Nutshell Reviews & Product Details

I love the thorough platform that Nutshell provides. When I put a lead into the system, it has everything broken down to what entails for each lead. It shows the pipeline of going to the next steps, which I like. I also loved how Nutshell synced with our Google Drive and it helped to really organize our company. The initial setup was very easy, as the agents were really thorough and experienced, helping me with every step of the way and any clarifying questions I had. Review collected by and hosted on G2.com.

I feel as though the broadcast or sometimes the newsletter could be a little bit more detailed when sending them out and keeping track. Review collected by and hosted on G2.com.

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.

I love Nutshell's intuitive, clean UI and super-low learning curve. The modern, uncluttered interface makes it easy to dive in and start working immediately, which is why it sees such high adoption rates. The drag-and-drop pipelines and customizable dashboards are fantastic, providing a logical, supportive environment rather than getting in the way. This is critical for my small team, alleviating a lot of frustration and saving us significant time. I also really appreciate the Next-Action Focus & AI-Powered Insights, which stand out remarkably. With features like AI recommendations and the focusing on the most important next action, it helps reduce indecision and drives faster momentum. It's highly practical and aids in smarter, quicker selling. Additionally, Nutshell's seamless pipeline management and visibility give us clear forecasting and empower us with strong reporting tools that are both easy to use and insightful. Everything ties together nicely for a streamlined experience that really boosts our productivity. Also, I find that Nutshell's compatibility with various other tools is one of its biggest strengths, streamlining our workflow without cumbersome custom development. Lastly, the setup was a breeze—easy, quick, and straightforward, much simpler than other CRMs I've tried. Review collected by and hosted on G2.com.

1. Reporting and analytics depth is fairly basic. The standard reports and dashboards are good for quick overviews, but they lack advanced slicing and dicing options needed for complex analysis. Custom reports exist but aren't flexible enough for detailed multi-dimensional breakdowns. It sometimes requires exporting to Excel/Google Sheets, which isn't ideal for an all-in-one solution. 2. Customization limits for very specific or complex workflows. While you can add custom fields and automations, there are restrictions if your sales process needs highly unique requirements. Complex workflows like multi-layered approval chains or highly tailored views hit limits quickly. Some advanced features are only available at higher tiers, which can feel restrictive for mid-tier plans. Review collected by and hosted on G2.com.

I love Nutshell's intuitive, no-code usability that offers a zero learning curve for non-technical U.S. regional reps. It's the only CRM that our non-technical regional sales reps and U.S. partner teams use consistently, without the need for mandatory training or IT support. For our distributed U.S. team, this is crucial. Nutshell's interface is clean and aligns perfectly with U.S. sales workflows, making each action like adding a lead, updating a pipeline stage, or sending an email just 1-2 clicks away, with no confusing custom fields or jargon. The initial setup was exceptionally fast, intuitive, and zero-fuss for our U.S.-based B2B SaaS/retail tech business. Review collected by and hosted on G2.com.

I find the lead routing limited; there's no native way to auto-route U.S. leads to the correct regional rep or partner. We have to route leads manually, leading to delayed follow-ups for time-sensitive U.S. SMB leads. 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 Nutshell for its all-in-one functionality, which includes contact management, visual sales pipeline, emails, marketing, and web chat/text messaging, making it easy to consolidate tools. I find its user-friendly design to be the most praised aspect. I also enjoy the omnichannel inbox, which syncs all team emails, calls, and even WhatsApp messages into a single timeline. This helps replace scattered spreadsheets and sticky notes with a single source of truth for all contacts and data interaction history. Review collected by and hosted on G2.com.

Users have reported difficulty creating custom workflows from scratch or setting complex conditional lead stage outcomes. The system often fails to proactively flag duplicate accounts or people during batch uploads, which can lead to a messy database and wasted time manually merging records. 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.