--- title: Nutshell Reviews meta_title: 'Nutshell Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1443 reviews by the users' company size, role or industry to find out how Nutshell works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 1443 scale: '5' date_modified: '2026-08-09' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Nutshell Reviews **Vendor:** Nutshell **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,443 ## About Nutshell Founded in 2010, Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. If you're aiming to boost revenue, streamline your sales process, or craft engaging marketing messages, Nutshell could be the solution. Every Nutshell subscription includes unlimited CRM contacts and data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. In 2024, Nutshell introduced Nutshell Marketing and Nutshell Engagement. Nutshell Marketing helps businesses create compelling email campaigns and landing pages to drive audience engagement, while Nutshell Engagement connects you with leads and customers throughout the sales journey via web chat and text messaging. Nutshell also integrates with popular tools like Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers a mobile version, allowing sales reps to create, search, and edit contact information while in the field. Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored as a "Leader" in G2's Grid® Report for CRM every quarter since Fall 2020. ## Nutshell Pros & Cons **What users like:** - Users find Nutshell to be **super easy to use** , significantly enhancing their organization and lead management. (379 reviews) - Users value the **ease of organization** that Nutshell provides, enhancing efficiency throughout the admissions process. (207 reviews) - Users value the **excellent customer support** from Nutshell, appreciating responsive assistance and comprehensive educational resources. (178 reviews) - Users love the **user-friendly email marketing tools** in Nutshell, appreciating their effectiveness and seamless integration with other tools. (177 reviews) - Users find Nutshell **intuitive and easy to use** , enhancing collaboration and providing a great user experience. (163 reviews) - Users praise Nutshell for its **intuitive interface and simplicity** , making it easy to manage leads and onboard team members. (152 reviews) - Contact Management (134 reviews) - Lead Management (128 reviews) - User Interface (123 reviews) - Integrations (114 reviews) **What users dislike:** - Users find Nutshell lacks essential **configuration and reporting features** , leading to inefficiencies and lost information during data entry. (172 reviews) - Users note the **limited features** in Nutshell, particularly desiring more customization and advanced automation options. (117 reviews) - Users notice **limited customization** options in Nutshell, impacting usability and personalization for mobile and email features. (83 reviews) - Users find the **learning curve challenging** due to frequent changes and a complicated layout affecting workflow. (79 reviews) - Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating. (73 reviews) - Integration Issues (61 reviews) - Contact Management (53 reviews) - Limited Functionality (46 reviews) - Email Issues (44 reviews) - Limited Options (44 reviews) ## Nutshell Reviews ### 1. Efficient CRM with Some Scope for Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Zolboo D. | Partnerships Lead, Asia Pacific & Travel Tourism **Reviewed Date:** January 02, 2026 **What do you like best about Nutshell?** 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. **What do you dislike about Nutshell?** 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. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps manage all our member and client data, which is crucial for a member-driven organization. It provides an easy-to-navigate email tool, useful audience feature for email merging, and drip campaigns. Adding and organizing contacts is simpler, and my team values its large contact support. ### 2. Solid player that can make the big plays but misses the easy layups... **Rating:** 3.0/5.0 stars **Reviewed by:** Wahab K. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2025 **What do you like best about Nutshell?** It's fairly intuitive and does what a CRM should do - you can find info easily and they have great reports. I also enjoyed my experience with their customer support team who handled my issue promptly. Nutshell is a good choice for teams needing basic features and looking to keep costs down. **What do you dislike about Nutshell?** It can be slow and lag a lot at times which really disrupts your workflow. Also, one of my biggest pet peeves with the platform is the fact that call steps in a sequence are not a native feature. Addressing those two areas would make Nutshell a more versatile solution. **What problems is Nutshell solving and how is that benefiting you?** Nutshell allows our team to keep track of leads and deals easily while also giving us an idea of where we are at performance wise. I am easily able to filter leads and save lists which I can come back to later on which allows me to maintain my pipeline hygiene and ensure I'm on the path to hitting my number. ### 3. Streamlined Sales Pipeline, Needs Better Automation **Rating:** 3.0/5.0 stars **Reviewed by:** Zachary Z. **Reviewed Date:** October 30, 2025 **What do you like best about Nutshell?** I find Nutshell to be quite user-friendly, making it straightforward to manage various aspects of my sales work. I particularly appreciate how easily I picked it up during my initial training, which speaks to its intuitive design. The platform simplifies tracking my sales pipeline, which is crucial for managing my clients and prospects. The visual representation of the sales pipeline, whether as a chart or a list, is very beneficial as it clearly outlines each stage. It assists me in keeping track of where I am with different prospects, and I can swiftly follow up by accessing the last interaction I've had with them. This feature empowers me to maintain a seamless follow-up process with customers, ensuring continuity and efficiency. Overall, my experience with Nutshell has been positive and straightforward, making it a valuable tool in my daily sales tasks. **What do you dislike about Nutshell?** I wish Nutshell offered more automation capabilities. The current level of automation seems limited, which means there are repetitive tasks that still need to be manually handled. Additionally, there is a desire for more seamless integration, especially with tools like Podium and other lead capture sources. Right now, the marketing team has to manually convert and assign leads, which could be automated for better efficiency. Improved backend API integrations using AI would greatly enhance the convenience and efficiency of our workflow. **What problems is Nutshell solving and how is that benefiting you?** I find Nutshell makes it easy to track my sales pipeline and move prospects through stages with visual aids, helping me pick up customer interactions right where I left off. ### 4. Simple Contact Management, Lacks Integration **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Nutshell?** I like that Nutshell is simple and relatively easy to navigate. I also value pipeline automations, which are quite useful for my work. **What do you dislike about Nutshell?** It doesn't integrate with anything, and there are some comms limitations (i.e. can't cc people on emails, can't personalize on large scale emails) **What problems is Nutshell solving and how is that benefiting you?** I use Nutshell for contact management and communications, providing a consistent place to store all contact records and communications across the organization. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell! We're glad to hear that Nutshell is easy to use and provides insight into your contacts, email campaigns, and sales pipelines. I also appreciate your feedback about integration options. If there are specific apps you'd like to integrate with Nutshell, let our team know to see what's available through our App Marketplace: https://www.nutshell.com/appconnect. All the best, Jewell from Nutshell ### 5. Strong bones, lacks some polish but support availability is helpful **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** I have had a great experience with Nutshell's support team. They were very helpful in resolving issues either by directing me to the right resource or straight up fixing an error I made in our database. It's good to know you have that safety net. **What do you dislike about Nutshell?** Nutshell is not the most user-friendly CRM on the market. It feels clunkier than other CRM's I have worked with, but in many ways it is better than many CRMs I have used. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is providing a versatile CRM for a great price point. It allows our team to analyze and optimize our sales journey. ### 6. Nutshell is difficult to use and support is not great. **Rating:** 3.0/5.0 stars **Reviewed by:** Nick M. | Senior Geologist/Consultant IV, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2023 **What do you like best about Nutshell?** Not applicable it tracks potential money **What do you dislike about Nutshell?** It could be easier to use and more user friendly. **What problems is Nutshell solving and how is that benefiting you?** tracks potential income and where it coming from and if it is a potential new income stream **Official Response from Jewell July:** > We're sorry to hear you're having difficulty using Nutshell, Nick. That's not what we want for our customers, and our support team works hard to resolve issues customers may experience. We'd certainly like to hear what specific problems you're running into so we can work toward a solution. You can chat with our support team live by clicking the "? Help" button in the bottom left of your Nutshell account. We hope we can help you get the most out of your Nutshell account! Best, Jewell from Nutshell ### 7. Easy to Use, But Needs More Exploration **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2025 **What do you like best about Nutshell?** I find this software easier to use than some of the other programs I have tried. **What do you dislike about Nutshell?** I haven't explored the product enough yet to find anything I dislike. **What problems is Nutshell solving and how is that benefiting you?** Searching for people and businesses ### 8. The CRM is good, however I wish it had more functions **Rating:** 2.5/5.0 stars **Reviewed by:** Jeff P. | Accont Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2025 **What do you like best about Nutshell?** The leads come in good, has all the information. I really like the map function on Lost leads, very helpful **What do you dislike about Nutshell?** I wish there was a place I could go where to see all my activities **What problems is Nutshell solving and how is that benefiting you?** The leads come in and I contact them. ### 9. I have found Nutshell very frustrating through my time using it. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in E-Learning **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** It is generally very easy to use and integrates well with teams **What do you dislike about Nutshell?** System is very slow. Searching leads is a bit of a headache. Doesn't merge companies together properly or ever. **What problems is Nutshell solving and how is that benefiting you?** When we have issues they tend to work on it right away. Recently it was integrating Microsoft teams with meetings booked through Nutshell. A really weird process. ### 10. Needs Better Lead Visibility Despite Great Call Notes **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2025 **What do you like best about Nutshell?** Notes and transcripts of phone calls made. **What do you dislike about Nutshell?** Over all visibility of leads under one glass. **What problems is Nutshell solving and how is that benefiting you?** IDK ### 11. Nice little system **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Consumer Services **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** I can add information and share it with others in the company as well as our sister companies. **What do you dislike about Nutshell?** It took a little bit of time to get the hang of it. **What problems is Nutshell solving and how is that benefiting you?** Who is assigned to which tasks and where we are with each potential lead. ### 12. Nutshell is one of the best SMB CRMs thanks to intuitive design and feature richness **Rating:** 2.5/5.0 stars **Reviewed by:** Eric R. B. | Chief Product Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Nutshell?** Nutshell packs a lot of value for a reasonable price, with deep integration options. The on-boarding is also well-done and included with the system. **What do you dislike about Nutshell?** The marketing component should be folding into the basic product rather than cordoning it off in an extra module. We ended up dropping nutshell because it was too bulky for a small company. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is giving us the ability to track different sales flows with separate target cohorts effectively. We have a large number of different types of leads that go though different sales cycles. Nutshell's capabilities here are excellent, allowing us to set up bespoke processes for each type of prospect and lead. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell, Eric! We're glad to hear that Nutshell brings high value to your team, helping you track types of leads and various sales cycles to help you optimize your processes for each lead. All the best, Jewell from Nutshell ### 13. Manageable but not as good as SalesForce **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in E-Learning **Reviewed Date:** December 29, 2025 **What do you like best about Nutshell?** You can see exactly where every lead or deal stands without digging through clutter. **What do you dislike about Nutshell?** It is extremely slow at loading information. **What problems is Nutshell solving and how is that benefiting you?** Pains ### 14. I think it is a great website to store contacts and track contacts. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Networking **Reviewed Date:** September 29, 2025 **What do you like best about Nutshell?** Very easy to use. Was using it for email lists and was able to figure it out pretty quickly. **What do you dislike about Nutshell?** I do think it is sometimes a little confusing with all the things you can do so maybe more ways to utilize all the functions. **What problems is Nutshell solving and how is that benefiting you?** They are solving how we organize our network. ### 15. Appreciate the Integrations **Rating:** 2.5/5.0 stars **Reviewed by:** Jen G. | Event Sales Designer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2025 **What do you like best about Nutshell?** We use an internal system designed specifically for our company and Nutshell has allowed us to link with it to keep us organized. Once the infrustructure is in place, it's relatively intuitive in it's use. **What do you dislike about Nutshell?** Nutshell seems to be tailored to a different industry. I work in event design and production - primarily weddings - and don't use many of the features. **What problems is Nutshell solving and how is that benefiting you?** It keeps my notes straight and helps me stay organized with each client. **Official Response from Jewell July:** > Thank you so much for sharing your review of Nutshell, Jen! We're glad Nutshell is keeping you organized with all of your clients and notes, and that your team is able to integrate Nutshell with your internal system! While Nutshell is primarily built for B2B sales and marketing teams, many features like automation and email marketing make Nutshell an excellent option for event management teams. Here's a link to our Event Management Industry Guide so you can learn more about using Nutshell to manage your clients, catering partners, and other key stakeholders for the events you plan and produce: https://www.nutshell.com/industries/event-management-crm. All the best, Jewell from Nutshell ### 16. My experience has been good so far. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Government Relations | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Nutshell?** Very straightforward and easy to use. Great communication from the Nutshell team **What do you dislike about Nutshell?** I haven't experience any issues with the software. It is working as required. **What problems is Nutshell solving and how is that benefiting you?** It keeps me organized in tracking BD opportunities ### 17. Nutshell Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Nutshell?** It's great to be able to see large amounts of data at once and save different views for filtering content. The ability to create different audiences, pipelines, and groups is helpful. It is easy to search for people and companies. Being able to sync with email is also a benefit. **What do you dislike about Nutshell?** The email marketing tools are limited when it comes to adding custom artwork and embedding graphics. There is also a disconnect with email formatting from external applications. **What problems is Nutshell solving and how is that benefiting you?** n/a **Official Response from Jewell July:** > Thank you for sharing your Nutshell review! We're glad Nutshell is helping you store and organize data, manage audiences and pipelines, and sync your email communications! I also appreciate your feedback about our email marketing features, and I've shared your requests with our product development team for consideration in future updates. All the best, Jewell from Nutshell ### 18. Mixed Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2024 **What do you like best about Nutshell?** Looking up customers and narrowing down list. Looking at old quotes and sales. **What do you dislike about Nutshell?** The search engin is not good when trying to look up a customer and the spelling is not correct. The app is not user friendly and you cannot do everything on the app that you can do on the computer. I use activities more then notes and when trying to input an activity I first have to schedule one then complete it causing addational steps. **What problems is Nutshell solving and how is that benefiting you?** The AI option is nice for summerising the client but it needs to offer better suggestions. **Official Response from Jewell July:** > We appreciate your review of Nutshell! Our team is glad to hear that Nutshell is helping you find information on customers and locate past sales for your business. We're always working to make Nutshell the best CRM for our customers, so I'll share your feedback about the search function, mobile app, and AI summaries with our product development team for consideration in future updates. We're working on planning enhancements to the platform for the new year and your feedback is valuable to us. All the best, Jewell from Nutshell ### 19. Nutshell is nice for beginners **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2025 **What do you like best about Nutshell?** Very simple interface and easy to use. I was able to pick it up quickly. **What do you dislike about Nutshell?** I have submitted a lot of tickets and it takes awhile to get resolved. Because I don't pay for enterprise I don't get to speak to an actual agent so it makes it difficult to speak about the issues I am experiencing. **What problems is Nutshell solving and how is that benefiting you?** sending out mass marketing communications to sales prospects or company's customers. **Official Response from Jewell July:** > Thank you for sharing your review of Nutshell. We're glad to hear that Nutshell is easy to learn and use and that it's helping you send effective marketing communications to prospects and customers. As our support chat is operated by our live Support team, ticket volume can affect the speed at which questions are answered. While we only offer live phone support to customers on the Sales Enterprise plan, our Support team always strives to respond to chat tickets as quickly and efficiently as possible. If you have experienced unusually long wait times or have unresolved issues, please let us know and we will strive to make it right so you can get back to using Nutshell the most efficiently. All the best, Jewell from Nutshell ### 20. Great pricing and very capable when paired with WebFX's suite of services **Rating:** 2.5/5.0 stars **Reviewed by:** Christian M. | Technical Presales Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about Nutshell?** Pricing Simple UI Very well integrated with WebFX Support has been excellent White glove service is nice for importing data **What do you dislike about Nutshell?** It's a more infant product in terms of features and capabilities. Compared to HubSpot for example, it has significantly fewer capabilities. **What problems is Nutshell solving and how is that benefiting you?** Integrating with WebFX and saving us a lot of money on HubSpot. **Official Response from Jewell July:** > Thank you for sharing your review of Nutshell, Christian! We're glad to hear that integrating Nutshell with WebFX is saving your team money and that you've been able to use our support and white glove services! We also appreciate your feedback about Nutshell's features and capabilities. You'll be glad to hear that we have a lot of new features and updates rolling out over the next couple of quarters, so stay tuned for more information! You can track updates at this page: https://www.nutshell.com/product-updates-roadmap. All the best, Jewell from Nutshell ### 21. Very eay to work around this app **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2021 **What do you like best about Nutshell?** How easy it is to communicate with our staff and how easy it is to keep track of Jobs with the leads **What do you dislike about Nutshell?** Not utilizing it yet to my full potential **Recommendations to others considering Nutshell:** Take the time with the Nutshell team as they guild you through how to use this delightful app. **What problems is Nutshell solving and how is that benefiting you?** Communication with other staff members. Being more organized within the work place **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell! We're glad to hear that you're able to collaborate with your team, track jobs with leads, and organize your data in one location! If you'd like some more information on how to use Nutshell to its fullest, take a look at our Self-Onboarding Guide here: https://www.nutshell.com/crm/resources/self-onboarding-guide. Or you can also check out the Resources section on our website for links to our free downloads, sales process guides, playbooks, and more! All the best, Jewell from Nutshell ### 22. Great product but has short comings **Rating:** 3.0/5.0 stars **Reviewed by:** Julia P. | VP Sales and Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Nutshell?** I really liked how the interface looked and how it worked **What do you dislike about Nutshell?** I dont like that there was no Chrome Extension connection to it! Many competitors have it. **What problems is Nutshell solving and how is that benefiting you?** Truly the only thing I didnt like was how it did not track or log emails / contacts in real time via a chroem extension to google. **Official Response from Jewell July:** > Thank you for sharing your review of Nutshell, Julia! I'm glad to hear how you enjoyed using the Nutshell interface. And good news: Nutshell does have a Chrome extension that enables you to track emails, create tasks, and write notes directly from Gmail! You can learn more at our support article here: https://support.nutshell.com/en/articles/8428899-chrome-extension-for-gmail. If you need any assistance setting up the extension, please reach out to our support team and they'll be happy to help! All the best, Jewell from Nutshell ### 23. A lot of Potential, Pretty Useful, Great Support Team **Rating:** 3.0/5.0 stars **Reviewed by:** Isabel O. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Nutshell?** Nutshell offers numerous valuable features that enable our organization to effectively manage our client contact information. While the email marketing functionality is beneficial, there may be opportunities for enhancement to further optimize its utility. **What do you dislike about Nutshell?** The aspects of Nutshell that I find less favorable pertain to the absence of specific features related to email marketing, i.e. you cannot send from one email, and have replies sent to another, you cannot see how many emails are sent to spam, and we have been running into issues with emails bouncing (even with us knowing for sure the email is active). **What problems is Nutshell solving and how is that benefiting you?** It is solving some of the organization struggles we have within the company. **Official Response from Jewell July:** > Thank you for sharing how Nutshell is helping your team organize contact information, Isabel! We're always striving to make Nutshell the best CRM for our customers, so I'll share your suggestions regarding our email marketing features with our product development team! Cheers, Jewell from Nutshell ### 24. Useful if you know the extent of its potential **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2024 **What do you like best about Nutshell?** graphics, appealing to the eye, pretty easy UX **What do you dislike about Nutshell?** i feel like i'm only at the surface of unlocking the most efficient way to use it. **What problems is Nutshell solving and how is that benefiting you?** helps us track account information and leads **Official Response from Jewell July:** > Thank you for sharing your review of Nutshell! We're glad to hear Nutshell is helping your team track accounts and leads, and that the user experience is appealing! I also appreciate you sharing your feedback about still needing to learn Nutshell's full potential. Our team has created some guides to help you get started, like our Onboarding Guide to Nutshell (https://www.nutshell.com/lp/self-onboarding-guide) and our Help Center (https://support.nutshell.com/en/). Feel free to explore those resources, and if you need additional help, support from our customer service team is free! All the best, Jewell from Nutshell ### 25. Would have been a great choice as our CRM, but they Missed by not Having a LinkedIn Extension **Rating:** 2.5/5.0 stars **Reviewed by:** Mike M. | Co-Founder | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2024 **What do you like best about Nutshell?** Very easy to use and nice user interface **What do you dislike about Nutshell?** No LinkedIn extension to download or update contacts or companies. **What problems is Nutshell solving and how is that benefiting you?** Helpping to control our contacts and companies **Official Response from Jewell July:** > We appreciate you sharing your experience with Nutshell, Mike. We're glad to hear that Nutshell has been helping your team organize contacts and companies. Regarding our LinkedIn integration, we do offer a connection that enables you to create and update contacts and companies across LinkedIn and Nutshell. You can learn more about the LinkedIn integration here: https://www.nutshell.com/integrations/linkedin. We also offer an integration with LinkedIn Ads that syncs your leads between platforms: https://www.nutshell.com/integrations/linkedin-ads. If your team has different needs for a LinkedIn integration, our support team is happy to talk with you and work toward a solution. All the best, Jewell from Nutshell ### 26. CRM for small organisations looking for simple capabilities **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2024 **What do you like best about Nutshell?** It has the basic functionality needed of a CRM. If you have a smaller organisation needing simple functionality at an affordable price then it could be a good solution. **What do you dislike about Nutshell?** Anything more sophisticated will likely need a different solution. **What problems is Nutshell solving and how is that benefiting you?** Simple CRM functionality. **Official Response from Jewell July:** > Thank you for sharing your review of Nutshell. Could you provide some more specifics about which features and capabilities you'd like to see in Nutshell? And keep an eye out for new updates and launches on our product updates page, as we're always working to make Nutshell the best CRM for our customers. You can find it here: https://www.nutshell.com/product-updates. All the best, Jewell from Nutshell ### 27. It works okay **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Nutshell?** Love the layout to keep track of leads and ability to change columns and order. I can easily filter between creation date, travel date etc. **What do you dislike about Nutshell?** Could be a bit more streamlined. Being about to edit some things on main paige where they are listed rather than clicking into it would be useful. Would be great to also be able to edit creation date (sometimes i need to put it in retroactively so they are listed in correct order of when came in). **What problems is Nutshell solving and how is that benefiting you?** Keeping all the leads orderly in 1 place is great. And beneficial to be able to sort by age, dates, etc is great **Official Response from Jewell July:** > Thank you for sharing your feedback about Nutshell! We're glad to hear it's helping your team track leads and sort data! We're always striving to make Nutshell the best CRM for our customers, so I'll be sure to share your input about editing in the Nutshell dashboard and editing lead creation dates. Best, Jewell from Nutshell ### 28. Decent solution, but a little challenging to use **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Nutshell?** Features and price - but, the features aren't always what we hoped they would be, although it is easy to use. **What do you dislike about Nutshell?** Seems like it doesn't ever quite do what we need it to do. For example, I want to be able to keep my emails private and only have specific ones save to the CRM. It doesn't seem to be able to do that. We have to regularly reach out to a rep to find out if we can make the CRM do something that we need it to. **What problems is Nutshell solving and how is that benefiting you?** We needed a CRM that was all in one - not sure if it really is doing this now, but we're making it work. **Official Response from Jewell July:** > We're sorry to hear you're having difficulty using Nutshell. You can select which emails to keep private and which to share with team members by visiting the email sync settings tab in Nutshell. You can read more about keeping your emails private in our support article here: https://support.nutshell.com/en/articles/8428957-how-do-i-hide-and-share-emails. And if you're still having difficulty or need assistance, our support team is always happy to help! Contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. We hope we can continue helping your business grow! Sincerely, Jewell from Nutshell ### 29. Good online - Poor Mobile service **Rating:** 2.5/5.0 stars **Reviewed by:** Yorke L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Nutshell?** Leads page is easy to use Easy to track individual customers history Easy to tag and communicate within the organisation Easy to rate prospect and customer performance Love the new "star" for coms Easy to template, email and text customers about new lines and specials **What do you dislike about Nutshell?** Very poor mapping ( location ) and mobile compatability Interface can be clunky No leaderboard for different kinds of interactions Email notifications dont always include the customer name No direct integration with work emails outbound - nutshell needs to be cced in Poor third party cross compatability **What problems is Nutshell solving and how is that benefiting you?** CRM - effective at tracking info and meetings with customers over time ### 30. Rough start, but it's working for us now! **Rating:** 2.5/5.0 stars **Reviewed by:** Catherine J. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Nutshell?** It's an easy drag/drop editor, and it has good analytic information on sent campaigns. **What do you dislike about Nutshell?** There is no photo editor of any sort, you can't crop any photos you upload into the system. **What problems is Nutshell solving and how is that benefiting you?** It is helping us understand our audience more through the analytics. **Official Response from Jewell July:** > Thank you for sharing your experience using Nutshell, Catherine! We're glad to hear Nutshell is helping your team analyze email marketing campaigns and understand your audiences! And we're happy that Nutshell is now working for your team after some implementation! Best, Jewell from Nutshell ### 31. A work in progress CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Erica S. | Owner of counseling practice, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Nutshell?** It provides an opportunity to collect information and email customers. **What do you dislike about Nutshell?** Not all of the information from leads such as phone number or email address are sent to me by email. I cannot schedule availability for phone consultations for multiple time blocks during a day. **What problems is Nutshell solving and how is that benefiting you?** I need to collect information and email clients. It logs their data for me to send ongoing information to them. **Official Response from Jewell July:** > Thank you for sharing your experience with Nutshell, Erica! We're glad to hear Nutshell is helping your team improve communication with customers. If you're having difficulty scheduling phone calls or receiving information about your leads, our support team would be happy to work on a solution for you! You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. Best, Jewell from Nutshell ### 32. Nutshell is a great CRM for SMB and new business **Rating:** 3.0/5.0 stars **Reviewed by:** Oliver M. | Business Dev Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Nutshell?** Nutshell is user friendly and has great marketing features right out of the box. Customer support is where they win above other CRM's. **What do you dislike about Nutshell?** As a CRM Ifeel like it is lacking reporting and functionality of larger CRM's. I think it is great for smaller teams that have the bandwidth to track KPI's manually. Also, the labeling of Leads, People and companies is very counter intuitive to anyone familiar with other CRMs . **What problems is Nutshell solving and how is that benefiting you?** It is solving a place to store leads and opportunities, it allows for a quick find lookup of accounts being worked on as well as prospects. ### 33. As a CRM Nutshell does a great job **Rating:** 3.0/5.0 stars **Reviewed by:** Mike B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Nutshell?** Good CRm - great for recording projects and customer relationships **What do you dislike about Nutshell?** I personally find it over complicated to use **What problems is Nutshell solving and how is that benefiting you?** tracking projects and customer relations **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell, Mike! We're glad to hear it's helping you track projects and relationships with customers! If you need any tutorials on using Nutshell's features, our help center has lots of helpful articles and videos: https://support.nutshell.com/en/. And for further assistance, our support team can help you get on track! You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. Sincerely, Jewell from Nutshell ### 34. The Nutshell is a good CRM system but it has a lot of more potentials compared to its competitors. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Nutshell?** It is user friendly and adding the information is easy. **What do you dislike about Nutshell?** More helpful fatures makeing it more reliable in daily life. Nutshell automatcally adds lead from outlook although they arent. Aslo it doesnt save things, a save button will be better. Sometimes its difficult to have custome service due to time zone difference. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps keep track of the sales made every month and year. ### 35. Just okay **Rating:** 2.5/5.0 stars **Reviewed by:** Kayla Z. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Nutshell?** Search functionality for finding contact information **What do you dislike about Nutshell?** Implementation is not as fast as I would like, as building out your custom pipelines requires fairly detailed decision making and mapping, but once this step is done, Nutshell works great **What problems is Nutshell solving and how is that benefiting you?** Team visibility of interactions with shared clients **Official Response from Jewell July:** > Thank you for sharing your positive experience using Nutshell, Kayla! We're glad to hear the team collaboration features are helpful for your team and that Nutshell is working well for your team! We hope the custom pipelines you built for your company are helping your team manage leads more efficiently. Sincerely, Jewell from Nutshell ### 36. It's fine, but buggy **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2023 **What do you like best about Nutshell?** I use it on behalf of my company, and it was the CRM software they used before I got there. It looks and seems intuitive, and the design makes sense, though I often find I'm asked to do things by my supervisors that it is not capable of doing. **What do you dislike about Nutshell?** I find it incredibly buggy and difficult at times. For instance, we have a detailed tagging system I am tasked with maintaining, but tags will occasionally just come off contacts for no reason. Also, the "Bouncing" and "Unsubscribed" tags appear with no notice and are impossible to remedy; I find Nutshell's use of them inscrutable. I have to talk to customer support far more often than I'd prefer. **What problems is Nutshell solving and how is that benefiting you?** We have a lot of contacts at our company, but they are all for different internal consulting projects. We use Nutshell to identify who belongs to each project, and therefore divide labor among the people who work at the company. ### 37. Flexible and straightforward **Rating:** 3.0/5.0 stars **Reviewed by:** Laci F. | Marketing Coordinator/Business Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2019 **What do you like best about Nutshell?** The app is a great way to scan cards and add contacts! Easy to run basic reports. Appreciate the reminder functionality. I like the customizable pipelines so we can see the progression of each project. **What do you dislike about Nutshell?** Have to use custom fields for SWOT analysis and a few other items, which makes it hard to compare different items side by side. Also - some of the reporting functionality is not what we need it to be - we need true funnel numbers on projects that might have an incubation period of years. **Recommendations to others considering Nutshell:** New contacts should be entered through the business page so that you can look to see that the person isn't already in there, possibly under a nickname. (James Smith might already be there under Jim). **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us to stay organized by categorizing and assigning contacts and avoiding redundancies. It also really helps make sure we are at the front of minds by tracking when the last point of contact occurred. It really helps to make sure no one is falling through the cracks. ### 38. not the worst but, I've had better. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Political Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Nutshell?** I can follow emails send out and received for the whole company. **What do you dislike about Nutshell?** it can be slow going through the timeline. **What problems is Nutshell solving and how is that benefiting you?** I use it to track the activities and engagement of the team. **Official Response from Jewell July:** > We're sorry your experience with Nutshell hasn't met your expectations and appreciate you bringing your concerns to our attention. If you want to make your contact timelines easier to read, our Nutshell PowerAI plan offers timeline summarizations, with our lower plans offering a limited number of timeline summarizations. And if you prefer to stay on your current plan, the pinned notes feature allows your team to pin important notes to the top of every Person, Company, and Lead timeline to improve efficiency. Learn more in our pinned notes support article: https://support.nutshell.com/en/articles/8428920-pinned-notes-pin-important-notes-to-the-top-of-your-timeline. Thank you for sharing your feedback, and we hope we have the chance to improve your experience. Sincerely, Jewell from Nutshell ### 39. Great for smaller businesses **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2023 **What do you like best about Nutshell?** The platform is easy to use and the user interface is clean and straightforward. **What do you dislike about Nutshell?** Marketing tools are lacking and we find ourselves looking outside of Nutshell to fulfill some critical marketing pieces. **What problems is Nutshell solving and how is that benefiting you?** We utilize Nutshell for our sales, marketing and support teams. ### 40. Seems to be designed for B2B rather B2C **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2024 **What do you like best about Nutshell?** Very easy to use / Customer support is great and to get telephony at their prices is awesome. **What do you dislike about Nutshell?** Didn't do all I needed, for my spacific needs. Calling 1000's of leads and tracking them as Perminate Clients **What problems is Nutshell solving and how is that benefiting you?** None - I stopped using it **Official Response from Jewell July:** > We're sorry to hear about your negative experience using Nutshell. Our software is built for B2B, next-action selling, so some of our features are better suited for B2B than B2C teams. Thank you for sharing your feedback. Sincerely, Jewell from Nutshell ### 41. Not as user friendly as it could be. Need more options for generating reports. **Rating:** 3.0/5.0 stars **Reviewed by:** KC B. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Nutshell?** Easy to create and send email; and track tasks. **What do you dislike about Nutshell?** Not supported by lead generating software and not ablet o upload lead list instantly. The screen for adding leads could use an updated to be more intuitive. **What problems is Nutshell solving and how is that benefiting you?** Making sure I am not calling on ohters clients and the ability track contact history and tasks. ### 42. Easy to use, customisable, new and upcoming features **Rating:** 3.0/5.0 stars **Reviewed by:** Lauren E. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2023 **What do you like best about Nutshell?** Nutshell is quite easy to use, it is customisable in a number of ways and look to be bringing out new features. The one thing that would make it better is having different accessibility for different roles. It isn't too easy to seperate someone in different roles. **What do you dislike about Nutshell?** The marketing side of Nutshell is a bit behind, but improvements are seen regularly. I would like to see many more features but understand they are a work in progress. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is great to store our customer details and as a sales task management tool. This allows us to stay organised and not to miss an interaction that is required at a set time. ### 43. My Everyday Tool for Outreach and Sales **Rating:** 3.0/5.0 stars **Reviewed by:** Michael A. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2023 **What do you like best about Nutshell?** I like how the company and people profiles record every interaction and sale between my company and them within a single webpage. **What do you dislike about Nutshell?** The search feature is atrocious. The simple search appears to have no rhyme or reason for displaying the top results that they do. The detailed search is inconsistent. It either gives me too many results that aren't related to my search, or it doesn't give me results if what I enter is one character different. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps me effectively track my client and prospective client engagement. It also helps me track and break down sales statistics within the company. ### 44. Good starting point. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2023 **What do you like best about Nutshell?** Ease of use. I like that product is quite simple to learn. **What do you dislike about Nutshell?** Some limitations in functionality. There are some things missing which competition has. **What problems is Nutshell solving and how is that benefiting you?** Primarily it helps us drive our sales efforts. ### 45. Great Customer Service!! Still working out a lot of kinks **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2023 **What do you like best about Nutshell?** The Customer Service and people are available **What do you dislike about Nutshell?** A lot of little things add up to a lot. We are doing a lot of manually **What problems is Nutshell solving and how is that benefiting you?** Having a platform for CRM and marketing in one place is excellent. Once it is working, the analytics integration will be a great tool as well **Official Response from Kevin Randolph:** > Thanks for leaving a review! We're glad you've had a great experience with our customer support team. We're always happy to help and we're always working to improve our product, so feel free to reach out to our support team via your Nutshell account or support@nutshell.com with any questions you have. We look forward to continuing to help you grow your business with Nutshell! ### 46. Decent platform **Rating:** 3.0/5.0 stars **Reviewed by:** Ashley C. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2022 **What do you like best about Nutshell?** I like that it stores photo's of contact **What do you dislike about Nutshell?** lack of integrations with clickup. I'd like to customize columns more, not just generic drop downs. **What problems is Nutshell solving and how is that benefiting you?** It is storing my contacts mostly ### 47. Would recommend for small businesses on a budget. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Nutshell?** The new addition of forms and newsletter marketing is helpful and easy to use. **What do you dislike about Nutshell?** The site is not user-friendly and hard to teach others to use. **What problems is Nutshell solving and how is that benefiting you?** Customer information storage, reporting, and email marketing communication. ### 48. Super useful but bugs still present **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Nutshell?** Contact details of all leads in one place. Ease of access to contact details. Tracking of leads and projects. Customization of the landing page. **What do you dislike about Nutshell?** False-positive reads on emails sent to leads. Emails that are bouncing are not displayed on the company landing page, you have to click the contact to find out that the email is bouncing. It counts sent emails that are opened in Gmail as Read in Nutshell, which is not correct. **Recommendations to others considering Nutshell:** It's a great tool for accessing leads. However, there are still some bugs that need fixing. Otherwise, it is a good starting point. **What problems is Nutshell solving and how is that benefiting you?** The problems I am solving involve finding the contact emails of leads and determining the status of our relationship. The benefits I have realized include being able to view the kind of interactions we have had with the company previously, the kind of projects they have done with us without having to dig too deep. ### 49. Useful for Small Businesses **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Nutshell?** I like how you manually get to set tasks for contacts and companies, setting the exact time and date to follow up. As an SDR it felt more time consuming, but it allowed me to know specifically who I should be emailing/calling, which leads were hot and which ones I was in contact with. Tip # 1 I would set my "call tasks" for the earliest time so they would pop up in my tasks at the top Tip # 2 Make sure your company is working off of the "Companies" page and not the "Contact" that way you don't have cross threading with contacts, you'll be able to see all communication for the contact on the company page **What do you dislike about Nutshell?** I disliked how you had to create a "Lead" and a "company" separately, you also had to add contacts under the Lead view on the company, or else they wouldn't show up when you were looking only at the Lead page. **What problems is Nutshell solving and how is that benefiting you?** Staying organized and completing outreach for my job as an SDR. ### 50. Nutshell **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Nutshell?** The ability to manage contacts, businesses, leads, etc. It's perfect for keeping me up to date on who I need to speak with, tasks I need to complete, etc. **What do you dislike about Nutshell?** When setting a task the time does not reflect on my calendar. Instead, all tasks are shown at the top of my calendar for the day. **Recommendations to others considering Nutshell:** There isn't anything wildly different about Nutshell from other sales CRM platforms but it gets the job done. **What problems is Nutshell solving and how is that benefiting you?** Solving the problems of managing contacts and prospecting, follow up and sales generation. Having everything in one centralized location has been a benefit. ## Nutshell Discussions - [What integration options have you found that work best for Nutshell?](https://www.g2.com/discussions/51717-what-integration-options-have-you-found-that-work-best-for-nutshell) - 2 comments, 2 upvotes - [How can I make my planning faster?](https://www.g2.com/discussions/how-can-i-make-my-planning-faster) - 1 comment, 1 upvote - [I am unable to email from Nutshell. This started after my company did an upgrade. Also, How do I could get multiple bcc emails to show in their account? Or is they a way to use a distribution group list and have each email show up in members accounts? I may need help getting it set up.](https://www.g2.com/discussions/i-am-unable-to-email-from-nutshell-this-started-after-my-company-did-an-upgrade-also-how-do-i-could-get-multiple-bcc-emails-to-show-in-their-account-or-is-they-a-way-to-use-a-distribution-group-list-and-have-each-email-show-up-in-members-accounts-i-may-ne) - 2 comments, 1 upvote - [.](https://www.g2.com/discussions/88e6f332-94b9-4864-b546-4a488de2d248) - 1 comment, 1 upvote - [How does Nutshell compare to CRMs?](https://www.g2.com/discussions/compare-to-crms) - 1 comment, 1 upvote - [View Nutshell pricing details and edition comparison](https://www.g2.com/products/nutshell/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+05%3A43%3A13+-0500&secure%5Bsession_id%5D=25b19bde-05be-4adb-9158-fcc8ca540527&secure%5Btoken%5D=d16cd02ca11b46699d7333ad6c2bb20c4a4947044785da6a6275b6bb0c220acc&format=llm_user) ## Nutshell Integrations - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Apollo](https://www.g2.com/products/apollo-2023-01-11/reviews) - [Azure Identity Management](https://www.g2.com/products/azure-identity-management/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [CallRail](https://www.g2.com/products/callrail/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Demio](https://www.g2.com/products/demio/reviews) - [Dialpad AI-Powered Customer Communications Platform](https://www.g2.com/products/dialpad-ai-powered-customer-communications-platform/reviews) - [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Dropbox Sign (formerly HelloSign)](https://www.g2.com/products/dropbox-sign-formerly-hellosign/reviews) - [Eventbrite](https://www.g2.com/products/eventbrite/reviews) - [eWebinar](https://www.g2.com/products/ewebinar/reviews) - [Facebook](https://www.g2.com/products/facebook/reviews) - [Freshcaller](https://www.g2.com/products/freshcaller/reviews) - [Givebutter](https://www.g2.com/products/givebutter/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Gravity Forms](https://www.g2.com/products/gravity-forms/reviews) - [Housecall Pro](https://www.g2.com/products/housecall-pro/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [KIT](https://www.g2.com/products/kit-kit/reviews) - [Kixie PowerCall & SMS](https://www.g2.com/products/kixie-powercall-sms/reviews) - [KrispCall](https://www.g2.com/products/krispcall/reviews) - [Leadpages](https://www.g2.com/products/leadpages/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MightyCall](https://www.g2.com/products/mightycall/reviews) - [MightyForms](https://www.g2.com/products/mightyforms/reviews) - [Ninja Forms](https://www.g2.com/products/ninja-forms/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [Olark](https://www.g2.com/products/olark/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [Perspective](https://www.g2.com/products/pixxa-perspective/reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Quo](https://www.g2.com/products/quo-quo/reviews) - [Quotient](https://www.g2.com/products/quotient/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [RingEX](https://www.g2.com/products/ringex/reviews) - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [SignRequest for G Suite](https://www.g2.com/products/signrequest-for-g-suite/reviews) - [SignWell](https://www.g2.com/products/signwell/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [SONAR](https://www.g2.com/products/sonar-2025-01-07/reviews) - [Squarespace](https://www.g2.com/products/squarespace/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [TeamAI](https://www.g2.com/products/teamai/reviews) - [Textiful](https://www.g2.com/products/textiful/reviews) - [Textmagic](https://www.g2.com/products/textmagic/reviews) - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Uncommon](https://www.g2.com/products/uncommon/reviews) - [UserVoice](https://www.g2.com/products/uservoice/reviews) - [Vonage Business Communications](https://www.g2.com/products/vonage-business-communications/reviews) - [Webflow](https://www.g2.com/products/webflow/reviews) - [WebFX](https://www.g2.com/products/webfx/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) - [WorkOS](https://www.g2.com/products/workos/reviews) - [WPforms](https://www.g2.com/products/wp-mail-smtp-pro-wpforms/reviews) - [WPForms](https://www.g2.com/products/wpforms/reviews) - [Wufoo](https://www.g2.com/products/wufoo/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Nutshell Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Email Marketing** - Email and Mobile Preview - Manage Email Lists - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Multi-user Account **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Customization** - Custom Fields - Design - Forms Creation & Design **Agentic AI - Google Workspace for Sales** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Interactive Dashboards - Data Segmentation **Analytics** - Open Rates - Link Activity - Attachment Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Repeatability and Reportability** - Workflow Management - Workflow Performance - Sales Coaching and Insights **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **AI and Automation** - Lead Prioritization - Lead Scoring **Generative AI** - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Generative AI** - Generative AI - Lead Generation **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Reporting & Analytics** - A/B Testing - Basic Reporting **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - Generative AI - Proposal Generation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Agentic AI - Email Marketing** - Autonomous Task Execution - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Cross-system Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - CRM Integration - Third-Party Integrations **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Personalization - Autoresponders - Customer Segmentation - Newsletter Management - AI Copilot - WYSIWYG Editor - Engagement Tracking - Preview Functionality - Email Tracking - Email Campaign Management - Landing Pages/Web Forms - Customizable Branding - Lead Capture - Mobile Optimization - Customer Journey Mapping - ROI Tracking - Activity Dashboard - Customizable Fields - Reporting/Analytics - Click Tracking - List Management - GDPR Compliance - Subscriber Management - Email Sequences - Campaign Scheduling - Event Triggered Actions - Multi-Language - Template Management - Customizable CTAs - Real-Time Analytics - Dynamic Content - CAN-SPAM Compliance - Multi-Channel Marketing - HTML Editor - Contact Management - Drip Campaigns - Campaign Analytics - Product Recommendations - Image Library - Workflow Automation ## Top Nutshell Alternatives - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,057 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews) - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,126 reviews)