--- 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 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 Daniel N. SVP of Business Development Accounting Used the software for: 1-2 years ### "Wish we had found Nutshell sooner" December 17, 2025 5.0 Nutshell has been a significant upgrade from our previous CRM. We can use the features without constantly feeling nickel-and-dimed. Yes there are features you have to pay extra for, but the base plans include more than their competitors. Pros I love all the automation that we have been able to incorporate into the CRM, Pipeline, and back office operations team. Nutshell has allowed us to streamline processes. Nutshell includes many features at no additional charge, saving us money because we do not need to purchase them from other companies. Customer Support is USA-based and usually prompt. We manage newsletters, drip campaigns, follow-up sales emails, as well as pipeline and CRM, all in one tool. Cons It lacks a feature to create your own workflow from scratch. Nutshell would be better if it had a more user friendly mobile app. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Nutshell The cost was more attractive and we got more users without having to pay user by user. Switched from [Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/) Features, benefits and cost. Nutshell offered more value. Review Source Brittany S. Senior Technical Editor Hospital & Health Care Used the software for: 6-12 months ### "Highly Recommended!!" December 17, 2025 5.0 Good from beginning to present! The support options are fantastic, and the value for what we're paying annually is excellent. We're a small business, and I don't ever feel that the service we receive differs from big companies or those with large portfolios. I highly recommend Nutshell. Pros Ease of use. Nutshell has been easy to use from day one. Reports are easy to run and Leads are easy to create and close/Win. It's easy to sort through many contacts and groups and the onboarding process was fantastic. My employer moved from an in-house CRM to Nutshell earlier this year. The transition team was supportive and helpful. No question was out of the question. We felt comfortable getting to know the program. The trial provided before our decision purchase was perfect, and all the items we added during the trial carried over into the live program. Cons My only complaint is that sometimes features change. This seems to be announced beforehand, and feedback is requested afterward. But I do wish some changes were optional rather than mandatory. Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Reason for choosing Nutshell Ease of use the biggest seller. And the cost. Review Source Patrick G. Chief Drinking Officer Food & Beverages Used the software for: 2+ years ### "Best bang for your buck CRM for small businesses!" December 18, 2025 5.0 I chose Nutshell after exploring more than a dozen CRM platforms when HubSpot priced me out of their market. Nutshell was the only platform that provided me with all the features I needed, without the bloat, at a price point that seemed too good to be true. Setup and implementation were simple, and it has become an integral part of my sales and contact management workflow. Nutshell is also committed to improving the platform with new features, a better UI, and excellent customer support. Whenever I have an issue, they respond promptly and work until the issue is resolved. But I rarely have a problem with it. It's fantastic. Pros I love that it has all the features my small business needs without the exorbitant price tag of platforms like HubSpot. More importantly, I'm not stuck paying for extra features and functionality that I don't need. Cons Limited options to use Zapier to create automations across software tools. I would love to see them expose more of the fields and functions of Nutshell so that I can build more useful automations to support my workflow. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Leap](https://www.capterra.com/p/162690/Leap/) Reason for choosing Nutshell Best mix of features (that I needed) and price. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Hubspot was too expensive and bloated with features I didn't need. Review Source Liam D. Estimator Sales Lead Construction Used the software for: 2+ years ### "Nutshell in a Nutshell" December 17, 2025 5.0 Smooth and simple. The company behind Nutshell is nothing but helpful and accommodating. They have really helped us through set up or bugs encountered. They will even go as far as helping you with imports through there White Glove Service for those who are still learning technology meaning switching is as easy as possible. Pros As an entry level CRM for small business. Nutshell has helped me during my entire career and to grow in my position. Cons As they are a smaller company. Features and Quality of Life updates can take time especially when newer bigger updates are added. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Nutshell At the time, Hubspot was too expensive and not worth the price. Nutshell had very manageable and personalized structures to make sure we could take it on and grow. 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 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 EJ Erin J. Director of Special Projects Food & Beverages Used the software for: 2+ years ### "Useful CRM" December 17, 2025 4.0 We use Nutshell extensively for managing customer interactions, maintaining a presence with our customer base and automating certain outreach processes. We could use some more flexibility with how the software works. Pros Nutshell does a good job of organizing and maintaining full records of interactions, conversations, emails, and notes with our customers. The relationship of Person to Company to Lead is useful. The communication tools for reaching out to customers directly from Nutshell are also very good. The commitment to an available REST API is essential for our use and something I really appreciate and respect about Nutshell. Cons There is limited flexibility in some of the features of Nutshell. For example in the automations, it is limited as to what can be used to trigger the next step or to trigger an automatic email/communication. I wish that leads could function more completely as orders in and of themselves, with the ability to include percentage based line items such as sales tax or apply discounts to all of the products on a lead. I would like to see more flexibility in general to reflect how different businesses might operate. Review Source MG Maeghan G. Administrative Assistant Legal Services Used the software for: 2+ years ### "Nutshell Makes You Money" December 20, 2025 5.0 My overall experience with Nutshell has been very positive. It has given our team much better visibility into our contacts, communications, and pipeline, which has made our day-to-day work more organized and intentional. The reporting tools have been especially helpful for our marketing efforts. We are able to review the data, adjust our messaging based on what we are seeing, and make more informed decisions about where to focus our efforts. As a result, we have seen an increase in project volume and a clearer understanding of what is working. Pros I love that Nutshell keeps a complete comms history for every contact. It's helpful to see the history, as well as keep tabs on when emails are viewed. The customizable pipelines keep my leads organized. Cons The inbox function can be glitchy by getting caught in a refresh cycle. It also doesn't offer a bulk delete function, so there's a lot of junk alongside my important emails. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Nutshell Nutshell has email history for contacts. Review Source Sera A. Bussness development realtor Real Estate Used the software for: 6-12 months ### "Nutshell for a Property Management " December 17, 2025 4.0 Overall a good experience. It did help reach our goal into understanding where the leads come from, geographical area, referrals, agents,etc. Pros Our management company started using this software back in February 2024. The goal of the system fpr us was to track and identify sources of new leads and monetary value of every single one of them. The system guarantees security in its overall everyday task and it provides great customer support if something is not clear. Client accounts are arranged based on what we prefer, date in first approach, properties, etc. Overall I would say that thanks to its email management and contact management, its gives value for money spent. Cons Sometimes the system creates duplicates, and it makes my job a little confusing as I need to redirect the lead. Review Source LE Logan E. Digital Marketing Manager Industrial Automation Used the software for: 2+ years ### "Simple, Effective CRM That Delivers" December 24, 2025 5.0 Overall, we’ve been very happy with Nutshell. It’s easy to use, widely adopted by our sales team, and supports consistent execution without unnecessary complexity. The platform does exactly what we need it to do and provides strong value for the business. Pros Nutshell is easy to use, quick to adopt, and well suited for teams that want a CRM to support selling rather than become a project to manage. Pipelines are clear and customizable, activity tracking is straightforward, and managers get solid visibility into performance without heavy reporting or admin work. Cons Because Nutshell is intentionally simple, it may not offer the depth of customization or advanced reporting found in larger enterprise CRMs. Organizations with highly complex workflows or heavy automation requirements may eventually outgrow it, even though that same simplicity is what makes it effective for day-to-day sales execution. Review Source RT Reed T. Business development manager Food Production Used the software for: 6-12 months ### "Nutshell is a game changer!" January 30, 2026 5.0 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 Nicky B. Chief of Staff Health, Wellness and Fitness Used the software for: Less than 6 months ### "Does one thing, and does it well" February 27, 2026 4.0 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 MR Marcy R. Sales Wholesale Used the software for: 1-2 years ### "Clean, User-Friendly CRM" December 17, 2025 5.0 Overall, our experience with Nutshell has been very positive. It’s easy to use, keeps us organized, and helps us manage customer relationships more efficiently. The platform is intuitive, and the support team has been helpful when needed. Pros Nutshell has been easy to use and very intuitive. It’s helped us stay organized and keep better track of our customer interactions. The support team has also been responsive and helpful. Overall, it’s been a great tool for our team. Cons Occasional small learning curve for new users. Some features take a little time to fully learn but help is available. 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 TC Thalys C. Outreach Marketing and Advertising Used the software for: 1-2 years ### "Amazing CRM" January 24, 2026 5.0 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 Hayden L. C. Market Research Analyst Airlines/Aviation Used the software for: 6-12 months ### "Really easy to use!" December 17, 2025 4.0 Overall nutshell has been great! Easy lead management and account management. I feel like my data is secure every time I use the platform. Pros Nutshell has a easy to use dashboard. I never have trouble navigating what I need when I log in. I am able to track the information I need with ease. Cons Sometimes I have trouble reaching someone on the support team, the only way I have had success is by email. I don't like not being able to call a support line. Review Source RM Reilly M. Director of Business Development Hospital & Health Care Used the software for: 1-2 years ### "Great CRM, Easy Tracking and Outbound Calling" December 17, 2025 5.0 Pros Nutshell is a Great CRM very simple and very easy to learn. Most CRMS can be complex or hard to track emails but this is very easy Cons Can be buggy, but over all it has been very easy to use, easy to get out large amounts of calls and emails 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 EP Elizabeth P. Sales Support Manager Leisure, Travel & Tourism Used the software for: 1-2 years ### "Nutshell has been great so far!" December 17, 2025 4.0 Pros Management of client accounts, sales metrics, graphs, and dashboard customization. There are so many features, it really feels like you can do it all in one place - I have to get educated on how to use each feature now. Cons The company's overall activity timeline on the homepage - maybe I'm just seeing this as an administrator? 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 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.