended to us by one of our principals.

Alternatives considered

[Repfabric](https://www.capterra.com/p/199194/Repfabric/)

Reasons for choosing Nutshell

Primarily due to the email marketing capabilities and metric tracking.

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.

[View all Reviews](https://www.capterra.com/p/144340/Nutshell/reviews/)

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