# Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Nutshell the right CRM solution for you? Explore 621 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144340/Nutshell/reviews --- Nutshell 4.4 (621) [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 June 3rd, 2026 # Reviews of Nutshell Ease of use 4.4 Customer Service 4.4 ## Pros and Cons in Reviews 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 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 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 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 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 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 Sera A Bussness development realtorReal Estate, 11 - 50 employeesUsed the software for: 6-12 months. “Sometimes the system creates duplicates, and it makes my job a little confusing as I need to redirect the lead.“ December 17, 2025 ## Showing most helpful reviews Showing 1-25 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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 KM Kymberly M. Director Non-Profit Organization Management Used the software for: Less than 6 months ### "In a nutshell, literally" April 10, 2026 5.0 I love the experience I am having with nutshell. It was easy to load my contact, organize and begin using. Ive used other platforms and this is the best one by far. Pros Email management feature, customer support consistency, user friendly, value for my money. Im obsessed with the board feature where I am able to see all of my contacts and keep organized on follow ups and communication. Cons So far, I have not run into anything I have not liked about nutshell. I am amazed at how well I became accustomed to using the platform and how easy the transition was from other CRM tools. Switched from [Jira](https://www.capterra.com/p/19319/JIRA/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) The other platforms were too complicated, not user friendly. It was stressful just to set up. The complexities of the platform and set up felt like another job role within itself. Review Source VR Verified Reviewer Marketing Director Construction Used the software for: 2+ years ### "Great for retail, not for service companies" December 18, 2025 3.0 Overall, it has worked for what we have needed it these last few years. We have outgrown the capabilities and have explored other options as this is not built for a service company (as told to us by our support team at Nutshell). This is built for retail, and any solution we have asked to have implemented has been met with "Nutshell isn't built for that, why would you want to do that" and it just doesn't fit our needs anymore. Pros All in one platform for leads and email management. It is nice to be able to contact people directly from the lead pages. Cons UI, support (lack of), reporting limitations and inaccurate data, minimal options for customizing email sequences simply 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 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 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 Garret W. Regional Account Manager Public Safety Used the software for: 2+ years ### "Great system for growing businesses" December 17, 2025 4.0 We've been using Nutshell for 4.5 years, and it's been pivotal in growing our business and connecting with our customers. Pros There is quite a bit of customization with Nutshell and it serves very well as a platform for goods/retail services. Personally I like the ability to do Marketing and drip campaigns within the system, as well as making/logging calls within the system. Cons Unfortunately for my team, Nutshell is geared more towards products than services. We've had several custom requests or ideas come up over the year that Nutshell can't/hasn't put in, so we're forced to either shelf the idea or come up with a substitute. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Nutshell Price and the status of our company at the time we were in need of a new CRM. Switched from [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) Needed an easier way to run reports, and we had a desire to communicate with our customers inside a CRM instead of copy-pasting emails and calls into the Notes/Timeline. Review Source RB Roderick B. Director Owner Marketing and Advertising Used the software for: 1-2 years ### "Roderick Review" February 9, 2026 5.0 Fabulous. Great service and superb product. Happy to recommend this anywhere I go in the future to my clients and colleagues. Pros Great service from \[sensitive content hidden\] and the team at nutshell who were patient and very friendly and helped resolve my issues. Cons The fact I cannot use the WhatsApp integration in the UK - at the moment the section which allows marketing via WhatsApp is not yet available in the UK. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Nutshell Easier to use and very flexible and helpful Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Better call rate. Lead tracking software and overall flexibility 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 DC Dan C. COO Wholesale Used the software for: 6-12 months ### "Great Program!" May 9, 2025 5.0 Love it. Its nice to see not only all the support but monthly webinars and other helpful tools to help me maximize the use of the tools Pros I enjoy the ease of use for a non tech person. The layout is very user friendly. Support is great and very helpful! Cons This might be more on me than the program but it wasn't easy to figure out how to do repeat sales in the pipeline. Alternatives considered [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing Nutshell It had more functionality for about the same price point. Review Source 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 Cherrye M. Founder CEO Leisure, Travel & Tourism Used the software for: 2+ years ### "Significantly improved guest communication" December 18, 2025 4.0 Positive; this is the most organized we've ever had our CRM and I'm looking forward to continuing to grow with them. Pros It has been excellent for organizing and centralizing all client communication in one plac; pipelines are flexible and work well beyond traditional sales tracking. Cons It is costly for small teams; you can't upgrade specific team members without upgrading everyone, even part-time or seasonal employees. It doesn't feel small-business friendly. 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 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 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 KR Kari R. HR and Administration Manager Machinery Used the software for: 1-2 years ### "Intuitive and easy to use!" December 22, 2025 5.0 Nutshell has made tracking our leads, customers and information quick and efficient in one place. It's very intuitive and easy to use! It's great to have everything in one place and to be able to see real time notes from the team. Pros Nutshell has made tracking our leads, customers and information quick and efficient in one place. It's very intuitive and easy to use! Cons I have no complaints about Nutshell at this time. Everything is working well. Nutshell has been a huge upgrade from our last tracking system. Review Source KL Kate L. Sales and Marketing Machinery Used the software for: 6-12 months ### "Nutshell CRM: Easy, Reliable, and Built for Small Teams" December 17, 2025 5.0 Overall, our experience with Nutshell CRM has been very positive. It has been a reliable, easy-to-use platform that helps keep our sales process organized and efficient without unnecessary complexity. Pros What I liked most about Nutshell CRM is how simple and user-friendly it is while still offering all the tools we need as a small company. The layout is clean and easy to navigate, which made onboarding quick and stress-free. Cons I wish they had more “bundle” packages instead of paying per user. I think this would help a smaller company. 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 MK Matyas K. Project Manager Building Materials Used the software for: 1-2 years ### "Good experience with Nutshell" December 18, 2025 5.0 Pros Nutshell is relatively easy to use and the simple interface makes it easier for my company to get things done. Cons There are few things here and there lacking. For example the email signatures don't offer many tools to edit. Review Source MB Mark B. CEO Insurance Used the software for: I used a free trial ### "Nutshell CRM seems like a good software." November 10, 2025 5.0 Pros Nutshell CRM seems like a good software offering Security, Value for Money, good Customer Support, Email Management, Lead Management, Client Accounts, Sales Pipeline. Cons I had issues moving my information from Pipedrive to Nutshell CRM. But it looks like a good platform for CRM with a few more features than Pipedrive CRM. Review Source SB Susan B. CEO Professional Training & Coaching Used the software for: 1-2 years ### "Easy and intuitive CRM for a small business owner" May 7, 2025 5.0 Positive, invigorating, easy. It's been smooth and customer support is great. Pros It's very easy and intuitive for a small business owner! I was intimidated by some of the CRMs for large enterprise, like Salesforce and HubSpot. Nutshell works the way my mind does. Especially love that we can run campaigns so easily. Cons Wish it had an easier follow up system than me always generating the next step, but that still works. Review Source Response from Nutshell May 9, 2025 Thank you for sharing your positive review of Nutshell, Susan! We're glad to hear how Nutshell is helping you run email campaigns! Nutshell's best feature for generating next steps for follow-ups is sales automation, which lets you create next steps and tasks for your team. Learn more about our sales automation features here: https://www.nutshell.com/features/sales-automation All the best, Jewell from Nutshell Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Contact Management](https://www.capterra.com/contact-management-software/) ## 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.