# Page 24 | Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 24 - Is Nutshell the right CRM solution for you? Explore 618 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 (618) [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 March 13th, 2026 # Page 24 - Reviews of Nutshell ## Showing most helpful reviews Showing 576-600 of 618 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BJ Boykin J. President Information Technology and Services Used the software for: 6-12 months ### "Good experience, but need to upgrade to Pro to access full functionality." May 8, 2017 3.0 The software helped me think about my sales process. Pros Cloud subscription and integration with Microsoft Office365 means that I can work from anywhere using multiple devices (i.e. computer, tablet, smartphone). Cons Pro has features really needed by small business owner. I will eventually have to upgrade or find another CRM tool. I can only set up one sales process. Because my government and commercial customers do not follow the same buying process, I have two different sales processes. Review Source Response from Nutshell May 15, 2017 Hi Jordan, Thanks for taking the time to provide us your feedback. You are correct- Pro is designed for the small business owner who needs full functionality. Starter is really for those who are just getting started with CRM and managing clients. Amanda NM Nicholas M. Consultant Environmental Services Used the software for: 6-12 months ### "little or no support no manuals no training " May 8, 2017 3.0 great for tracking sales Cons I am not real big fan of this software for the reasons listed above I feel a whole lot more could be done with training and support Review Source Response from Nutshell May 9, 2017 Hi Nicholas, I will have a customer support representative contact you directly to get you on track. We have a huge knowledge base as well as videos and guides that you can access directly inside of Nutshell. Amanda CS Chris S. Sales Executive Real Estate Used the software for: Less than 6 months ### "The system is good but there are some areas that I would like to amend to suit me better." May 8, 2017 4.0 Prioritizing my leads and a platform I actually like to use! Pros Its east to add, sort and prioritize my leads, which is very important in achieving my sales targets Cons Limits within the program that stop me amending aspects that would suit me better if I could change them, I appreciate that there probably needs to some limitations though! Review Source DT Dinh T. Regional Director Used the software for: 6-12 months ### "Simple & useful app" May 8, 2017 5.0 Pros This is a simple application which can run on various hardware such as laptop, smartphone...This is the most important in the digital time. Cons The software is not so famous branding compared to the other one such as Microsoft SalsForce program. Review Source Response from Nutshell May 10, 2017 Dinh, Thank you for using Nutshell, we value your feedback as a customer! Best, Asya VR Verified Reviewer Project Manager Environmental Services Used the software for: Less than 6 months ### "Amazing Software" December 5, 2018 5.0 Pros Nutshell has a lot to offer in the customer relationship management (CRM) world. Easy to sync with your existing email accounts, contacts, customer notes, etc. The overall experience with Nutshell has been extremely smooth and everything feels very intuitive. Cons I've only been using Nutshell for a few months, but so far I have no gripes. One thing that others have mentioned to me is that the software doesn't have a large array of languages to select from. Review Source VR Verified Reviewer Founder Financial Services Used the software for: 2+ years ### "Affordable and easy to use CRM" March 13, 2019 5.0 Pros Intelligently laid out software, very intuitive to use and learn Cons No automation in Nutshell, which is crucial for modern networking and brand-building Review Source VS V S. Wholesale Used the software for: Less than 6 months ### "great CRM solution" December 6, 2016 4.0 have been looking for a CRM solution for a while, probably looked at them all. We were looking for easy use and good reminders for follow ups that could also integrate with our mailchimp account. Nutshell has been great, set up was easy and the learning curve was quick, it has really helped us keep on top of new and existing accounts. Pros ease of use, quick learning curve Review Source IE Isabeau E. Owner Marketing and Advertising Used the software for: 6-12 months ### "We have been using it for a few months now and it is great!" December 7, 2015 4.5 Pros The dashboard! To be able to go to one place and see everything that I have to do that day is really nice. Cons I would like a template and to do list from that template. We do a lot of print ordering and it would be nice to have an order template that shows the steps of a print order and we can just check them off as we go. Review Source VR Verified Reviewer Project Manager Consumer Services Used the software for: Less than 6 months ### "Everything in a Nutshell" October 22, 2018 4.0 Pros Friend of mine has a small website and wanted something to help with the customers, Nutshell did the job and it did it great. Implementation was fast and painless, integration with Google Apps was a great surprise. Cons What bothered me when helping my friend set this up was the search function - as if the algorithm was simply ignoring the queries. Also UI could use an improvement. Review Source FD Fraser D. Product Marketing Executive Computer Software Used the software for: 1-2 years ### "Everything you're likely to need in a strong CRM platform" January 16, 2019 4.0 Pros \- simple, intuitive workflows - clear reporting with no fuss - automatic email alert system - automation of mundane tasks is seamless Cons \- professional version becomes expensive one you start to add multiple users - quite limited in language options Review Source ML Mary L. Media Used the software for: 6-12 months ### "CRM for inside sales teams" April 19, 2018 5.0 Pros Nutshell is a favorite CrM for a number of the members of our freelance team. It has a great feature that auto populates Prospect data. Cons The email tracking and emailing inside nutshell could use some work. It doesn't track emails properly Review Source SL Suzon L. Marketing Manager Used the software for: 6-12 months ### "Nutshell is great!" July 1, 2016 5.0 I need more help in running reports and pulling up leads but love nutshell. I am trying to get everyone on board but no one wants to track the info except me at this time. Pros Ease of use. Cons I can't just see the names of the leads as a list, just the number and that is frustrating. Review Source JP Jaden P. Assistant Used the software for: 6-12 months ### "Overall great software for the price" February 21, 2018 5.0 Pros I like how it does easy it is to use, and if I have any questions there is great customer support waiting to help Cons I think it could have more features. It does the very basic of what I need it for, but it would be nice to see more from it Review Source Prescott P. President Mining & Metals Used the software for: 2+ years ### "leads don't allow you to easily sell services, only products. After sale service is hindered. " May 8, 2017 2.0 We get a cost effective CRM that frees up cash flow for use elsewhere in our business. Pros Nutshell offers a unique ability to tag people in activities and run reports on calling activities for my sales reps. Cons Every lead typically has a company or contact. But if you don't save the activity in the lead, and instead under the company or individual contact, you can't see it when your client calls in regarding the sale they want service for, so your customer service is hindered and your sales people look like they don't know the history of the account. It's embarrassing to use this software because Nutshell says they are only helping to land the sale, not support it, but this mindset about how they build their software results in a horrible disconnect with regards to how we are forced to serve our customers, and thus we are using a CRM that doesn't support the full life cycle of a sale. We keep hoping Nutshell will fix this and improve because their customer service is great, and their people mean well, but after several years of patiently waiting, we are concerned that we may never see this problem fixed. The mobile app also has so many glitches with the UX that it can't even compare the experience to how you can use leads in a web browser. Further, when we have a customer call in to ask about their account, the recent leads puts the oldest first in the list, which means we have to scroll through several hundred orders just to open the last order we did for that client. If you are trying to sell to a major corporate account with multiple facilities / departments, forget it with Nutshell; linking subcompanies / vendors / partners / other locations is a nightmare in Nutshell. Review Source VR Verified Reviewer Used the software for: ### "Unhappy with Nutshell" July 31, 2014 1.0 We used Nutshell as our first CRM as on the surface it had good features, however, when we grew and it came time to migrate to a custom CRM we had built, it was near impossible to export our data and the support team was absolutely useless. I would avoid using Nutshell. Review Source AC Alberto C. Social media manager Entertainment Used the software for: Less than 6 months ### "Very good CRM Service" January 26, 2019 5.0 Pros Good search features and user experience. Support service is very good and they make proactive followup when needed. There is a good source of templates available Cons We found a bit unclear how to perform data management without duplicates initially. Was solved without too many issues thanks to customer support Review Source MB Mark B. Insurance Used the software for: Less than 6 months ### "Review in a nutshell " July 7, 2016 4.0 I enter in a lot of data and the site seems to be pretty easy to use. Occasionally there will be some issues with uploading files to the site but for the most part the site works fine. Review Source SS Sahil S. Sales officer Financial Services Used the software for: Less than 6 months ### "Nutshell is one of the best CRM I have ever used" October 15, 2018 5.0 Nutshell gives you a good experience and it doesn't let you down even if it has some cons. One can't say its not a good deal. Pros Nutshell allows me to easily keep track of everything like which sales I am working on and which customer i need to call. User interface is very impressive, colorful and easily nevigable. It also has a very good and reasonable price. Cons Its functions are actually nice but sorted in a messive way. And I also really hate the search part of this tool because it rarely finds me what I need. Review Source AM Allison M. Sr. Director of Marketing Non-Profit Organization Management Used the software for: 6-12 months ### "User friendly, intuitive, beautiful UI." May 8, 2017 5.0 better tracking of lead/customer interaction. It helps all team members involved in sales/implementation be on the same page. Pros User experience is pretty great. I love the interface. It's very intuitive. We are still ramping up in sales- so we will see if Nutshell will be able to scale with us. Cons It's a love hate really- I love that it pulls Social media profiles of leads. However 1 out of 20 are incorrect. Review Source Response from Nutshell May 12, 2017 Thanks Allison! Our developers are really glad you like our interface because they spend long hours working on it. :) Frank AP Angela P. Used the software for: ### "Nutshell Review" December 8, 2016 5.0 I am in Nutshell every single day and find it extremely easy to use and navigate. I schedule my meetings and calls through Nutshell and then will log the activities at the end of the day with notes on each activity. Nutshell makes it easy to search for previous notes, contacts, emails, etc... I also send all of my emails to my Nutshell account and so it makes it easy to have everything in one centralized place. Review Source CA Carlos A. Designer Design Used the software for: Less than 6 months ### "Slack-friendly" December 7, 2018 5.0 Pros I work at a marketing agency and we have been using Slack for years. So we tried lots of apps that work together with Slack. Whenever there was a CRM info we had to know, Nutshell would warn us through Slack. Cons Nothing at all. When we switched the platform, we stopped using it. Review Source GB Gab B. Accounted Manager Marketing and Advertising Used the software for: Less than 6 months ### "Neat New Concept to CRM" January 21, 2019 4.0 Pros This app allows you to track and work remotely in a CRM system. Cons Must have iPhone and other comparable device. Review Source BH Brandon H. Visual Storyteller Used the software for: Less than 6 months ### "Easy to use CRM " November 18, 2017 5.0 Pros A CRM that gets the job done without being complicated. Customer service is also excellent in conjunction with the program Cons New software is difficult at time to learn. I feel like a few different features could be added in order to make it a tad easier Review Source JP James P. Used the software for: ### "Wonderful system to help with managing clients" February 6, 2017 5.0 I've used this system for about 2 years now and I really enjoyed using it to help me close my deals. I love the integrated API which allows our system to populate tags to tell us the activity of the customer! Review Source Response from Nutshell May 10, 2017 James, We love hearing that Nutshell is helping you sell smarter and close more deals. Keep up the great work - we're happy to be working with you! Cheers, Asya AC Anna C. Used the software for: ### "Good Hardworking CRM" January 18, 2017 5.0 Nutshell lets me organize my client and contact information in a very helpful way. I can also run very interesting reports that help me think strategically for the upcoming business quarters. Review Source Response from Nutshell May 10, 2017 Anna, I'm glad you've been able to get more organized with Nutshell - that's what we work for! Thanks for being a great customer. Best, Asya Similar Products Featured