# Page 7 | Nutshell Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - Is Nutshell the right CRM solution for you? Explore 619 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 (619) [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 619 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 PB Phillip B. Director of National Sales Furniture Used the software for: Less than 6 months ### "Love Nutshell " May 15, 2024 5.0 Overall have been very happy with Nutshell, don't regret making the switch and would recommend it to anyone thinking about a CRM Pros Very easy to navigate and set up, much more user friendly than other CRM's, works very well Cons Some limits with email correspondence when forwarding an email, doesn't always work and link correctly Reason for choosing Nutshell None, only tested and decided to go with Nutshell Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Salesforce required an expert to navigate and make changes, very clunky in its use, Nutshell was very easy and I became a user overnight, didn't require hiring a person or company to help us get it started, Review Source Response from Nutshell May 20, 2024 Thank you so much for sharing your positive feedback about Nutshell, Phillip! We're so glad to hear you find Nutshell is user-friendly and has been easy to set up for your team! And your issue with email correspondence sounds like a challenge our support team can help solve! You can contact them via the Help tab in Nutshell or at the email here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. Happy Nutshelling! Jewell from Nutshell MO Morgan O. Administration Religious Institutions Used the software for: Less than 6 months ### "Life-saver" May 16, 2024 5.0 Pros It helps me keep everything organized and the visual pipeline is gold. Very user-friendly for someone like myself who doesn’t normally need this kind of software. Cons Some of the features I really needed are not available at the cost I’m ready to pay, while I have features I don’t use. But that happens when you need something for a very specific purpose and I’m not the traditional client. Review Source Response from Nutshell May 28, 2024 Thank you for sharing your positive review of Nutshell, Morgan! We're glad to hear you're finding Nutshell user-friendly and that it's helping you organize your contacts! All the best, Jewell from Nutshell 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 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 EM Emily M. Rev Ops Manager Telecommunications Used the software for: Less than 6 months ### "Great for Folks Getting Started With Using a CRM" June 11, 2024 5.0 Pros Very user friendly UI and easy to navigate. If folks are new to using a CRM, Nutshell is great to get started. Cons Compared to other CRMS, I've found the data structure to be a bit different. Review Source Response from Nutshell June 21, 2024 Thank you for sharing your positive experience with Nutshell, Emily! We're glad to hear you're finding Nutshell easy to use! All the best, Jewell from Nutshell Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Contact Management](https://www.capterra.com/contact-management-software/)