# Page 6 | Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Nutshell ## Showing most helpful reviews Showing 126-150 of 620 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Elias W. marketing and finance Architecture & Planning Used the software for: 1-2 years ### "sales tracking" October 8, 2024 5.0 It allows you to foster relationships with the client in a more personalized and better organized way Pros It is an excellent platform to have a perfect follow-up of sales and manage each client, with marketing through email it has been a total success, it is a good alternative to offer services without much effort. You can also have well-updated information with a database in which the entire marketing team can interact Cons I have been very fortunate that no type of function has ever failed me, I have always done well with its system Review Source Response from Nutshell October 30, 2024 Thank you for sharing your positive review of Nutshell, Elias! We're glad to hear that Nutshell is helping your team track sales and manage follow-ups and marketing to clients. All the best, Jewell from Nutshell MS Michael S. Agency Owner Insurance Used the software for: Less than 6 months ### "Found my Forever CRM & Marketing Platform" November 14, 2024 5.0 For four years I've been searching for an easy-to-navigate and setup CRM that had all the tools I need for my agency. There was always something missing, or it was clunky and too difficult to set up. I'd switch every few months. Now, those days are gone thanks to Nutshell! I couldn't be happier with the product, and I haven't even touched the tip of the iceberg using it at full capacity. Customer for life! Pros Ease of Navigation and Setup, and ability to call, text, and email Cons No text-campaign availability yet, other than that it's great! Switched from [Cogmento CRM](https://www.capterra.com/p/96814/Free-CRM/) It was love at first site! Integrated with my Google Workspace and the rest is history Review Source Response from Nutshell December 2, 2024 Thank you so much for sharing your positive review of Nutshell, Michael! We're glad to hear that Nutshell is easy to use and is helping your agency manage communications with clients! And good news - SMS campaigns in Nutshell is coming soon! Keep an eye out on our Product Updates page here for the launch: https://www.nutshell.com/product-updates. All the best, Jewell from Nutshell AD Ashley D. Client Success Specialist Environmental Services Used the software for: Less than 6 months ### "Nutshell Review" January 23, 2025 5.0 I have had nothing but good experiences with Nutshell since I began using it a couple months ago. I found the features to be super helpful. It is an amazing tool to stay organized. Pros I like how simplified the system is to use, it makes searching for leads so much easier. Cons I wish it had a call experience. An ability to track calls instead of having to constantly fill it out and add it in. Review Source Response from Nutshell January 28, 2025 Thank you for sharing your positive review of Nutshell, Ashley! We're glad Nutshell is simple to use and makes it easier to stay organized with all of your leads! I also appreciate your feedback about the ability to track calls seamlessly. You can use Click-to-Call or an integration with your phone call platform to automatically log calls in Nutshell! Learn more here: https://support.nutshell.com/en/articles/8428904-click-to-call-call-contacts-from-your-browser and https://www.nutshell.com/integrations-category/communication. All the best, Jewell from Nutshell VR Verified Reviewer Account executive Marketing and Advertising Used the software for: 1-2 years ### "Review from an Account executive at Pattison Outdoor - Montreal" November 15, 2024 4.0 Great ! Love using the tool and it helps a lot with reminders and organization. Having a sort of one pager on all the communications with the client is just awesome as well. Pros Sync our email address and being able to see how many time our message was opened and how many times they clicked on the link. Cons The fact that if you don't send an email from Nutshell directly, it does not count as an activity. This makes it that the account can be seen as inactive, when it is not the case. Review Source Response from Nutshell December 2, 2024 Thank you for sharing your positive review of Nutshell! We're glad that Nutshell's email open and click tracking is helping your team track and organize customer engagement! All the best, Jewell from Nutshell JH Julie H. National Director Non-Profit Organization Management Used the software for: 6-12 months ### "Nutshell is budget friendly and helpful" November 15, 2024 4.0 It is not exactly what I thought I was signing up for but overall it is serving its purpose. Pros Nutshell is an all in one place database that can be used for planning and building connections with people. Cons There are some steps that are not as user-friendly, such as capturing and pulling detailed data, and imports are a bit tricky. There is a white glove service to help you if needed. Switched from [GiveSmart](https://www.capterra.com/p/130794/GiveSmart/) Pricing - Nutshell was more cost-effective and seemed to host all of the main points needed for our ministry database. Review Source Response from Nutshell December 2, 2024 Thank you for sharing your positive review of Nutshell, Julie! We're glad to hear that Nutshell is a hub for planning and building connections with leads and customers! And if you need assistance with pulling or importing data into Nutshell, our support team would be happy to help! You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support All the best, Jewell from Nutshell cE chris E. marketing Medical Practice Used the software for: 2+ years ### "Great CRM!" October 14, 2024 5.0 I have used it for years and think it a great crm Pros I really like the ease of use and ability to track just about everything I need. Cons The amount of emails it can handle at once for doing blasts to customers Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) price and ease of use of the product is much better Review Source Response from Nutshell November 4, 2024 Thank you for sharing your positive review of Nutshell, Chris! We're glad to hear that you're finding Nutshell easy to use and that it's helpful for tracking your customers and sales! If you'd like to send more emails to your contacts, you can try out Nutshell Campaigns, our built-in email marketing software. Learn more here: https://www.nutshell.com/marketing. All the best, Jewell from Nutshell CT Carleton T. Admin Consumer Goods Used the software for: 1-2 years ### "Genius Product" October 14, 2024 4.0 It helps me understand my customers needs so that I can look like a genius when I communicate with them. Pros I like the contact forms and how I can embed different versions on each page of my site. It helps me pre-qualify and understand the needs of the customer who contacted me. Cons I would prefer a better UI. Some clicks are unintuitive and features aren’t well described or located. Review Source Response from Nutshell November 4, 2024 Thank you for sharing your positive review of Nutshell, Carleton! We're so glad to hear that you're enjoying using Nutshell's forms and customer tracking features! I also appreciate you sharing your feedback about the UI - I'll share your notes with the rest of our team for consideration in future updates. All the best, Jewell from Nutshell RC Randy C. Owner Retail Used the software for: 1-2 years ### "My thoughts on Nutshell - I LOVE it!" September 9, 2024 5.0 Extremely good. I have tried almost every CRM on the market, including Salesforce and their $50K annual Pardot (marketing add-on) tool. Nutshell gives me the exact tools I need (and the ability to modify) for my business model. Others were simply too rigid. Pros One of the first things that I want to see in a great CRM platform is excellent, and timely customer service. The nutshell team delivers that in spades. Cons Some of the "lookup" tools do not get me where I need to go. It might be user error or not knowing how to use the available tools, but I sometimes have to give up on getting the data segment I need. Alternatives considered [Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/) Reason for choosing Nutshell Nutshell was the most/best built out for my particular business model Switched from [Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/) Nutshell was the most/best built out for my particular business model Review Source Response from Nutshell September 23, 2024 Thank you for sharing your positive review of Nutshell, Randy! We're glad to hear that Nutshell's customer service, tools, and price point meet your needs! And we're excited that Nutshell gives you tools and flexibility you need that platforms like Salesforce don't! And being able to get the data you need from Nutshell is certainly important! Here's a link to our support article about using Nutshell reports: https://support.nutshell.com/en/articles/8428976-nutshell-reports-overview. And if you need further assistance for using the reports, our support team would happy to assist you! All the best, Jewell from Nutshell SC Susan C. Sales Manger Machinery Used the software for: 6-12 months ### "Sales manger" December 20, 2024 4.0 It is a good project overall. Do like the the the new features that have been added. Pros The pricing of the product is good, I like the way you can set up your personal view: Cons Adding contact needs to be easier. Also setting up the email is not user-friendly.. Review Source Response from Nutshell December 23, 2024 Thank you for sharing your experience with Nutshell, Susan! We're glad that you're enjoying features like customizing your dashboard and newer features our team has been working on. All the best, Jewell from Nutshell SD Sandra D. Coordinator Public Safety Used the software for: Less than 6 months ### "Easier way of inputting data" December 16, 2024 5.0 I am new to this business but this program was one of the few I got the hang of pretty fast. Pros The ease of inputting data by myself and the way it updates fast. Cons The way the information saves once you type it in. Review Source Response from Nutshell December 23, 2024 Thank you for sharing your positive review of Nutshell, Sandra! We're glad that Nutshell is helping you store and organize your data intuitively! All the best, Jewell from Nutshell ET Emilee T. Account Sales Specialist Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Nutshell review" March 19, 2025 5.0 Great! I would definitely recommend Nutshell as a CRM. Pros Able to keep track of multiple lead stages Cons Sometimes hard to navigate when trying to find all contacts for a company with multiple branches. Review Source Response from Nutshell April 8, 2025 Thank you for sharing your review of Nutshell, Emilee! We're glad Nutshell is helping you track leads across sales stages! Our company hierarchy feature may help you better track all contacts for companies with multiple branches. You can learn more in our support article here: https://support.nutshell.com/en/articles/9375000-crm-records-structure-parent-and-child-companies. All the best, Jewell from Nutshell CD Cindy D. Client Engagement Coordinator Warehousing Used the software for: 6-12 months ### "Handy tool for tracking lead activity and follow up" October 21, 2024 4.0 I use tasks and notes to stay current with my followup Pros Easy to use, navigate and configure. Online support is responsive and useful. Cons not as robust as Salesforce. email synch is a little sketchy. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) moved to different company. new company uses the Nutshell Review Source Response from Nutshell November 4, 2024 Thank you for sharing your positive review of Nutshell, Cindy! We're excited to hear that Nutshell is easy to use and navigate, and that our support team has been able to meet your needs! We recently launched new email sync controls to give your team better control over which emails sync to Nutshell! You can learn more here: https://support.nutshell.com/en/articles/8429009-how-to-control-which-emails-sync-into-your-nutshell-account All the best, Jewell from Nutshell BG Brian G. Salesperson Packaging and Containers Used the software for: 1-2 years ### "Salesperson" October 10, 2024 4.0 I like being able to go back and refer to a note I have, or an e-mail saved from each individual customer. Pros Good reference tool for your customers. It keeps track of all your correspondence with each entered customer. Cons It doesn't separate the dialogue of each individual contact within the same customer. Review Source Response from Nutshell November 4, 2024 Thank you for sharing your positive review of Nutshell, Brian! We're glad to hear Nutshell is helping your team track correspondence with customers! All the best, Jewell from Nutshell MB Mary B. Sales Agent Leisure, Travel & Tourism Used the software for: 1-2 years ### "Nutshell is great!" November 18, 2024 5.0 I really enjoyed it and how simple it is to use Pros how easy it is to customize the leads - by date, rate etc Cons A little bit slow sometimes, would take a few seconds to load Review Source Response from Nutshell December 2, 2024 Thank you for sharing your positive experience with Nutshell, Mary! We're glad that you're enjoying Nutshell's customization options and that it's easy to use! All the best, Jewell from Nutshell CS Courtney S. Wholesale Fuel Sales Transportation/Trucking/Railroad Used the software for: 2+ years ### "Great CRM program!" October 14, 2024 5.0 Pros The ability to set reminders and scheduled emails. Cons There is no ability to duplicate information and you have to type it so many times to have it every where that I need. Review Source Response from Nutshell November 4, 2024 Thank you for sharing your positive experience with Nutshell, Courtney! We're glad to hear that Nutshell's features like setting activity reminders and scheduling emails have been helpful to you! I've also made note of your feedback about duplicating information, and I'll share it with our product team for consideration in future updates. All the best, Jewell from Nutshell BN Brion N. Sales Account Executive Recreational Facilities and Services Used the software for: 1-2 years ### "Grand Slam Safety Review" October 10, 2024 5.0 It has been a great tool in the success I have had within my sales territory over the last couple years Pros It allows me to manage a potential client from start to finish on a project Cons Can’t think of anything at this time since been very pleased Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Company was looking for a system that could more fully meet their needs in all aspects of our business Review Source Response from Nutshell November 4, 2024 Thank you so much for sharing your positive review of Nutshell, Brion! We're so glad Nutshell is helping your team manage clients and sales! All the best, Jewell from Nutshell AW Alexander W. Manager of Marketing and Engagement Management Consulting Used the software for: 2+ years ### "Nutshell is SOLID. I would recommend it." September 16, 2024 5.0 Pros Nutshell is very intuitive to use. Highly customizable to your particular needs and endless amounts of possibility to categorize and document. Cons There are a few features that are not available in terms of sending mass emails. However, they are very helpful finding work arounds and often take input and upgrade their systems. Review Source Response from Nutshell September 30, 2024 Thank you for sharing your positive review of Nutshell, Alexander! We're glad to hear you're finding Nutshell customizable to your needs and intuitive to use! I also appreciate you sharing your feedback about sending bulk emails! Would you be able to provide me with some more insight into what features you'd like to see? We're always working to make Nutshell the best CRM for our customers, and your feedback is very valuable to use! All the best, Jewell from Nutshell WH Walter H. COO Political Organization Used the software for: 2+ years ### "CRM made easy" September 9, 2024 5.0 Pros Easy to use, it doesn’t take a data wizard to configure and manage. Cons Limited automations, limitations to what can be customized. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Nutshell Way easier implementation. Cheaper. Don’t need dedicated people to manage it Switched from [Highrise](https://www.capterra.com/p/146703/Highrise/) End of life for Highrise. Glad it died now, Nutshell is so much better Review Source Response from Nutshell September 23, 2024 Thank you for sharing your positive experience using Nutshell, Walter! We're glad to hear that Nutshell has been easy for your team to implement and use! I also appreciate your feedback about automation and customization features in Nutshell. You'll be happy to hear that we have some big updates coming soon that will solve those needs for you, so stay tuned! All the best, Jewell from Nutshell cP cody P. Sales Consumer Services Used the software for: 1-2 years ### "Great program, easy to learn" October 11, 2024 5.0 very solid, used it for many projects. easily lets me see everything i have going on for the week at a glance. Pros I love its organization - its great having the tools needed Cons Navigating through companies and leads could be smoother Review Source Response from Nutshell November 4, 2024 Thank you for sharing your positive experience with Nutshell, Cody! We're glad to hear that Nutshell has all the tools you need and helps you keep your tasks and activities organized! I've also made note of your feedback about navigating through companies and leads, and I'll share it with our team for consideration in future updates. All the best, Jewell from Nutshell CS Candace S. Account Manager Wholesale Used the software for: 1-2 years ### "Nutshell Experience" October 14, 2024 5.0 Pros Ease of use, customer support, and ability to integrate with google. Cons The app doesn't always work and could be improved. Seems to time out a lot. Review Source Response from Nutshell November 4, 2024 Thank you for sharing your positive experience with Nutshell, Candace! We're so glad to hear that Nutshell's ease of use, integration with Google, and customer support have been helpful for your team! And I appreciate you sharing your feedback about the mobile app - I'll update our product team! All the best, Jewell from Nutshell TR Tonya R. Account Manager Chemicals Used the software for: 2+ years ### "Nutshell is the Best tool for customer contact and history" September 9, 2024 5.0 Nutshell contact software is something I have used every single day for the past 12 years! I keep all of my customer information and there are thousands. If I lost access to Nutshell I would not be able to sell! Pros I love the email feature! I can send customers emails right from Nutshell and track when and if they open the email, click on links, etc. Such a great feature. Email Templates are great too. Cons I like everything about Nutshell. It makes my life easier so I see no cons. Review Source Response from Nutshell September 23, 2024 Thank you for sharing your positive review of Nutshell, Tonya! We're glad to hear Nutshell is making your life easier and helping you track interactions and communications with customers! Thank you for sharing the love, and we appreciate your partnership with us! Please feel free to reach out to our customer support team if you need any assistance at all! All the best, Jewell from Nutshell GT Guy T. COO Building Materials Used the software for: 2+ years ### "EASY TO USE CRM, GREAT VALUE FOR ITS PRICE POINT! RECOMMEND!" August 15, 2024 4.0 Overall please with Nutshell and have been using it for nearly 10 years. Customer service as always been responsive and open to feedback and we've seen upgrades throughout the years based on feedback provided. Overall we are pleased. Pros Its ability to review people and companies for possible duplicates. Ability for tasks and action steps as 2 different items to keep track of what needs to be done by when. Tagging others and notifying them of question or next step. Cons The app is no where near as efficient and easy to maneuver as the website and just as easy to open up a browser on the phone instead of utilizing the app. If a lead gets to be too long, it can bog down and make Nutshell non-responsive at time when in that lead. When assigning multiple tasks back to back, despite the time showing the same time as previous task, it will save as a defaulted 5pm forcing to go back and edit. Alternatives considered [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing Nutshell Their price point when we started was unbeatable and their willingness to grow the Nutshell platform around our needs and utilize our feedback for improvement.s Review Source Response from Nutshell August 26, 2024 Thank you for sharing your positive experience with Nutshell, Guy! We're glad to hear Nutshell's data management and collaboration features are helping your team track tasks and sales! We also appreciate your suggestions for improvements to the Nutshell mobile app and task assignment flows. We're always glad to hear feedback that can help us make Nutshell the best CRM for our customers, so I'll be sure to share your comments with our product development team. As for long lead pages, there's good news: our AI-powered timeline summaries can help your team quickly get up to speed on any lead or relationship. You can learn more at our support article her: https://support.nutshell.com/en/articles/8428843-elevate-your-workflow-with-power-ai. Thanks for your review, and happy Nutshelling! AO Allison O. Development Director Education Management Used the software for: 6-12 months ### "Definitely recommend Nutshell - it has everything you need in one place! " August 20, 2024 5.0 I love that Nutshell has everything in one place. I can see all of my contacts, all of the interaction with them, engagement with emails, and at the same time I can create emails and marketing broadcasts. It is so nice to not go back and forth between two different platforms. And even better - when have started to use the "leads" tool which will help us track revenue. All in one place! Pros My favorite thing about Nutshell is the ease of reporting analytics. After an email broadcast I can report the open rates and engagement to my team super fast. It's nice to have it at all at one click! Cons The hardest part of Nutshell to understand and use is the Dashboard. I still don't have it figured out and I've been using it since February. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Nutshell Nutshell is so much more intuitive. I have used Hubspot in the past and it takes so long to get anything done. Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) We were using Active Campaign for emails which is not efficient. And the reporting is terrible. All the contacts that mattered were in Google docs and sheets, which was a disaster. Review Source Response from Nutshell August 26, 2024 Thank you for sharing your positive review of Nutshell, Allison! We're so glad to hear Nutshell is helping your team track email engagement, manage relationships, and track revenue. We look forward to seeing how your company continues using Nutshell to grow! When it comes to your Nutshell dashboard, it's your one-stop shop for viewing the metrics that matter most to you, seeing what activities and tasks are coming up, and collaborating with your team! Here are a few resources from our support center to help you get started: https://support.nutshell.com/en/articles/8429097-how-to-use-the-dashboard, https://support.nutshell.com/en/articles/8428912-how-do-i-customize-my-dashboard-cards, and https://support.nutshell.com/en/articles/8428911-how-to-use-the-nutshell-timeline. And if you need more tips, our support team is available to help! All the best, Jewell from Nutshell TH Tonya H. Brand Marketing Director Recreational Facilities and Services Used the software for: Less than 6 months ### "Learning Nutshell" December 12, 2024 3.0 I'm trying to get to know it. I had problems with downloading my existing contacts from mailchimp and now I'm waiting to see if it can do features like Icapture. Pros I like the lead system aspect and the cleanliness of it. Cons I am not liking the design features - very basic. Switched from [Mailchimp](https://www.capterra.com/p/110228/MailChimp/) money and value of the product seemed better. Review Source Response from Nutshell December 16, 2024 Thank you for sharing your review of Nutshell, Tonya! We're glad Nutshell is helping you organize leads and send marketing emails. The Nutshell mobile app offers a business card scanner to help you capture lead data while on the go. You can learn more here: https://support.nutshell.com/en/articles/8428975-business-card-scanner. All the best, Jewell from Nutshell CD Catherine D. Owner Construction Used the software for: 6-12 months ### "Why didn’t I do this sooner? " October 10, 2024 5.0 Very happy with the switching our system. Pros Integration, customization, onboarding. Calendar scheduling. So happy we upgraded. Cons Website integration. When \[sensitive content hidden\] left, we had a lull of customer service. Review Source Response from Nutshell November 4, 2024 Thank you for sharing your positive review of Nutshell, Catherine! We're excited to hear how Nutshell is helping your team with scheduling meetings, integrating with your tech stack, and customizing your workflows! All the best, Jewell from Nutshell 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.