--- 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: '2026-08-13' 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. Excellent tool for small businesses looking to sophisticate their marketing data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Machinery **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** The value is unbeatable. We access Nutshell through part of a larger marketing platform suite form our agency. I don't actually know the typical cost for Nutshell alone but the cost we pay for the full suite is excellent value for all the tools we receive. **What do you dislike about Nutshell?** The only downsides I've experienced so far: - We want to use the scheduler, but would like it to connect to a Outlook calendar in 2 directions - so reflect real time availability - Exporting VisitorIQ customer data is cumbersome **What problems is Nutshell solving and how is that benefiting you?** Just scratching the surface on these - more nimble deployment of email and landing pages - Deepen understanding of customer engagement with our site to support our sales team ### 2. In a nutshell, literally. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management **Reviewed Date:** April 10, 2026 **What do you like best about Nutshell?** Easy to navigate, user friendly, everything you need for your CRM in a nutshell. **What do you dislike about Nutshell?** As far as I can tell, I am satisfied with the platfrom, so far so good. **What problems is Nutshell solving and how is that benefiting you?** I needed an easy to use CRM that has all my contact in one place and easy to find. With nutshell, I received much more than that. ### 3. Easy and User Friendly Platform for CRM and Email Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Raven S. | Content Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Nutshell?** Nutshell makes my job so much easier. I primarily use it for email marketing, and I’m honestly impressed by how intuitive and flexible it is. Designing beautiful, custom emails is a breeze, you can drag in blocks, resize images, and tweak layouts without any hassle. Scheduling campaigns, uploading and updating audiences it's all super smooth. One of my favourite features? The ability to build and customize website forms effortlessly. Plus, you get access to clear, actionable insights from both forms and email campaigns, which makes monthly reporting quick and painless. Overall, Nutshell has become an essential tool in my day-to-day workflow. **What do you dislike about Nutshell?** One of the only minor downsides I’ve experienced with Nutshell is that email sending has occasionally been a bit slow though it's only happened once or twice. That said, their customer support was quick to respond and super helpful in diagnosing the issue. Since then, everything’s been running smoothly. It’s great to know there's a reliable team behind the product when you need them. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps streamline our marketing and lead capture processes, making it easy to engage with our audience and grow our customer base. Before, creating custom email campaigns and managing form submissions across platforms was time-consuming and disconnected. With Nutshell, we can build beautiful emails, manage audiences, track engagement, and capture leads through embedded forms all in one place. It’s helped us stay organized, save time, and improve the quality of our outreach and reporting. ### 4. Highly Customizable with Tons of Options **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie M. | senior consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2025 **What do you like best about Nutshell?** Nutshell has a huge amount of options in general as well as options for customization, which I love! Also was impressed by the customer service: they followed up and made sure things were resolved. **What do you dislike about Nutshell?** not being able to import pictures during the initial import (but that is likely a general issue for this type of software) **What problems is Nutshell solving and how is that benefiting you?** keeping track of when we contact our clients in which way enabling us to reach many clients easily ### 5. Great software for a great price **Rating:** 4.5/5.0 stars **Reviewed by:** Arlin F. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** When I first signed up for Nutshell I had two video calls with the support team to get me started off which was great. It was very easy to implement and connect to our reservation system to bring all our data in without issue. Nutshell allowed us to get insights into our data that we hadn't previously had. We also benefitted greatly from the ability to centralize our email in one platform and connect it with sales data. **What do you dislike about Nutshell?** We didn't see any downsides of using Nutshell. **What problems is Nutshell solving and how is that benefiting you?** It solves problems of managing customer interactions in one space - instead of having multiple email accounts that need to be managed individually, we can see everything in Nutshell in a very intuitive way. We can also connect sales pipelines to email comms so that everybody can stay on the same page and make us more seamless. This saves a significant of time in following up calls and knowing what the last interactions with certain customers were, even if our staff members are not available. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Arlin! We're glad to hear how Nutshell is helping you centralize your sales data and communications, manage customer interactions and save time following up with customers! All the best, Jewell from Nutshell ### 6. Intuitive Platform That Boosts Daily Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Marcus S. | New Business Director, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Nutshell?** It's an intuitive platform, easy to access and use, making my day easier and more productive through the use of its tools. **What do you dislike about Nutshell?** I haven't yet found any opportunities for improvement or any aspect that I disliked. I hear the team say that the database isn't uniform, meaning it doesn't always show the same data to everyone, but I haven't experienced this myself, so I can't confirm it. **What problems is Nutshell solving and how is that benefiting you?** It contains all the leads we generate daily, all the necessary information about the clients in our portfolio, and tracks how much money enters our cash flow each day. ### 7. Nutshell made my work way more efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas B. | Sales & Customer Service, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Nutshell?** Nutshell helped our company immensely on streamlining the operations. It's pretty intuitive, therefore pretty easy to integrate it with your day-to-day work and get other colleagues used to it. I didn't have to contact Customer Support too often, but the service was superb. **What do you dislike about Nutshell?** I can't think of any negative points regarding Nutshell. **What problems is Nutshell solving and how is that benefiting you?** It helps us out a lot streamlining and setting up reminders for the many steps that we have in our sales. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Nicolas! We're glad that Nutshell is helping your streamline operations, keep your sales team on track with activities and reminders, and that our Support team has been able to resolve any questions you've had along the way! All the best, Jewell from Nutshell ### 8. Very User-Friendly and Easily Customizable! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** I like how easy it is to get people up and running in it, it is very intuitive and user friendly. The ability to easily customize it for our business’ needs is awesome and I can confidently say it makes my life much easier for CRM management! **What do you dislike about Nutshell?** Every once in a while I run across an issue where I’m making a global change and it doesn’t act like I think it should but this may be more user error than a Nutshell issue. **What problems is Nutshell solving and how is that benefiting you?** The ability to store contacts, send email blasts, track Engagement and performance, and interface with our in-house system through customization makes it pivotal to our business. ### 9. Seamless Integration with Gmail for Effortless Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Evan P. **Reviewed Date:** November 21, 2025 **What do you like best about Nutshell?** I love Nutshell for its easy-to-use interface, which makes managing customer communication and tracking effortless. The simplicity of navigation ensures that I can focus on more critical tasks without worrying about complicated processes. Additionally, the compatibility with Gmail is a game-changer for me as it prevents the duplication of emails across different platforms, maintaining efficiency and organization in my communications. The automation of follow-up emails is another feature I find incredibly valuable, as it saves time and ensures timely communication with my customers without manual intervention. **What do you dislike about Nutshell?** I dislike the delay between email syncing, which interrupts timely communication and affects workflow efficiency. **What problems is Nutshell solving and how is that benefiting you?** I find Nutshell streamlines customer communication by automating follow-up emails and preventing duplicate emails with its compatibility with Gmail. ### 10. Nutshell for Sales Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Carter L. | Property Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2025 **What do you like best about Nutshell?** I use Nutshell most for sales management. The pipeline flow is so clear and easy to move leads from one stage to another. I was able to learn the process very quickly. **What do you dislike about Nutshell?** I have not experienced downsides, but I wish the side bar was customizable for the pages I spend the most time on. **What problems is Nutshell solving and how is that benefiting you?** It organizes our sales leads as they come in. We get people that call, text, and schedule tours. Nutshell shows us how they contacted us, what they shared in their message and what we should do next to move them along in the pipeline. Without Nutshell, our sales management would be a mess and much less streamlined. ### 11. Excellent Customer Service and Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care **Reviewed Date:** July 06, 2026 **What do you like best about Nutshell?** Ease of use and price compared to competitive products **What do you dislike about Nutshell?** No real criticisms thus far. There is a learning curve associated with transition from prior CRM tool. **What problems is Nutshell solving and how is that benefiting you?** Effective CRM tool that allows us to better manage client accounts and sales pipelines ### 12. Nutshell has been a game-changer for our company **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2024 **What do you like best about Nutshell?** 1) Nutshell Marketing. Has revolutionized our ability to stay in touch with clients, to market to clients, and to move freight. Literally equivalent to an FTE, or more. 2) Email templates. Have just started to use this feature. Ability to quickly send personal emails to clusters of clients, partners, service providers, etc., is fantastic 3) Project Management. Allows us to keep up-to-date tabs on 100+ simultaneous projects. 4) Customer Support. Prompt. Genuinely interested. Genuinely helpful and responsive. **What do you dislike about Nutshell?** Apart from a couple of niggling details, I have zero complaints about Nutshell. **What problems is Nutshell solving and how is that benefiting you?** See above. Nutshell has been transformative in helping us improve our marketing to and communications with clients and service providers. We are SO much more efficient. Our weekly sales/project reviews have been driven by Nutshell for years. In our busiest season we need to track dozens of projects in various stages of sales, implementation, and closeout. I cannot imagine how we would do this without Nutshell. I know we are using only a fraction of Nutshell's total capabilities, but that fraction is absolutely critical to our sucess. **Official Response from Jewell July:** > Thank you so much for sharing your kind words and positive experience with Nutshell! We're excited to hear Nutshell is helping you market to clients, manage projects, and improve efficiency! It's feedback like yours that helps motivate us to keep making Nutshell the best CRM for our customers! Sincerely, Jewell from Nutshell ### 13. Nutshell Is a Game Changer with Outstanding Support and Powerful Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2025 **What do you like best about Nutshell?** From the initial demo to fully utilizing the CRM, the Nutshell customer support team has provided start-up guidance in a professional manner. As part of the integration they offer live chats, a helpful shellbot, how-to articles, collaboration by email, and YouTube instructional videos, all of which have been very useful. I am genuinely impressed. Having used Nutshell in the past, I returned to find myself amazed by the new features now available to me. These enhancements support not only sales CRM functions but also marketing and engagement, making it a comprehensive, turn-key CRM solution. In my version, I can sequence emails using pre-set templates, which saves me significant time and ensures my prospects are consistently contacted. Additionally, the ProspectorIQ feature, which is AI-driven, allows me to search for contacts and upload company information with just a click. Having used an ERP in the past, I can honestly say that, for the value, Nutshell is a game changer as I use it everyday as a strategic part of sales and marketing strategy. **What do you dislike about Nutshell?** Initially, I found the set-up process more challenging than I remembered, which made navigating the new features a bit stressful. However, customer service was very helpful and provided the support I needed for a successful implementation and integration. Their assistance truly deserves five stars. **What problems is Nutshell solving and how is that benefiting you?** There are so many benefits and so little time to list them all. Not only do I have the Desktop version it comes with the Nutshell App, therefore, I have easy access to all my prospects and clients, while on the road. I never forget to follow up with a prospect thanks to the email sequencing feature. The automation tools, such as Pipelines, Lead outcomes, email templates, and quota settings, are incredibly useful. Managing over 1,200 prospects across three territories has become effortless. I also have access to numerous reports for tracking KPIs. While there are countless advantages, the greatest one is the time saved by streamlining the sales process, which ultimately helps me save money and increase my earnings. ### 14. Solid Automation and UI, but Room for Customization Improvements **Rating:** 5.0/5.0 stars **Reviewed by:** Larry J. **Reviewed Date:** February 04, 2026 **What do you like best about Nutshell?** I use Nutshell to interact with customers especially during sales, and I find that it has a very solid automation feature. I also appreciate the easy to navigate UI. The initial setup was nice and easy, which made the transition smooth. I would rate Nutshell 10/10 for recommendation. **What do you dislike about Nutshell?** I have issues with the email handling and customization limitations. **What problems is Nutshell solving and how is that benefiting you?** I use Nutshell for interacting with customers during sales, and it solves contact management issues. ### 15. User friendly with mutiple access points and views of different internal data **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction **Reviewed Date:** December 19, 2025 **What do you like best about Nutshell?** I like how user friendly the interface is for the salesteams. We like how there is mutiple points of acces within the system to get to different view or request the same info. **What do you dislike about Nutshell?** We think the mobile app could use some refining and we would like the ability for the mobile app to be able to preform every task the webpage can . we would also like to see more edit options in the quote feature **What problems is Nutshell solving and how is that benefiting you?** Contact organaztion - employee task observation - last touch data ### 16. Highly Customizable to Fit Your Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Nutshell?** I like how you can customize it to your needs. **What do you dislike about Nutshell?** Wished there was a place under people to distinguish clients vs candidates **What problems is Nutshell solving and how is that benefiting you?** Help us keep track of leads ### 17. Intuitive UI, Clever Features, a CRM I don't hate **Rating:** 5.0/5.0 stars **Reviewed by:** Brook C. **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** UX/UI, efficiency of workflows, strong email and other integrations, and mobile app quality **What do you dislike about Nutshell?** It's still a a CRM, I wish the search function was more comprehensive, and I'd love to be able to sync with other MSFT products like OneNote and Teams **What problems is Nutshell solving and how is that benefiting you?** The mobile app allows for on-the-go solutions, email integrations are powerful for historical context, and it's highly intuitive to use versus legacy competitors. We can see in real-time across devices which opportunities are advancing and where others were left behind. ### 18. AMAZING CRM - Wouldn't use anything else! **Rating:** 5.0/5.0 stars **Reviewed by:** Becky S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Nutshell?** I have used many CRMs over the years and Nutshell is by far the best. It stands out because not only does it have a very easy interface, it's also extremely easy to personalise to suit your business. Their customer service and support is by far the best out there, they have spend hours if not days with me over the past few years helping set up a suitable system that works for my various businesses. I wouldn't use any other CRM and often recommend them to clients and contacts. I have even set up a Franchise business and the CRM works for a franchise, so it really is the BEST! **What do you dislike about Nutshell?** There is nothing I dislike about them, they are consistent and always ensuring everything runs smoothly. **What problems is Nutshell solving and how is that benefiting you?** For 1 business it just keeps everything in line and running smoothly so I know where I am at with each and every order and the value etc. My franchise business it allows me to have full exposure whilst my franchisees have their own log in. This helps me see things from a top level whilst running the business. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Becky! We're glad to hear how Nutshell is helping you organize your franchises, track orders, and personalize your CRM for your needs! We are honored to help you grow your businesses! Thank you for such a heartwarming review! All the best, Jewell from Nutshell ### 19. Helps me stay organized with my contacts and leads **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism **Reviewed Date:** December 10, 2025 **What do you like best about Nutshell?** Nutshell is my first CRM and I've found it quite intuitive and easy to use. **What do you dislike about Nutshell?** I don't think there are really any downsides! There could be features I am under-utilizing at this time. **What problems is Nutshell solving and how is that benefiting you?** After starting my business, I was keeping my leads in an excel sheet. Nutshell allows me to have everything way better organized so I can personalize how I target different leads without overmarketing to them. It is also helps me have more data, which should help me improve in the future. ### 20. Nearly all in one business application **Rating:** 5.0/5.0 stars **Reviewed by:** Cassidy N. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2025 **What do you like best about Nutshell?** Nutshell forms, scheduler, & Visitor IQ are amazing. Not to mention the entire lead tracking and reporting functions. Visitor IQ is giving us so much insight into our website use and helping us tailor our SEO efforts. **What do you dislike about Nutshell?** We were really excited about integrating the Nutshell Chat feature to our website, but we were unable to make it give us push notifications on our phones, which meant we had to go back to our old website chat company. I'll be excited to see any updates to the chat feature to improve the useability of it, as that is the last remaining place we can generate leads outside of Nutshell. It will be great to have all of our leads tie together in nutshell. Visitor IQ has been super helpful at giving us insights into our website usage, but 75% of the actual contacts we add from it using our credits are outdated/unusable. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is allowing us to easily track our client base, while also automating contact with leads that haven't landed yet. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Cassidy! We're glad to hear how Nutshell is helping you track leads, schedule meetings, identify website optimization opportunities with VisitorIQ, and more! Good news - you can configure Nutshell to receive mobile push notifications for Chat threads! Go to your settings > Notifications and check the "Mobile Push" box next for your Engagement Threads (see https://support.nutshell.com/en/articles/8428906-how-to-set-up-notifications-in-nutshell#h_e1a1d0730b for more). Your team will also need to download the Nutshell app and enable notifications from Nutshell on their individual devices to receive these alerts. If you're still experiencing issues, please reach out to our support team and we'll be happy to help! All the best, Jewell from Nutshell ### 21. Comprehensive Customer Insights at a Glance **Rating:** 5.0/5.0 stars **Reviewed by:** Alan A. | Reservations team, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** It allows us to see all our customers activity while they use our website **What do you dislike about Nutshell?** I would only suggest an on/off toggle for AI features **What problems is Nutshell solving and how is that benefiting you?** All of our sales operations are managed through Nutshell, and it works exceptionally well for us. ### 22. Your Sales Team Will Be Obsessed with Nutshell **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Nutshell?** The visual UX design of the sales process helps to both organize leads and support understanding and consistency of the sales lifecycle across your sales team. It's a great single source of truth to track communication and history of sales transactions while incorporating great features to help maintain relationships with customers. It's super easy to use with a gentle learning curb for new employees. This CRM integrates well with other platforms! For a SALES team this CRM is a 10/10! **What do you dislike about Nutshell?** My "dislikes" are minor and do not sway my overall rating. Some considerations are that for smaller teams, or those without a dedicated CRM admin, it can sometimes be challenging to make the most of your instance and really flex this tool to do all that it can. Without an enterprise subscription, customer support is a little more limited. Lastly, while Nutshell integrates well with many platforms, full integration with google suite is not supported for some features - this can influence workflow and makes some data around activity tracking a little less valid. But overall, great product! **What problems is Nutshell solving and how is that benefiting you?** It helps me as a user quickly prioritize tasks in my day, track my clients within the sales lifecycle and plan. ### 23. User friendly with useful features **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany S. | Marketing & Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Nutshell?** Nutshell is a very straight forward, user friendly CRM software. It has multiple features that make tracking leads simple, helping prevent warm leads from getting lost in the shuffle. Simple features, like tagging a coworker in a customer note with the @ symbol are so convenient and support a fast-paced office environment. Creating tasks for myself and other team members aides in keeping the communication flowing when team members are in and out of the office. **What do you dislike about Nutshell?** Minute details in the customer's name can be a little frustrating. For example, if someone enter a customer's company name as St. Paul, you won't find them if you search Saint Paul or Pooh's Corner vs Poohs Corner. **What problems is Nutshell solving and how is that benefiting you?** Our team is small and when one person is not in the office things can easily be overlooked by coworkers. Nutshell helps us store all important information, customer details, and tasks in one place. With multiple people on the road Nutshell makes internal communication and tracking uncomplicated and accessible for everyone on the team. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Brittany! We're glad to hear how Nutshell is helping you track leads, remember important details and tasks, and improve communication with your entire team! All the best, Jewell from Nutshell ### 24. Simple Setup, Perfect for CRM **Rating:** 4.5/5.0 stars **Reviewed by:** John V. **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** I use Nutshell for my digital media agency and sales funnel, and it really helps me keep track of daily tasks and clients. I like the easy setup and use for any industry, and how Nutshell makes things simple with the backend and no code needed. The initial setup was very simple, and I've even set up other businesses on it as their CRM. **What do you dislike about Nutshell?** none. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps me keep track of daily tasks and clients. ### 25. Streamlined CRM That Keeps Our Sales Team Focused **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** We've been using Nutshell for several months now, and it's become an essential tool for managing our sales pipeline. The interface is clean, intuitive, and easy for our team to navigate daily. Features like customizable pipelines, automated follow-ups, and reporting dashboards have helped us stay organized and close deals faster. Customer support has also been excellent—responsive and helpful whenever we've had questions. Compared to other CRMs we've tried, Nutshell strikes a great balance between functionality and simplicity. If you're a growing business looking for a reliable, no-nonsense CRM, I highly recommend giving Nutshell a try. **What do you dislike about Nutshell?** While Nutshell works well overall, a few things could be improved. The reporting features, while useful, feel a bit basic compared to larger CRMs — more advanced customization options would help. Also, integration options with some third-party tools are somewhat limited, requiring workarounds at times. Lastly, mobile functionality, though solid, could be more streamlined for on-the-go use. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us stay organized and manage our entire sales pipeline in one place. Before using it, we struggled with scattered data and inconsistent follow-ups. Now, our team can easily track leads, automate tasks, and visualize deal progress. This saves us time, improves team coordination, and helps prevent lost opportunities. Ultimately, it’s helping us close more deals and operate more efficiently. ### 26. Nutshell Makes CRM Simple and Smart **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** We’ve been using Nutshell for our CRM needs, and we absolutely love how it works! The interface is clean, intuitive, and makes managing our pipeline incredibly easy. One of our favorite features is the Map View CRM, which gives us a clear visual of where our leads and customers are located—perfect for territory planning and targeted outreach. The automation tools are another game-changer, helping us save time on repetitive tasks and ensuring nothing falls through the cracks. Overall, Nutshell has streamlined our workflow and made our sales process much more efficient. **What do you dislike about Nutshell?** The main drawback is the price, as it can feel a bit high compared to some other CRMs. That said, they do offer flexible options and plans, which helps. Another feature we’d love to see in the future is built-in LinkedIn integration for smoother prospecting and relationship management. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us streamline CRM and email marketing in one platform, which solves several challenges. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you manage your pipelines, execute targeted outreach, and automate your workflows! I appreciate your feedback regarding a LinkedIn integration, and will pass it along to our product development team. All the best, Jewell from Nutshell ### 27. It is a great platform to organize everything that we need as company. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** I love how organized and practical the platform is. It's very practical for those who need all the details; you can find everything there. **What do you dislike about Nutshell?** Sometimes we have some errors in the tags that occur due to system failure, but I think it's something simple to fix. **What problems is Nutshell solving and how is that benefiting you?** It has been very helpful to have control over open leads, know the status of each one, and who is handling them. This saves time! ### 28. Nutshell has been a game changer! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages **Reviewed Date:** January 30, 2026 **What do you like best about Nutshell?** Nutshell allows me to keep track of all my leads and helps me organize them so no one is missed! **What do you dislike about Nutshell?** Some of the terminology isn't clear at first but once you get into the program and get used to it.... no problems. **What problems is Nutshell solving and how is that benefiting you?** Tracking and collecting data on customer management. ### 29. Easy Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Nutshell?** Its simple to use, and straightforward. It integrates email and other platforms directly, making it easy to see responses from clients in one place. It also allows for a more collaborative sales process, as you can easily see which tasks your colleagues have completed and see their communication too. **What do you dislike about Nutshell?** It does not make it easy to log repeat customer transactions, membership/subscription based services. **What problems is Nutshell solving and how is that benefiting you?** Collaboration and CRM. ### 30. Great for SOHO business **Rating:** 4.5/5.0 stars **Reviewed by:** Dan A. | Senior Consultant, Board of Directors, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2019 **What do you like best about Nutshell?** SaaS is great, easy to tell me what I need to do next and all in one, which also let's me share with a few coworkers. **What do you dislike about Nutshell?** I'd like to use the triggers as a basic plan **What problems is Nutshell solving and how is that benefiting you?** Keeps reminding me when to reach out to prospects and ultimately greater sales ### 31. Great tools for sales teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Building Materials **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** Nutshell is really easy to use. The process is quick to learn and you can get up an running in no time **What do you dislike about Nutshell?** I wish that contacts were listed in alphabetical order under the company. It could have better duplication alerting, when entering companies or leads, if people use slightly different names, the dupes don't get caught. **What problems is Nutshell solving and how is that benefiting you?** It keeps a central location for our leads so everyone knows what we are working on and who is responsible for the lead. We have a team spread across North America and it keeps us all on the same page and establishes lead owners and contributors. ### 32. Nutshell In a Nutshell **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** Nutshell is very user friendly and easy to learn the software. **What do you dislike about Nutshell?** The only downside is not having a routing option or map integrated to see our companys distances away from each other to protect territories. **What problems is Nutshell solving and how is that benefiting you?** Organizing the records and notes taken on each company. It is a great way to store info that can easily be referred back to and categorized. ### 33. Nutshell for Admin **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** I really appreciate how all the information I search for is always right where i need it. The actual software is extremely user friendly and makes my job so much easier. I create and edit a lot of leads so being able to access all account info right there works the best for me! **What do you dislike about Nutshell?** The new update took some getting used to. Its a lot more scrolling in general but I don't mind it too much anymore. **What problems is Nutshell solving and how is that benefiting you?** It solves our system organization process. It's always simply for me to find, create, edit or source or leads. ### 34. Nutshell in a Nutshell **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction **Reviewed Date:** December 23, 2025 **What do you like best about Nutshell?** Great easy flow for your leads and systems to help see where you are in your sales day. **What do you dislike about Nutshell?** Automation for call logging can be lacking. A lot of manual entry was needed. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helped us keep track of leads better. Pull reporting and make sure we were on track and kept in contact with clients. ### 35. Simple, Intuitive, and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Nutshell has been easy to use and very intuitive. It’s helped us stay organized and keep better track of our customer interactions. The support team has also been responsive and helpful. Overall, it’s been a great tool for our team. **What do you dislike about Nutshell?** There isn’t much to dislike—some features just take a bit of time to get used to. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us keep all of our customer information, communications, and follow-ups in one place. It’s made it easier to stay organized, track opportunities, and ensure nothing falls through the cracks, which has improved our efficiency and team collaboration. ### 36. Amazing CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** January 23, 2026 **What do you like best about Nutshell?** The CRM is very friendly and what I like the most is how easy is to use. **What do you dislike about Nutshell?** Nutshell has everything that I need, so It's hard to say something that I dislike **What problems is Nutshell solving and how is that benefiting you?** Organizing leads and contacting my leads. ### 37. Very user friendly and great customer support. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Defense & Space **Reviewed Date:** December 23, 2025 **What do you like best about Nutshell?** How easy it is to filter down leads/contacts. **What do you dislike about Nutshell?** Sometimes system will crash and not load page when clicking. (Very rare, I simply logout and log back in and it fixes the issue). **What problems is Nutshell solving and how is that benefiting you?** Drastically reducing the time needed to input data and build quality marketing material. Then sending this marketing material to selected audience. ### 38. Super intuitive and easy to use - the team loves it! **Rating:** 5.0/5.0 stars **Reviewed by:** Shane G. | Sales Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Nutshell?** What I like best about Nutshell is how clean and intuitive the interface is — it’s easy to onboard new team members without a huge learning curve. The pipeline and reporting tools are super helpful for tracking deals at every stage, and the integrations (especially with email and calendars) make staying organized effortless. It feels like a CRM that was actually built with the user in mind, not just the data. **What do you dislike about Nutshell?** While Nutshell does a lot of things well, I wish there were more customization options for quotes and email templates — especially when it comes to formatting and branding. Also, deeper integrations with third-party tools (like some accounting or shipping platforms) would make it even more powerful. It’s not a dealbreaker, but a few more advanced automation features would go a long way. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is helping us stay organized and efficient with managing leads, tracking quotes, and keeping communication streamlined across the team. Before, we were juggling everything through emails, spreadsheets, and manual follow-ups — which made things easy to miss. Now, we have a clear pipeline view, automated reminders, and better visibility into customer interactions. It’s saving us time, reducing errors, and helping us close deals more consistently. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Shane! Our team is excited to hear that Nutshell is easy to use, provides helpful reporting features, and integrates well with the platforms you already use! I also appreciate your feedback about customization for quotes and email templates and deeper integrations. Additional customization for these features is on our roadmap for the future, so stay tuned for those updates. Regarding integrations, you might find that integrating with Zapier or through API keys can help your team achieve the automations you're looking for! Learn more at our support articles here: https://support.nutshell.com/en/articles/8429060-api-keys-create-api-keys-for-3rd-party-apps and https://support.nutshell.com/en/articles/8429065-integrations-connecting-nutshell-with-zapier. All the best, Jewell from Nutshell ### 39. Quick & Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Kari R. **Reviewed Date:** December 22, 2025 **What do you like best about Nutshell?** Nutshell is quick and easy to use. We switched over about a year ago and it has been smooth sailing with this program. **What do you dislike about Nutshell?** I have no complaints about Nutshell at this time **What problems is Nutshell solving and how is that benefiting you?** Nutshell makes it easier for us to track our sales and leads with all of their contact information in one spot. ### 40. I have already recommended the platform to colleagues. It's the most effective CRM I've ever tried. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care **Reviewed Date:** January 30, 2026 **What do you like best about Nutshell?** Such a clean interface, user friendly, adept design, front and back end are really exceptional and customer service is wonderful. **What do you dislike about Nutshell?** Really only positive notes to report, fantastic product. **What problems is Nutshell solving and how is that benefiting you?** Organization of our provider network ### 41. Love this platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Nutshell CRM has been a great fit for our small company. It’s easy to use, well organized, and helps us keep track of leads and customer relationships without feeling overwhelming **What do you dislike about Nutshell?** More features for tracking leads! Possibly more stages? **What problems is Nutshell solving and how is that benefiting you?** Keeping track of new customers and current customers. Also with tracking leads it helps stay organized! ### 42. Intuitive CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Joshua G. | Construction Estimator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** How Nutshell syncs with email and allows the user to track tasks. **What do you dislike about Nutshell?** Assigning myself a specific lead or trying to follow a lead doesn't function consistently. **What problems is Nutshell solving and how is that benefiting you?** It's a seamless way to track which leads need follow-up activities and it sends me reminders to follow-up which saves me time and mental energy. ### 43. Streamlined, Intuitive CRM That Grows With Your Business **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmad O. | Principal Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Nutshell makes it incredibly easy to enter new leads, tag them by category, and assign dollar values—allowing us to quickly track open, closed, and lost opportunities. The intuitive layout and minimal learning curve make it easy for our team to stay on top of sales activity without needing extensive training. It’s a major productivity booster. **What do you dislike about Nutshell?** Nutshell does most things very well, but I’d love to see more customization options for dashboard widgets and advanced filtering in reports. These are minor issues, but more flexibility here would be helpful for engineering-specific KPIs. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is mainly allowing us to keep track of proposal opportunities, leads, client lists, etc. This is a problem we were previously solving with spreadsheets which was less than ideal and tough to scale. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Ahmad! We're glad to hear how Nutshell is helping you measure and track opportunities - and that you've found it a "major productivity booster"! I also appreciate your feedback regarding dashboard customization options and reports filtering. I'll pass that along to our product development team! All the best, Jewell from Nutshell ### 44. Great CRM solution for our new MSP Business **Rating:** 5.0/5.0 stars **Reviewed by:** Joel R. | Owner, Director of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Nutshell?** Let me beging by saying how easy it was to get started with Nutshell. My business partner and I had been bootstrapping multiple platforms together to get our business off the ground. No real integrations, alot of manual inputs and disjointed data was hampering our ability to get our marketing, lead generation and account management communications in sync. I came accross Nutshell doing a routine search and was very quickly connected with their sales team and completed a 45 minute demo. Right away I was able to review their per seat pricing and realize a significant savings by consolidating some of the isolated platforms we were using since Nutshell had those features inbedded in their software. We were impressed with the onboarding process and within 1 month I was able to create new leads, import my marketing and lead generation email lists and create effective broadcasts to get our message out to prospective clients. We did hit a few snags but nothing out of the ordinary and their onboarding and help desk team coupled with their FAQ and AI generated support has been extremely helpful. If I need to contact a live support team member they have been responsive and friendly, willing to work until a resolution is found. **What do you dislike about Nutshell?** As with all software, one size does not necessarily fit all and there are some improvements that can be made to fit the work flow of our MSP. With that said, the Nutshell support team has invited constructive input for new features and at times have been able to show me work arounds to accomplish what I need to make the application work for me. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is bringing Marketing and Lead Generation coupled with multiple communication platforms to help us get our business message out to perpsective clients. The application is also helping me track deals on leads, reminders and follow up tasks and a pipeline that is quick to reveal priorities, potential opportunities and real time analytics with our sales performance. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Joel! We're excited that Nutshell has been easy to implement when launching your business and is helping you manage your leads, marketing efforts, and client communication to close more deals and generate growth. Our team is glad to help you optimize Nutshell in every way we can, so please feel free to reach out with any questions that may arise! All the best, Jewell from Nutshell ### 45. They stay up to date with the newest technology, offering innovative tools and strategies. **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie T. **Reviewed Date:** December 19, 2025 **What do you like best about Nutshell?** They offer a lot of tools to grown yr business. **What do you dislike about Nutshell?** I really don't dislike anything as I have not really run into any problems with nutshell. **What problems is Nutshell solving and how is that benefiting you?** They are driving more traffic to my website and actively managing it to improve keyword performance in Google search results. ### 46. A CRM We’ve Returned to for Nearly a Decade **Rating:** 4.5/5.0 stars **Reviewed by:** John T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** • Very easy to use • Excellent mobile app • Affordable compared to enterprise CRMs • Strong email and calendar integrations **What do you dislike about Nutshell?** • Not designed for extremely complex enterprise workflows (which is honestly a plus for us) **What problems is Nutshell solving and how is that benefiting you?** Keeping contacts in one place and being able to forecast ### 47. Easy Platform..Great people to work with **Rating:** 4.5/5.0 stars **Reviewed by:** Amy K. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Nutshell?** I have worked with many CRMs over the years and this was very easy to walk through and learn more about. I love the fact that I can import file to have companies and contacts uploaded. They answer your questions quickly. **What do you dislike about Nutshell?** The only thing I found is when you make an activity on one screen it won't close out your activity on the dashboard you have to go through the dashboard activity to close it. That is minor for me. **What problems is Nutshell solving and how is that benefiting you?** It is holding our customers in one spot with all the information on what is going on with those clients. I am sure after using it for a while I will discover other things that I could be using it for. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Amy! We're glad to hear how Nutshell is helping you manage your customers and relationships! To get expert help with learning how to make the most of Nutshell, check out our live support webinars and other guided tours here: https://www.nutshell.com/guided-tours. All the best, Jewell from Nutshell ### 48. Coming from Salesforce, this is a breeze for a fraction of the price! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** Its user friendly, and when you approach their time about an issue. Its a solutions first upsell never mindset. **What do you dislike about Nutshell?** Its frequent interface changes (GUI Changes) sometimes cause confusion for older staff members. **What problems is Nutshell solving and how is that benefiting you?** Nutshell manages our sales funnel like no other CRM has. ### 49. Nutshell exceeded all of our expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Defense & Space **Reviewed Date:** January 20, 2026 **What do you like best about Nutshell?** Ease of use for filtering Marketing tools and metrics are great Outstanding customer support **What do you dislike about Nutshell?** Would like more reporting functions Ability to load leads from a PDF quote **What problems is Nutshell solving and how is that benefiting you?** E marketing and getting our principal's products in front of our customers on a regular basis. We are able to then see the open/clicked/bounced metrics, which give us insight to use for our sales efforts. ### 50. Nutshell makes everything so much easier and way more organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** The organization of how things are placed on the CRM. **What do you dislike about Nutshell?** I dislike the change that they made for logging notes and activities at the top **What problems is Nutshell solving and how is that benefiting you?** No problems so far other than it crashing to so many users i'm going to assume ## 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=5&page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+12%3A02%3A25+-0500&secure%5Bsession_id%5D=9117e7ef-277b-43ee-b75c-4d2a51953d41&secure%5Btoken%5D=37397ccfda2d78077194257147f1bd92f51a54434c55de45e8e434daf3a9d1c2&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 (3,059 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)