--- 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. Great contact databse. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Nutshell?** It is easy to add a person or business and then to search the contact when needed. **What do you dislike about Nutshell?** I don't use all of the functions, but what I do I like. **What problems is Nutshell solving and how is that benefiting you?** Nutshell holds all of our business contacts which we pull email lists from. ### 2. Overall would recommend **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Nutshell?** It is easy to see the big pictures of new work happening at our company even though we are split into independent teams that dont always intersect in work. **What do you dislike about Nutshell?** Sometimes the search function does not always pull up the lead that I am looking for, even though the info I enter matches the lead. **What problems is Nutshell solving and how is that benefiting you?** Keeping track of new projects that my team is working on or new clients we are starting to develop ties with. ### 3. 3 Years of research led us to Nutshell! **Rating:** 5.0/5.0 stars **Reviewed by:** Christine J. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Nutshell?** There are many things... the ability to customize the program to my customers' needs and the ability to get a human being on the phone to work directly with me, when needed. **What do you dislike about Nutshell?** The few things that I felt were missing, that I shared with NS, they eventually added and/or fixed. They really listen to their customers and are always evolving and improving their products when needed. **What problems is Nutshell solving and how is that benefiting you?** Keeping track of new leads, sending marketing emails and ease of tracking the necessary follow ups to those emails. **Official Response from Kevin Randolph:** > Hi Christine! Thanks for taking the time to leave us a review. We're so glad we're able to help you grow your business and look forward to continuing to do so in the future! ### 4. Works well for managing your customer database **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff B. | Web Designer / Sole Proprietor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2022 **What do you like best about Nutshell?** Easy to use to manage your customer database. Allows you to keep notes on every contact with your customers. Allows you to connect Mailchimp, and other apps, to track which customers receive your marketing email. Whenever I want to know what has happened to a customer's account, I go to Nutshell, search for the customer, and then have all the data readily available. **What do you dislike about Nutshell?** The email marketing is not as good as Mailchimp for the price charged. The email builder is subpar in comparison. They need to completely revamp the email marketing system or eliminate it. **What problems is Nutshell solving and how is that benefiting you?** Allows me to have an online database of our company's customers that is easily accessible to all employees. The price is low and affordable for the business. ### 5. Great, user-friendly and customer focussed **Rating:** 5.0/5.0 stars **Reviewed by:** Carolyn R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2023 **What do you like best about Nutshell?** When I first started using Nutshell, I had a few questions and Nutshell answered promptly. The interface itself is super intuitive, which means that the initial learning curve is manageable. **What do you dislike about Nutshell?** I haven't found downsides, it's way better and more user-friendly than the alternatives that I tried. **What problems is Nutshell solving and how is that benefiting you?** I can see what I have on the go all in one place. That makes it easier to stay on top of things and I don't need to got to several different platforms to see all the info. **Official Response from Kevin Randolph:** > Thanks so much for reviewing Nutshell, Carolyn! We're thrilled you've had a great experience, and we look forward to continuing to help you keep your information organized and reach your goals! ### 6. Nutshell Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Nutshell?** East to navigate and the ability to filter to desired content. **What do you dislike about Nutshell?** Could make follow up emails more user friendly by having templates **What problems is Nutshell solving and how is that benefiting you?** Keeps my follow up inquires on task and allows me to see results. ### 7. A re-imagined CRM, in a Nutshell. **Rating:** 5.0/5.0 stars **Reviewed by:** Dean W. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Nutshell?** Flexibility / customizability, super helpful, nice and knowledgeable team, US-based and "contactable," high-quality product, and price. **What do you dislike about Nutshell?** I wish it was a little "smarter" when it came to connecting new leads with people or companies - perhaps add a prompt that suggests this? Let's get some AI involved, eh? **What problems is Nutshell solving and how is that benefiting you?** Nutshell keeps my business development self organized and integrates with my other systems. It's simple to use and ideally suited for entrepreneurs. **Official Response from Kevin Randolph:** > Thanks for taking the time to leave us a review. We look forward to continuing to help you organize and grow your business and to introducing new features and improvements along the way! ### 8. The ease of use is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel M. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Nutshell?** I like that it's incredibly easy to use, compared to other CRM's I've used before. Tools are easy to find, navigation is seamless and there's basically nothing there that adds clut to the experience. **What do you dislike about Nutshell?** I think Nutshell has a good opportunity to improve the way analytics are shown for marketing tools. There is basic analytics to emails sent, but exporting this information is lacking, so further analysis can be made. **What problems is Nutshell solving and how is that benefiting you?** It keeps our client base organized and helps us continuously target them with relevant information. It also helps us capture these clients' data through online forms. Lastly, it helps us keep organized with our B2B sales department. ### 9. Nutshell review (2+ years of use) **Rating:** 5.0/5.0 stars **Reviewed by:** Colton S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Nutshell?** The customization available for each type of sales process. Functionality and ease of use. (I'm an admin and user) **What do you dislike about Nutshell?** Easier automated texting would be great. **What problems is Nutshell solving and how is that benefiting you?** Managing leads for potential sales. ### 10. Fine tuning Nutshell to fit my business **Rating:** 5.0/5.0 stars **Reviewed by:** Grant G. | GM, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Nutshell?** I love how Nutshell is layed out. It is Professional and easy to customize. **What do you dislike about Nutshell?** I use Nutshell on my iPhone, and it needs a serious revamp. I also use the web version on my Ipad Pro, and it's fantastic. When I receive calls on my iPhone, my contacts don't show who is calling in when they are in Nutshell. It would be very professional if that could work. I'd love to see a Dashboard on the iPhone that is useful. Show my appointments, activities and tasks for the day. **What problems is Nutshell solving and how is that benefiting you?** I have a large customer with numerous locations. I have to account for them all during the year to ensure I've inspected them. Nutshell gives me the ability to do that in a visual way using maps. Customer service showed me some enhancements to improve my daily processes. ### 11. Nutshell is a powerful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Lina P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2023 **What do you like best about Nutshell?** How it keeps record of everything and I can keep track of all of my customers and their companies. I can have attachments added to a lead and the system is very organized **What do you dislike about Nutshell?** Some of their merging functions, I wish it was easier to find company or person files and access all type of documents. **What problems is Nutshell solving and how is that benefiting you?** I don't know what they're solving ### 12. My experience of Nutshell **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Nutshell?** It makes it really easy to communicate with both clients and internal stakeholders. **What do you dislike about Nutshell?** Sometimes I feel as if I get too many notifications and if we ever use the email feature on nutshell I am anxious whether or not it worked as there are no confirmations. **What problems is Nutshell solving and how is that benefiting you?** Communication between peers as well as clients. The systems make it easy to communicate without having to use multiple apps. ### 13. Great Value, clear to use **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Nutshell?** Clear to use, with beautiful layouts for the pipelines. Easy to control users and targets + excellent connectivity with e-mail platforms to record client interactions **What do you dislike about Nutshell?** Some basic features like target setting requires higher fees **What problems is Nutshell solving and how is that benefiting you?** Very effective means of recording multiple conversations with the clients, considering all stakeholders at both ends of the communication + easy reporting on sales efforts that are indexable ### 14. Simple but well configured CRM with everything you need in sales **Rating:** 4.5/5.0 stars **Reviewed by:** Charles D. | CRM and marketing automation specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Nutshell?** The interface is very user friendly and easy to use. Makes the training and onboarding process very smooth for our salespeople. Easy to segment leads and track activities. Great dashboard options for us to track our pipeline and sales stage. Everything we need to drive sales performance. **What do you dislike about Nutshell?** Not much we dislike here at Brigil. Maybe the reporting aspect could be expanded for us to better track the outcomes of our activities. Maybe push out more fixed fields compared to text fields in the lead forms. The dilema as I understand is also managing complexity vs simplicity in adding new features. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is solving the problems below for us: -Managing great volume of leads in mutiple sales teams in mutiple projects -Automatic assignment of leads -Track activities and sales effort ### 15. Functional, Flexible, and Wildly Intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Brook C. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2022 **What do you like best about Nutshell?** I've used a number of the "leading" CRMs in my career, and Nutshell is far and away the most accessible and intuitive system that I've used. I never feel as though I've had to give up any of the integrations and connectivity that I was used to, but whether on the mobile app or the webapp, Nutshell just works without drama or complexity. **What do you dislike about Nutshell?** There is certainly less configurability and customization than with other CRMs, but I'm part of a SMB with fairly limited requirements around customization. At some scale, I suppose we'd need the "ecosystem" capabilities afforded by the leading CRMs, but Nutshell is perfect for our SMB (and I'd assume most others). **What problems is Nutshell solving and how is that benefiting you?** Nutshell serves as the single source of truth for all of our sales and marketing efforts. Like all CRMs, it's only as valuable as the buy-in it receives from its users, but it's intuitive and easy to use in a way that even our most reluctant team members will utilize it. It also provides enough horsepower for our more advanced, power-users in terms of email syncing and automation capabilities. ### 16. Good CRM one of the better ones I've used **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Nutshell?** It's great at saving notes and activitys without alot of effort and communicating with co workers on it is easy **What do you dislike about Nutshell?** It could use a little more features and better reminder system, **What problems is Nutshell solving and how is that benefiting you?** Keeps me up to date with all my clients I can have several clients and it reminds me our last interaction and what needs to be done ### 17. A great business CRM platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2021 **What do you like best about Nutshell?** Ease of adding contacts and setting up follow up emails. **What do you dislike about Nutshell?** Need "guide" videos explaining the different sections of Nutshell, i.e. emails **What problems is Nutshell solving and how is that benefiting you?** Keeping contacts organized and letting me know about email opens and clicks. ### 18. Great CRM for a Small Service Business **Rating:** 4.5/5.0 stars **Reviewed by:** Matt D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Nutshell?** Simple, good service. I was able to teach my team how to use it in a few hours. **What do you dislike about Nutshell?** I think it lacks some of the bells and whistles of more expensive solutions, but for me, simplicity wins. **What problems is Nutshell solving and how is that benefiting you?** The sales and marketing automation save me time. Time is money. ### 19. nutshell user review - used since 2015 **Rating:** 5.0/5.0 stars **Reviewed by:** Vince W. | sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2022 **What do you like best about Nutshell?** generally intuitive duplicate checking is good, sometimes a bit aggressive activity customization is great reporting is good allowing voice to text is huge time saver **What do you dislike about Nutshell?** customization of browser experience would be helpful adding custom fields to app would be helpful map is frustrating - browser version will not show some addresses (data has been checked against google & other mapping services) app map will not show some addresses as well - but no consistency between browser "not shown addresses" and app app activity feature is not ideal - would be helpful to have "today"s vs "all past" (sometimes people get behind) would love to be able to change multiple calendar items at a time (perhaps having an in-Nutshell calendar view like Outlook's browser) **What problems is Nutshell solving and how is that benefiting you?** nutshell' helps me to keep in regular contact with customers/prospects, and to quickly see what the recent history with each company/cotnact is. lead reporting (for RFQs/quotes) lets me report on activity to our owners. ### 20. Well designed CRM for sales people who want results, clarity and true insight into their leads. **Rating:** 5.0/5.0 stars **Reviewed by:** František S. | Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2022 **What do you like best about Nutshell?** I truly appreciate how complex the product is. You can find features for almost everything you need to manage sales teams and customer relationships across the globe. From a sales guy's perspective, it is very easy to track what is happening, when you need to follow up, which projects are rotting, where you lose business, and why. The customization is top-notch. I use tens of custom fields to get an in-depth insight into our customer needs, and I can use these custom fields to create reports. And I have a lot of reports. I was using Pipedrive before, and I can honestly say that Nutshell is a powerful alternative, in some aspects even superior. **What do you dislike about Nutshell?** The complexity of Nutshell means that you need to think first before setting up the tool. Then there are some minor annoyances that I would love the team to fix. For example, emails to a specific person appear in all leads, where this person is assigned as the contact person. If you have a purchaser in a big company, who manages many RFQs, you will see all emails in all leads, although they are not related to that specific lead. This was better in Pipedrive, where the tool could assign emails only to specific leads. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps our sales team stay on top of our customer needs and promptly manage their leads and follow-ups. It is greatly helping in reporting, as we have a ton of reports created for our management to be well informed. ### 21. My experience with Nushell **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Nutshell?** I have used/worked with almost every CRM on the market over my professional career with billion-dollar companies to my own (less than a million). So when I chose nutshell, I knew exactly what I was looking for. Most CRMs focus on doing a few things right and it is sometimes hard to use them if your business model does not fit their mold. With Nutshell, and the team that is constantly improving on the platform I am finding EVERYTHING my small business needs, available. In fact, there is more than I currently have time to identify and learn to use, packed under their hood. Even though I know I could improve and streamline my business processes by using them. **What do you dislike about Nutshell?** I am a small, lean shop and need help quickly when I need it. I have sometimes found that the help came a little late. My storms are brief and intense and I need to take care of them NOW. getting an email in 24-48 hours does not fit my model well. That being said, you could not rip my Nutshell out of my cold dead fingers. I am not giving it up. **What problems is Nutshell solving and how is that benefiting you?** I need a platform that addresses many different kinds of business processes, and truly does it, not just talks about it. I sell to medical professionals, the patients of those medical professionals, people who simply want to represent our product, and who are NOT medical professionals, as well as other new demographics that we are breaking into over time. The platform needs to allow me to capture, manage and nourish customers on many different levels who are of many different flavors. Nutshell does this. ### 22. Best CRM there is, easy to set up the way you want it to work for your business. **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Nutshell?** Great support, you can talk to a human if you have an issue. not just chat or email. **What do you dislike about Nutshell?** I haven't found anything that I do not like at this time. **What problems is Nutshell solving and how is that benefiting you?** Helps me track my leads in the sales process from start to finish. **Official Response from Kevin Randolph:** > Thanks for leaving us a review. We're glad you're enjoying using Nutshell! ### 23. Very easy to use and customize **Rating:** 4.5/5.0 stars **Reviewed by:** Greta K. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2023 **What do you like best about Nutshell?** I like the Nutshell marketing. It is tied to the CRM and gives me analytics. **What do you dislike about Nutshell?** I would like more hands-on help, such as how-to videos for creating broadcasts. **What problems is Nutshell solving and how is that benefiting you?** Not aware of any problems being solved right now. ### 24. Make life easy **Rating:** 4.5/5.0 stars **Reviewed by:** Bill F. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Nutshell?** How this works after the sale. It allows us to create check off lists to assign tasks prior to installations **What do you dislike about Nutshell?** I have not found any issues at this time. **What problems is Nutshell solving and how is that benefiting you?** Keeping leads organized and giving me my day to day activities ### 25. Great looking Dashboard and very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Valerie M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2023 **What do you like best about Nutshell?** As a sales person I absolutely love being able to see comparative stats so that I can continually compete against myself **What do you dislike about Nutshell?** API ability for our process software - Currently we are not able to link the two together **What problems is Nutshell solving and how is that benefiting you?** I have a hard time paying attention to instructions so I tend to skip tutorials, however everytime I have run into an issue, the support team at Nutshell has been quick and beyond patient with me! ### 26. Easy to use and Customize **Rating:** 4.5/5.0 stars **Reviewed by:** Trish W. | Manager, Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2022 **What do you like best about Nutshell?** It's so easy to use. I can figure most things out on my own because it's intuitive, but if I need help, it's always readily available. **What do you dislike about Nutshell?** My only complaint is that the calendar sync has been problematic, and we've had to have all users disable the sync. I'd love for this to be usable for us in the future. **What problems is Nutshell solving and how is that benefiting you?** It's provided just the right level of transparency for my team and given us an excellent overview of our pipeline. ### 27. Great start-up CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2023 **What do you like best about Nutshell?** Nutshell is a great CRM for small companies who are getting started and want to get an overview of earnings and statuses. **What do you dislike about Nutshell?** A pipeline could make things more efficient. **What problems is Nutshell solving and how is that benefiting you?** Helping our team keep track of sales and new and past clients. ### 28. Easy to use - Customer service exceptional **Rating:** 5.0/5.0 stars **Reviewed by:** Penelope E. | Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2023 **What do you like best about Nutshell?** CRM system easy to use - was able to get my team up and running easily. **What do you dislike about Nutshell?** Nothing really to not like - anytime we have had an issue we call and we actually get a live person . **What problems is Nutshell solving and how is that benefiting you?** Client tracking - job tracking. project planning. ### 29. Playbook to follow along **Rating:** 5.0/5.0 stars **Reviewed by:** Kerri C. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Nutshell?** The good thing about nutshell, is it gives you all the steps that you need to get from the beginning of the process to the end. There are checkboxes to help you follow along and make sure that you haven't missed steps. **What do you dislike about Nutshell?** There can be an over abundance of steps as well. It's not as obvious when there are duplicates all the time. I wish it maybe looked a little bit more old school, all the graphics can be distracting. **What problems is Nutshell solving and how is that benefiting you?** We are tying to better determine our sales pipeline so that we can more accurately forecast our future earnings and keep track of potential clients for future revenue. ### 30. FLAGSHIP **Rating:** 5.0/5.0 stars **Reviewed by:** A B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2023 **What do you like best about Nutshell?** The email follow-up reminders go to the salesperson directly. **What do you dislike about Nutshell?** By linking to my Outlook, unnecessary contacts have been added when our company only wants to track the incoming prospects/leads from our website. **What problems is Nutshell solving and how is that benefiting you?** Tracking the incoming leads turned to wins or losses. ### 31. Easiest and most intuitive CRM available! **Rating:** 5.0/5.0 stars **Reviewed by:** Marlo C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Nutshell?** Nutshell has the capability to streamline all of your organization's processes in a very intuitive, straightforward manner. **What do you dislike about Nutshell?** Love the system and would do anything to use it at our organization currently! **What problems is Nutshell solving and how is that benefiting you?** No current problems. ### 32. Nutshell - FINALLY an easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Bill L. | Channel/Enterprise Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2022 **What do you like best about Nutshell?** Nutshell is easy to use and easy to navigate. When searching for a company, person, or opportunity in Nutshell, you will find it quick and fast to show you the results. I especially like the interface which is displayed out in an easy-to-use fashion. **What do you dislike about Nutshell?** Product updates seem to be slow to come out. The ability to us able to move contacts up or down your list of names would be preferable, but we are still waiting to see this feature be implemented. The email system could be easier to use as well. **What problems is Nutshell solving and how is that benefiting you?** The easy-to-use interface really allows you to track opportunities easily, and the quick access to those records really allows us to be able to get at important information fast. ### 33. Very user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** yana a. | SEO Outreach Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Nutshell?** We use Nutshell as our CRM to manage our ongoing sales. Nutshell is very user friendly, adaptable to our needs and requirements and overall gives us a quick and easy overview on our monthly, quarterly and yearly sales. Their customer support is extremely helpful and goes out of their way to help you with any requests. **What do you dislike about Nutshell?** In the beginning it was a bit complicated to use and hence it took me a while to be comfortable with it. I'd suggest NS creates a short "how to..." video. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us to get an overview of our past and current deals. It helps us to manage all our collabs with agencies and private persons. Thanks to NS we've managed to increase our performance. NS overall helps the team to better organize their deals. ### 34. Nutshell it's an easy to use CRM with all the features to need to a quick success. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2022 **What do you like best about Nutshell?** You can start with Nutshell with extensive configuration and most features are intuitive to use. E.g. you can configure pipelines via drag & drop, so it is easy to set them up and reconfigure them later, if needed. **What do you dislike about Nutshell?** Most or all selection fields like tags must be pre-configured. In my opinion it would be better for Nutshell to accept new tags, options, etc. on the fly while typing them into the input field. I am missing the gender field for persons. It is needed to send customized emails ... at least in German. I am missing "temporary" custom fields. Some information are only need a limited time, but when I configure a custom field it is there forever. **What problems is Nutshell solving and how is that benefiting you?** I am handling my sales leads and opportunities. So I can see the progress of each lead and my sales success. I am handling my sales leads and opportunities. So I can see the progress of each lead and my sales success. ### 35. Best CRM tool in the market. **Rating:** 5.0/5.0 stars **Reviewed by:** Rajat G. | Content writer , Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2022 **What do you like best about Nutshell?** One of the amazing features I came across in a nutshell is the ability to make phone calls and generate leads in the CRM itself. The whole process is very simple to use and makes your work a lot easier. **What do you dislike about Nutshell?** I don't think I had stumped upon anything which makes me think twice to use this tool. I have loved every feature of this tool and if there is any additional feature required in this tool, that is gonna be the feature to get feedback from the client's end. **What problems is Nutshell solving and how is that benefiting you?** I was very annoyed by using numerous tools to outreach my clients in an orderly manner. Nutshell gives me the freedom to use multiple tools under one shelter. It helps by providing all information about the client in the dashboard in an organized way. ### 36. Great, easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Tiare R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Nutshell?** That it is simple and very easy to use. Nothing complicated about it. **What do you dislike about Nutshell?** I didn't find any downside. I didn't have a chance to use all of the features, but I will likely return to dig in further. **What problems is Nutshell solving and how is that benefiting you?** It helps me keep my information on institutional clients in one place to track changes to clients and accounts. ### 37. Nutshell is our organizational system to manage and communicate. **Rating:** 5.0/5.0 stars **Reviewed by:** Kelley A. | Owner/Director of Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Nutshell?** I enjoy the easy accessibility of the website and the different options in terms of sharing information and tracking data. The organization between people, businesses, etc. is very helpful! **What do you dislike about Nutshell?** The difference between boxes prompting notes, comments, descriptions, etc. can be tricky to distinguish between (where to add information, how to communicate it, etc.) **What problems is Nutshell solving and how is that benefiting you?** For what we do it can be difficult to compile information all in one place, and this serves that purpose. It is the place that we go to once coaches or locations are officially secured, and it helps us distinguish between secured vs leads. ### 38. Nutshell is the best value tool for business development **Rating:** 5.0/5.0 stars **Reviewed by:** Kenneth S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2023 **What do you like best about Nutshell?** Nutshell is very easy to use, has lots of tools and is inexpensive. **What do you dislike about Nutshell?** Occasional downtime and updates to the system can cause an interruption. **What problems is Nutshell solving and how is that benefiting you?** Nutshell allows me to track the sales cycle for onboarding new clients. ### 39. Easy email and marketing management in one place! **Rating:** 4.5/5.0 stars **Reviewed by:** Scott D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2023 **What do you like best about Nutshell?** I like the ease of use and ability to keep all drip marketing in one place. **What do you dislike about Nutshell?** The user interface can be tricky sometimes. **What problems is Nutshell solving and how is that benefiting you?** Great for tracking when customers open and read their electronic mail. ### 40. Nutshell for the win! **Rating:** 5.0/5.0 stars **Reviewed by:** katrina K. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2022 **What do you like best about Nutshell?** Nutshell is very easy to install and intuitive to use. Between the browser and the app, you always have access to what you need. **What do you dislike about Nutshell?** Honestly, can't think of anything that I really dislike. It's a well designed, easy to use solution. **What problems is Nutshell solving and how is that benefiting you?** Nutshell has solved the organization of contacts, managing follow-ups, and keeping focus on momentum through the sales and engagement processes. ### 41. Way easier than salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Julia L. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2022 **What do you like best about Nutshell?** Nutshell is super user-friendly and intuitive. I also appreciate that there's an easily accessible help desk linked to the toolbar so that I can get speedy responses when I need to troubleshoot. **What do you dislike about Nutshell?** Sometimes Nutshell can feel a little limiting when it comes to app integration..but I also think that's the charm. It's definitely a tool that's better for small businesses. **What problems is Nutshell solving and how is that benefiting you?** Including more app integrations!I see them working on it and I appreciate the direction Nutshell is heading in. ### 42. Straightforward, intuitive and easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2022 **What do you like best about Nutshell?** I like the Dashboard the best becuase it allows me to see everything i need in one place, whether it be active leads i need to track off or my tasks for the day. **What do you dislike about Nutshell?** Considering that i have multiple email addresses for our buisness i wish their was a way to connect at least a secondary email account for tracking and sent receipts. **What problems is Nutshell solving and how is that benefiting you?** Its solving the issue of keeping track of contacts and leads, whether that be conversations on the phone, emails, information being shared etc. When you have so many leads and contacts you need one place where that can all be accesible, easy to find and digest. Nutshell helps me stay productive and not let any lead go unturned, or fall through the cracks. ### 43. Great CRM product with excellent customer service! **Rating:** 5.0/5.0 stars **Reviewed by:** Gordy L. | Manager Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2022 **What do you like best about Nutshell?** Simple to use intuitive user interface. I'm a first-time user of any CRM system, and getting up to speed on all the different functions has been easier than I had anticipated. **What do you dislike about Nutshell?** Nothing to this point. I'm too new to the system to have found any shortcomings. **What problems is Nutshell solving and how is that benefiting you?** Our company adopted Nutshell CRM to capture our day-to-day customer interactions and move away from a spreadsheet-based system. ### 44. The tech and automation is there, but not always user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Alyssa W. | Manager/Performer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Nutshell?** I find that Nutshell has a multitude of potential. There are so many options to make the platform work for your business needs. I find that the possibilities are almost endless. **What do you dislike about Nutshell?** With the endless possibilities and customization of Nutshell, it can sometimes get confusing how everything fits together. Some pieces are clunky and not as user-friendly as you would hope. **What problems is Nutshell solving and how is that benefiting you?** Nutshell keeps our lead generation and pipeline organized. We are able to keep all of client information in one place and update notes and follow up in real time. ### 45. Great solution for our small business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2022 **What do you like best about Nutshell?** The system is very user-friendly even for our less technically skilled staff. The user interface is very straightforward and entering data isn't complicated. People were able to self-train on most features successfully. It has all the features we need without a lot of extra stuff that we don't. **What do you dislike about Nutshell?** There are a few picky formatting requirements when entering data but it is minimal. If you don't email through the program logging emails and tracking email data is difficult. Overall we are very happy with the program. **What problems is Nutshell solving and how is that benefiting you?** Nutshell has really improved the communication between our outside and inside sales teams because data and information updates in real time and helps keep everyone on the same page. It had really improved our slaes process and follow up as well. ### 46. This is one of the most supportive companies I have ever worked with. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about Nutshell?** Nutshell has supported every request we have made along with have a ton of educational material to support the platflom it is great. **What do you dislike about Nutshell?** I dont have anything bad to say. At this time my rep and the support staff have been great and I would recoment to anyone that is looking **What problems is Nutshell solving and how is that benefiting you?** The emailing fuction of the nutshell tool has been great for our company. That along with the CRM capibilities have made Nutshell a one stop shop. ### 47. Love Nutshell - using it for over 10 years **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about Nutshell?** An easy way to keep complex customer data organized. I like that new features are constantly being developed. Intuitive to use. **What do you dislike about Nutshell?** Not as many integrations. Can't think of any other downsides **What problems is Nutshell solving and how is that benefiting you?** Keeping lots of customer data organized. We love the workflow options. We have multiple team members using it, which helps keep the team on track with goals. ### 48. Great for managing pipelines **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2022 **What do you like best about Nutshell?** I like the sorting feature. I can sort in whatever way I wish to sort! Whether it's sorting by what position they are in the pipeline or by when I expect them to close, it's all so helpful! **What do you dislike about Nutshell?** I dislike that the server will stop responding often. This seems to happen all too often. Support is helpful when this issue arises but I would love for things to respond when I click the button and not be slow. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is helping me solve the problem of managing the information of 3 separate pipelines and the steps needed to complete each step. It also keeps a record of all email communication that is sent with each customer, which I love! ### 49. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Nutshell?** Great way to stay organized and maintain sales. **What do you dislike about Nutshell?** I don't have anything to say that i disklike. **What problems is Nutshell solving and how is that benefiting you?** lead organization ### 50. Nutshell - It Has What You Need **Rating:** 4.5/5.0 stars **Reviewed by:** Joe C. | Marketing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Nutshell?** The UI and layout are nice to work with. Custom fields on your CMS and the new marketing suite are improving every day. But overall, if you're familiar with CRM's like Hubspot and Salesforce, using Nutshell is a better-priced solution. **What do you dislike about Nutshell?** Customer service can be a little slow compared to platforms like Hubspot and Salesforce. There's also a lack of template creation and management for marketing emails. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is helping with customer management and organization. The ability to port seamlessly user information from our admin to Nutshell has been good. As our clientele has grown, Nutshell has been able handle the growth and the UX has not been slow or weighed down. ## 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=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+22%3A12%3A13+-0500&secure%5Bsession_id%5D=ed6ec06e-fb9c-41b7-85b5-6e0c142ac517&secure%5Btoken%5D=7b80056ad08b9c72c47cb8bd6f1c79ee82b702731f74e348a1f50548eb1d2fe1&format=llm_user) ## Nutshell Integrations - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Airtable](https://www.g2.com/products/airtable/reviews) - [Apollo](https://www.g2.com/products/apollo-2023-01-11/reviews) - [Azure Identity Management](https://www.g2.com/products/azure-identity-management/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [CallRail](https://www.g2.com/products/callrail/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Demio](https://www.g2.com/products/demio/reviews) - [Dialpad AI-Powered Customer Communications Platform](https://www.g2.com/products/dialpad-ai-powered-customer-communications-platform/reviews) - [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Dropbox Sign (formerly HelloSign)](https://www.g2.com/products/dropbox-sign-formerly-hellosign/reviews) - [Eventbrite](https://www.g2.com/products/eventbrite/reviews) - [eWebinar](https://www.g2.com/products/ewebinar/reviews) - [Facebook](https://www.g2.com/products/facebook/reviews) - [Freshcaller](https://www.g2.com/products/freshcaller/reviews) - [Givebutter](https://www.g2.com/products/givebutter/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Gravity Forms](https://www.g2.com/products/gravity-forms/reviews) - [Housecall Pro](https://www.g2.com/products/housecall-pro/reviews) - [Jotform](https://www.g2.com/products/jotform/reviews) - [JustCall](https://www.g2.com/products/saas-labs-justcall/reviews) - [KIT](https://www.g2.com/products/kit-kit/reviews) - [Kixie PowerCall & SMS](https://www.g2.com/products/kixie-powercall-sms/reviews) - [KrispCall](https://www.g2.com/products/krispcall/reviews) - [Leadpages](https://www.g2.com/products/leadpages/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [MightyCall](https://www.g2.com/products/mightycall/reviews) - [MightyForms](https://www.g2.com/products/mightyforms/reviews) - [Ninja Forms](https://www.g2.com/products/ninja-forms/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [Olark](https://www.g2.com/products/olark/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [Perspective](https://www.g2.com/products/pixxa-perspective/reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Quo](https://www.g2.com/products/quo-quo/reviews) - [Quotient](https://www.g2.com/products/quotient/reviews) - [RingCentral Contact Center](https://www.g2.com/products/ringcentral-contact-center/reviews) - [RingEX](https://www.g2.com/products/ringex/reviews) - [Seamless (formally Seamless.AI)](https://www.g2.com/products/seamless-formally-seamless-ai/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [SignRequest for G Suite](https://www.g2.com/products/signrequest-for-g-suite/reviews) - [SignWell](https://www.g2.com/products/signwell/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [SONAR](https://www.g2.com/products/sonar-2025-01-07/reviews) - [Squarespace](https://www.g2.com/products/squarespace/reviews) - [Stripe Billing](https://www.g2.com/products/stripe-billing/reviews) - [TeamAI](https://www.g2.com/products/teamai/reviews) - [Textiful](https://www.g2.com/products/textiful/reviews) - [Textmagic](https://www.g2.com/products/textmagic/reviews) - [TikTok Ads](https://www.g2.com/products/tiktok-ads/reviews) - [Trello](https://www.g2.com/products/trello/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Uncommon](https://www.g2.com/products/uncommon/reviews) - [UserVoice](https://www.g2.com/products/uservoice/reviews) - [Vonage Business Communications](https://www.g2.com/products/vonage-business-communications/reviews) - [Webflow](https://www.g2.com/products/webflow/reviews) - [WebFX](https://www.g2.com/products/webfx/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) - [WooCommerce](https://www.g2.com/products/woocommerce/reviews) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) - [WorkOS](https://www.g2.com/products/workos/reviews) - [WPforms](https://www.g2.com/products/wp-mail-smtp-pro-wpforms/reviews) - [WPForms](https://www.g2.com/products/wpforms/reviews) - [Wufoo](https://www.g2.com/products/wufoo/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Nutshell Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Email Marketing** - Email and Mobile Preview - Manage Email Lists - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Multi-user Account **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Customization** - Custom Fields - Design - Forms Creation & Design **Agentic AI - Google Workspace for Sales** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Email Tracking** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Interactive Dashboards - Data Segmentation **Analytics** - Open Rates - Link Activity - Attachment Activity **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Repeatability and Reportability** - Workflow Management - Workflow Performance - Sales Coaching and Insights **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Customizations** - Email Platform Integration - Email Scheduling - Real-Time Notifications - Email Categorization - Templates - Third-Party Integrations **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **AI and Automation** - Lead Prioritization - Lead Scoring **Generative AI** - Generative AI **Additional Functionality** - Contact Management - Email Marketing - Drag & Drop - Drip Campaigns - Workflow Management - Customizable Fields - Monitoring - CRM - Team Management - Click Tracking - Subscription Management - Activity Dashboard - API - Location Tracking - Customer Segmentation - Geolocation - Customizable Branding - Activity Tracking - Data Import/Export - Mailing List Management - Campaign Management - Email Management - Audience Targeting - Reporting/Analytics - AI Copilot - Email Distribution - Email Reminders - Autoresponders - Engagement Tracking - Event Triggered Actions **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Generative AI** - Generative AI - Lead Generation **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Reporting & Analytics** - A/B Testing - Basic Reporting **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - Generative AI - Proposal Generation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Agentic AI - Email Marketing** - Autonomous Task Execution - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Cross-system Integration **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - CRM Integration - Third-Party Integrations **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Personalization - Autoresponders - Customer Segmentation - Newsletter Management - AI Copilot - WYSIWYG Editor - Engagement Tracking - Preview Functionality - Email Tracking - Email Campaign Management - Landing Pages/Web Forms - Customizable Branding - Lead Capture - Mobile Optimization - Customer Journey Mapping - ROI Tracking - Activity Dashboard - Customizable Fields - Reporting/Analytics - Click Tracking - List Management - GDPR Compliance - Subscriber Management - Email Sequences - Campaign Scheduling - Event Triggered Actions - Multi-Language - Template Management - Customizable CTAs - Real-Time Analytics - Dynamic Content - CAN-SPAM Compliance - Multi-Channel Marketing - HTML Editor - Contact Management - Drip Campaigns - Campaign Analytics - Product Recommendations - Image Library - Workflow Automation ## Top Nutshell Alternatives - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (3,059 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews) - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,126 reviews)