--- title: "Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Nutshell the right CRM solution for you? Explore 625 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/144340/Nutshell/reviews/" page_type: "reviews" language: "en" --- Nutshell 4.4 (625) [View alternatives](https://www.capterra.com/p/144340/Nutshell/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 26th, 2026 # Reviews of Nutshell Ease of use 4.4 Customer Service 4.4 ## Pros and Cons in Reviews JT John T OwnerMarketing and Advertising, 2 - 10 employeesUsed the software for: 1-2 years. “The mobile app is excellent for logging notes and updates right after meetings, and the email and calendar integrations keep everything organized in one place.“ December 18, 2025 AB Amber B CEOFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ June 10, 2026 BC Brook C PartnerFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “The mobile app allows for on-the-go solutions, email integrations are powerful for historical context, and it's highly intuitive to use versus legacy competitors.“ December 19, 2025 RB Roderick B Director OwnerMarketing and Advertising, Self-employedUsed the software for: 1-2 years. “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.“ February 9, 2026 Marcus B Founder and AdvocateIndividual & Family Services, Self-employedUsed the software for: Less than 6 months. “Being able to search transcripts, review summaries, and see calls automatically logged gives me confidence that every interaction is documented properly.“ February 21, 2026 JB Jeff B CROHuman Resources, 11 - 50 employeesUsed the software for: 1-2 years. “Also, if your team is coming from a bigger CRM, there can be a short adjustment period where certain options you’re used to aren’t in the same place or aren’t as robust.“ December 17, 2025 RW Robert W Sales managerIndividual & Family Services, 11 - 50 employeesUsed the software for: Less than 6 months. “It also allows for a more collaborative sales process, as you can easily see which tasks your colleagues have completed and see their communication too.“ December 17, 2025 JF Jody F Territory Sales RepresentativeElectrical/Electronic Manufacturing, 2 - 10 employeesUsed the software for: 6-12 months. “All of the data is there, but extracting it in a customizable, meaningful report format is lacking.“ December 25, 2025 ## Showing most helpful reviews Showing 1-25 of 625 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Michael P. Partner Printing Used the software for: 6-12 months ### "We love Nutshell!" August 20, 2026 5.0 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/) Reason for choosing Nutshell Features and compatibility were key in our decision. Review Source AP Antonia P. Vice President Apparel & Fashion Used the software for: 2+ years ### "Phenomenal solution at a great price" August 18, 2026 5.0 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/) Reason for choosing Nutshell Most reliable and most intuitive; price was great for the solution offered. Review Source JL Jessica L. Business Development Consultant E-Learning Used the software for: 2+ years ### "You pay for what you get...." December 17, 2025 2.0 It's been - interesting. Their random updates without warning... the freezing, the timeout pages. It can be a headache. Pros It's cost effective and gets the job done. Does integrate well with other platforms as well for a more streamline use. Cons It does not pick up on duplicate accounts within the system well and in results causes a lot of time wasted. Switched from [Sales Force Automation-SFA](https://www.capterra.com/p/114993/Sales-Force-Automation-SFA/) Nutshell was the more cost effective for what we needed being a small business. Review Source CM Connor M. Marketing Director Construction Used the software for: 2+ years ### "Getting better, not the best yet" August 24, 2026 4.0 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 Marcus B. Founder and Advocate Individual & Family Services Used the software for: Less than 6 months ### "Fantastic CRM Software 10/10" February 21, 2026 5.0 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. 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/) Reason 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 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. Review Source Samantha C. Marketing Specialist Hospital & Health Care Used the software for: 1-2 years ### "SonarMD x Nutshell" December 21, 2025 4.0 Overall, we have had a good experience with Nutshell and appreciate the efforts to solve problems in a timely fashion when they arrive and adapt functions if we have a product improvement suggestion. Pros Nutshell is fairly easy to use, even for people who are not familiar with CRM services. 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. Cons Sometimes it is difficult to pull reporting information and then to have that be cross functional with Excel. I also wish we would get a weekly activity summary. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Nutshell Pricing was the most critical factor as we are a smaller company. Review Source AB Amber B. CEO Financial Services Used the software for: Less than 6 months ### "Poor Support " June 10, 2026 1.0 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/) Reason for choosing Nutshell Thought it was easier to set up. I was wrong. Review Source BF Brady F. Onboarding Coordinator Packaging and Containers Used the software for: Less than 6 months ### "Real visibility into our funnel for the first time" August 31, 2026 4.0 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 SB Susan B. CEO Professional Training & Coaching Used the software for: 2+ years ### "So intuitive and easy to use" August 25, 2026 4.0 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 LR Luke R. Sales representative Package/Freight Delivery Used the software for: Less than 6 months ### "Phoenix Group Sales Rep " August 31, 2026 5.0 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 VR Verified Reviewer VP Of Investments Real Estate Used the software for: 1-2 years ### "Nutshell has grate customer service, product is easy to understand, and it is price very well- very flexible terms" December 17, 2025 4.0 Overall, we don't regret choosing to be with Nutshell as our CRM. Data management and sales performance monitoring is reliable. We were more focused on what really matters Pros Great Customer Service Experience- easy to reach out and very friendly. App is really easy to understand so despite the complex business process, we were able to tweak it and make it fit to our needs. It is also not overly price- i'd say it's on our sweet spot. Cons We are somehow bothered by how data redundancy is approached, detected or managed especially when you are uploading by batch- it is tough. Data filtering and Sorting is quite limited so im hoping that they will improve that. Alternatives considered [Capsule](https://www.capterra.com/p/124041/Capsule/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Nutshell We believed that Nutshell was more fit, convenient to setup, and priced well. Customer representative was very helpful too Switched from [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) for better database management and sales performance monitoring Review Source VA Victoria A. Director of Marketing and Sales Health, Wellness and Fitness Used the software for: Less than 6 months ### "Thrilled with Nutshell" January 31, 2026 5.0 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. Alternatives considered [ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing Nutshell Best solution from a variety of different perspectives Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Underserved in client support, inefficient team Review Source MV Madeline V. Director of Business Development Hospital & Health Care Used the software for: 1-2 years ### "Fits our needs, with a few unnecessary steps" May 7, 2025 4.0 Overall, it is better than another solution we beta tested. It isn't my preferred email platform, however, it does have good tracking for CRM, which email platforms largely lack. I would love if the email platform could catch up with other software! Pros It is pretty easy to use. The interface is detailed but clear. It covers the bases for what we need for a CRM and the way we do business. Cons There are a few extra steps that I would personally remove for the tasks I use Nutshell for, including sending newsletters and regular communications. Also, the email builder is a bit clunky. For example, I have to add a new block to put a bulleted list in. I don't see why that can't exist within the text box. When I add content, I have to cut and paste and edit in a way that pulls out lists. The lists are also not very editable, meaning I can't adjust how they appear, indent, etc. the way I can in a marketing email platform. Switched from [Copper](https://www.capterra.com/p/141642/Copper/) Copper did not meet our needs. It was harder to use, more expensive, and didn't integrate the way we wanted with Outlook. Review Source Response from Nutshell May 9, 2025 Thank you for sharing your review of Nutshell, Madeline! We're glad to hear how Nutshell is helping you track customers and leads! I've shared your feedback about our email marketing features with our product team, as we're always striving to make Nutshell the best CRM for our customers. We appreciate your specific feedback and feature requests and will consider them in future updates! All the best, Jewell from Nutshell Andrew A. Associate Director of Operations Marketing and Advertising Used the software for: 1-2 years ### "Easy to use, user-friendly, great customizations!" December 17, 2025 5.0 I’ve been using Nutshell for a couple years now, first as a general user and now an admin too. It gets daily use from me and not having it would make my life so much more needlessly difficult. It truly solves a lot of minor problems and makes managing the larger issues much simpler. Having it interface with our existing system is amazing and saves a ton of time and expense for not having to migrate things from a legacy system. Pros How easy to use and onboard new employees, the overall level of customization available especially for integrating with our existing systems, and the short overall learning curve to use and customize it for our needs. Cons There’s really nothing to dislike from my end, it’s really easy to use and more importantly really easy to customize so that we rarely run into issues with it and when we do, it’s a user issue and not a platform issue. I honestly wish every other software was this well thought out! Review Source SL Stefan L. Sales Manager Health, Wellness and Fitness Used the software for: 2+ years ### "Great tool for lead and customer management for small business" December 17, 2025 4.0 As part of the sales staff at a small business I enjoy working with Nutshell, it is straightforward to onboard and operate and performs its job as a CRM admirably. I would like to deepen our company\`s use of Nutshell\`s different tools internally and hope to bring the b2b marketing function over to Nutshell as an example. We also value it for lead management. Pros The ease of setup and use, the facility in onboarding new team members and the ability to go deeper with their tools. Cons In the basic plan more premium features are teased unnecessarily and ideally sales pipeline email follow ups would be part of the basic plan. It can be difficult to convince other parts of the business like Marketing to move away from their tools to Review Source Gisell U. Customer Service and Operations Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Intuitive, Efficient, and Extremely Convenient CRM" December 17, 2025 5.0 I really enjoy this CRM, it’s very intuitive, and I use it for my everyday tasks, like managing emails, leads, and adding contacts. It’s especially convenient when adding a person directly from an email using the Nutshell Extension. Pros The CRM is very easy to use and efficient, and the customer service is phenomenal. It’s extremely helpful for finding clients and managing their accounts. Cons What I don’t like about Nutshell is the occasional glitches, as well as the slow “Add Contact” pop-up window. Review Source AB Alex B. Marketing Coordinator Machinery Used the software for: Less than 6 months ### "Intuitive layout and easy to use" September 2, 2025 5.0 For small and mid-size teams looking for a user-friendly, reliable, and sales-focused CRM, Nutshell is a great fit. It keeps your team organized, helps close more deals, and offers solid support. If you need enterprise-grade reporting or extreme customization, you might find it lacks a bit—but that’s a trade-off for its sleek, streamlined usability. Highly recommend for teams ready to sell smarter. Nutshell simplifies the workflow, so you don’t just track sales. Pros Getting started with Nutshell was a breeze—intuitive, clean, and fully functional from day one. I appreciate how quickly my team adapted, with minimal training required. The interface feels logical and modern, which means no resistance from new users. Nutshell’s visual pipeline tools have been a game changer. Now, every rep knows exactly where leads are in the funnel—no more guesswork or missed follow-ups. Thanks to automated reminders and sales process visibility, our team’s productivity has soared. Support has consistently been on point—whether chat, email, or our monthly training sessions, help is always available. The knowledge base and workshops made setup smooth and helped us unlock advanced features faster. Syncing with Gmail/Outlook is seamless, making communication tracking effortless. However, deeper integrations (like Google Suite extras or advanced reporting) could use improvement. Still, the core integrations are reliable and keep our team aligned. Cons Reporting is solid but lacks deep customization—some charts and dashboards feel limited for advanced users. Customization options are somewhat restricted—adding more custom fields or adjusting layouts would be a welcome upgrade. Review Source Nicolas B. Sales and Customer Service Consumer Services Used the software for: 1-2 years ### "Best tool to streamline your company workflow" December 17, 2025 5.0 It helps us out a lot streamlining and setting up reminders for the many steps that we have in our sales. Pros Nutshell helped our company immensely on streamlining the operations. It's pretty intuitive, therefore pretty easy to integrate it with your day-to-day work and get other colleagues used to it. Cons Customer support took a little longer to solve my issue than I wanted, but what mattered is that in the end it was solved. Review Source MM Maggie M. Business Development Coordinator Airlines/Aviation Used the software for: 6-12 months ### "Great overall!" December 17, 2025 4.0 Overall it's pretty positive, with some bugs and small room for improvement (I'd love to see a way to label and describe different phone numbers, websites, etc on the right side of a company account) Pros I like the duplicate feature that lets you know if you have similar/same names in the system! It's also a lot easier to support customers when you can read the interactions from previous employees. Cons I wish there was less wait time- it takes a while to load sometimes and other times does not load at all (does not happen with other websites) Review Source CT Carrie T. Customer Relations Specialist Construction Used the software for: 1-2 years ### "A Game-Changer for Business Growth" December 19, 2025 5.0 Nutshell has been nothing short of exceptional. Since partnering with them a few years ago, our business has experienced significant growth. Every team member we’ve worked with has been knowledgeable, professional, and consistently helpful. Nutshell stays up to date with the latest tools and innovations, which has made a noticeable impact on our success. If you’re looking to grow your business even further, I highly recommend Nutshell. Pros They stay up to date with the newest technology, providing innovative tools and strategies designed to help your business grow and succeed. Cons There is really nothing that I do not like about nutshell, my business has grown by a lot since using them. Review Source MS Mike S. Sales and Program Management Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Nutshell is Great !" December 17, 2025 5.0 I really enjoy the different ways to bring up data on customers, leads, projects, etc. The support from the staff while connecting with the WebFX platform is coming along well ! Pros Great support from the staff for my stupid questions !!! They really offer many options to get updates to the system. Cons I would like to see the dashboard simplified ? It tends to have a lot of info that may not be relevant ? Review Source VR Verified Reviewer Operations Manager Hospital & Health Care Used the software for: 6-12 months ### "Effective sales solution and partner tracking" December 17, 2025 5.0 It's relatively easy to use from a sales and partnership maintenance support platform. The ability to track communications via synced email is invaluable. I like the ability to add discrete fields for reporting. Pros Effective quick way to view all potential partners throughout the entire sales process, easy to prioritize partnerships by value and key objectives within each partnership. The ability to sync communications with emails is valuable to reduce double documentation. Cons There are opportunities to support operations post-sale in a more customer relationship management-type way. Review Source TM Thomas M. Admissions Specialist Mental Health Care Used the software for: 6-12 months ### "Nutshell is great!! Making lead tracking simple" December 18, 2025 4.0 Nutshell has been very helpful and a necessary companion in my job. I really have no complaints, just some minor annoyances sometimes when I am in a workflow. Pros I work as an admissions specialist for a healthcare company. Nutshell has made managing my leads very simple and straightforward. Cons Nutshell often updates its features, which sometimes makes it difficult to adjust when I am in a workflow. Review Source JT John T. Owner Marketing and Advertising Used the software for: 1-2 years ### "A Practical CRM That Actually Gets Used" December 18, 2025 5.0 Pros Nutshell is one of the most user-friendly CRMs we’ve used as a marketing agency. We’ve been in and out of the platform for almost 10 years, and it’s remained a reliable option whenever we want something powerful without unnecessary complexity. The mobile app is excellent for logging notes and updates right after meetings, and the email and calendar integrations keep everything organized in one place. Cons If you’re looking for an ultra-enterprise solution with endless customization, this may not be the right fit, but for agencies, that simplicity is a strength. Review Source RW Robert W. Sales manager Individual & Family Services Used the software for: Less than 6 months ### "Simple, straightforward, easy to use." December 17, 2025 5.0 Its been great at helping to streamline our sales progress and help transform our organization into a team of capable sales people. Pros Its simple to use, and straightforward. It integrates email and other platforms directly, making it easy to see responses from clients in one place. It also allows for a more collaborative sales process, as you can easily see which tasks your colleagues have completed and see their communication too. Cons It does not make it easy to log repeat customer transactions, membership/subscription based services. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.