--- 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. Easy to use and very well organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Everything links to your email, your calendar, contacts, you name it! Super easy to navigate, amazing customer support specialists. I use daily for all my needs to track my communication and scheduling with companies we're trying to work with. VERY EASY TO IMPLEMENT IN YOUR DAILY TASKS! **What do you dislike about Nutshell?** Sometimes things don't merge correctly with leads and notecards, so it will almost duplicate profiles, making it frustrating at times and when I double call companies or call with repeating information it is a little embarrassing. **What problems is Nutshell solving and how is that benefiting you?** Everything is so organized and easy to navigate now, I can quickly go through companies, update their profiles, and find their contact information a lot easier than going through hundreds of manilla folders. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you organize contact information, and that it's easy to implement in your daily workflows! All the best, Jewell from Nutshell ### 2. Great app! 10/10 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities **Reviewed Date:** March 02, 2026 **What do you like best about Nutshell?** How easy it is to navigate and organize important files and information. **What do you dislike about Nutshell?** sometimes there's duplicates and that can trip a person up. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is perfect for filing and organizing crucial information and I need that in my every day work life. ### 3. Amazing experience with nutshell. The website makes my job extremely easy and organized! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management **Reviewed Date:** September 23, 2025 **What do you like best about Nutshell?** I love that I can see each and every task that I am working on. Having everything available and in sight ensures nothing falls through the cracks. **What do you dislike about Nutshell?** In the time that I have been using nutshell I haven't come across any. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is making sure I am able to manage all my applicants from the same platform as my coworkers. We are also able to all keep track of the applicants and watch as they complete each stage of their application process. ### 4. Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Pricing meets our budget and onboarding has been easy! **What do you dislike about Nutshell?** Other having to learn something new, we haven't experienced any dislikes yet. **What problems is Nutshell solving and how is that benefiting you?** To make sure we have all our customers in one place and that no leads fall through the cracks. ### 5. In a nutshell, a phenomenal CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Mitch B. | Director of Marketing And Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Nutshell?** The email marketing and tracking tools that Nutshell offers are some of the best I have seen or used. The ability to create beautiful, eye-catching, high-quality emails, email campaigns is extremely well designed and easy to use. Their email designer tool is so easy to use and extremely effective. I use it constantly. It's so easy to implement, and integrates flawlessly into the multitude of other tools I use daily for work. **What do you dislike about Nutshell?** I'd like more customization ability in regards to how the user interface looks. I am a meticulous note taker, and I hate having to scroll all the way down the page to see my notes in regards to how a conversation or deal was last left off. I'd love if I could customize the page itself to my liking. The same goes for the dashboard itself. More customization options is always a good thing. It would make my constant use of Nutshell more enjoyable. **What problems is Nutshell solving and how is that benefiting you?** Organization and timing are everything in sales. Both are abilities I would struggle with if I didn't have Nutshell as a tool. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Mitch! Our team is excited to hear how you're using Nutshell to create high-quality emails, manage your email marketing campaigns, and organize and automate your communications! I also appreciate your feedback about having more customization options. It sounds like our Pinned Note feature is a good fit for you: it gives you the ability to pin important notes to the top of a contact's page so you can reference them quickly. You can learn more about Pinned Notes here: https://support.nutshell.com/en/articles/8428920-crm-records-how-to-pin-notes-to-your-timeline. I've also shared your request for more dashboard customization with our product team for consideration in future updates. All the best, Jewell from Nutshell ### 6. My Nutshell CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Frank P. | Enterprise Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Nutshell?** I appreciate how Nutshell simplifies a complicated sales process for both beginners and experienced sales representatives. Unlike larger, more cumbersome CRMs on the market, Nutshell features an intuitive drag-and-drop interface that makes it easy to move tasks around. Integrating into our phone system was a breeze! For me, sending emails or templated emails from within Nutshell has saved so much time from using a 3rd party email program and then having to mark the activity. Automated follow-ups, reminders, and lead assignments have also saved time. Other CRMs may have these features, but they go about it in a more cumbersome way - too many clicks, etc. **What do you dislike about Nutshell?** Although it connects with key tools that enhance its functionality, it lacks as many native integrations as larger CRMs, which may necessitate third-party software for specific workflows. But if you keep it light, you shouldn't have that issue. For my use case, reporting is useful but not as deep as enterprise CRMs. All of this depends on your ORG and how it's structured. For my needs, it gets everything done! **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps keep everything organized by centralizing leads, contacts, and communication in one place, so I'm never scrambling for info. It tracks deals visually (I love this feature), automates follow-ups, and syncs with my email to show which prospects are engaged. Plus, the reporting helps keep me on track with performance and revenue targets, while the team collaboration features keep everyone aligned. It’s simple, efficient, and lets me focus on what matters most—building relationships and closing deals! **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Frank! We're excited to hear how Nutshell is simplifying your sales process, saving you time with email communication and automated follow-ups, and organizing all your essential data! I appreciate your feedback about our native integrations. If you have specific integrations you'd like to request from our team, our App Marketplace solution may be a good fit for your team. You can learn more here: https://www.nutshell.com/features/appconnect. All the best, Jewell from Nutshell ### 7. Easy to use and covers everything we need and more. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian I. | Sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Nutshell?** They have outstanding support and the onboarding we received was top notch. There are so many features that is like a kid in a candy store. **What do you dislike about Nutshell?** Syncing a couple of things were a bit problematic but support stepped up and helped. **What problems is Nutshell solving and how is that benefiting you?** Just a small problem getting my calendar synced to Nutshell, they are working with us to resolve the issue. ### 8. Easy and intuitive operation! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** It's an easy and organized way to keep track of leads. **What do you dislike about Nutshell?** Sometimes it glitches, but it gets back to normal right away. **What problems is Nutshell solving and how is that benefiting you?** I use it as a database to keep track of all customers, leads, prospects, and companies we're interested in to make business. You can link it to your email inbox, and every time you go to a profile, you will find your email threads with that person, which is super helpful with sales. ### 9. Fantastic UI and a breeze to manage forecast and pipeline. Definitely a hidden gem! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** What I like best about Nutshell CRM is how easy it is to use. The UI is clean and intuitive, and it gives me great visibility into my pipeline and forecast without feeling cluttered or complicated. Overall, it’s definitely a hidden gem for teams that want clarity and speed without a big learning curve. **What do you dislike about Nutshell?** Nothing it is perfect for sales and marketing **What problems is Nutshell solving and how is that benefiting you?** Better adotion from sales team and provides time back in my day ### 10. Awesome holitstic approach to workflow and pipeline management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Being able to use filters and pipeline management also the sales forecast tool. **What do you dislike about Nutshell?** Too many down-times and lags. Not having an intergrated whatsapp feature. **What problems is Nutshell solving and how is that benefiting you?** Being able to forecast my sales and effectively managing my pipeline. ### 11. We love the ease of use with Nutshell and couldn't be happier with the experience thus far! **Rating:** 5.0/5.0 stars **Reviewed by:** Edward J. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Nutshell?** Ease of use. The CRM is very user friendly and all of the features match up nicely with what we require. **What do you dislike about Nutshell?** Currently there is nothing that we dislike. Perhaps the speed at times. **What problems is Nutshell solving and how is that benefiting you?** Data keeping, Quotes, Notes ### 12. Life Changing **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Nutshell?** I've been thoroughly impressed with Nutshell, particularly the wealth of learning resources available. As a newcomer to the business world with limited CRM experience, I've found the webinars and supportive staff to be invaluable. Every obstacle I've faced has been easily overcome thanks to their expertise. The interface is remarkably intuitive, with a clean and navigable display that's perfectly suited for pipeline management, marketing tracking, and client follow-ups. Overall, Nutshell has exceeded my expectations, and I'm excited to continue exploring its features. **What do you dislike about Nutshell?** The new features that came through with the 2025 updates have really raised the bar. I have yet to find something that I dislike. **What problems is Nutshell solving and how is that benefiting you?** We are able to have everything we could possibly need in one interface. As a small business Nutshell offers tools and services that we no longer have to look for elsewhere at an affordable price. **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell, Sarah! Our team is glad that Nutshell has been an easy platform for you to learn to use, and that it's helping you manage your pipeline, marketing efforts, and follow-ups with clients. We are excited to roll out the features we shared in our 2025 Roadmap webinar, and look forward to adding even more as the year continues! All the best, Jewell from Nutshell ### 13. Effortless to Use—A Truly User-Friendly Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Nutshell?** Nutshell is very easy to use with great drag and drop features. **What do you dislike about Nutshell?** the reports function is not that great as I can't see how many quotes I made as well as the conversion rate. Sending emails through nutshell is also not user friendly. **What problems is Nutshell solving and how is that benefiting you?** Creating quotes, finding leads, as well as following up with current customers. ### 14. Fantastic support and very simple to utilize **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Lead capture and data research for finding new customers and projects. **What do you dislike about Nutshell?** I would like to see less options for reporting purposes, maybe a better dashboard ?? **What problems is Nutshell solving and how is that benefiting you?** Lead generation from WebFX ### 15. Easy to use, powerful and intuitive, more economical than SF **Rating:** 4.5/5.0 stars **Reviewed by:** Roger C. | Hydro Business Development Leader - West, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Nutshell?** The interface, features and functions are much more intuitive than a certain big-name competitor. Small businesses like ours have neither the budget nor the time to understand how to use overly complicated CRM databases. **What do you dislike about Nutshell?** On a few occasions, the thing I want to do is not possible. This is rare occurrence, and often there is an alternate solution, but my recent attempts at email broadcasts have failed due to inadequate or improperly set-up DKIM, SPF and/or DMARC credentials. Will see if the Nutshell Call Center can guide me. **What problems is Nutshell solving and how is that benefiting you?** The best CRM products enable you to capture all aspects of a Sale, before, during and after the close. For example, attaching actual Orders and Terms documents, negotiated after the Close. Nutshell makes these tasks simple and easy (translation: salespeople will have no excuse not to do them) **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Roger! We're glad that Nutshell has been easy to use and provides all the features and functions you need in a hard-working CRM without the hard-to-swallow price tag! For help setting up DKIM, SPF and DMARC, head to our support article here: https://support.nutshell.com/en/articles/8428873-email-marketing-how-to-set-up-dkim-spf-and-dmarc. Our support team will also be happy to assist with that process - you can open a chat with them by clicking the "?" in the upper right of your screen when logged into Nutshell. All the best, Jewell from Nutshell ### 16. Convenient and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Shawna V. | Customer Service Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about Nutshell?** I like just about everything, however, my favorite is exploring options we didn't know were possible for tracking traffic. **What do you dislike about Nutshell?** I truly do not have any dislikes about Nutshell. **What problems is Nutshell solving and how is that benefiting you?** Figuring out exactly where most of our traffic is coming from so we can better market those areas. ### 17. Nutshell is incredibly user friendly and stands out among other platforms. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Nutshell is easy to navigate, manage multiple clients, and has wonderful features that help elevate our marketing and communications. It is full of simple customizations that make each email or drip campaign unique and on brand. **What do you dislike about Nutshell?** A downside about nutshell is the inability to overlap text with images, therefore we typically use Canva and make our graphics to insert as image blocks. It would be helpful to overlap them so that all design could be done in the Nutshell platform. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is solving communication problems by simplifying our processes and keeping all of our clients and their followers information in one place. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you elevate your marketing and communications and manage contact data all in one place! I also appreciate your feedback about having the ability to do even more of your email design within Nutshell. I'll pass along your comments to our product development team, as we're always working to incorporate customer feedback into our new feature rollouts! All the best, Jewell from Nutshell ### 18. Nutshell: A Helpful CRM for Small Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **What do you like best about Nutshell?** Ease of Use: The interface is intuitive and simple to navigate, making it easy for both new and experienced users to get up to speed quickly. Customizable Features: Nutshell allows a high degree of customization to fit specific business needs, whether that’s managing contacts, tracking sales pipelines, or generating reports. **What do you dislike about Nutshell?** Pricing: Some users think the pricing might be on the higher end, especially for smaller businesses or teams just starting with CRM tools. **What problems is Nutshell solving and how is that benefiting you?** Automating Sales Workflows Problem: Manual processes for tracking sales activities or sending follow-up emails can be time-consuming and prone to mistakes. Solution: Nutshell offers automation features to streamline these tasks. This can include automated email sequences, task assignments, and reminders. Benefit: This allows your team to focus on more meaningful work, like nurturing relationships, while the system handles repetitive tasks. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you automate sales workflows, customize the platform for your needs, and generate reports! All the best, Jewell from Nutshell ### 19. General Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Nutshell?** The system's intuitive search functionality streamlines the process of locating various applications, eliminating the need to navigate through multiple pages. Its flexible design seamlessly adapts to our specific requirements, minimizing the need for additional modifications to meet our end goals. **What do you dislike about Nutshell?** One downside I experienced was the unexpected interface change. While it did not cause a major disruption, it did create a minor inconvenience in accessing reports, which were previously easier to locate. **What problems is Nutshell solving and how is that benefiting you?** Currently we do not have any problems that we are looking to resolve through Nutshell as it has been operating as expected. ### 20. Super Happy - New features always coming **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel N. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Nutshell?** I love all the automation that we have been able to incorporate into the CRM, Pipeline and back office operations team. Nutshell has allowed us to streamline processes. Nutshell has a lot of features that are included at no additional charge that save us money because we do not need to purchase them from other companies. **What do you dislike about Nutshell?** Additional advanced automation without limitations would be nice. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us with bi-monthly newsletters, customer/partner tagging, Deal tracking, etc. Nutshell allows us to keep track of our pipeline, deliver weekly reports, and automate repetitive tasks. I love that Nutshell is connected with Zapier so I can move data where I need it without having to manually make the moves. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell, Daniel! We're glad to hear you've been able to combine multiple solutions into one platform with Nutshell! We appreciate your feedback about having advanced automations, and I'll be sure to pass that along to our product development team! Happy Nutshelling! Jewell from Nutshell ### 21. Easy to Use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 28, 2025 **What do you like best about Nutshell?** Nutshell is an easy-to-use CRM with great pipeline visibility and solid customer support. It works well for small to mid-sized teams, though reporting and mobile features could be improved. Want me to make a couple more variations so you can pick the one that feels best? **What do you dislike about Nutshell?** Nutshell is easy to use and helps manage leads well, but I wish it had more advanced reporting and better mobile features. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps me keep track of leads, manage my sales pipeline, and stay on top of follow-ups. This makes my work more organized, saves time, and ensures I don’t miss opportunities. ### 22. The unknown CRM that is changing my life **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie A. | Director of Sales, Alternative Channels, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2025 **What do you like best about Nutshell?** I found out about Nutshell by posting a question on LinkedIn, "LinkedIn friends, what is the best CRM you've used? (please do not include SalesForce)." I had people respond with many platforms I was somewhat familiar with but one of my industry friends said he uses Nutshell and has for years. I reviewed their website and set up a call with Jared Knotts and learned more about the platform and its functionality. The platform is easy to maneuver and cost-effective for what I get with the monthly subscription. What I love most about Nutshell is the INCREDIBLE customer service. With my subscription, I'm able to upload an excel document with leads, current customers, contacts and their customer service team formats the headers correctly and uploads the leads for me. I've also had a slew of questions and receive responses immediately, which is very helpful. I'm very happy with the platform and recommend it to any company looking for a new CRM option. **What do you dislike about Nutshell?** The only thing I dislike about the platform is there is not a way for me to just have leads and customers. When a lead is uploaded into the system, it's also a "company" which I don't like. With this said, I think there is a way to tag the "Companies" as with a lead or customer. I'm working on getting an answer to that question. This is the only complaint I have. **What problems is Nutshell solving and how is that benefiting you?** I used SalesForce the first year I was in my new job. I'm building my channel of business from the ground up and have so many leads. I was using Salesforce, got locked out and spent six months trying to get back in and never received a response back from their customer service team so I was tracking my business via excel document. I'm hiring a new salesperson for my team and need a place where all of the business is housed for us both to use. Nutshell has solved that problem for me. **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell, Leslie! Our team is excited that you've found Nutshell to be cost-effective, easy to use, and provides great customer support! I'm also glad to hear Nutshell is working as a single source of truth for your growing team! As for your question about tagging Companies - you certainly can! Learn more about using tags for Companies, Leads, and People at our support article here: https://support.nutshell.com/en/articles/8429016-create-and-use-tags-in-nutshell. Best, Jewell from Nutshell ### 23. Nutshell Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kristi S. | Service Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Ease of use, all-in-one functionality, visual pipeline and reporting. When using it for your service or sales team, it’s especially good for keeping track of our customers and communications without needing an overly complex system. **What do you dislike about Nutshell?** Mobile app limitations, I would like to see more details in the reporting. **What problems is Nutshell solving and how is that benefiting you?** Disorganized customer data, lack of sales visibility, missed follow-ups. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Kristi! We're glad to hear how Nutshell's all-in-one functionality is helping you manage sales, customer service, reporting, and more so you can grow your company! All the best, Jewell from Nutshell ### 24. Nutshell Review **Rating:** 4.5/5.0 stars **Reviewed by:** Candace S. | Vendor Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Nutshell?** Ease of using it, user friendly, and always coming out with new features. **What do you dislike about Nutshell?** Wish that for our company we could have it at an enterprise level. **What problems is Nutshell solving and how is that benefiting you?** Keeps salespeople accountable, leads, communication, and makes everyone more productive. ### 25. Easy transition. **Rating:** 5.0/5.0 stars **Reviewed by:** Tim T. | CEO at InOut Labs - Drug and Alcohol Testing | DOT Compliance | DNA Testing | Clinical Lab Testing, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Nutshell?** The UI is so much better than other CRMs I have used. Customer service is really good and fast. I do not use all of the features, but it is worth it for the ones I do use. Very easy to implement and migrate my data, They seem to be adding features and improvements regularly. Lots of thought has gone into its development. **What do you dislike about Nutshell?** For a small business, the cost can get very high if you sign up for all of the features, but some of the automations save having to pay someone else to work. **What problems is Nutshell solving and how is that benefiting you?** Saves me a lot of time and I feel comfortable that I can find what I need quickly. Whether you organize leads/customer, it seems to be able to keep them organized. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Tim! We're glad Nutshell is easy for you to use, keeps your team organized, and that our customer service team has been helpful! All the best, Jewell from Nutshell ### 26. All in One CRM - Great Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Nutshell?** I love how easy it is to learn and teach Nutshell. I was able to pick it up in a matter of minutes, and onboarding new hires to the software has a very small learning curve. The software is intuitive to use and acts in expected ways without having to dig for the functionality you would think would be present (i.e., things are not buried behind submenu after submenu). I can confidently say that adding Nutshell to our business has streamlined many tasks and has allowed me to get so much more work done in such a short amount of time. The Dashboard is clean and easy to customize, the autofill functionality is a lifesaver, and the integration with our in-house ERP makes simple, repetitive tasks much more manageable. **What do you dislike about Nutshell?** The biggest thing I dislike about Nutshell is the lack of duplicate prevention. I wish there were more safeguards to prevent Account Executives from creating a second or third instance of an account with slightly different punctuation or spelling (e.g., Google Inc. vs. Google Incorportated). This is my biggest issue with Nutshell and really its only drawback—the ease with which new accounts can be created. **What problems is Nutshell solving and how is that benefiting you?** Client account creation and tracking and lead creation and tracking. Nutshell has streamlined and simplified our reporting in so many ways, it is awesome. I love the Dashboard and couldn't function without it at this point as it is where I start and end my day. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad you're finding Nutshell easy to learn and use, and that Nutshell has streamlined your work, simplified lead tracking, and integrates well with your ERP! For more information on preventing duplicate records in Nutshell, see our support article here: https://support.nutshell.com/en/articles/8428934-crm-records-how-to-find-and-merge-duplicates. All the best, Jewell from Nutshell ### 27. Good CRM tool for a growing company **Rating:** 5.0/5.0 stars **Reviewed by:** Adarsh V. | Junior Technical Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Nutshell?** Customized to fit our teams requirements well Interactive boards and simple visuals Saves times and automates the process Easy to use Easy navigation through tasks and reminders User friendly **What do you dislike about Nutshell?** Currently happy with the tool, but there is definitely scope for improvement. **What problems is Nutshell solving and how is that benefiting you?** Customized to fit our teams requirements well Interactive boards and simple visuals Saves times and automates the process Easy to use Easy navigation through tasks and reminders User friendly **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Adarsh! We're glad to hear how Nutshell is helping you automate your processes, save time, and visualize your company's growth so you can chart a course for even greater success! We also appreciate your feedback about room for improvement - could you provide more specific interests in features you'd like to have in Nutshell? We value our customers' requests and always pass them along to the product development team! All the best, Jewell from Nutshell ### 28. all access in the pal of your hand **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** all of my customer information is available and I like being able to track emails as well **What do you dislike about Nutshell?** not being able to right click and copy and I do not like how the imported account custom field is after the sold custom field I think it should be the other way around **What problems is Nutshell solving and how is that benefiting you?** drip sequence email ### 29. Nutshell has vastly improved our lead tracking and efficiency in our Sales Department. **Rating:** 5.0/5.0 stars **Reviewed by:** Drew M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2025 **What do you like best about Nutshell?** The Nutshell system allows for workflow adjustments to fit our specific needs. It is easy to navigate and the email sync feature has yielded glowing feedback from our Sales team. **What do you dislike about Nutshell?** The chat alerts can easily be missed if you are working on multiple tasks. **What problems is Nutshell solving and how is that benefiting you?** Classifying and tracking the strength of our leads to optimize marketing to our target markets is much easier with the Nutshell sytem integration. It has also improved the customer experience through scheduled followup cadences for our team. The email sync has improved our Sales and Administrative teams ability to see the effectiveness of emails and improve the language in our communications. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Drew! We're glad to hear how Nutshell is helping you tailor your workflow to your specific needs, track all your emails, and score your leads for greater team effectiveness! I also appreciate your feedback about Nutshell's Chat alerts. Perhaps adjusting the notifications you receive for Chat messages could help. Learn how here: https://support.nutshell.com/en/articles/8428906-how-to-set-up-notifications-in-nutshell All the best, Jewell from Nutshell ### 30. very good **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Machinery **Reviewed Date:** January 30, 2026 **What do you like best about Nutshell?** helps in tracking communication and timelines **What do you dislike about Nutshell?** at this point I can't think of anything I don't like **What problems is Nutshell solving and how is that benefiting you?** helps me keep up with leads and I can keep reach of communication and timelines ### 31. A Gamechanger for Small Business **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle K. | CEO / Fouunder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Nutshell?** This was everything we needed in a CRM without the complexities. It's simple, efficient, customizable to the extent we needed it to be and very easy to use. **What do you dislike about Nutshell?** That it doesn' t seem as easy to shift to B-C, sometimes it seems a little more B-B focused but we've adjusted to it. I welcome someone from the team to help my team and I understand how to make these adjustments. **What problems is Nutshell solving and how is that benefiting you?** Easy lead tracking and pipeline management - this really helps us understand our lead efficiency and google ad ROI. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Michelle! We're glad to hear how Nutshell is helping you track leads and manage your pipeline! All the best, Jewell from Nutshell ### 32. Excellent design and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Nutshell?** It is a very practical and useful CRM, besides being able to connect with other platforms, it is easy to use. **What do you dislike about Nutshell?** For now, everything seems to be working correctly. **What problems is Nutshell solving and how is that benefiting you?** It is very useful for managing opportunities in the commercial area. ### 33. Very efficient and organized when keeping up with my applicants. **Rating:** 5.0/5.0 stars **Reviewed by:** Emma S. | MA/MAPS Application Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2025 **What do you like best about Nutshell?** It helps me keep track of my applicants by providing a checklist of what I need and what I am missing. Customer support is very helpful. Very easy to use and not confusing. **What do you dislike about Nutshell?** Nothing, it has what I need, and I can get my job done. **What problems is Nutshell solving and how is that benefiting you?** It helps me continue to be organized and keep track of what I need. ### 34. Our Small Business LOVES Nutshell **Rating:** 5.0/5.0 stars **Reviewed by:** Hayley C. | Director of Finance and Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Nutshell?** We enrolled back in 2022, and Nutshell has played a pivotal role in our day-to-day operations since then. The platform is very user-friendly and allows our Sales Team to efficiently access the leads generated in the pipeline. I also enjoy the reporting section's ease of use. The reports are easy to export and easily accessible to customize to our business needs and the goals set for our Sales team. **What do you dislike about Nutshell?** There is nothing that we dislike about Nutshell so far. **What problems is Nutshell solving and how is that benefiting you?** Nutshell allows us to reach our customers through mass Marketing emails, which is excellent! We also enjoy the ability to track our Sales Teams easily. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Hayley! We're excited to hear that Nutshell helps your Sales team work effectively with leads, streamlines email marketing, and enables you to generate easy-to-use reports to help set goals and chart a path to growth! All the best, Jewell from Nutshell ### 35. Super quick and simple to get this up and running **Rating:** 4.5/5.0 stars **Reviewed by:** Adam N. | Sales Manager, North America, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about Nutshell?** The ease of setup was great, good support team as well, they solved a handful of challenges larger CRMs put in the way when migrating over. **What do you dislike about Nutshell?** It may not be as customizable as the bigger guys but that is ok if you need something to get the job done and just get started on CRM, Marketing, and Engagement. **What problems is Nutshell solving and how is that benefiting you?** We were at the end of a service period with another CRM and we looked around and found their UI to be easier for sale to get what they needed from a CRM and Marketing need. **Official Response from Jewell July:** > Thank you for your positive review of Nutshell, Adam! We're glad that Nutshell was easy for your team to set up and begin using right away after migrating your data! We're always working to make Nutshell the best CRM for our customers, and we'd love to hear which specific customizations are important to your team! Feel free to send us an email at growth@nutshell.com to share your thoughts. All the best, Jewell from Nutshell ### 36. Simple to learn, easy to use, great dashboard for beginners and pros alike. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** The duplication checks it does on new clients being added is stellar. **What do you dislike about Nutshell?** I'm pleased with Nutshell and don't have any dislikes. **What problems is Nutshell solving and how is that benefiting you?** Having a place for my notes and my contacts with offices that can be reviewed by management and by my team keeps our goals aligned. ### 37. Intuitive CRM tool with tons of features **Rating:** 4.5/5.0 stars **Reviewed by:** Cody L. | Principal, Entertainment, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2019 **What do you like best about Nutshell?** WeI use Nutshell to identify, cultivate, and close deals with investors, having raised over $25M since using it. What I like best about Nutshell is how intuitively it helps me manage relationships with investors and collaborators, and how easy to use it is and easy to teach new users. Its straightforward interface makes tracking conversations, organizing tasks, and monitoring deal progress seamless. The robust reporting tools allow me to stay on top of fundraising efforts and ensure that no opportunity falls through the cracks, and it integrates with the tools we use. **What do you dislike about Nutshell?** It's not quite as full-featured as Salesforce in terms of integrations, but it is less expensive and WAY easier to use. **What problems is Nutshell solving and how is that benefiting you?** I use it to raise capital for new projects. It gives us a 360 degree view of our current and potential investors, with emails, chats, texts, calls, pitch deck visits etc all in one place. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Cody! We're excited to hear how Nutshell has helped your business grow, especially in managing relationships with investors and collaborators. Providing you with a 360-degree view of your relationships so you can close more deals is Nutshell's primary goal! We also appreciate your feedback about available integrations, and I've shared it with our product team for consideration in future updates! All the best, Jewell from Nutshell ### 38. Easy to get started and log interactions **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2025 **What do you like best about Nutshell?** I've used a lot of CRMs, Nutshell is really easy to get started, easy navigation, easy connection to my email inbox. **What do you dislike about Nutshell?** I don't have any issues, although I will say I'm not a very complicated user - my needs are pretty simple. **What problems is Nutshell solving and how is that benefiting you?** Having everyone on our team on the same page about contacts, clients, and prospects. ### 39. Streamlined CRM so sales can focus on sales, not CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Micheal G. | Official Member of Forbes Technology Council, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2024 **What do you like best about Nutshell?** After trying many CRMs and failing to get traction with our team, we found Nutshell CRM to be a great fit. They provide all the core features to run a successful sales team, with a straightforward and effective UI, without all of the unnecessary clicks and clutter found in many CRMs. **What do you dislike about Nutshell?** Nutshell makes using CRM so simple and effective, it adapts well to different sales processes. If you have a defined sales process, this is going to work well for you. If you need the CRM to help you shape your sales process by giving guardrails, Nutshell may present some struggles as it is quite flexible. **What problems is Nutshell solving and how is that benefiting you?** Nutshell provides a simple and effective approach to sales activity scheduling and monitoring, as well as the ability to create custom sales pipelines to that match our process. The email marketing is simple to use and we are able to quickly launch braodcast campaigns. Nutshell continually adds new features and integrations making it a unified platform for our sales team. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Michael! We're excited that Nutshell is helping you run your sales team effectively, whatever your sales process! And I'm glad to hear how features like activity scheduling, pipeline customization, and email marketing are empowering your sales team to get more done, all in one place. All the best, Jewell from Nutshell ### 40. Satisified with Nutshell **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** What I liked best about Nutshell is the all kinds of intergrations it offers. **What do you dislike about Nutshell?** I experienced limited tools in a few places like Email signatures. **What problems is Nutshell solving and how is that benefiting you?** Mainly of course as a CRM. Also helps tracking the traffic of my website. ### 41. Nutshell has amazing features and great help and support at the click of a button **Rating:** 5.0/5.0 stars **Reviewed by:** Mollie L. | Sales and social media manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2024 **What do you like best about Nutshell?** Nutshell is amazing it's really helping our business grow and has some great features i love the fact i can see when emails have been opened and links have been clicked it really helps me see what emails work best. we didn't have a CRM before but I have used different companies in the past and Nutshell is its above them all. I have had a few small issues and the customer service has been amazing they have been quick, supportive and attentive they have made sure they have kept me up-to-date all the way through until the issues have been fixed. The ease of transferring data from quick books was great so issues at all so with the integration its been fantastic. As i use it everyday i can see how much its going to help me the potential is really there Thank you again couldn't recommend it enough **What do you dislike about Nutshell?** my only thing is to have people on site more as i am from te UK if i have an issue in the morning i have to wait untill your time. **What problems is Nutshell solving and how is that benefiting you?** we didnt have sales until i started so was usuing just quick books so its helped in everyway keeping track of customers arranging call backs with ease and sending emails. **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell, Mollie! We're excited to hear how Nutshell is helping your company grow! And I'm glad that features like email open and click tracking, data importing, tracking customers, and scheduling activities are all empowering your team to manage relationships more effectively! I also appreciate your feedback about our support hours and will share it with our team. All the best, Jewell from Nutshell ### 42. Nutshell - User Friendly tool **Rating:** 5.0/5.0 stars **Reviewed by:** Vaishnavi M. | Technical Operations Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Nutshell?** How easy it makes the process to send out marketing emails out to the client making the process hassle free. **What do you dislike about Nutshell?** So far have been playing around with the tool and have not come across disliking it. **What problems is Nutshell solving and how is that benefiting you?** The most important problem would be the growing number of clients and to keep the data intact and not going back and forth adding them multiple times. One upload and easy peesy lemon squeezy **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Vaishnavi! We're glad to hear how Nutshell is helping you send marketing emails, save your data, and track clients for better relationship management! All the best, Jewell from Nutshell ### 43. Great for small teams! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Arts and Crafts **Reviewed Date:** December 19, 2025 **What do you like best about Nutshell?** Very easy to get help, and solve a need! **What do you dislike about Nutshell?** Sometimes the server is slow, which slows my work down as well. **What problems is Nutshell solving and how is that benefiting you?** A financially liable CRM tool for small sales teams ### 44. Top of the list as my choice of CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Brian D. | Managing Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2024 **What do you like best about Nutshell?** The user interface is incredibly intuitive, making it easy to navigate even for someone without a technical background. Setting up and customizing workflows was a breeze, and I can now track leads, manage customer interactions, and automate follow-ups with just a few clicks. **What do you dislike about Nutshell?** The program does have a large list of options and possiblities. At first glance I though that it might be too much... more than I needed. But after diving in a bit, I determined to only use exactly what I needed and forget about the options/services that were not important to me. It's alot to unpack, at first glance. **What problems is Nutshell solving and how is that benefiting you?** One of the standout features for me is the powerful reporting and analytics tools. I can easily monitor sales performance, track key metrics, and generate detailed reports in real-time. This has allowed me to make informed decisions and improve my productivity significantly. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Brian! Our team is glad to hear that Nutshell is easy to use and helps you track leads and automate follow-ups! We're also excited that Nutshell's reporting and analytics tools are helping you monitor your sales performance and improve productivity! Nutshell does have a lot of features to unpack - and the use-as-you-grow approach is exactly why we create so many useful features for our customers! If you'd like more resources to get the most out of Nutshell for your use case, check out our Guided Tours page: https://www.nutshell.com/guided-tours. We offer ongoing live demos and pre-recorded webinars that can help you dive into Nutshell's features and determine what options might be the most beneficial for your team! All the best, Jewell from Nutshell ### 45. Nutshell Review **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan F. | Territory Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Nutshell?** The friendly-user interface and the ability to "drag and drop" files into a Lead. **What do you dislike about Nutshell?** Sometimes it will time out and I have to refresh the page. **What problems is Nutshell solving and how is that benefiting you?** It tracks marketing emails and exposes click rates. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Jordan! We're glad that Nutshell is helping your team track files associated with leads, manage marketing emails, and see into email click rates! All the best, Jewell from Nutshell ### 46. Nutshell-My Ride or Die **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services **Reviewed Date:** December 19, 2025 **What do you like best about Nutshell?** I like a contact history for every person **What do you dislike about Nutshell?** Inbox function is glitchy, no bulk delete. **What problems is Nutshell solving and how is that benefiting you?** It helps me keep our intake and onboarding pipeline clean. ### 47. New User, But I Like It **Rating:** 4.5/5.0 stars **Reviewed by:** David R. | President, Board of Directors, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Nutshell?** So far, the best part of Nutshell is the integration with my preferred email client. I also like that it enables me to have all of my email interactions in the same basic place as other notes and activities that take place with my leads and clients. The White Glove service to begin using the platform was awesome. I also appreciate the Help features. **What do you dislike about Nutshell?** I would like the font to be larger and the colors separating the various components to be brighter. That would make reading the content and navigation easier. **What problems is Nutshell solving and how is that benefiting you?** Keeping better track of sales opportunities and leads **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, David! We're glad that Nutshell is helping you organize emails, notes, and activities with all your leads and clients! I'm also happy to hear our White Glove import and support services are meeting your needs! All the best, Jewell from Nutshell ### 48. Simple to use, and customer service is great **Rating:** 5.0/5.0 stars **Reviewed by:** James M. | founder, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2025 **What do you like best about Nutshell?** Its a simple bit of software to get your herad around, you get a good amount of functionaility just on the basic package if your just starting out, and the customer service is great, one time they spent an hour with me getting the system just as i wanted it **What do you dislike about Nutshell?** as with everything more functionaility on the lower levels, to get the system i really want it will cost me $42 a month and for a single user in a start up thats just to much of a hit on cashflow **What problems is Nutshell solving and how is that benefiting you?** it just make keeping track of enquiries easier, im also looking at what else it can do, but its early days **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, James! We're glad that Nutshell's functionality and customer service are meeting your needs and helping you grow your business! All the best, Jewell from Nutshell ### 49. Been using Nutshell for our company for the last 14 years! Great solution **Rating:** 5.0/5.0 stars **Reviewed by:** Frank Z. | Web Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2016 **What do you like best about Nutshell?** In 2010, we transitioned from an outdated CRM solution to Nutshell. Since then, their platform has undergone significant improvements. We particularly appreciate the seamless Google integration, which enables automatic email synchronization without the need for manual attachments. Additionally, the process design is highly user-friendly and efficient. **What do you dislike about Nutshell?** The current platform effectively addresses our requirements, and I can discern no significant drawbacks. We consistently utilize the application, and its functionality is exceptional. Furthermore, its seamless integration with Google Apps further enhances its usability. **What problems is Nutshell solving and how is that benefiting you?** Nutshell addresses the challenge of effectively managing customer relationships and sales pipelines. By integrating communication, contact organization, sales activity tracking, and lead management into a centralized platform, Nutshell streamlines operations and enhances efficiency. This approach enables me to save time, reduce administrative burdens, and improve overall sales performance through enhanced visibility and insights into the sales process. By staying organized and prioritizing key tasks, Nutshell facilitates the nurturing of relationships and ultimately facilitates the closure of more deals with reduced effort. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Frank! We're glad to hear that Nutshell has been a great solution for your team over the last 14 years and has helped you achieve goals like tracking sales, streamlining your operations, and improving sales performance. Our team is excited to have partnered with your and helped your company grow over the last decade. Looking forward to seeing even more growth at your company in the years ahead! All the best, Jewell from Nutshell ### 50. Outstanding Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Tony C. | Customer Experience Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2025 **What do you like best about Nutshell?** The Customer Support team at Nutshell have been extremely supportive in helping us to create a CRM around a complex sales pipeline that requires us to manage our customers service & maintenance needs, post sale. If our assigned specialist is unable to answer a question, they have additional resource available in the form of subject matter exerts, who have proved valuable to the implementation of the CRM. Having Nutshell available as an app. means we are able to stay up to date with every prospect, regardless of where we are. Furthermore, the broadcast and email sequencing feaures are a big plus for us. **What do you dislike about Nutshell?** Some of the features we would like are not available, meaning we have to revise our processes to fit the app. **What problems is Nutshell solving and how is that benefiting you?** Historically our biggest issue was tracking customers post sale & delivery of product. Implementing Nutshell has enabled us to be proactive in quoting & scheduling service across our customer base. **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell, Tony! We're glad that our support team has been so helpful in helping you customize and implement Nutshell to fit your needs and better serve your customers. We're also excited to hear about how you're using the mobile app and email broadcasts and drip sequences! If you have more specific feature requests, please share them with us! We're always working to make Nutshell the best CRM for our customers and would be glad to hear any and all feedback from your team. All the best, Jewell from Nutshell ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+16%3A32%3A12+-0500&secure%5Bsession_id%5D=0abd7dfe-8eff-4872-b85d-0cf4c2687a92&secure%5Btoken%5D=4717be3c80ec1c1e0603e2c1fda3e5a146e83cac4c16a371a8a36bfc75da71fd&format=llm_user) ## Nutshell Integrations - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - 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[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)