# Page 9 | Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Nutshell ## Showing most helpful reviews Showing 201-225 of 620 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use François S. President E-Learning Used the software for: 1-2 years ### "Perfect CRM for service companies for B2B" July 3, 2023 5.0 Easy to implement, with loads of tailor-made features for Small or medium-sized businesses. The connection to Outlook is good! Pros The list of functionality is impressive and very easy to learn, customize and implement. Customize list, merge contacts or companies, and the reporting features were all great ones for software at this price Cons Some of the reporting is limited, but it is still better than most we have tried, Also, the interface is not the sexiest around, but it does the job. 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 The price versus quality was much better with Nushell. And the B2B sales features that allowed us to serve individual customers were also solid. Review Source Bill P. Senior Leadership Consultant Management Consulting Used the software for: 2+ years ### "Great Feature-set Without Complexity" November 2, 2018 5.0 I run a global consulting practice with hundreds of corporate clients and thousands of individual relationships that I manage. Nutshell lets me manage it all. It's my dashboard for everything in my company. It's entry-level rate is worth every penny. Pros I've used Nutshell for three separate businesses that I've run or owned. Each one considered a small to medium-sized business. Nutshell is perfectly suited to us because it's lightweight and easy to learn. It doesn't require an in-house expert on the app (like SalesForce). It's basic feature-set is all I've ever needed, and the support is terrific. Real people at the end of the phone, with fast responses. And, it's made in Michigan! It has a lot of simple customizations that I use; workflow, custom fields, leads, etc. Cons Integrations are somewhat limited, but still, plenty to work with. I'd like an integration to RingCentral's app. Also, it doesn't' handle subsidiary company relationships well. I've had to create a workaround with tags to help connect them. Review Source John G. Managing Partner Accounting Used the software for: 1-2 years ### "A Full Featured Sales CRM" July 2, 2020 5.0 Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other. But within two weeks everyone fell in love with Nutshell and completely on board significantly contributing to an increased close ratio. Pros This CRM walks the less experienced sales rep through the entire sales process even recommending when to follow up even suggesting additional steps should be taken to get to the close. Upon close it automatically updates the customer database and the task management features facilitate the onboarding process. It also has a neat "Click-to-Call" feature that calls and optionally records directly from your prospect list providing an excellent sales training vehicle. Cons We would like to have seen the developers respond more quickly to feature suggestions but as a Sales CRM it is untouchable. Reason for choosing Nutshell Not one of the five candidates had the flow and control over the sales process that Nutshell provided. Review Source DL Drew L. President Hospital & Health Care Used the software for: 2+ years ### "Nutshell is amazing for small businesses " June 27, 2023 5.0 Pros The cost associated with features makes Nutshell an obvious chose for small businesses. Cons Duplicate matching is wonky and could be better. Code just doesn't work sometimes. Review Source NR Nishanth R. Manager - Business Development Automotive Used the software for: 2+ years ### "Great and effective for CRM and Lead Management" September 8, 2023 5.0 Excellent tool and very helpful for lead management. Highly recommended. Pros Lead managementCustomized dashboardsMass import and export Cons Currencies conversion is fixed and we cannot change it as we set in our organization records. Review Source SG Shawn G. Regional sales manager Automotive Used the software for: 6-12 months ### "It is a must and sales." August 14, 2023 5.0 It makes my job a lot easier no more Crappy sales reports the only thing I put in Nutshell is the skinny and what happened the time before. Pros It is very easy to navigate through. Notes are very important when making another call back to a customer. You can review what was said what was done this way you can have a conversation start up instantaneously. Cons The only thing I wish nutshell would have is sorting customers by ZIP Code. And make it that it could be downloaded and print it out. Review Source AM Alain M. President Information Technology and Services Used the software for: 2+ years ### "Good web version but android app sucks !" September 8, 2023 3.0 Pros easy to use, the basic web version is not expensive for the features Cons no upgrade to the mobile app (android) since more than 3 years : It is used only to read some limited data. Our sales people are on the road so it is becoming a challenge. We now think to quit Nutshell Review Source IS Iqbal S. CEO Hospital & Health Care Used the software for: 2+ years ### "Great Value" August 8, 2023 5.0 Since we were using Pipedrive for Intake and sales. We used Nutshell for opreational managemennt which was also comparable tot he activities fo inside sales. It was fun, intuitive, easy to use. Pros It is similar to Pipedrive but has more features specific and beneficial. Cons We could not do task lists that were shared. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Nutshell We did not choose over, we supplemented Review Source TM Tiffany M. Sales & Marketing Coordinator Management Consulting Used the software for: 2+ years ### "Pleased with Nutshell" January 22, 2021 4.0 The support team is knowledgeable, responsive, cares about your issues and has proactive training available for users. Pros visually organized and logical data entry screen. Functionality is there to build as robust or simple as the company needs/wants. Cons It is very easy to self-build an inefficient architecture. Data uploads can be catastrophic if not done correctly. I think more training on set up, warnings issued at set up and common pitfalls at set up would avoid harmful bulk uploads making irreversible upload mistakes. Switched from [Top Echelon](https://www.capterra.com/p/84093/Top-Echelon/) not sure. wasn't here at the time. Review Source SV Sarah V. Service and Inventory Specialist Real Estate Used the software for: 6-12 months ### "Nutshell is Great " June 6, 2024 5.0 Pros Has all the information that is needed and comfortable to use and to keep track of everything. Cons Not a thing. Everything so far is good. Review Source Response from Nutshell June 21, 2024 Thank you for sharing your positive review of Nutshell, Sarah! We're glad to hear Nutshell is helping your team track sales and contacts, and happy that your experience has been great! All the best, Jewell from Nutshell EF Elisabeth F. President Cosmetics Used the software for: 2+ years ### "A good tool for small businesses" August 10, 2023 4.0 Good overall experience Pros 1- friendly2- relatively fast training compared to other softwares Cons 1- some parameters are difficult to customize (e.g. linking the lead to an invoice, linking the lead to a ''priority'' criterion, etc.)2- Nutshell sees the enterprise admin as a user (who needs to pay) while it just adds new users and gives them proper access and data backup. It's not really fair. Switched from [Act!](https://www.capterra.com/p/175860/Act/) Because Act! software was not on line. Review Source JH Joe H. Sales Manager Warehousing Used the software for: Less than 6 months ### "Sales Manager" May 15, 2024 5.0 We evaluated seven different CRM's with Nutshell being the last. It was immediate in knowing that Nutshell stood heads and tails above the rest and was a perfect fit for our needs. I would, without reservation highly recommend this application for anyone looking for one. I even gave a shout out post to Nutshell on my LinkedIn profile @joeharbottle. Pros Ease of use. User interface and the functionality. The feature set is perfect for our needs. The application is WELL thought out. Cons Nothing so far. We have been using it for about 5 months now and have not come into a situation that we wished it had a certain feature. Reason for choosing Nutshell It met all of the functionality and features we needed for our operation. Review Source Response from Nutshell May 20, 2024 Thank you for sharing your kind words about Nutshell, Joe! We're excited to hear you're finding Nutshell easy to use and that it's providing all the features and capabilities your team needs! And thank you so much for the shoutout on LinkedIn! We always love to hear how Nutshell is helping our customers grow their businesses! Happy Nutshelling! Jewell from Nutshell TW Thomas W. Director Apparel & Fashion Used the software for: 2+ years ### "Nutshell gives our business the power to grow in a controlled way." October 16, 2023 5.0 Pros Gmail integration. Easy to set up and easy to stay on top of. Cons There is nothing I dislike. I did give feedback for improvements and these were listened to and implemented. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Nutshell Easy to use. The core functionality as a CRM is close to perfect for us. Review Source VD Vlad D. Project Manager Marketing and Advertising Used the software for: Less than 6 months ### "Great tool to help solve many challenges - needs a focused team to work well" May 9, 2024 5.0 A big, complex and complicated tool that can be used to solve many problems, but needs a big team effort and significant training and practice to master Pros The variety of tools and integrations offered were useful and allowed our team to solve many challenges in different ways while helping us to ensure our data was all in one place Cons Very challenging to use, and seemed non-intuitive to me. It took me a long time to figure certain things out, and support did the best they could. Other team members either found it easier or harder than I did. Review Source Response from Nutshell May 20, 2024 Thank you for sharing your honest feedback about Nutshell, Vlad. We're sorry to hear that you found Nutshell complex and challenging to use, as that isn't the experience we want for our customers. We appreciate you taking the time to share your thoughts and will work to make onboarding a smoother experience. Best, Jewell from Nutshell Marilyn H. Global Sales Director Financial Services Used the software for: 2+ years ### "Bang for your Buck" March 5, 2020 5.0 Great! It helps the team stay on track whether it's sales or implementation. Pros Reporting and filtering reports. Keeping a track record of our leads. Cons Have to move over to pro to get more then one sales process. Pro is so expensive. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing Nutshell Price, others had better functionality but this Nutshell had enough 2 years ago to get us going. It has really come into it's own and now has way more. Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) So complicated we weren't using any functionality Review Source SB Sheldon B. Managing Director Financial Services Used the software for: 6-12 months ### "Simple and functional" August 9, 2023 5.0 Pros Tasks per stage is something most CRM’s missed, but Nutshell did well at. Cons Somehow they missed a very important aspects of customized fields that exists, the ability to create a field that searches the people in database. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipefy](https://www.capterra.com/p/144848/Pipefy/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Tasks per stage Review Source CE Conner E. Purchasing / Marketing Manager Industrial Automation Used the software for: 1-2 years ### "Nutshell in a Nutshell" August 8, 2023 4.0 overall we have see an increase to our responses on email marketing Pros the product is easy to use. i like the ability to create multiple email campaigns in a little amount of time Cons I wish some of the design areas could be more detailed/ more features Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Nutshell the usability, and data seemed to be more accurate Review Source RK Rashid K. Partner Management Consulting Used the software for: 2+ years ### "Nutshell product review" June 15, 2022 4.0 I have used a number of different systems including Zoho, Hubspot, Pipedrive. I like Nutshell's flexibility and ease of use. Pros Tags - are the most used feature - so I can easily segment lists. The ability to sort with multiple tags. Easy importing from a spreadsheet. Cons Having to add a tag into the system BEFORE uploading a contact spreadsheet. If the tag doesn't already exist - the import fails. Which is an extra step and a waste of time. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Nutshell Price and ease of use. Pipedrive misses a number of features like Tags Review Source AG Alexandre G. Account Manager Human Resources Used the software for: 6-12 months ### "Easy to use" May 15, 2024 5.0 Pros Everything you need is there, creating and managing customers informations is better than Hubspot Cons There's is no platform wide search engine and customer notes are a bit of hassle to modify. Review Source Response from Nutshell May 20, 2024 Thank you for sharing your positive feedback about Nutshell, Alexandre! We're glad to hear Nutshell is helping your team manage customer data more effectively! And thank you for sharing your wish for a platform-wide search function and easier way to edit notes. We're always striving to make Nutshell the best CRM for our customers, so I'll be sure to pass along your feedback to our development team! Happy Nutshelling! Jewell from Nutshell RB Raphael B. Head of Sales Industrial Automation Used the software for: 2+ years ### "Review Nutshell" June 30, 2023 3.0 Pros Easily to setup new workflows into the pipeline and organizing leads. Cons Missing leads conversion rates reports and integration to other platforms. Review Source JW James W. Managing Director Wholesale Used the software for: Less than 6 months ### "Oh Yes! ......in a nutshell!" June 27, 2023 5.0 Slick, user friendly even if your not a tech minded person. Your white glove service was so welcome. These things helped us make the decision to run woth Nutshell over others. Pros So easy to learn and implement for our business. Support was great as well. Cons Have yet to be disappointed with this package. Reason for choosing Nutshell Others were much more expensive, complicated and not user friendly. Review Source ST Steve T. Sales Rep Information Technology and Services Used the software for: 1-2 years ### "Nutshell for Small Business" October 10, 2023 5.0 Having worked through other CRM's, Nutshell gives us exaclty what we need as a small tech company. I have no complaints. Pros Affordability for what we need as a company, Nutshell offers a lot of tools that you need without having to shell out a ton of money like with competitors. Cons Some functionalities while operable can use some work. Engagement tracking is huge for me and at times it can be difficult to find out who did what without going into their profile to find that information. Review Source LM Lauren M. Sales Representative Accounting Used the software for: 1-2 years ### "Gets the job done" September 7, 2023 5.0 Great! Pros I love being able to track emails, make calls, and have reminders and tasks set up. It's also very user friendly and easy to use. In the past I have used Hubspot and Salesforce and personally like Nutshell the most. Cons If I had to pick a least favorite, I would choose being able to reply to an email and not have the insert my signature each time without having to move it from the bottom of the email to the proper place. Review Source CG Chris G. Territory Manager Machinery Used the software for: 1-2 years ### "Nutshell" October 10, 2023 4.0 Pros easy to use mostly. Alot of reports that can be made to individual specifications. Cons Some areas it is too comber sum. The end time doesn't always change when start time is made on scheduling. When you save a document, you can't save it in Nutshell, you have to upload it into it. Review Source Riaz M. CEO Education Management Used the software for: 1-2 years ### "Huge security vulnerability, inadequate support, and false advertising" April 1, 2020 3.0 Pros Nutshell has a good UX and design, was easy to customise with their API and integrate into our software, and was easy to onboard new staff onto and train them how to use. Cons There is a massive security bug in the software that we have raised to their CTO multiple times but this has still not been fixed, and their team now ignores our emails. This bug allows peoples private emails to be read even if they have unsynced from Nutshell, and has been acknowledged as a bug by their tech team but we have not had this addressed. As a result, we had critically confidential business information leaked. Nutshell is also meant to include unlimited free phone calling - their CTO about a year back reached out to us to ask us to switch to a more expensive option, because they had not planned for calling volumes from our country and this subsequently pushed our costs up. Review Source 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.