# Page 7 | Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of Nutshell ## Showing most helpful reviews Showing 151-175 of 620 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RF Robert F. Project Estimator Building Materials Used the software for: 2+ years ### "Project Estimator" September 16, 2024 5.0 Good experience the past 4 years very few complaints Pros Great Product easy to use! keeps clients notes well organized. Cons The phone application is a little hard to use VS the online one I would like to see that improved for those of us that cannot always get online easily. Review Source Response from Nutshell September 30, 2024 Thank you for sharing your positive review of Nutshell, Robert! We're excited to hear that Nutshell has helped your team stay organized for the past 4 years! I also appreciate your feedback about the Nutshell mobile app. We're always working to make Nutshell the best CRM for our customers, so I'll share your experience with our product team for future updates. All the best, Jewell from Nutshell MC Matt C. Director of Communications and Community Research Used the software for: 6-12 months ### "I use Nutshell all the time and recommend it for marketing teams" November 14, 2024 4.0 I use it on an ongoing basis to send out customer marketing communications, and rely on it to deliver good-locking emails that drive traffic and engagement. Pros Very easy to use to send out bulk emails in a creative way, with an eye toward data-driven results and tracking. Cons It can do quite a bit (a good thing!) so there is a learning curve when it comes to using it the first few times. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Cost was too high and this was affordable. Review Source Response from Nutshell December 2, 2024 Thank you for sharing your positive review of Nutshell, Matt! We're glad to hear that Nutshell is enabling your team to send bulk emails and marketing campaigns, then track your engagement and results! All the best, Jewell from Nutshell VS Vitaly S. VP Computer Software Used the software for: 2+ years ### "Great easy to use CRM" September 9, 2024 5.0 Great. We have been a customer for many years. Pros Ease of use. All can be done in browser. Cons Lack of dynamic custom tagging (had to be pre-set tags). Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Nutshell Price was the reason we didn't go for Salesforce Review Source Response from Nutshell September 23, 2024 Thank you for sharing your positive review of Nutshell, Vitaly! Our team is glad to hear that Nutshell has been easy for your team to use, and we thank you for your continued partnership! With regards to dynamic custom tagging - if you'd like to create tags on the fly, you can do so from any Person, Company, or Lead page! You can learn more at our support article here: https://support.nutshell.com/en/articles/8429016-create-and-use-tags-in-nutshell. All the best, Jewell from Nutshell BD Bree D. Admin Accounting Used the software for: I used a free trial ### " Straightforward CRM solution" October 30, 2024 5.0 My overall experience with Nutshell is positive due to its blend of simplicity and capability. It offers an intuitive interface that’s quick to navigate. Pros What stood out to me about Nutshell CRM is its balance between user-friendliness and functionality. Cons Nothing to complain about, i have only just started using it Review Source Response from Nutshell November 4, 2024 Thank you for sharing your positive review of Nutshell, Bree! We're excited to hear that Nutshell is blending simplicity with capability in an intuitive interface! Please feel free to reach out to our support team is you have any questions! All the best, Jewell from Nutshell Farah V. Manager Food & Beverages Used the software for: I used a free trial ### "A MUST HAVE APP" August 17, 2024 5.0 Pros Nutshell is like your best friend. A one-stop app. An app that will help you make your work easier. Cons I like everything about Nutshell. Cant say I like anything least. Review Source Response from Nutshell August 26, 2024 Thank you for your positive review of Nutshell, Farah! Our team is glad to hear that Nutshell is helping you simplify all of your work! All the best, Jewell from Nutshell JV Jaimie V. VP of Operations Information Technology and Services Used the software for: 1-2 years ### "IT Project Tracking Made Simple" July 15, 2024 4.0 Pros Having an instant status for projects without having to ask my team or clients. Cons Interface is a little hard to get used to and utilize all the features Review Source Response from Nutshell July 22, 2024 Thank you so much for your review, Jaimie! We're glad to hear Nutshell is helping your team track projects! If you're interested in more resources for getting the most out of Nutshell, our team regularly hosts live demos and webinars to provide resources for those learning to use the platform. You can access them all here: https://www.nutshell.com/guided-tours. Our support center also has articles and videos to help you learn the ropes: https://support.nutshell.com/en/. And if you have specific questions, our support team is happy to help: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. All the best, Jewell from Nutshell MY Michele Y. We don’t have titles Building Materials Used the software for: 2+ years ### "Daily user appreciates ease and organization" June 6, 2024 4.0 I have previously used several management systems. We have had this for a long time and when we first got it, there were many features that I missed from my other programs. But she does a good job of adding things that customers need help to keep people focused, and on track. Less to do fall through the cracks. Pros Help me to know exactly what I’m going to do on a daily Basis, but also gives me tools to share that information with others. I can look back and see where my sales are trending and how many calls I have made, etc.. Cons Just the fact that I cannot control undo things in the email section for instance, if I accidentally bump something and erase a large section of the email body, I am typing, it’s gone there’s no way to control and get it back Review Source Response from Nutshell June 21, 2024 Thank you for sharing your review of Nutshell, Michele! We're glad to hear you're enjoying Nutshell's ability to streamline your daily workflow and help you track productivity. And thank you for sharing your thoughts about your email erasing issue. We're always striving to make Nutshell the best CRM for our customers, so I'll be sure to pass your feedback along to our product development team. All the best, Jewell from Nutshell TO Tatiana O. Marketing and Talent Manager Medical Devices Used the software for: 1-2 years ### "Easy, Convenient but Some Paint Points" June 6, 2024 4.0 Pros I like that Nutshell is straightforward to build. As an admin, it's easy to set up the pipelines, add users, and the interface is easy to follow. Some of its capabilities are very helpful, such as tasks/automatic tasks, automatic emails, email integration, RingCentral integration, etc. The fact they track audience engagements is also helpful to get a feel for the audiences. There are some limitations, of course, but it's possible to use it well based on the lower price point than other competitors. Cons The features are sometimes limiting. They intend to be helpful but actually cause more work. For example, I dislike how you can't choose a certain date for an automatic task but rather have to delay it by X amount of business days—it becomes such a pain. I also dislike the same feature for the automatic emails, it becomes a pain point. The pipelines are good to use but have a limit on how many steps can be created as well, which is also limiting. I also dislike how you can't use the same trigger in different stages of a pipeline—this can be so unhelpful at times. Lastly, there's something very off with the AI used to identify duplicates. Sometimes the suggestions are close to each other but sometimes they're VERY unrelated and it keeps getting flagged as a duplicate. Reason for choosing Nutshell I'm not sure—this was done before I joined the company. I'm assuming price/benefit balance. Switched from [Highrise](https://www.capterra.com/p/146703/Highrise/) I'm not sure—this was done before I joined the company. Review Source Response from Nutshell June 21, 2024 Thank you for sharing your experience with Nutshell, Tatiana! We're glad to hear Nutshell is easy for your team to use and that you're enjoying features like task and email automation and our integrations. I also appreciate you sharing your feedback about the ability to set specific dates for task/email automation. We're always trying to use customer feedback to inform our next improvements, so I'll be sure to share your thoughts with our product team. All the best, Jewell from Nutshell JR Javier R. Business Development Manager Marketing and Advertising Used the software for: 2+ years ### "Nutshell - The only pipeline tool you'll need" June 10, 2024 5.0 I use nutshell all day every day and it's the main reason my sales production is so good. It keeps me in check and reminds me of what I need to do and when. Pros It's easy to use, keeps me in check and it means I don't have to worry about admin. It has tonnes of features and integrates with my emails meaning everything is recorded automatically including meetings. Cons Lots of pay walls plus there's no easy to use sales automation Review Source Response from Nutshell June 21, 2024 Thank you for sharing your positive review of Nutshell, Javier! We're glad to hear Nutshell's features and email integration are helping you track everything you need to increase sales! All the best, Jewell from Nutshell DW Derrick W. VP of Business Development Oil & Energy Used the software for: Less than 6 months ### "Nutshell makes a CRM easy to integrate into the sales process. " June 10, 2024 5.0 Excellent experience so far. I have HATED every other CRM I've used, but Nutshell takes the pain away. Pros Ease of use. I can email and contact customers directly from Nutshell. Cons Having some issues with setting up broadcast emails and the DNS setting, but working through it. Review Source Response from Nutshell June 21, 2024 Thank you for sharing your positive review of Nutshell, Derrick! We're glad to hear your team is finding Nutshell easy to use and that it's taking the pain out of CRM! And our customer support team is happy to help resolve any issue you may have with email broadcasts. All the best, Jewell from Nutshell PA Pamela A. Luxury Home Specialist Real Estate Used the software for: 2+ years ### "Advantages of Using Nutshell CRM" September 11, 2023 5.0 It has been a game changer. To be able to pull up past communications, my customers are always impressed with my personal touch and memory!!!! Pros Nutshell allows you to centralize and organize your customer and prospect data, making it easy to access important information about your contacts, such as their communication history, interactions, and preferences. Cons Data input - the at one time you were able to automatically input Realtor addresses after initial input of their office address. Reason for choosing Nutshell extremely functional and access to help Review Source ML Mark L. CEO Renewables & Environment Used the software for: 2+ years ### "Cannot imagine a better or more cost effective product for our needs" August 8, 2023 5.0 NS is critical to our a) Sales management, b) Project management, c) Marketing. We have not tried competitive software, but it's hard to imagine a package better suited to our needs. Pros 1) Email marketing capabilities added in the past couple of year have been a game changer for us. 2) Ability to track leads as they turn into projects and are completed - NS is the one tool we use for this, daily. 3) Contact import, export, and bulk editing. Cons Copying emails into Nutshell and assuring they are attached to the correct Lead, and only to the correct Lead, is a pain in the neck. Having to insert "Lead-xxxx" into the subject line is the issue. We do not want our clients to see the word "Lead". Reason for choosing Nutshell At the time, other packages offering similar features were MUCH more expensive. And Nutshell got excellent reviews. Review Source JH Jim H. Industrial Sales Engineer Automotive Used the software for: 2+ years ### "Nutshell in a Nutshell" October 10, 2023 5.0 At first, I thought it was "clunky" but over time, and some super cool changes have actually helped me be MORE detailed. I would like to be able to run reports on customers, Not on sales necessarily...But on simple account activity. Pros I can dump tons of data into the CRM, which I do for each customer. If I work on something that ends up going to anther salesperson, I can already have TDS and SDS information. Visit notes, I can make changes to contacts within a customer in seconds. The world changes quickly, and Nutshell lets me change with it. Cons Leads is convoluted. Each sales person does things differently. For example. I sell Industrial. Many times my sales cycle can be two years long. I have trials and approvals to get from Engineers, Maintenance staff, and sometimes plant managers. Where a Fuel sales guy just quotes total gallons at a certain price, my job is highly detailed, constantly changes, So my leads don't fit into Nutshell very well at all. I struggle with the leads funnel. (It makes me look inefficient) I do not like the sales portion of Nutshell at all. Review Source Aman Preet S. Developer Biotechnology Used the software for: 6-12 months ### "Pros and cons of Nutshell" February 17, 2023 4.0 Overall experience has been fine and easy going with Nutshell as it provides everything that we required from requirements stand point also mainly about sales pipeline management functionality. Pros The most useful feature of Nutshell is the sales pipeline management where it managed every complex and monotonous stage of sales that in turn also provide analytics and reporting functionality for research purpose and presentation for the stakeholders. Cons When it comes to documents storage then there are lot of improvement required as the platform involved in holding the document is fishy and complex to deal with. Alternatives considered [Copper](https://www.capterra.com/p/141642/Copper/) Reason for choosing Nutshell Doesn't matched with the current requirements and current budgets that could have passed from the audit team Switched from [Freshsales](https://www.capterra.com/p/155563/Freshsales/)[Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) Doesn't matched with the current requirements and current budgets that could have passed from the audit team Review Source AB Andrew B. Strategy & Business Development Computer Software Used the software for: 2+ years ### "Best Value for the Money; Don't Have to Sacrifice Much; Perfect for small up to medium size co." July 3, 2023 5.0 I've used Nutshell for 10+ years and I've also got three of my consulting clients to start using it. Everyone is very happy. The biggest challenge is not getting people to use Nutshell, it's getting people to use a CRM at all. It's getting them to stop their chaotic disorganized habits and come together to bring all our critical information into one place. We also just started using it for sales tracking and license renewals and it's turning out to be very functional and flexible for that too. Pros Easy and simple to set up and maintain. Very powerful and effective in turning our chaotic spreadsheets and inconsistent behaviors into a well-oiled machine. Cons Some of the UI details are not intuitive. We would like more robust forms for capturing leads and customer intent. Alternatives considered [Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)[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 Nutshell was superior for the money and seemed to have all the tools we needed. Hubspot was much more expensive and seemed much harder to use. We didn't need all the bells and whistles which just made it harder to use. Review Source SC Stacey C. Account Manager Fund-Raising Used the software for: 2+ years ### "Nutshell's CRM: A Small Business Lifeline" May 18, 2022 5.0 I didn't have a business process until I started working with Nutshell. I had a pile of handwritten notes on my desk calendar and loads of sticky notes on the perimeter of my monitor. Learning my way around a CRM for the first time was intimidating, yet I was able to talk with actual humans when I got stuck, and watch tutorial videos that explained what I wanted to learn. I now put everything I need to know about a client into Nutshell, trusting the process and grateful for the customization and flexibility as my company grows. Pros It's designed for super easy customization for what I do, and I lean hard on this feature! I also love how the Dashboard feature is set up, allowing me to see at a glance which activities should be tackled each day, and when I've scheduled future to-dos. Nutshell's approach feels like 'the little guy' was thoughtfully considered--and that's me! Cons I have a tough time with my leads fields frequently reverting back to the default setting that shows all fields, not just the 4 custom ones I've created. This is more of a tech issue, not really a dislike of Nutshell in general. Review Source Al F. Senior Marketing Consultant Marketing and Advertising Used the software for: Less than 6 months ### "Nutshell has transformed our lead management" May 15, 2024 5.0 Pros Our primary goal was to have a high-functioning CRM that supported lead nurturing and helped us close sales. Nutshell does that exceptionally well, but that is just the starting point. Automating tasks and communication through multiple sales pipelines is easy and intuitive. We are already seeing results from the automation. Tracking our current clients for upsells and renewals is also intuitive and easy. Our next step is to use the marketing potential of the platform to increase our lead generation as well. The implementation went very smoothly, support from Nutshell staff was great, and I was up and running with Nutshell in days, and now I can track leads, make calls, and send emails and never have to leave the platform. It has greatly increase my efficiency. Cons Not sure how to answer the cons. There are a few areas where I would like to customize fields, or change their location, but it is a small complaint Review Source Response from Nutshell May 20, 2024 Thank you so much for sharing your kind words about Nutshell, Al! We're excited to hear how Nutshell is supporting your sales process, and can't wait to see how you implement Nutshell next! We love hearing how our customers use Nutshell to grow their businesses, and sincerely appreciate your review! Happy Nutshelling! Jewell from Nutshell AH An H. Export Growth Marketing and Advertising Used the software for: Less than 6 months ### "B2B focus, Ease to use, Report in advance, Automation good" September 4, 2021 5.0 Simple, Ease to use, Tracking in advanced, Deals management and automation at a glance is Nutshell offered. If you require role/ visibility management plus quote build kind of harassment and hard for you. In my opinion this crm suited for smb, solo entrepreneurs , services selling, product also but need some extra work. Pros Manage easily on Terriority, Company Type help you work on contact to clarify and edit company type. Automation work in each pipeline with Guidelines/ Goals set/ Task assigned/ User assigned help team work better and decrease your manually work. Product add in multi market and currencies, always include Competitor plus a note help you know who competing with. Deals have virtually icon let you know how gap process, which is priority colored Red. Metric for sales/ call/ activity help you know your kpi Cons Text box field require click to see and blued, hard to see information, they should improve this ui/ux. Audit log not offered then you cant know everything worked on account just only activity. Review Source CS Celina S. Director of Operations Health, Wellness and Fitness Used the software for: 6-12 months ### "Streamlined CRM for Small Teams" May 13, 2024 5.0 Pros Nutshell has been a game-changer for our small team. It promotes open communication and makes tracking wins a breeze. With its intuitive interface, we can easily collaborate, generate insightful reports, and stay organized. It's a must-have for any small team looking to boost productivity and efficiency. Highly recommended! Cons While Nutshell CRM has its strengths, I've found the process of adding team members and fully utilizing its features to be confusing. Despite its promising features, navigating the system for tasks like adding team members feels overly complex. Simplifying these processes would greatly enhance the user experience and make Nutshell even more valuable for small teams like ours. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Nutshell Pricing was a big factor and also integrations. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Limiting capabilties and a lot harder to navigate in my opinion. Review Source Response from Nutshell May 20, 2024 Thank you so much for sharing your positive feedback about Nutshell, Celina! We're excited to hear Nutshell is helping your team streamline communication, reporting, and lead tracking! I also appreciate you sharing about complexity in the process of adding team members. I'll be sure to pass along your thoughts to our product development team so we can work toward a solution. Happy Nutshelling! Jewell from Nutshell MS Mark S. Sales and Marketing Leisure, Travel & Tourism Used the software for: 2+ years ### "A value for money product but be warned it is very buggy!" September 7, 2023 4.0 Generally speaking, the software is easy to use and also easy to setup however it is frustrating that there are bugs in some of the basic software components Pros Nutshell is a cost-effective product. Most other similar products are a lot more expensive. One of the unique things about Nutshell is its custom email templates which engage placeholder settings. This means you can customise an email template but include elements or placeholders that need to be customised on a per-email basis so the software will not let you send the email unless the placeholder is attended to. Cons Sadly Nutshell is very buggy and the CS and developer teams seem completely uninterested in resolving my complaints about the software. These are basic features mainly within the templating software which I have told Nutshell about countless times, yet they seem uninterested in resolving them. Sadly the bugs can make for a frustrating experience on some occasions. What is even more annoying is that they continue to turn out useless features that are half-baked rather than spending some time fixing the issues at the centre of their core product. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reason for choosing Nutshell Nutshell felt a lot easier to setup and use and the sales team were a lot more attentive and helpful! Review Source CM Christine M. Marketing Manager Construction Used the software for: 2+ years ### "Long Time User" September 5, 2023 5.0 Excellent. They are reachable, option to suggestion, and over the 4 years I have used it they have added many of the features I have asked for; as I'm sure I wasn't the only one requesting them. This demonstrates a company that listens to it's users. Pros I was tasked with finding a CRM and did extensive research. I chose Nutshell and have never looked back. This CRM is super user friendly and easy to train sales people who are usually up and running within 30 minutes. This is NOT Salesforce - no degree required to use it! lolI love Nutshell so much, that I recommend it to my other customers who retain me to manage their marketing. I have over 6 customers using Nutshell and they are all happy with the product! Cons There are a few features I would like to see added... when "starring" the main contact within the company filed- that information should bleed through to the lead, or at least have the same option available within the lead. That same "starred" contact should move to the 1st place in the contact list. Reason for choosing Nutshell Just more customizable. Switched from [Copper](https://www.capterra.com/p/141642/Copper/) Copper appeared to be easy, but when I got into it is was not as customizable and user friendly as it appeared. Which is often the case with CRM's and not so with Nutshell. It is truly as simply as it seems and yet highly customizable! Review Source Johanna M. D. Head of Customer Success Mental Health Care Used the software for: 2+ years ### "Can't get more user friendly than this!" April 18, 2024 5.0 Pros I love the user-friendly nature of Nutshell. It is hands down the easiest out-of-the-box CRM I've ever used. It's easily customizable, integrates well, and has helped my team start working together in the back office. I love it! Cons Nothing! I LOVE Nutshell! It's an outstanding product, and the customer service has become robust over the years - it's the best product for our small team. Review Source Response from Nutshell May 6, 2024 Thank you so much for this glowing review, Johanna! We're so glad to hear Nutshell has been user-friendly for your team and that you're finding the customizations and integrations easy! Thank you for your partnership over the years, and we look forward to seeing how Nutshell continues helping your business thrive! All my best, Jewell from Nutshell AB Amanda B. Project/Office Manager Construction Used the software for: 6-12 months ### "Streamlined Success" August 8, 2023 5.0 We all love the fact that we can add notes and tasks for each other when something needs to be done. I can go in and see my boss's tasks and make sure there is nothing he needs from me. I can see my staff tasks and see if they are on target or need more or less. Pros Integrating Nutshell into our business was pretty easy. My favorite option in nutshell is how customizable it is. My second favorite is the support team. Always there to help and offer suggestions. Cons I need a duplicate button. When creating a calendar event /task for a specific lead or contact, there should be a way of entering a default address. Or duplicating an event or lead would really cut down on data entry. Reason for choosing Nutshell The value and the customization Review Source PJ Peter J. Ceo Consumer Electronics Used the software for: 2+ years ### "Great CRM that’s easy to use and feature rich" April 11, 2024 5.0 Pros UI and integrations. Dashboards and mobile app are also a big plus. Cons Could use more integrations with Shopify and NetSuite Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Too expensive and didn’t have the options we needed. Review Source Response from Nutshell April 29, 2024 Thank you for sharing your positive feedback about Nutshell, Peter! We're excited to hear Nutshell is easy for your team to use and that you're getting value out of Nutshell's features and mobile app! Thank you also for sharing your suggestions for integrations. Nutshell offers an integration solution free for most teams called AppConnect that may be able to help your team get the integrations you need! You can learn more here: https://www.nutshell.com/appconnect. All the best, Jewell from Nutshell Rachel R. Director of Business Development Construction Used the software for: 2+ years ### "Simple to Use for those who have not used CRM's before" September 5, 2023 3.0 This is used to track our quotes and hase been helpful on stopping quotes from slipping through the cracks. Pros This was an easy to implement software for those who have never used a CRM in the past. User friendly for basic functionality. Cons I would like to see more ability to keep lead information separated. There are many leads that have the same companies and people but are not relevant to one another, and unfortunately it all gets lumped together. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Nutshell It was the most user friendly. We did not need all the feautres that we would be paying for on the other systems. 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