--- 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 August 26, 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://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 (625) VS. [4.5 (4,484)](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 (617) Ease Of Use 4.4 (4,385) Value For Money 4.4 (536) Value For Money 4.3 (3,514) Customer Service 4.4 (550) Customer Service 4.4 (3,524) ## Nutshell alternatives [4.4 (18,808)](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 (6,996)](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 (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 [4.5 (825)](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, missed follow-ups, siloed client communication, and manual sales coordination by centralizing pipelines, emails, notes, tasks, and reporting in one place. Sales reps, account managers, small business teams, and multi-office B2B organizations use it to prioritize prospects, maintain continuity, and improve visibility across deals. Answer based on 372 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 follow-ups, and close deals efficiently. Owners, CEOs, and presidents use it for revenue visibility and team oversight, while marketing coordinators and operations or project managers support campaign handoffs, customer workflows, and process organization. Answer based on 599 reviews Overview ### What company size and industries is Nutshell built for? Nutshell is built for relationship-focused B2B organizations, especially small businesses, which make up 91% of reviewers, with marketing and advertising the top industry at 9%. It also serves midsize companies at 6% and enterprises at 4%, with notable use in construction at 6% and computer software at 4%. Answer based on 621 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 drip campaigns, email templates, 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 at 42, Business at 59, and Enterprise at 79; Marketing Pro is 49/month and requires a Sales subscription. A 14-day free trial is available. Reviewers call it affordable and low-setup, though per-user costs and some add-ons can raise totals. Answer based on 80 reviews Integrations ### Which third-party tools and platforms does Nutshell integrate with? Nutshell integrates with Gmail, Microsoft Outlook, Mailchimp, and Zapier, with additional connections to Google Contacts, Google Calendar, PandaDoc, and Slack. It supports over 100 integrations overall, and reviewer mentions center on email sync, marketing, document workflows, and team communication tools. 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 many users saying nontechnical teams and new hires can start within hours or a day. It offers live online sessions, webinars, videos, and documentation. Admins handling setup, workflows, or evolving features may need more time, and some reviewers wanted deeper on-demand training. 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, FAQ/forum, a knowledge base, and chat. Users often describe support as quick, helpful, and easy to reach, with useful tutorials and articles. Some reviewers mention slower responses at times, limited after-hours coverage, and occasional back-and-forth before issues are fully resolved. Answer based on 139 reviews Email marketing ### How good is Nutshell for email marketing? Nutshell works well for basic email marketing inside a CRM, especially for small business sales teams. It combines templates, drip campaigns, inbox syncing, contact history, and engagement tracking in one place, though some users find automations limited, inbox management uneven, and marketing features lighter than dedicated email platforms. 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 ## 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 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Nutshell supports all three features that reviewers rate most highly: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new opportunities more effectively, allowing teams to improve follow-up, maintain visibility into pipeline activity, and close deals with greater consistency. 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. Sales Pipeline Management 4.5 (122) 75.41% of 122 reviewers that rated this feature as important or highly important 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. 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. Task Management 4.5 (19) 78.95% of 19 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Data Import/Export 4.3 (20) 65.00% of 20 reviewers that rated this feature as important or highly important Import and export data to and from software applications Customizable Fields 4.4 (93) 81.72% of 93 reviewers that rated this feature as important or highly important 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. Nutshell 93 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - CAN-SPAM Compliance: Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: 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. - Contact Management: 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. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Fields: 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. - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - For iPad Devices: Operate/access software on iPad Devices - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: 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. - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - List Management: Manage contacts across multiple mailing lists - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Optimization: Optimize content to ensure it is easily accessible for mobile users - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: 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. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Subscriber Management: Add or remove subscribers from mailing lists - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks - WYSIWYG Editor: 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 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. 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 AI Work Platform](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. 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