Nutshell Reviews & Product Details

Nutshell is easy for sales teams to adopt and actually use on a daily basis. The interface is clean, pipelines are flexible, and it supports a structured sales process without feeling heavy or overbuilt. It provides solid visibility into deals and activity, which makes managing and coaching the team more straightforward. Review collected by and hosted on G2.com.

Reporting and automation are more limited than some larger CRMs, and teams with very complex workflows may find themselves wanting deeper customization. While this simplicity is a strength, it may feel restrictive for organizations looking for advanced enterprise-level features. Review collected by and hosted on G2.com.

The non profit I work for uses this software to have one place to track and follow up with people that are interested in knowing more about what we do (that hopefully leads to working with us). Once you understand what features are there, it is very easy to use. I am on and off Nutshell all day, and have to teach other teammates how to use it sometimes. The automations make it easy to communicate with your network once a new person drops into your pipeline. That takes one thing off of my plate, but still leaves a personal touch with the person on the other side of the email/text. Setting reminders (aka activities) keeps me on task without having to backtrack to figure out what my next step is. You just keep moving forward! Review collected by and hosted on G2.com.

The hard part of Nutshell is the same as any tech related thing. You have to figure out the different features. Nutshell provides support and trainings that give you an overview of how to use it as well as updated trainings when a new feature is added. So, once you learn the new feature, you are able to integrate it into making your job easier. Review collected by and hosted on G2.com.

It is nice to have a hub for marketing resources integrated with our database list. Being able to directly contact people through the system with customized campaigns is very convenient. Once you dive in and learn the system, it is very easy to use across departments. Review collected by and hosted on G2.com.

Responsiveness and clarity from the support team for upcoming updates is an area that can be improved upon. They do have a 'roadmap' for upcoming features. Some of the updates are also confusing in the moment and change the process in how you do things. These changes typically are not communicated in the roadmap. Review collected by and hosted on G2.com.

I love the fact that it provides a lot of the same firepower and offerings as HubSpot at a fraction of the cost. The team is always ready to answer questions, and its very easy to get solutions to challenges quickly. I feel like more than a number with Nutshell, I feel like they are a partner with my business. When I wanted some specific ways to contact clients, they worked with me to determine the best ways to make that happen. I absolutely love this platform as a CRM. Review collected by and hosted on G2.com.

I don't like that I can't set up a funnel that will email multiple people at once - instead, I have to enter each person into the funnel individually. Review collected by and hosted on G2.com.

My favorite part of Nutshell is that it is never finished, they are always evolving and upgrading, and most of the time that doesn't come at the cost of adding price upgrades for us the customer. They are also quick to take feedback when and upgrade isn't actually and improvement and refinement. There are so many bells and whistles, the features are endless and we were able to customize it to fit our needs perfectly. It was easy set up, easy use, and our team uses it all day, everyday! Review collected by and hosted on G2.com.

Sometimes speed can be an issues, especially on leads with a lot of notes or info, however, that seems to be almost a non issues in the latest upgrades. So we are much happier with the speed of use now! Review collected by and hosted on G2.com.

I find the email tool easy to navigate. The audience feature with relevant contacts is helpful for email merging to a dedicated audience, and the drip campaign feature has shown its usefulness. Adding contacts seems easier, and my team values the white glow support for managing a large number of contacts. Review collected by and hosted on G2.com.

I wish there was a button to deactivate a contact who's no longer in the organization, so we wouldn't have to do so many manual steps. Also, when sending emails, it would be helpful to have the sender blank at first to choose instead of having a default person, as sometimes people forget to change that. CRMs are always confusing to understand, and even though Nutshell seems less sophisticated and more straightforward than others, it still took me some time to get used to it. For contacts, it might be specific to our organization, but it was confusing to navigate similar name organizations and find multiple leads inside. Review collected by and hosted on G2.com.

What I like best about Nutshell is how easy it makes coordinating incoming marketing leads with our sales team. Leads are organized, clearly assigned, and simple to track, which ensures nothing slips through the cracks. It keeps marketing and sales aligned, improves response time, and gives everyone visibility into where each lead stands in the pipeline—all without being overly complicated. Review collected by and hosted on G2.com.

One thing I disliked about Nutshell is how easy it can be to accidentally create duplicate entries. If the same lead comes in through multiple channels or is entered more than once, duplicates can occur, which requires some manual cleanup to keep records accurate. Review collected by and hosted on G2.com.

What I like best about Nutshell is how easy it is to use, especially for email marketing. As a nonprofit, we need tools that are efficient and intuitive, and Nutshell allows us to create and send emails without a steep learning curve. It helps us stay organized, communicate consistently with our audience, and track engagement in a way that’s easy to understand. It saves our team time and supports our outreach efforts effectively. Review collected by and hosted on G2.com.

One area for improvement is the user experience, which is very text-driven. From a UX perspective, some workflows could benefit from more visual elements, clearer layouts, or dashboards that make information easier to scan at a glance. While the functionality is strong, a more visually intuitive interface would improve efficiency and make the platform even more user-friendly. Review collected by and hosted on G2.com.

Nutshell does a good job of organizing and maintaining full records of interactions, conversations, emails, and notes with our customers. The relationship of Person to Company to Lead is useful. The communication tools for reaching out to customers directly from Nutshell are also very good. The commitment to an available REST API is essential for our use and something I really appreciate and respect about Nutshell. Review collected by and hosted on G2.com.

There is limited flexibility in some of the features of Nutshell. For example in the automations, it is limited as to what can be used to trigger the next step or to trigger an automatic email/communication. I wish that leads could function more completely as orders in and of themselves, with the ability to include percentage based line items such as sales tax or apply discounts to all of the products on a lead. Review collected by and hosted on G2.com.

We’ve been using Nutshell as our CRM, and overall it’s been a solid experience. The platform is straightforward to use, and it helps keep our sales pipeline and customer interactions organized.

What I like most is the clean interface and how easy it is to track deals and activities without a steep learning curve. It’s especially helpful for smaller teams that want something functional without being overly complex.

That said, there are still areas where reporting and customization could be improved, but the product continues to evolve and the team seems responsive to feedback.

Overall, Nutshell has been a useful tool for managing our CRM needs. Review collected by and hosted on G2.com.

Customization options are somewhat limited compared to larger enterprise CRMs. Review collected by and hosted on G2.com.