# Page 21 | Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 21 - Is Nutshell the right CRM solution for you? Explore 620 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 (620) [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 April 6th, 2026 # Page 21 - Reviews of Nutshell ## Showing most helpful reviews Showing 501-525 of 620 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DD Dennis D. President and Managing Principal Education Management Used the software for: 2+ years ### "Been using for about 5 years now and have been satisfied for the most part" May 7, 2017 4.0 Simplicity of use and integrity of programming. Dependable and error free for the most part. Pros Easy to use and understand. Good collection methods for data and fair on integration with other programs and apps. Cons Need more customizing capability at the user level. Markets, clients and other economic variables change rapidly both in size and scope and it would be helpful to get on board when the change occurs rather than working through it. Review Source TD Tyler D. Accounting Manager Computer Software Used the software for: 1-2 years ### "Nutshell perfect for leads" February 22, 2018 5.0 Pros Nutshell is a quick setup and easy to use software for organizing leads and tracking your sales funnels. Cons There are alot of different filters and reporting options which can be a little overwhelming and something tough to follow Review Source JH JoAnna H. CEO Real Estate Used the software for: 6-12 months ### "Incredibly intuitive CRM" May 7, 2017 5.0 Focus attention and feedback on the last time I connected with someone Pros Integrates well with Gmail, easy to set up, nice integration with Mail Chimp. Much more intuitive than other CRMs I have used. Cons Not set up for a commercial real estate business so I had to do a lot of work arounds. Reporting not robust for sharing with clients. Required me to get a separate lease transaction management software but that doesn't integrate with Nutshell. Review Source Response from Nutshell May 10, 2017 JoAnna, Thanks for writing in. I'm sorry to hear that you've had trouble with Nutshell reports but I have some great news - we've completely revamped our reporting features! The upgrade will be released on May 11th, you should be getting a notification from us shortly. Should you have any questions, please feel free to reach out to our support team! Cheers, Asya SR Susannah R. Executive Assistant to CEO Marketing and Advertising Used the software for: 1-2 years ### "Great CRM!" July 7, 2016 5.0 Nutshell is a simple yet effective CRM. We are a small business and Nutshell works perfectly for tracking our sales processes. Pros It's easy, self explanatory, good interface. The customer service is that nutshell provides is remarkable. Every time I've had a question they have responded very promptly. Cons The reporting can be somewhat limited for custom reports, but all of the basic reporting is great. Review Source AE Allen E. Camp Director Used the software for: 1-2 years ### "It has saved me a lot of work." May 8, 2017 4.0 Pros It helps me to keep track of contacts and jot down notes after I have finished talking with them. At the end of the month, I need to compile them. This has made it so easy. Cons I need to learn more about the software to know what a con would be. Right now, I would like it to tell me the people I have not visited for awhile. It may be able to do that now. Not sure. Review Source Response from Nutshell May 12, 2017 Thanks Allen! I'm glad that Nutshell is making your job easier. It's actually easy to pull up a list of people you haven't visited recently. If you call customer service or start a Nutshell chat, we can walk you through how to set that up. Frank AM April M. CRM Consumer Goods Used the software for: 1-2 years ### "Overall, fairly satisfied." May 8, 2017 4.0 Pros Love how organized it keeps me, and the information trail it keeps for each account. Tags are extremely useful. Cons Love the mass email feature, but really need to be able to attach files when emailing within Nutshell. Review Source NC Nouhaila C. Manager Used the software for: 6-12 months ### "Relatively easy to use, good tool. " May 8, 2017 3.0 Pros Helps organize our leads and work together collaboratively. Also helps me keep track of tasks. I can make calls from it. Cons Quality of calls sometimes are not good. Also my tasks get lost sometimes. It would be good to integrate them into my calendar somehow. Review Source Response from Nutshell May 8, 2017 Hi Nouhaila, Thank you for your feedback and suggestions. I have added them to our product list. We are happy you like Nutshell. Amanda AM Alan M. Sales Used the software for: 6-12 months ### "I like the user friendly aspect of the software. Very easy to navigate." May 8, 2017 4.0 Pros The software has made managing our leads and customers much easier. The new reporting feature is great! Cons There have been changes made to the software that affect the way we use the program. Things that we were sold on and were a major part of our usage within the program. I also think that the panda dock integration could use some additional features and functions. Review Source JB James B. VP of Sales Used the software for: 6-12 months ### "I think Nutshell has many great features and I think the intuitive interface is impressive." May 8, 2017 4.0 Pros The ease of use is quite impressive. In addition the ability to quickly manipulate and crate different views is nice to have in a small business where we don't have time to engage IT resources for internal purposes. Cons The reporting functionality leaves a lot to be desired. It would be great if there the mobile app did not crash as much and offered more functionality. Review Source AD Alejandro D. Account Executive Information Technology and Services Used the software for: 6-12 months ### "It allows to keep a good track of the clients and his opportunities" May 8, 2017 5.0 Register my leads, the activities and tasks relative, calendar the appointments, storage the documents related to leads, send email to them without go out of software. the value and profit of each leads Pros The thing i most like of nutshell is the integration with other software like Google apps (email, calendar, drive) Review Source Response from Nutshell May 11, 2017 Hi Alejandro, Thanks very much for your positive feedback and for being a part of the Nutshell community!!! Amanda CB Camila B. Sales and customer service manager Used the software for: 1-2 years ### "Best Customer Service " May 8, 2017 4.0 Pros \- design and easy to use -Colors -Simplicity -Price -Organized Cons \-Not many advanced functions as reports and graphics -Very basic -Integrations dont work in all countries (we are in Colombia) Review Source CC Catherine C. lg2/bds Management Consulting Used the software for: 2+ years ### "My nutshell review" March 12, 2015 5.0 Pros The updates, always changing and improving. I also like how it is integrated with my email. Just the other day I had given feedback and suggestions on improving the software, then I got a email a week later and they have already added it so really like that. Cons Sometimes the system has downtime. They have temporary issues from time to time, and when they do, I can't get anything done. Usually it's very few and far in between. Review Source MH Mike H. CEO Used the software for: 6-12 months ### "If you sell you need" May 4, 2018 5.0 Pros Nutshell is CRM software which is great for use in selling your services or products and with our company having multiple offices we use it in a couple locations and it works as hoped for Cons Setting up software and learning how to best use it as a tool in selling and customer retention takes time but worth it but it does take a learning curve Review Source JR Joel R. Sales Manager Computer Software Used the software for: 2+ years ### "Releases updates Regularly" March 13, 2015 3.5 Pros It's very easy to use. There's no fluff in your way to get through recording good notes on sale leads. There's not much training required. Cons Reporting is very weak. You will not know important KPI or deal flow info from this CRM. Review Source BM Bjorn M. Sales & Aftersalesmanager Automotive Used the software for: 6-12 months ### "Easy to use but not enough features to provide our processes" May 9, 2017 4.0 Pros Easy to modify with custom fields and the possibility to make your own funnels. Cons No custom fields possible for products No possibility to make funnels aftersales en add to a won lead Review Source Response from Nutshell May 11, 2017 Hi Bjorn, We appreciate your feedback and being part of the Nutshell community. Thanks for your custom fields and funnel after sales suggestions. We will add these to our working list. Amanda AR Anthony R. Sales Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "Spectacular 10/10 " February 8, 2018 5.0 I actually like the name. Pros Look out SALES the FORCE may be younger, stronger, easier to use, and much less expensive in this young Jedi of a CRM. Review Source JR Joel R. Director of Recruitment Staffing and Recruiting Used the software for: Less than 6 months ### "Using Nutshell to track sales leads and progress with Job Orders" May 8, 2017 5.0 Ability to track sales leads and the overall job order process. Pros The UI and overall usability of the software. It's nice to be able to assign leads to the other sales person and share our updates. Cons The inability to edit activities without going to a new page. Ideally just a quick entry option for activities and leads. Review Source Response from Nutshell May 11, 2017 Joel, Thanks for your feedback! I'm glad that you and your team have been able to better collaborate with Nutshell. I want to let you know that you can, in fact, quickly create an activity. By using the "Create" button in the web app, a window will pop up that allows you to create and save an activity without leaving the page you were previously on. Please feel free to reach out to our support team if you have further questions, we'd be happy to help! Best, Asya AS Allen S. IT Systems Admin Media Production Used the software for: 1-2 years ### "Loved Nutshell! It kept us on track. Nuff said" December 9, 2015 5.0 Pros Amazing support! They were there whenever I needed them. Nothing better than instant chat support. Easy product to use, configure, and support from an Internal IT perspective. When we were forced away from using them, it was very easy to get all our data out. Cons Nothing at all comes to mind. They were great to work with and the product fully solved our CRM issues. Review Source sW sandy W. director Financial Services Used the software for: 1-2 years ### "much better experience compared to our last crm" May 7, 2017 5.0 Pros ease of use. streamlining processes. mailchimp integration. Cons inability to search notes. Review Source Response from Nutshell May 10, 2017 Sandy, Thank you for being a loyal customer, we appreciate your feedback! Best, Asya KB Katherine B. Team Lead Translation and Localization Used the software for: 1-2 years ### "I use the Timeline to review my direct reports' client communication and historic client data." May 8, 2017 4.0 Pros I like the ease of use of Timeline and how easy it is to find client information from years ago. I also like the ability to filter Timeline by user. Review Source MW Mary W. Director, Client Services Used the software for: 6-12 months ### "Overall I find this software easy to use and very helpful!" May 8, 2017 4.0 Pros Easy to use and navigate. Once you know how to do something, it is pretty straightforward figuring things out from there. Cons I would like a slightly better customer summary area. Maybe instead of optional notes, some kind of way to keep all the important information about the customer in one place Review Source AP Ami P. Student Used the software for: 1-2 years ### "Easy to use CRM software" July 30, 2018 4.0 Pros The software is easy to learn and use and has many useful features. It is great that it is web based as I can use it on multiple devices and login with ease. Cons I don't like that you cannot customize the dashboard as I do not use all the features on it. The software can get a bit slow at times. Review Source CV Chris V. President Industrial Automation Used the software for: 2+ years ### "We have been users since 2012 and it has been a great asset" May 8, 2017 4.0 Tracking new customers and having a database for existing customers and the equipment they have purchased from us. Pros Pretty easy to navigate and find information. The ability to attach files and to keep up with history. Cons Last year the dashboard was changed and we don't like the new layout. we prefer the old one as the To Do list is not so important for us. Review Source LC Leah C. Operations Manager Used the software for: 1-2 years ### "Best customer service and user interface in any CRM." June 15, 2017 4.0 Pros Integration with calendars and phone app. All customer interactions are streamlined and visible to the entire team. Bcc@nutshell is the best feature. Cons Inability to upload existing sales data for current customers. We would love to be able to proactively stay on top of customers that maybe trailing off. Would love to see that feature added. Review Source Response from Nutshell July 5, 2017 Hi Leah, Thanks for your feedback. Happy you are pleased with Nutshell and our customer service. Appreciate your suggestion on adding sales data for current customers. Amanda RE Roberta E. Owner Apparel & Fashion Used the software for: Less than 6 months ### "I utilize Nutshell to organize customer information and streamline the sales process. " April 8, 2019 5.0 Pros Nutshell is by far the best CRM product I've used. I find it to be useful and intuitive. I especially like the business card scanning tool, along with the many other available functions. Customer service is great as well. Cons My only issue with Nutshell is there being no way to veiw recent activity and lack of a dashboard. There has been a few crashes while I was attempting to view notes, but as of the update, it's no longer an issue. Review Source 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.