---
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: '2026-08-11'
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 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=1&page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A48%3A02+-0500&secure%5Bsession_id%5D=45a8ded2-241d-47ae-a96f-6ee2d098a48e&secure%5Btoken%5D=b1f9c5d36c7b6e8fad983422be0b0ef77e08547ba5686e662bf7c1a272a28274&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
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