# Page 8 | Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Nutshell ## Showing most helpful reviews Showing 176-200 of 620 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SM Sarah M. Sales director Consumer Services Used the software for: 1-2 years ### "A great CRM for the money" June 6, 2024 5.0 Pros Value, drip campaigns, support is helpful and wuick Cons Lacks a few features of a salesforce, can’t manage SDR campaigns Review Source Response from Nutshell June 21, 2024 Thank you for your positive review of Nutshell, Sarah! We're glad to hear you're enjoying Nutshell's value, email drip campaigns, and support! And I appreciate your feedback about the campaigns you're able to run in Nutshell. All the best, Jewell from Nutshell Linda I. Government Relations Assistant Farming Used the software for: 1-2 years ### "User Review" July 3, 2023 5.0 Its user friendly and one can use it even when offline which makes things easy since you can be somewhere where there is no network. The App can be downloaded on pone and doesn't eat up a lot of space. Pros Its an App that is user friendly and saves a lot of data. Anyone in your workplace can have a glance of what one is doing and can also be used to rate staff on the contacts saved and also scheduled activities and meetings. Cons Since I started using Nutshell it has been great and very smooth I am yet to find out any issues or something that is not sitting well with me as I use it. Review Source MG Maria G. Managing director Translation and Localization Used the software for: Less than 6 months ### "Nutshell for startups and micro businesses" April 18, 2024 5.0 Excellent. The support is very accessible, even thought we have at least 5hrs of time difference. The AI helper is also very handy Pros Easy to set up, easy to use, very intuitive and uncomplicated. Reasonable price Cons The integrations for financial reporting needing to be charged separately. The cost of the integrations would be double the cost of the monthly subscription. Reason for choosing Nutshell Ease of set up and quick response from team Review Source Response from Nutshell May 6, 2024 Thank you for sharing your positive review about Nutshell, Maria! We're so glad to hear you're finding Nutshell easy to use and that our support team has been quick to assist you! We're excited to see how Nutshell continues helping your business grow! All my best, Jewell from Nutshell EB Eugene B. President Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Good starter CRM" May 8, 2017 5.0 Consolidated location for prospects and communication history. Pros We explored a number of CRM solutions and initially selected Insightly after trying to get Tiger CRM working. Insightly functionality was too limiting and consequently was not being used. Our second round of trials lead us to Nutshell, which we have been using for about two years. We found Nutshell to be reasonably robust and easy to use. We have been using it for about two years now. We have about 30,000 contacts and 11,000 companies. Cons We are now running into some functional issues which we have to address with addons, including Mailjet for email campaigns and Zapier for data transfer. The lack of a quoting interface, manual address entry into Quickbooks, lack of phone integration, and incomplete email integration. With the exception of QB integration, the other functions can be addressed with more addons. By the time we get done adding on the functional holes, the price becomes quite high. The reliance on addons also means that the system becomes unwieldy; a different system, management interface, and subscription for each function. At this time, I don't think there is a good solution for QB integration at all. This may not be significant since QB for Manufacturing is below our needs anyway. Our next step may be to use PostBooks, Xtuple, or some other MRP system that includes CRM. But, those also carry their own management burdens and costs. Nutshell does have a reasonable email interface to send correspondence through our IMAP server, but the markup tags are cumbersome, are error prone, has no CC or BCC field, and the reply emails don't populate under the Nutshell customer(s). Consequently, only half of the conversation is visible. Of all of the above, this is the most significant limitation at this point. Review Source KD Karen D. Marketing Coordinator Design Used the software for: 2+ years ### "Nutshell review" May 31, 2022 4.0 Nutshell worked for us for several years but we need a more robust system that integrated with our accounting/contracts side of business. We have purchased a sage CRM. Pros Easy to use. I was able to train others easily. I liked the customizable fields and the dashboard. I liked the ease of using system settings. Cons We do not sell widgets or a product. We sell a service. I did not use your email feature as it was a disaster for us. Our clients send many emails regarding more than one opportunity and your feature only sorts the emails according to the name of the client. Alternatives considered [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing Nutshell cost Review Source DR Doug R. Sales Executive Printing Used the software for: 1-2 years ### "A great resource" March 1, 2024 5.0 I have used Nutshell with several companies and from sales teams ranging from 2 people to 15 people. The platform has always risen to the level needed without the crazy expense. Pros I like the fact that Nutshell is not overly complicated. I have been in sales for decades and Nutshell is all I need to be organized and successful. Cons To be 100% honest I do not see anything in the platform that I do not like. It really is all I need to do my job efficiently across our small sales team. Switched from [Sales Force Assistant](https://www.capterra.com/p/247040/Sales-Quote-Assistant/) Did not need the complexity of Sales Force Review Source Response from Nutshell April 8, 2024 Thank you so much for sharing your positive experience with Nutshell, Doug! We're so glad to hear Nutshell is providing value to your and your teams across companies! We look forward to continuing helping you crush your sales goals! Best, Jewell from Nutshell JM John M. National Sales Director Machinery Used the software for: 2+ years ### "Excellent CRM for our Niche Application - Best of Multiple Reviewed/Used" June 27, 2022 5.0 Excellent! The customer service has been responsive and the system has been 100% reliable. Pros Barrier to entry was low with minimal upfront cost needed to evaluate the software. Ease of use for a small company with minimal resources to devote to developing, executing, and maintaining the system. Cons So far the only con that we have experienced has been in the reporting functions. This could be a by-product of our unique needs or our lack of resources available to investigate it further. It does seem limited compared to Salesforce. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Base CRM](https://www.capterra.com/p/219239/Base-CRM/) Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Cost. Ease of implementation and end user usage. Review Source AC Ana C. Customer Sucess Manager Import and Export Used the software for: 2+ years ### "BorderGuru - CSM Review" May 15, 2024 5.0 Overall it is easy to use, The menu is easy to access. Pros I like that we have separate lists, tags and filters to have our contact database saved. Each list serves a different purpose and they don't overlap Cons That it takes duplicate contacts and always tries to merge them Reason for choosing Nutshell I am not aware of the finance / Alternative options. Review Source Response from Nutshell May 20, 2024 Thank you for sharing your positive feedback about Nutshell, Ana! We're glad to hear Nutshell is helping your team organize contact data effectively! Nutshell's duplicate detection is designed to help you prevent dirty data, but if you want to have more control over which contacts are merged, you can configure Nutshell to only merge contacts based on exact name and email address. Learn more here: https://support.nutshell.com/en/articles/8429037-prevent-duplicates-from-being-created-in-nutshell. Happy Nutshelling! Jewell from Nutshell MH Michael H. Sales Manager Telecommunications Used the software for: 2+ years ### "Works well for mobile lead tracking" August 11, 2023 5.0 The application is very easy to learn for new employees and retrieves data quickly on the desktop and mobile version. Pros The desktop reporting functions are very fast and help us to generate ad-hoc insight into our sales. Competing products tend to take several minutes to generate reports. Cons The mobile Sales Analytics generates reports on a 30-day window as opposed to a month-to-date view. This means that we have to use the desktop reporting to get accurate numbers. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Price, functionality Review Source VR Verified Reviewer Marketing Coordinator Warehousing Used the software for: 2+ years ### "Awesome CRM for our team! " August 8, 2023 5.0 Overall we've been satisfied with Nutshell for years now, it works great for our team and anytime updates and changes are announced they are always even better. The support team really makes a difference too! Pros Integration and onboarding were easy and quick, so many great features for our sales and marketing teams, task setting and email integration are great! Cons We really don't have negative feedback for Nutshell, there are some features we don't use but not because they are difficult to use, just not necessary for our business. Alternatives considered [Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday.com](https://www.capterra.com/p/147657/monday-com/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Nutshell Cost, support team and integrations. We really liked the layout of the platform and the clarity on making notes, setting tasks, etc. Review Source JT Joel T. Owner Law Enforcement Used the software for: 2+ years ### "Nutshell Review from Silent 6" October 10, 2023 4.0 Overall I really like everything except for the inability to track tasks by priority. I also think customer support is a bit lacking after hours and it would be nice if you had some extended hours to be able to live chat with someone in support. Pros Intuitive and easy to learnTracking notes, emails etc is important to us Cons Tasks can only be prioritized by date so I have begun using another solution to track our tasks and am looking for an all in one solution. Tracking tasks by date is important, but more important to us is the ability to task by priority: Urgent, High, Medium, Low. I need to quickly see every day what tasks are most important and start working on them and many do not need a date. I have recommended Nutshell to another business we partner with and they are also looking for another solution because this feature is lacking. Review Source PG Paul G. Senior Product Estimator Building Materials Used the software for: 2+ years ### "Nutshell has been a gamechanger!" November 9, 2023 5.0 Pros We absolutely love being able to have an all in one place customer and production tracker. From the time a prospect writes in, through years after they have purchased and Installed their building we have everything at our fingertips. Cons We just wish that emails still went into the customer's leads, and tasks could be auto assigned after it is "won" the project isn't done.. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Nutshell Price and customer service were the biggest driving factors in our decision to choose and stay with Nutshell! Review Source JW John W. Director of Strategy Hospital & Health Care Used the software for: 1-2 years ### "Everything your business needs in a Nutshell! " May 24, 2021 4.0 Nutshell has proved to be a great tool for managing our customers along with our sales efforts. Having one centralized tool for each team has made transitions, upsells, and growth very simple and organic within our organization. Our Account Executives have been able to stay apprised to all that is happening with their accounts and thus enabling them to ensure their needs are being met and that opportunities for new products are being presented. This product keeps you accountable to your most valuable resource, your customers. Pros My favorite thing about this software was its mobile interface through the iOS app. Having your CRM in the palm of your hand proved to be incredibly powerful for me. My role is inside sales and account management thus this tool was mostly used while traveling and in route to meet with clients. It was a huge leg up in my ability to prepare, research and plan on the go. Absolutely love it. All of my most important data in a very easy to access format. Cons The application was great to catalog your inbound contacts through integrations with Gmail. One thing I did not like was that I encountered quite a bit of duplication. It resulted in some manual management of my data to ensure my accounts remained clean and that duplication did not occur and or was reconciled. The system was great to pick up all of this data and to store it but it does need to be something that you keep tabs on and are accountable to manage on a regular cadence. Review Source KO Kristina O. Client Relation Specialist Hospital & Health Care Used the software for: 2+ years ### "One of the best CRM platforms! User friendly and very engaging for our agency! " November 8, 2023 5.0 Overall I am extremely please with Nutshell! I like how the platform is laid out. The tools used to help are incredible and the agents that work for Nutshell are easily available to chat with 24/7. They have prompt response time and can almost always solve the issue! Pros I like how the platform is laid out. The tools used to help are incredible and the agents that work for Nutshell are easily available to chat with 24/7. They have prompt response time and can almost always solve the issue! Cons The base platform doesn't have as many perks as Nutshell Pro, but it has to work for your company. Being in home care industry the Nutshell pro made sense for us! Review Source SW Sara W. Director Of Sales Computer Software Used the software for: 2+ years ### "I used to sell CRM and Nutshell is a fantastic value with great features" October 10, 2023 5.0 Our team is extremely happy with Nutshell. I sold CRM for 6 years before coming to this company and right before using Nutshell. I have been pleasantly surprised by the platform. I have used Sales Force and many other CRMS that can be overkill in features and size for a small team. We are 60 employee company with only a handful of users in Nutshell. For a small team, this tool has been perfect for us. Pros I love the ease of use. Intuitive UI. They launch new features and improve existing ones. Cons It has been really difficult to manage duplicates. Lots of dups are created instead of updated. Dups are also suggested when they are no where close to being the same. Review Source KD Konrad D. Sales specialist Transportation/Trucking/Railroad Used the software for: 1-2 years ### "One of the best and user-friendly CRM" September 8, 2023 5.0 Nutshell has improved my overall sales. When my sells are bigger, boss is happy and at the end I'm happy too ( especially with my sallary ;) ) Pros When I had to use nutshell for the first time I was really scared. I was wondering how I will manage all of new features and merge with my database.Then at the end of the first day it feels like i've been using nutshell for years. I wolud recomend it to the all of sellers in managing their sales. Cons There is one thing missing in nutshell. After all my experience sometimes I'm looking for specific quote in note to search specific lead. In nutshell there is no such option. Review Source GS Garry S. Managing Director Financial Services Used the software for: 6-12 months ### "Finding the impossible " October 10, 2023 4.0 I searched and spent a lot of time looking for the best crm to suit what we needed. Realising along the way that no crm software would ever suit what your specific needs are. That said Nutshell fulfills 95%of what we need as we adapted our processes to suit. Having spent only 2 days learning and implementing g the crm it was fully usable and powerful meeting our needs. Pros Easy to get to grips with and implement. Not over complicated and very flexible to adapt to your way of working.Customer support very responsive.Being able to design multiple pipelines is brilliant. Cons Web analytics could be more detailed but need to explore more. Alternatives considered [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Mailchimp](https://www.capterra.com/p/110228/MailChimp/) Reason for choosing Nutshell Easey to get going.No fuss or complicated elements.Good reviews. Review Source MM Michael M. Territory Sales Executive Building Materials Used the software for: 2+ years ### "Nutshell is the Easiest to Use, Most Affordable and Robust CRM & Marketing Complete Package!" September 5, 2023 5.0 The 3 things that I use Nutshell for the most: Email Marketing Broadcasts for fancy marketing and a large number of emails, Email Templates with Open & Read Verification to send about 50 emails at a time, and those few emails per day that I need to make sure I know if they were read so that I don't wonder. It makes it so much easier to follow up knowing that they have received the information. Pros Nutshell has many if not more of the same features than a lot of competitive products for less than half the cost and it is like a family or a department within the company that I work for feel when working with anyone on the Nutshell team. The CRM, Email Marketing, and Email Open and Read Verification are AWESOME!!! Cons Some of the features were either not available or were not as robust when I started using Nutshell in 2021. Review Source MT Mark T. President & COO Management Consulting Used the software for: 2+ years ### "I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap. " May 19, 2017 5.0 It's CRM that actually is liked and used! Pros Easy and flexible setup; consistently clear design. Can use basic functions without tripping over the advanced ones, and can gradually add feature/function for a smooth transition from beginner to power user. I also like the way you have color-keyed the function buttons to the main color on functional screens. A nice visual orientation cue! Cons I worked full-time in the design profession for 17 years, so this is a 'studied' critique: There is a lot of market pressure for tech products to follow design trends. Unfortunately, design trends often are based on designers designing for other designers -- which tends to leave certain kinds of user needs out in the cold. One of the most common of these 'orphaned' needs is the need for contrast and clarity. Nutshell's UI gets high marks in my book for uncluttered design and common-sense functionality. But as people get older, it gradually becomes harder to distinguish low-contrast elements in a design. Contrast (and color, of course) also can be used (and is used to a degree in Nutshell) to 'lead the eye to where the action is. ' My suggestions for improving the main user screen are these: 1) Search Everything is, by definition, a key feature -- it should have a STRONG presence, instead of looking almost greyed-out. 2) Use bolder and slightly larger text throughout. To a degree, weight and size will compensate for lack of contrast -- and without cluttering the layout. Review Source Response from Nutshell May 30, 2017 Hi Mark! Thanks for taking the time to give us some feedback. We appreciate the positive review and will pass along the feedback to our design team. Thanks for being part of the Nutshell community. Amanda SS Sebastian S. National Account Manager Used the software for: 2+ years ### "Nutshell is overall a great CRM that incorporates good features and provides great customer service" May 8, 2017 4.0 Pros I appreciate the constant updates. Nutshell has some ways to come, so it is nice seeing changes be made. Customer service is always on spot and very friendly. Nutshell support page is great for new employees, referring them straight to there for advice. The adaptability & usability of the interface is very user friendly. Cons I have been using this software since October of 2014. So far, I think what needs to be implemented on the "Admin/SetUp side" is making sure Products, Reasons why Leads Close, the Sales Process Competitors, and so much more need to be added from the start with Nutshell and the business buying the service. The reason being is because over the last two years, slowly things have been added/removed/changed. So now we have 2 years worth of jumbled data IMO. Going through a thousand leads that only a handful of them have tags on to find out why something was closed via notes or what product was sold is a little silly. I think the setup process should include this for the end user (being our company). Mind you, I was not the one to set up the account with Nutshell so I am unsure if this is something offered, but It helps a lot when running reports on products, etc. Review Source Response from Nutshell May 14, 2017 Hey Sebastian! Thanks for taking the time to share your feedback with us. I hear you on the changes over the last couple of years. I will talk to our dev team about the requests you mention below on the Company. We appreciate you being a part of the Nutshell community. Amanda VR Verified Reviewer Systems Analyst Building Materials Used the software for: 2+ years ### "Great for Lead Management" May 5, 2022 4.0 Pros We use Nutshell for our Account Management and CRM, however the biggest feature we utilize is the Lead Management. Being in a manufacturing industry for architectural material, we will have leads on projects that span over 2-3 years, so Nutshell allows us to track each lead and ensure regular follow-ups are maintained with the customer. Cons This was a brand new venture for us in this type of software, so we had nothing to compare it to. Like every new software, there was a learning curve but we felt that it was justified to the benefits we gained. Review Source CF Cody F. Junior Account Executive Marketing and Advertising Used the software for: 1-2 years ### "Cody Forrester - Playwire - Review" September 5, 2023 4.0 I don't have many issues with Nutshell. Just the notes listed above about generating leads in the leads section and the constant duplicate question for contacts not even close. I do enjoy the drip campaign feature and if someone views my email or clicks an attached link Pros I enjoy being able to see if someone has seen my email and also who clicks on links attached. I also enjoy utilizing the drip campaign feature Cons Leads section is extremely cumbersome generating leads. Also almost every contact I input it is constantly asking if that contact is a duplicate even though it is nowhere close Review Source KMD K Marie D. Office Manager Health, Wellness and Fitness Used the software for: 2+ years ### "A great easy to use tool for our business" June 27, 2023 4.0 Pros \* Easy to Use\* Super Helpful to keep on top of leads \* Helps us keep on top and communicate to our 7,000 client base easily Cons Wish it could add Texting to clients for Free! Review Source CE Clay E. Business Development Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Nutshell at a glance" August 10, 2023 3.0 Overall it is a minimal way to organize clients and priorities. I would prefer that the software handle more of my work such as Quotation, Commercial invoicing, some Accounting, Payment tracking, Request payment reminders for partial payments. I am interested in starting my own office and rebuilding Nutshell system to suit my needs. 281-799-0158 Clay Estrada Pros Customer information storage, Lead priority organization. I like that I can get on any computer when out of the office and the screen looks exactly as at my desk. Cons Slow recall for data, Search feature often does not find client easily. I feel that the system was never set up properly by our team. I am certain that we are nut using the best of the software's capability. Review Source BK Brian K. Market Segment Leader Machinery Used the software for: 1-2 years ### "Great CRM tool" September 6, 2023 4.0 Simple to use, easy to navigate, effective Pros Our company lives in Nutshell daily. We do majority of our reporting from this platform and it is very simple to use and onboard new employees. These are the most common tools that we are using it for. Pipeline management, activity reporting, bookings/sales tracking, trip planning/mapping, scheduling follow-ups, and email campaigns. Once we realized all the capabilities it had to offer, it became the staple of our business. Cons I wish that we could incorporate it with some of the other tools that we use. We recently started using a platform called "Sales OS" and it allows you to connect your CRM to it but Nutshell isn't a compatible option. Review Source Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Contact Management](https://www.capterra.com/contact-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.