# Page 4 | Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of Nutshell ## Showing most helpful reviews Showing 76-100 of 620 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JM Jay M. Territory sales manager Marketing and Advertising Used the software for: 2+ years ### "Great CRM solution for your business" February 25, 2025 5.0 Been very positive. Have been using it for 5 years and it has gotten even better with time. Pros The ease of use and ability to organize my leads Cons Not being able to add attachments to emails inside the system Switched from [Badger Maps](https://www.capterra.com/p/148607/Badger-Maps/) More functionality for an expanded team to work together via our crm. Review Source Response from Nutshell March 18, 2025 Thank you for sharing your positive review of Nutshell, Jay! We're excited that Nutshell is helping your team work together and organize leads! All the best, Jewell from Nutshell PS Paul S. Customer Support Manager Machinery Used the software for: 1-2 years ### "Great tool!" February 26, 2025 5.0 I have enjoyed the ease of use. Helps me stay organized. Pros Very user friendly. Quick to learn and quick to navigate. Cons It would be nice if it would integrate with Google or something so when I add a new company, much of the info could auto populate. Perhaps I don't know how to do it, but I set up automated reminder emails for quotes - I wish the reminder included the attachment. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) My previous employer used Salesforce. Thanks. Review Source Response from Nutshell March 18, 2025 Thank you for sharing your positive review of Nutshell, Paul! Our team is glad you're finding Nutshell easy to use and that it's helping you stay organized! And good news - Nutshell does sync with Google! Since you're looking to sync company data, I'll share our support article on importing contacts from Google: https://support.nutshell.com/en/articles/8429030-import-supported-import-sources-in-nutshell. You can also learn more about syncing your Gmail account here: https://support.nutshell.com/en/articles/8428897-how-do-i-sync-your-gmail-with-nutshell All the best, Jewell from Nutshell 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 MRK Me Ra K. CEO Photography Used the software for: 1-2 years ### "Hours of Researching the BEST CRM Paid Off!" November 22, 2024 4.0 We spent a few months, literally ENDLESS hours, researching CRMs, comparing the different pros and cons. And I'm SO HAPPY we went with Nutshell. It has brought a new level of organization and sanity to our business! I appreciate how user friendly the interface is from the size of the font to the functionality! It's crazy how many CRMs feel like you're writing code trying to use them! And we're able to follow up so much faster with new leads which makes all the difference in the end. Pros I love the customization of pipelines, being able to turn strong leads "orange" in color so they stand out. It's so helpful to see if leads/clients successfully received our emails and opened them. We use the email drip sequences a lot, and I can't say enough about how much value those add to our clients. Cons sitting here thinking and thinking, and honestly not sure! LOL Not sure if this is a Nutshell issue or our issue. But our stages in the pipeline often get bottlenecked. Always trying to figure out how to organize better to keep things streamlining more efficiently. Alternatives considered [17hats](https://www.capterra.com/p/144328/17hats/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Nutshell felt more user friendly than these other ones Switched from [Light Blue](https://www.capterra.com/p/106272/Light-Blue/) The userface was AWFUL! I felt so overwhelmed every time we opened it. Review Source Response from Nutshell December 2, 2024 Thank you so much for your positive review of Nutshell, Me Ra! We're glad that Nutshell's Hot Leads, email open tracking, and drip sequences features are beneficial to your team and clients! So glad to hear that Nutshell is helping your business stay organized and sane! If you'd like to optimize your sales pipelines to keep leads moving smoothly, our Complete Guide to Sales Pipelines could offer some helpful insight! You can download the guide here: https://www.nutshell.com/resources/sales-pipeline-the-complete-training-guide. All the best, Jewell from Nutshell RG Richard G. CEO Hospitality Used the software for: 6-12 months ### "Nutshell for the Win!" May 7, 2025 5.0 Nutshell is helping our sales team in significant ways. Our pipeline and revenue boards are great motivators. As we set KPIs with our team, we are seeing some great competition and increased sales! Pros The pipeline feature is great but I also really appreciate how Nutshell syncs to my email and tracks all contacts made. The automations and AI features are helping us in big ways! Cons Very few things really. I wish the People and Companies synced in a cleaner way, but it's not bad. Review Source Response from Nutshell May 9, 2025 Thank you for sharing your positive review of Nutshell, Richard! We're glad to hear how Nutshell is helping you track emails and contacts, plus take advantage of automation and AI to streamline your team's workflows! All the best, Jewell from Nutshell DS David S. Account Development Specialist Marketing and Advertising Used the software for: 1-2 years ### "Nutshell is great for my role!" May 14, 2025 5.0 8/10, has most of the functionality I like. I'd like to have recommendations on my dashboard page of who the most engaged prospects are currently so I can be reminded to follow up. Pros Functionality is great. Tracking, reporting and customizable dashboards are very helpful. Cons When an email bounces in Gmail, due to a bad email address, it doesn't take someone out of that campaign. Review Source DH Deming H. Artist Liaison Events Services Used the software for: 1-2 years ### "Nutshell is my #1 recommended sales platform " February 20, 2025 5.0 Nutshell has made keeping up with and closing sales so much easier. We have used other platforms in the past but Nutshell is what has worked the best by far. It is intuitive, has all the features we need to stay organized, and is easy to collaborate as a team all in one place. Pros I love how easy it is to use! It is the most organized sales platform I have operated, and it has transformed our business. Game changer! Cons I had some issues with syncing my email in the beginning but it was easily resolved and all the information I needed was in the Nutshell help feature. Review Source Response from Nutshell March 18, 2025 Thank you so much for sharing your positive review of Nutshell, Deming! Our team is excited to hear how you're using Nutshell to track and close sales, organize your data, and collaborate with your team! All the best, Jewell from Nutshell HR Harris R. VP Sales And Supply Chain Packaging and Containers Used the software for: 1-2 years ### "Manufacturing" March 19, 2025 5.0 Good. We like using it. We would like to expand the use of this to our other companies as well. Pros Ease of use, good website analytics. We like the reporting features. Cons Issues with merging two of our other companies on to the Nutshell, WebFX Platform. Cannot seem to get any answers Review Source Response from Nutshell April 8, 2025 Thank you so much for sharing your positive review of Nutshell, Harris! We're glad Nutshell is easy to use and provides good website analytics and reporting features for your team. Thank you for bringing to our attention the issues you've been experiencing with bringing your other companies into Nutshell and WebFX. Please email me at jjuly@nutshell.com and I will make sure to connect you with the right person to get you answers! All the best, Jewell from Nutshell RP Rob P. Account Executive Marketing and Advertising Used the software for: 1-2 years ### "Highly Recommend this CRM system" March 21, 2025 5.0 It's one of the better CRM system's I've used. Pros The categories and organization of the system. Cons The home interface is a bit overwhelming. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Company decided to make the switch a few years ago. Review Source Response from Nutshell April 8, 2025 Thank you for sharing your positive review of Nutshell, Rob! We're glad Nutshell helps you stay organized and provides a good experience for you in your daily workflows! Your Sales dashboard is customizable, so you can make it work for better you with just a few adjustments! Learn more at our support article here: https://support.nutshell.com/en/articles/8429123-sales-dashboard-customize-your-dashboard All the best, Jewell from Nutshell VD Verity D. Sales Pharmaceuticals Used the software for: Less than 6 months ### "Great for beginners and pros, alike." December 17, 2025 5.0 Very good. First time using a CRM and this one has been simple to learn and easy to navigate. I like the customizable dashboard. Pros I love the duplicate feature to prevent the same client being entered. I also like to divide the clients by state and leads won. Cons I do not have any dislikes with the program, but it does seem to lag after a contact is recorded. It can take several minutes. Review Source MD Mike D. Magician and Founder Entertainment Used the software for: 2+ years ### "Practical and productive tool for small business" November 15, 2024 5.0 Really a useful tool in my business. I can create the processes I need to run my business quickly, the automation is good, and I can expand/contract my services as I need to. The support is excellent, too - they quickly answer questions and fix problems. Pros It does everything I need - email, phone, keeps my cadence on track with reminders. It's easy to use, and the activity and sales reports are exactly what I need to keep myself doing my daily activity and checking my results. Cons There aren't any real negatives. I can set it up to do what I need it to do the way I want to do it. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Nutshell Cost, complexity, seemed like the features I needed would become very expensive very quickly. Switched from [MAGO HCM](https://www.capterra.com/p/249684/MAGO-HCM/) Cost, speed, ease of use, frustration with customizing product. Review Source Response from Nutshell December 2, 2024 Thank you so much for sharing your positive experience with Nutshell, Mike! Our team is glad that Nutshell is helping you communicate with clients and remember follow-up to stay on track! We're also glad that you're making use of features like automation and sales reports! All the best, Jewell from Nutshell 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 NH Natalie H. Systems Manager and Financial Consultant Non-Profit Organization Management Used the software for: 2+ years ### "Small Nonprofit's use of Nutshell" February 21, 2025 4.0 It's been a little messy but it's good! We aren't a regular sales organization so catering to us is a little tricky. Keeping regular appts with our rep Tonya has been helpful! Pros Tracks sales and customers. We use different pipelines for different approaches within out nonprofit and that works okay for us. Cons Reliance on AI. We are trying to get away from relying on AI for interpersonal matters. Review Source Response from Nutshell March 18, 2025 Thank you for sharing your positive review of Nutshell, Natalie! We're glad that Nutshell is helping you track sales and customers, manage multiple pipelines, and grow your nonprofit! All the best, Jewell from Nutshell AP Ashley P. Executive Assistant Civil Engineering Used the software for: 6-12 months ### "Simple tool for managing CRM" December 24, 2025 4.0 Pros Nutshell is a user-friendly CRM that works well for managing contacts and sales activity. It’s intuitive and keeps our pipeline organized. Some advanced features may require setup and customization, but overall it’s a dependable tool. Cons There are a lot of settings, which can get confusing. There are also not a lot of features that allow someone to manage the tracking for another. Review Source MM Madelyn M. Sales Assistant Construction Used the software for: Less than 6 months ### "My nutshell Review" December 17, 2025 3.0 my overall experience with nutshell isn't terrible. There have been a few issues but not too many. I would rate it a 3 out of 5. Pros I like most about nutshell that you can filter many things to find exactly what you're looking for within the software. Cons I like least about nutshell that when a customer calls you back after using nutshell to call them you can't record the call. Review Source ND Normand D. Business development Architecture & Planning Used the software for: 1-2 years ### "CRM at your fingertips " January 23, 2025 4.0 In general it is very easy to work with flexible enough to search and get the right info rapidly . Pros The follow up - project’s steps are the most effective way to ensure that the team has the resources & information. Cons Information is sometimes too complicated to register & we do not have all the customers contact info in the first meeting. Review Source Response from Nutshell January 28, 2025 Thank you for sharing your positive review of Nutshell, Normand! We're glad to hear how Nutshell is helping you organize your data and ensure your team has everything they need to work effectively! If you want to record more complicated or specific contact information from the first meeting with a prospect, you can do so using custom fields. Learn more about custom fields here: https://support.nutshell.com/en/articles/8429015-custom-fields-for-companies-people-and-leads. All the best, Jewell from Nutshell VE Vanessa E. Estimator Construction Used the software for: 1-2 years ### "Nutshell in a nutshell" March 19, 2025 5.0 Has been great, I really like how the whole team connects through this app Pros Helps me to keep my project tracked and syncs easily with my inbox. Cons I'd like to have the option to get the tasks linked to my calendar. would make things easier for me. Review Source Response from Nutshell April 4, 2025 Thank you so much for sharing your positive review of Nutshell, Vanessa! We're glad to hear that Nutshell is helping your team collaborate, track projects, and manage email communication. I also appreciate your feedback about the ability to see your tasks on your calendar. We’re always working to make Nutshell the best CRM for our customers, so I’ve shared your request with our product team for consideration in future updates. All the best, Jewell from Nutshell VR Verified Reviewer Partnerships Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Easy to use, easy to get started" August 29, 2025 5.0 Easy to get started, easy to integrate with my email. Nice to be able to have all of that communication with my team Pros Exactly what I need to log contacts, emails, phone calls, sales interactions. Really important to be able to see what my teammates have done with sales and other contacts, and leads in our industry. Cons No issues, but I'll admit I'm a simple user and don't require that many features. Some of my team uses the more complicated features. Review Source SV Shawna V. Customer Service Sales Machinery Used the software for: Less than 6 months ### "One of the best applications for CRM" August 28, 2025 5.0 Love it! Again, lots of useful features and user friendly. I would highly recommend this application to anyone. Pros There are so many fantastic features! Monitoring traffic, linking emails, very user friendly, and I am sure I still have much more to explore and learn about. Cons I have not been able to find one thing in Nutshell that I am not happy with. This is one of the best systems I have used. Review Source TG Timothy G. Salesman Transportation/Trucking/Railroad Used the software for: 2+ years ### "Nutshell Review" December 12, 2024 4.0 We have had Nutshell for 6+ years. We have a sales team of roughly 20. It has taken our organization and sales efforts to new levels. Pros The simplicity of Nutshell is what makes it a great tool. Also, the automated reminders are a great feature for our sales team. Cons The map feature is not 100% accurate but has improved over our time with Nutshell. Review Source Response from Nutshell December 16, 2024 Thank you for sharing your positive review of Nutshell, Timothy! We're glad to hear that Nutshell is easy for your team to use and that automated reminders are helpful in your sales efforts! Our team is so excited to hear that Nutshell has helped your business grow - that's why we do what we do! All the best, Jewell from Nutshell MT Matthew T. Business Development Executive Wholesale Used the software for: 6-12 months ### "Nutshell Review" March 21, 2025 4.0 My overall experience has been positive and I do use it daily. Pros Its a good system to manage leads and potential customers. I like that you can schedule tasks, meetings and calls. Cons I don't like that it can be hard to find leads. Review Source Response from Nutshell April 8, 2025 Thank you for sharing your positive experience with Nutshell, Matthew! We're glad to hear that Nutshell is helping you manage leads and customers and schedule tasks and meetings! If you're having difficulty finding leads in Nutshell, check out our support article on the search function: https://support.nutshell.com/en/articles/8429103-crm-records-searching-for-contacts-in-nutshell All the best, Jewell from Nutshell KC Kelsey C. Sales Manager Marketing and Advertising Used the software for: 1-2 years ### "Nutshell is great! " January 28, 2025 5.0 Overall its been great! IT is very helpful and works well for me and my team. Pros It is so easy to use and helps me stay organized. The email templates are great! Cons Once in a while I am searching for a company, and it won't show up.. Then I look again 20 minutes later and its there. Review Source Response from Nutshell February 3, 2025 Thank you for sharing your positive review of Nutshell, Kelsey! We're glad that Nutshell is easy to use and that features like email templates are helping you stay organized! All the best, Jewell from Nutshell DC Dylan C. Director of Operations Environmental Services Used the software for: 2+ years ### "EPI - Nutshell" February 18, 2025 4.0 I do not see how we could properly function as a business without nutshell. It greatly helps to improve our overall organization. Pros It is very easy to use with a team, we tag each other on notes when working on proposals and it helps keep us all looped in. Overall it is a great system and very helpful to our company. Cons Often it slows down and freezes, which can be an issue. Review Source Response from Nutshell March 18, 2025 Thank you for sharing your positive review of Nutshell, Dylan! We're glad Nutshell is easy to use and helps keep your team organized and collaborating! All the best, Jewell from Nutshell ZG Zeke G. Consultant Construction Used the software for: Less than 6 months ### "Nutshell is perfect for sales!" May 7, 2025 5.0 After learning how to best use Nutshell, it has changed the way I do sales. It makes me faster, more efficient, and more relationship focused. Talking to so many people every day, it can be hard to remember every single detail about everyone. Pros It keeps great record of calls I've made, relationships with clients, scheduling. Click to Call is by far the best thing about nutshell, it makes calling leads super easy. Cons Before learning how to use Nutshell, I was kind of clueless about what was going on and just using it to write in companies names essentially. Which was kind of on me, but it did take some time to learn everything regardless. Review Source Response from Nutshell May 8, 2025 Thank you for sharing your positive review of Nutshell, Zeke! We're glad to hear how Nutshell is helping you manage sales opportunities, improve efficiency, and make sales more relationship-focused! All the best, Jewell from Nutshell BR Bryan R. President Machinery Used the software for: 6-12 months ### "Dump Salesforce! This is an incredible platform for a small to medium sized enterprise. " October 11, 2024 5.0 We are in early stages of leveraging Nutshell to its fullest but knowing that our needs were unique the migration process from Salesforce was critical to our adoption. The Nutshell team made this a fairly smooth transition and were there to assist at every step along the way. They have a success team assigned to their clients which is extremely important. Pros Nutshell is very intuitive. Having migrated from Salesforce, it is nice to see that we can report on basic business metrics with a few clicks rather than requiring a degree in Information Technology to get to the same information. There are also some power user types of features that you only see in some of the enterprise solutions out there. That is an incredible advantage for a small to medium size organization. Cons This is not a con for us at the moment but you will most likely give up the ability to completely customize your CRM for the features and benefits that cover nearly everything that most small to medium size organizations require. Alternatives considered [Keap](https://www.capterra.com/p/76390/Infusionsoft/) Reason for choosing Nutshell Nutshell felt like it had a good philosophy behind the platform. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce didn't have the integrated features at a price you could swallow for a small to medium sized business. Nutshell also seemed to have a good handle on usability which is critical to success. Review Source Response from Nutshell November 4, 2024 Thank you so much for sharing your glowing review of Nutshell, Bryan! We're so excited to hear how Nutshell is helping your team report on essential metrics and is user-friendly for your team! We're glad to hear that onboarding to Nutshell has been successful and your company is seeing improvements in using the platform! 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.