# Nutshell Reviews **Vendor:** Nutshell **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,427 ## 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** , making organization and communication seamless for their daily tasks. (358 reviews) - Users find Nutshell to be a **reliable and user-friendly tool** that enhances organization during the admissions process. (201 reviews) - Users appreciate the **excellent customer support** from Nutshell, providing timely assistance and helpful educational resources. (171 reviews) - Users love Nutshell's **powerful email marketing and tracking tools** , praising their effectiveness and ease of use for campaigns. (170 reviews) - Users find Nutshell to be **intuitive and user-friendly** , enhancing their experience in managing sales activities effectively. (156 reviews) - Users praise Nutshell for its **intuitive interface and simplicity** , making it easy to manage leads and onboard team members. (145 reviews) - Contact Management (126 reviews) - Lead Management (124 reviews) - User Interface (116 reviews) - Integrations (108 reviews) **What users dislike:** - Users feel that Nutshell lacks **essential features** like tracking detailed deal steps and configurable reports, impacting usability. (168 reviews) - Users feel the need for **limited features** in Nutshell, seeking more customization and integration options for better functionality. (110 reviews) - Users express frustration with **limited customization** options in Nutshell, resulting in less tailored functionalities and workflows. (79 reviews) - Users find the **learning curve steep** due to frequent feature changes, complicating their daily workflow and lead tracking. (77 reviews) - Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating. (70 reviews) - Integration Issues (57 reviews) - Contact Management (49 reviews) - Limited Functionality (44 reviews) - Limited Options (43 reviews) - Email Issues (42 reviews) ## Nutshell Reviews ### 1. REALLY ENJOY NUTSHELL AND ALL IT'S CAPABILITIES! **Rating:** 5.0/5.0 stars **Reviewed by:** Marissa F. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Nutshell?** Nutshell reps have contacted me often enough where I feel I can reach out for any questions. I have online videos I can watch for resource, and the product is not complicated to use! My company uses this every day, and it is required for me to maintain my leads and follows ups. **What do you dislike about Nutshell?** I don't see any downsides. I have only been using Nutshell for 6 months, but there are many ways to be able to learn! It was easy for me to get started and I even had a helpful tracklist to onboarding to get me started! **What problems is Nutshell solving and how is that benefiting you?** Nutshell is solving the "cracks". I believe Nutshell takes most of the human error out, and helps to ensure consistency! ### 2. Nutshell is a great CRM, easily accessible and user friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Dalton K. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Nutshell?** Nutshell filters out duplicate companies. Running reports and very simple. The best part is it send automated follow ups to customers by using the drop sequence. **What do you dislike about Nutshell?** Sometimes it takes a while to load. In the documents you upload, once you download them they have + signs between each word which becomes frustrating at times. **What problems is Nutshell solving and how is that benefiting you?** None that I know of. **Official Response from Jewell July:** > Thank you so much for sharing your positive feedback about Nutshell, Dalton! We're glad to hear Nutshell is helping your team automate communications and report on your data! And if you're having issues with document uploads, feel free to reach out to our support team for assistance! Best, Jewell from Nutshell ### 3. Nutshell is a simple CRM solution **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew L. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Nutshell?** The best thing about Nutshell is how easy it is to maneuver from one to another. I can easily look up contacts or a list of contacts in a quick and efficient way. I also love the email templates. The custom fields aspect has been also a valuable attribute that Nutshell offers. **What do you dislike about Nutshell?** I wish I could connect contacts. I'm not exactly sure the best way to do this, but I have many contacts that are spouses. Nutshell may also want to consider creating their own meeting scheduling tool like calendly or I use youcanbookme.com. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps me track client interaction and email tracking. ### 4. Nutshell is a win for my team! **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Nutshell?** Nutshell is the central hub for my team. We are a fully remote company, so it's the easiest and most convenient place to check in on team members and clients alike. **What do you dislike about Nutshell?** At times, there are slow loading times on pages. **What problems is Nutshell solving and how is that benefiting you?** My team uses Nutshell as our primary CRM. When a client calls the support line, a team member can immediately know the status of the user and all of the necessary details. **Official Response from Jewell July:** > Thank you so much for sharing your fantastic feedback about Nutshell, Christopher! We're glad to hear Nutshell is helping your team stay connected and keep track of clients! We look forward to seeing how Nutshell continues helping you grow your business! Best, Jewell from Nutshell ### 5. Incredibly efficient CRM system - Amazing customer service - Stellar white glove onboarding process **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher D. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Nutshell?** The functionality is critical to our new business initiatives. The ability to segment, organize, and then market to our customer base and potential customer base has been a game changer. **What do you dislike about Nutshell?** The scheduler is something we will use in the future once it's a bit more robust with connectivity and functionality. Otherwise there really isn't much we aren't able to do pretty easily. **What problems is Nutshell solving and how is that benefiting you?** Organizing our customer base by allowing us to add properties to define our customer profiles. Then, we can deploy targeted marketing strategies to show customers what they want to see - not just send generic blasts to our whole customer base. ### 6. It is a great tool for lead generation and aggregating data based on our efforts **Rating:** 3.5/5.0 stars **Reviewed by:** Timothy H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about Nutshell?** The easy to understand UI and reporting tool Getting spun up on the tool was easy and allowed the organization a co-located point for business development efforts. We use this tool multiple times a week to keep up with prospect updates **What do you dislike about Nutshell?** I don't use all of the features as they are not all applicable, though having them is nice **What problems is Nutshell solving and how is that benefiting you?** having a unified system for tracking prospects and leads **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell, Timothy! We're excited to hear that Nutshell is easy for your team to use for tracking prospects and leads! Cheers, Jewell from Nutshell ### 7. Nutshell is extremely user friendly with a GUI that is simple to use **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel Impi Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Nutshell?** How it integrates diffrent aspects email, scheduling and other featutes all i one platform makes customer relations an easy task **What do you dislike about Nutshell?** I had a few challenges viewing contatcs I had uploaded because I was not an admin but this was resolved **What problems is Nutshell solving and how is that benefiting you?** It simplifies our CRM needs as we have multiple departments that handle diffrent aspects of customer data hence Nutshell has made it easier to have / do all our sales engagement in one place and track this for the whole team. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell, Daniel! We're glad to hear that it makes customer relationship management and team communications a breeze! Sincerely, Jewell from Nutshell ### 8. Great for Keeping track of customer interactions! **Rating:** 5.0/5.0 stars **Reviewed by:** Allie G. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2023 **What do you like best about Nutshell?** The system is easy to navigate, especially using the filters, and I am easily able to look up contacts and keep track of which customers are in which stage of the sales process. Using the filters, I'm able to know which customers I have already reached out to this season, and which customers have purchased our product in previous years, and adjust my sales approach accordingly. The automated email sequence is also great for continuing contact with minimum effort on my part! Frees up so much time! **What do you dislike about Nutshell?** The automated email sequence doesn't stop if a customer reaches out to me via phone, and sometimes I forget to shut it off manually, which can lead to awkward interactions. **What problems is Nutshell solving and how is that benefiting you?** Managing customer relations during the busy holiday sales season. It can be very tedious to find all customers from previous years and keep up with the sales process. ### 9. Simple Customizable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Gordon S. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Nutshell?** I have used many CRM's over my sales career. I found that Nutshell is simple, yet powerful enough to help you be successful. It isn't overwhelming. I picked it up immediately without training and was able to use it from the first time I signed on. **What do you dislike about Nutshell?** Sometimes there is a delay when updates are made to bsuiness information. I sometimes have had to wait a couple hours for information to update. Not very often though. **What problems is Nutshell solving and how is that benefiting you?** The ability to integrate with my email and track who I have emailed and when without having to input the information myself. ### 10. Convenient **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Nutshell?** That it creates a sales agreement automatically. **What do you dislike about Nutshell?** Seems to glitch a lot and not work when it comes to auto generating sales agreements. **What problems is Nutshell solving and how is that benefiting you?** Keep track of customers I need to go back and contact again and the ease of leaving notes about that customer. **Official Response from Jewell July:** > Thank you for sharing your experience using Nutshell! We're glad to hear Nutshell is helping your team track customer communications and notes! It sounds like you may be having some difficulty with an integration you have between Nutshell and another app. Reach out to our support team (https://support.nutshell.com/en/articles/8428991-contact-nutshell-support) and we'll work to help resolve the issue! All the best, Jewell from Nutshell ### 11. The Nutshell experience has been pleasant **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmed S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Nutshell?** We always have support from the entire Nutshell team and the updates they release constantly make the experience great! **What do you dislike about Nutshell?** I feel like there are some features that can be included in future versions that aren't there today - I hope the team implements these in the near future because it would make the platform even better! **What problems is Nutshell solving and how is that benefiting you?** Keeping track of client emails and sales progress. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell, Ahmed! We're glad to hear Nutshell is helping you organize your sales process and that our team has been helpful in getting you up and running! And we're always striving to make Nutshell the best CRM for our customers, so we welcome any suggestions you may have for the product! Cheers, Jewell from Nutshell ### 12. Finally found a CRM that works for us! **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler d. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Nutshell?** The best part about Nutshell is how customizable it is for our company as well as each user can customize how they view their dashboard and data. It also integrates great with 3rd parties like Quickbooks, Outlook, and RingCentral. It is a great tool for our small comapny without having to completely overhaul how we do things day to day. **What do you dislike about Nutshell?** Easy if you use csv. file to import data but is a little cumbersome if you need to enter it manually. **What problems is Nutshell solving and how is that benefiting you?** Biggest problem it somes is giving us an organzied way or our sales team to collaborate and tracking our sales performance. It allows us to seamlessly pass a project from one person to the next without losing any data or ideas. It also helps us keep all of our communication and files in one place which makes it so much easier for every step of the sales process. ### 13. Easy to use marketing features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2024 **What do you like best about Nutshell?** I like that it's a CRM and Marketing software all in one. And their customer service is always very responsive and helpful. **What do you dislike about Nutshell?** I cannot think of anything I dislike about Nutshell. **What problems is Nutshell solving and how is that benefiting you?** We previously used Agile as a CRM and MailChimp to send marketing communications. Now I have all of the data stored in one location and I don't have to switch between systems. Everything is neatly organized and easily sortable. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell! Our team is excited to hear that Nutshell is helping you manage sales and marketing in one source of truth! All the best, Jewell from Nutshell ### 14. Nutshell is Easy and Effective! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Nutshell?** Nutshell works great for our organization because it is so easy to use and very simple to learn. It has the features we need for a CRM that works well, but doesn't overwhelm. They have a great support team whenever we've needed assistance and they even allow feedback for future changes and updates. **What do you dislike about Nutshell?** Nutshell does not flex specifically to our industry, which can be a little bit of a challenge. **What problems is Nutshell solving and how is that benefiting you?** Nutshell allows us to track our sales metrics and provide both sales plans and performance management for our team. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell! We're glad to hear Nutshell is helping you track sales and team performance! For assistance customizing Nutshell for your team's needs, feel free to reach out to our support team and they'll be happy to work with you! Contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support Best, Jewell from Nutshell ### 15. Previous Nutshell customer **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2024 **What do you like best about Nutshell?** Easy to import contacts and new information. **What do you dislike about Nutshell?** Not user friendly, difficult to track, no mapping feature, clunky dashboards/tracking. **What problems is Nutshell solving and how is that benefiting you?** CRM **Official Response from Jewell July:** > We're sorry to hear about your negative experience with Nutshell and appreciate you bringing your concerns to our attention. We're always looking to make Nutshell the best CRM, and your experience isn't what we want for our customers. If you're looking for more information on tracking leads in Nutshell and using our mapping feature and dashboards, these support articles have some helpful steps for making the most of Nutshell: https://support.nutshell.com/en/articles/8428940-maps-in-nutshell-view-people-companies-and-leads-on-a-map, https://support.nutshell.com/en/articles/8429097-how-to-use-the-dashboard. Our support team would be happy to share more information about your specific needs and provide assistance to resolve any further issues. You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. Sincerely, Jewell from Nutshell ### 16. Decent solution, but a little challenging to use **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Nutshell?** Features and price - but, the features aren't always what we hoped they would be, although it is easy to use. **What do you dislike about Nutshell?** Seems like it doesn't ever quite do what we need it to do. For example, I want to be able to keep my emails private and only have specific ones save to the CRM. It doesn't seem to be able to do that. We have to regularly reach out to a rep to find out if we can make the CRM do something that we need it to. **What problems is Nutshell solving and how is that benefiting you?** We needed a CRM that was all in one - not sure if it really is doing this now, but we're making it work. **Official Response from Jewell July:** > We're sorry to hear you're having difficulty using Nutshell. You can select which emails to keep private and which to share with team members by visiting the email sync settings tab in Nutshell. You can read more about keeping your emails private in our support article here: https://support.nutshell.com/en/articles/8428957-how-do-i-hide-and-share-emails. And if you're still having difficulty or need assistance, our support team is always happy to help! Contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. We hope we can continue helping your business grow! Sincerely, Jewell from Nutshell ### 17. User friendly CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about Nutshell?** Nutshell is very easy to use and quite intuitive, it also has many native integrations **What do you dislike about Nutshell?** I'm aware that the primary targeted users are businesses, but I work for an non-profit, so some additional features or customization for people who are not using it to bring in sales would be useful **What problems is Nutshell solving and how is that benefiting you?** Membership database - we can easily find info on our members and users **Official Response from Jewell July:** > Thank you for sharing your experience using Nutshell! We're glad to hear you find Nutshell easy to use and that it's helping you track your organization's members and users! Thank you for sharing your feedback about making Nutshell more user-friendly for non-profits, too. We're always striving to make Nutshell the best CRM for our customers, and I'll be sure to share your thoughts with our product development team. All the best, Jewell from Nutshell ### 18. Good online - Poor Mobile service **Rating:** 2.5/5.0 stars **Reviewed by:** Yorke L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Nutshell?** Leads page is easy to use Easy to track individual customers history Easy to tag and communicate within the organisation Easy to rate prospect and customer performance Love the new "star" for coms Easy to template, email and text customers about new lines and specials **What do you dislike about Nutshell?** Very poor mapping ( location ) and mobile compatability Interface can be clunky No leaderboard for different kinds of interactions Email notifications dont always include the customer name No direct integration with work emails outbound - nutshell needs to be cced in Poor third party cross compatability **What problems is Nutshell solving and how is that benefiting you?** CRM - effective at tracking info and meetings with customers over time ### 19. Nutshell Review **Rating:** 5.0/5.0 stars **Reviewed by:** Ben B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Nutshell?** I have used Nutshell for the past 6 months and loved my experience. The setup is easy and the functionability is great. I would recommend Nutshell to anyone who is searching for a CRM that will not charge you an arm and a leg. Customer Support is great to work with as well. **What do you dislike about Nutshell?** I cannot think of any downsides to Nutshell. They did not have the ability to have a calender that you could schedule but they now have that feature. **What problems is Nutshell solving and how is that benefiting you?** I use nutshell for CRM. They manage my clients, pipelines, and email blasts. I do have collegues that use the marketing side but I do not. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell, Ben! We're glad to hear our contact and pipeline management features, support team, and meeting scheduler tool are meeting your needs! We hope we can continue helping your team reach their goals! Cheers, Jewell from Nutshell ### 20. Good Product W/ Lots of Features **Rating:** 4.0/5.0 stars **Reviewed by:** Matthew F. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Nutshell?** I like the flexibility that Nutshell offers. There's alot to unpack in there. **What do you dislike about Nutshell?** The product didnt feel straightforward at first. It took some time to actually understand how things are structured. **What problems is Nutshell solving and how is that benefiting you?** Nutshell allows me to view all of our leads within one interface. In a snapshot I can see what stage our leads our and what theyve received. **Official Response from Jewell July:** > Thank you for sharing your positive experience using Nutshell! We're glad to hear it's helping you keep track of leads! Cheers, Jewell from Nutshell ### 21. Loyal invested customer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Nutshell?** The happy simple optics, excellent inventory of training videos and articles around most topics, accessibility of the team to help **What do you dislike about Nutshell?** Integration with Constant Contact was not well tested before made live and available; need to have onboarding session where guidelines can be given around custom field choices, overall architecture, onboarding for Nutshell Pro would help navigate decision making for customers...its very easy to go wrong without a little initial guidance. **What problems is Nutshell solving and how is that benefiting you?** Access to website viewer data. We can learn more about key word searches, how people are finding us and where they are going on our site. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell! We're happy to hear you're finding Nutshell easy to use and that you're getting a lot out of our VisitorIQ feature! We're always striving to make Nutshell the best CRM for our customers and I'm personally involved in a project surrounding the new customer onboarding experience, so I'll share your excellent suggestions with the rest of the team! We look forward to seeing how Nutshell continues to help your business grow! Best, Jewell from Nutshell ### 22. The overall experience is great! **Rating:** 3.5/5.0 stars **Reviewed by:** James D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Nutshell?** I liked the customer company profile and individual customer profiles **What do you dislike about Nutshell?** Searching for a part number was a little bit of a task. This may have been user error. But I would like to have a part number search. **What problems is Nutshell solving and how is that benefiting you?** It helps let me know when and who I quoted and how long its been since our last interaction. **Official Response from Jewell July:** > Thank you for sharing your positive feedback about Nutshell, James! We're glad to hear Nutshell is helping you track interactions with customers and maintain useful customer profiles! If you need assistance customizing Nutshell to your company's needs or syncing Nutshell with your other software, give our support team a shout here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. Best, Jewell from Nutshell ### 23. Lots of power and functionality for a great price **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2024 **What do you like best about Nutshell?** It's a pretty clean and easy user interface. Really like the kanban option for pipelines as I think it makes leads easier to manage. **What do you dislike about Nutshell?** I would like a little more functionality in terms of creating views or reports from custom fields, but they are constantly updating so that my come at some point. **What problems is Nutshell solving and how is that benefiting you?** I am better able to follow up on leads, but it has also helped us post-sale with important follow up tasks for customer cultivation. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell! We're so excited to hear Nutshell is helping your team manage leads and nourish customer relationships! You can currently create custom reports using your company and lead custom fields! Learn more here: https://support.nutshell.com/en/articles/8428981-create-a-custom-report-nutshell-pro. Best, Jewell from Nutshell ### 24. Great Sales Enablement Suite **Rating:** 4.0/5.0 stars **Reviewed by:** Jan W. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Nutshell?** First of all Nutshell offers an incredible customer service! Beyond that it´s a great tool for sales & marketing people. It was easy to implement it with our other tools and also onboarding of new collegues is super easy. We use it on a daily base to keep up with our sales avtivities. **What do you dislike about Nutshell?** The only improvement in my oppinion could be with reporting, to make it more specific. **What problems is Nutshell solving and how is that benefiting you?** To have a Single Source of Truth for our Sales Team, which makes our daily tasks way more productive. ### 25. A CRM that WORKS for Sales People **Rating:** 4.5/5.0 stars **Reviewed by:** Alyssa M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2023 **What do you like best about Nutshell?** Really intuitive and user friendly. I'm a year in to using it, but at no point have I struggled to figure out anything on the platform. It is all very intuitive, even for a new sales person like me. **What do you dislike about Nutshell?** The only thing that I wish Nutshell offered is a location sharing on the app where you could pull up leads/prospects close to you, when you are out and about and inevitably a meeting falls through or ends early **What problems is Nutshell solving and how is that benefiting you?** Tracking communication, keeping all contacts in one place for our team to share, and managing companies/firms so that we don't forget about them. ### 26. Nutshell Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Nutshell?** It is a great tool to keep track of all customer contacts & interactions. I am able to see who is opening emails. Also great to track closed leads & always know what my sales numbers are. Lots of options to help you customize to suit your needs. **What do you dislike about Nutshell?** I would like to be able to create a sortable report that shows customers & orders (based on leads I have input) It may be something available to our admin but I cannnot find a way to do as a user. **What problems is Nutshell solving and how is that benefiting you?** It helps me to stay organzed & keep track of all coorespondance. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell! We're happy to hear it's helping your team track contacts and interactions, and that you're finding the customization options helpful for your needs! Our support team would be happy to assist you with creating the reports you need. You can reach out to them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. Cheers, Jewell from Nutshell ### 27. Taking the guesswork out of task automation. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Nutshell?** Nutshell provides tools that help me automate repetitive daily tasks allowing me to free up time to spend on more important issues. **What do you dislike about Nutshell?** Some products are considered add-ons to the core CRM product. **What problems is Nutshell solving and how is that benefiting you?** Automating emails pre-and post sale. This helps free up time to focus on more manual tasks. **Official Response from Jewell July:** > Thank you so much for sharing your positive feedback about Nutshell! We're glad to hear Nutshell is helping you with task and email automation so you can get back to the most valuable tasks for your business! Best, Jewell from Nutshell ### 28. Affect user experience **Rating:** 0.0/5.0 stars **Reviewed by:** Danel E. | Product Development Manager, Government Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Nutshell?** Nutshell's less user friendly interface and template options make it hectic to manage leads, relationships and communications. The integrations and clear visualizations needs to be provided by Nutshell. **What do you dislike about Nutshell?** I don't like the integration opportunities Nutshell provides, with Intercom. It consumes us an amount of time by the need to duplicate our work and notes. There are some limitations; the customization options need to prove useful for our industry and business type. **What problems is Nutshell solving and how is that benefiting you?** One issue is the customization options for the interface, which restrict users from personalizing and tailoring the platform to their needs. The mobile app occasionally experiences glitches that cause frustration and hinder productivity. **Official Response from Jewell July:** > We're sorry to hear about your negative experience using Nutshell, Danel, and want to help make it right. Besides our native integrations, we also offer thousands of integrations through Zapier, which you can browse here: https://www.nutshell.com/integrations-category/zapier. We hope you can find the integrations you need to help your team streamline your workflows and save time. And our support team would love to help you connect your tech to Nutshell and tailor the platform to your needs. You can contact us here for more assistance: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. We hope we have the chance to improve your experience. Sincerely, Jewell from Nutshell ### 29. Nutshell is great but has some issues. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Nutshell?** The most helpful part of Nutshell is the organization of leads. It is easy to find leads when properly tagged and it clearly shows who needs to be contacted. **What do you dislike about Nutshell?** The least helpful part of Nutshell is when you work duplicate leads. The system doesnt always see them as duplicates leading to cross communication. **What problems is Nutshell solving and how is that benefiting you?** Nushell helps me keep track of the leads that i have contacted and those that i still have to contact saving me time and effort. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell! We're excited to hear Nutshell is helping your team organize leads and communication! If you're having trouble with duplicate leads, you can learn more about detecting and preventing them in these support articles: https://support.nutshell.com/en/articles/8428934-how-do-i-detect-and-merge-duplicate-companies-people-and-leads and https://support.nutshell.com/en/articles/8429037-prevent-duplicates-from-being-created-in-nutshell. And as always, feel free to reach out to our support team for further assistance! Best, Jewell from Nutshell ### 30. Best CRM I've ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Jay M. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Nutshell?** The ablity to customize tags and location for my customers. Easy to navigate both on desktop and mobile. Easy to integrate into our other systems including slack. I use it every day both in the office and on the road. Customer service is on point whenever I need anything. **What do you dislike about Nutshell?** I wish there was an app made for tablets that wasn't an Iphone app. **What problems is Nutshell solving and how is that benefiting you?** Keeps everything in order so I can just focus on my customers and my business **Official Response from Jewell July:** > Thank you so much for sharing your positive feedback about Nutshell, Jay! We're stoked to hear Nutshell is helping you track customers, integrate with other platforms, and stay connected whether in the office or on the road! We're always working to make Nutshell the best CRM for our customers, so I'll be sure to share your feedback about the Nutshell app with our development team! Best, Jewell from Nutshell ### 31. Nutshell = perfect CRM, pipeline management and email marketing platform for very small businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Nutshell?** Nutshell doesn't have all the bells and whistles of Hubspot or Salesloft, and that's the point. It is a straightforward pipeline management/ CRM that can replace most of your average VSB owner's convoluted stack, for a low price. Their customer service is quick and helpful. Having worked on much larger SaaS teams, in fact, I can confidently say that few effectively use tools outside of what Nutshell offers. Integrations with Slack, PandaDoc, and Google Drive all work well. It's fairly easy to get started/implement – they'll help! **What do you dislike about Nutshell?** Nutshell is perfect for a very small business/most small businesses. I think the only thing I'd like to see them do is totally eschew enterprise. There are enough CRMs and platforms out there who market to enterprise and deprioritize the common folk like me :) Also, it doesn't quite stick as a daily-login-even-when-not-selling platform – I still rely on Asana/ClickUp for that. They integrate with Asana, but not ClickUp! **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps me manage my business affordably. ### 32. Simple CRM with Great Support Staff **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Nutshell?** We're still learning our way around all the different features. but it's been fairly simple to learn the basic functions. The support staff is amazing and questions or concerns are answered promptly. The webinars have been very helpful. **What do you dislike about Nutshell?** Would like different view options for the dashboard and other screens. The initial import from our former CRM created some headaches that we're still sorting out. Things like phone numbers and addresses didn't always translate properly in the import, data from the former CRM's Note fields were mostly lost. We're manually editing these things when we come across them. **What problems is Nutshell solving and how is that benefiting you?** Former CRM was no longer supported so we went in search of a replacement and found Nutshell. It's fairly simple to use and cost effective for our organization's needs. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell! We're glad to hear it's helping your team organize your contacts and that our support team has been helpful! We're always working to make Nutshell the best CRM for our customers, so we'll keep your suggestion about having different views for the dashboard in mind! Cheers, Jewell from Nutshell ### 33. Nutshell is a CRM that is extremely easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2024 **What do you like best about Nutshell?** I love how easy to use Nutshell is. And like that you can tag other users. **What do you dislike about Nutshell?** The AI sometimes pulls wrong information. Also I wish that when I tagged a lead with a product/service I could tie it to an activity quota. I wish that you could create a custom field where we could tag other people to keep track of referrals. **What problems is Nutshell solving and how is that benefiting you?** Helps me keep track of who to reach out to, when. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell, Brian! We're glad to hear Nutshell is helping you track your outreach and collaborate with your team members! We're always working to make Nutshell the best CRM for our customers, so I'll be sure to share your suggestions and feedback about custom fields and activity quotas with our product team! Best, Jewell from Nutshell ### 34. Nutty for Nutshell! **Rating:** 4.5/5.0 stars **Reviewed by:** Lina M. | Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2021 **What do you like best about Nutshell?** As a marketer, data is everything! Our team has absolutely loved how easy it is to segment, filter, and analyze our sales data in a user-friendly way. I appreciate that Nutshell is staying up-to-date by adding in a client email campaign feature, too. **What do you dislike about Nutshell?** Hm. There are a few hard-coded areas that we would like to see more flexibility in. An example could be around the "Leads" area. **What problems is Nutshell solving and how is that benefiting you?** Honestly, our entire sales process relies on Nutshell. We have made better use of our sales data with the visualizations that Nutshell allows. We've also been able to bring new sales folks up to speed much faster because of the ease of the product. **Official Response from Edward Mannila:** > Greetings Lina! I appreciate you taking the time to review Nutshell, and am delighted that the filters we have been aiding your team! We'd appreciate any feedback to help make our Leads better. Reach out to the support team with any ideas you have to improve the flexibility of leads 😄 ### 35. Our CRM for life. **Rating:** 5.0/5.0 stars **Reviewed by:** Cam R. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Nutshell?** Feature-rich, great support, constant updates, automations, and ability to have API's and integrations **What do you dislike about Nutshell?** Would like more direct integrations and options to change the interface and UI a bit more. The mobile App version is not very useful and is clunky / bad UI so we don't use it. **What problems is Nutshell solving and how is that benefiting you?** It allows us to stay 100% on track with our sales objectives, targets, and key customers. **Official Response from Jewell July:** > Thank you for sharing your positive experience using Nutshell, Cam! We're happy to hear it helps your team stay 100% on track with your sales objectives and hope it will continue helping you close more deals! I appreciate your feedback about direct integrations, customizing the interface, and having a difficult experience with the mobile app. We're always striving to make Nutshell the best CRM it can be, so I'll share your feedback with our product development team. Sincerely, Jewell from Nutshell ### 36. Great easy to use CRM for small businesses and small teams **Rating:** 4.5/5.0 stars **Reviewed by:** Cole W. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2023 **What do you like best about Nutshell?** I like that it is really easy to use and enter data. It is also able to sync up with your email to easily track the history of all contact points with a lead. Also nutshell is very affordable which is great for smaller teams with a tight budget. **What do you dislike about Nutshell?** Sometimes it can be a little hard to search for people in the system and it can be easy to create duplicates. But nutshell does do a good job of flagging possible duplicate entries and makes it really easy to merge records. **What problems is Nutshell solving and how is that benefiting you?** It is helping me manage and track all of my leads and notes on every conversation I have with potential clients. With how many people I speak to in a month it would be impossible for me to keep track of who said what and what each potential clients situation is. With Nutshell I can easily pull up their profile and see a history of all notes and email correspondence with the individaul in one easy to find place. Nutshell also helps me keep track of my sales numbers and projected sales for the next quarter. ### 37. Good way to track business and do marketing in one place **Rating:** 3.5/5.0 stars **Reviewed by:** Karly W. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Nutshell?** That it does nice emails AND tracks business at the same time. **What do you dislike about Nutshell?** The task feature is severely lacking. It will only show ONE task at a time, and for each stage I have multiple tasks going at one. Also, it does not handle mailing addresses very well. **What problems is Nutshell solving and how is that benefiting you?** It helps me stay in touch with my past clients, which helps me generate more referral business. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell, Karly! We're glad to hear it's helping you track businesses, stay in touch with clients, and generate more business! If you're having difficulty adding tasks to your pipeline stages, logging tasks on lead pages, or viewing tasks from your dashboard, our support team would be happy to help! You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. They can also help sort out your issue with mailing addresses. We hope we can continue helping your business grow! Sincerely, Jewell from Nutshell ### 38. Good CSM for non-devs, API horrible for devs. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Political Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Nutshell?** The catagories are simple. Its very easy to isolate and track data. It is very easy to view data as wanted by selecting the columns. It is very easy to talk to customer support and very easy to ask them questions. **What do you dislike about Nutshell?** The API documentation and the API access to the data is not very well documented. There has been a recent change where Activities and Emails were split, but the documentation wasn't updated. **What problems is Nutshell solving and how is that benefiting you?** Connecting Clients/People to companies and companies to emails invocies. Tracking emails and continuing conversations easily knowing the last corospondes. Tracking Data Metrics for emails and each employee. **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell! We're glad to hear it's helping your team track data and communications. We're always striving to make Nutshell the best CRM for our customers, so if our API documentation isn't meeting your expectations, we would love to work through that with you. You can reach our support team at this link and we will be in touch: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. Again, thank you for your positive feedback! Sincerely, Jewell from Nutshell ### 39. Nutshell is the easiest, most customizable CRM I have ever worked with. **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Nutshell?** Customizable pipelines, ability to comment on leads, emails etc. **What do you dislike about Nutshell?** Importing does not always work like it is intended. **What problems is Nutshell solving and how is that benefiting you?** The many different views and reports in Nutshell make it easy to manage a sales force. The pipelines are critical to ensuring nothing slips through the cracks when managing many leads. **Official Response from Jewell July:** > Thank you for sharing your experience with Nutshell, Timothy! We're glad to hear the pipeline and reporting features are helping your team stay ahead of leads! This support article has more information about setting up Nutshell for imports: https://support.nutshell.com/en/articles/8429106-how-to-import-your-contacts. And our support team is always happy to help ensure your imports run smoothly! Cheers, Jewell from Nutshell ### 40. A solid resource for shared interoffice communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Nutshell?** It's clear and easy to find sources. It's simple to navigate and log data. Extracts are downloadable, and the app is a good resource when you are on the go. **What do you dislike about Nutshell?** I generally like using Nutshell, not much to criticize. My experiences have been positive. I've been using it for over five years. **What problems is Nutshell solving and how is that benefiting you?** Nutshell captures my activity in regards to an account prospect or existing customer. It's easy to communicate with other members of my team. **Official Response from Jewell July:** > Thank you so much for sharing your positive feedback about Nutshell! We're glad to hear Nutshell is easy for your team to use and helps you track activities and communications! We look forward to seeing how your business uses Nutshell to continue growing! Best, Jewell from Nutshell ### 41. Rough start, but it's working for us now! **Rating:** 2.5/5.0 stars **Reviewed by:** Catherine J. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2024 **What do you like best about Nutshell?** It's an easy drag/drop editor, and it has good analytic information on sent campaigns. **What do you dislike about Nutshell?** There is no photo editor of any sort, you can't crop any photos you upload into the system. **What problems is Nutshell solving and how is that benefiting you?** It is helping us understand our audience more through the analytics. **Official Response from Jewell July:** > Thank you for sharing your experience using Nutshell, Catherine! We're glad to hear Nutshell is helping your team analyze email marketing campaigns and understand your audiences! And we're happy that Nutshell is now working for your team after some implementation! Best, Jewell from Nutshell ### 42. Company CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Stacy M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Nutshell?** I like how all the information is easy to access and organized **What do you dislike about Nutshell?** I don't like the constant changing. Not sure if it's company related or program related. **What problems is Nutshell solving and how is that benefiting you?** Keeping all our information at hand and easy to access. **Official Response from Jewell July:** > Thank you for sharing your positive feedback about Nutshell, Stacy! We're glad to hear Nutshell is helping your team organize information so you can nurture customer relationships! We're always trying to make Nutshell the best CRM for our customers, so we frequently introduce new features or update existing ones based on user feedback. You can see a full list of our most recent updates here: https://www.nutshell.com/product-updates. And if you ever need assistance navigating a new feature, check out our help center or reach out to our support team for free help: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support Best, Jewell from Nutshell ### 43. User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** June 11, 2024 **What do you like best about Nutshell?** Nutshell is very user friendly to use. And very helpfull to store all the past and future leads, and also its very handful when customer support needed. I am using it very frequently and it is best in segment. **What do you dislike about Nutshell?** I think nothing, but i have a suggestion for fast loading maybe it is because of my network. **What problems is Nutshell solving and how is that benefiting you?** Majorly about the quotes we are working. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell! We're glad to hear Nutshell is helping your team track leads and manage your sales more effectively! And if you'd like to track Nutshell's uptime, head to this page: https://support.nutshell.com/en/articles/8428996-status-reliability. All the best, Jewell from Nutshell ### 44. Nutshell - A solution to a void that needed filling. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Nutshell?** It was easy to transfer and add new contacts for Business Development. They've been able to continue their own established process and enhance our own existing outreach. The training video series are also very helpful in setting up and using the services. **What do you dislike about Nutshell?** I don't think we've ever had a complaint about it. It just works! **What problems is Nutshell solving and how is that benefiting you?** My company started using Nutshell when we got a new Business Development person in the office. They had been using a similar program that was shutting down so we needed to find a replacement. After reviewing several other programs we decided that Nutshell was the best solution as it was the most similar to the old program plus it could do plenty more. ### 45. Good product! Does what it's supposed to do. **Rating:** 4.5/5.0 stars **Reviewed by:** Russell S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Nutshell?** It connects to my email which makes it very simple. **What do you dislike about Nutshell?** Lack of wide ranging formating in marketing emails. **What problems is Nutshell solving and how is that benefiting you?** Keeps track of our contacts and what stag they are at in the sales cycle. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell, Russell! We're glad to hear Nutshell is helping your team track deals in your sales cycle! We're always working to make Nutshell even better for our customers, so I'll make sure to share your feedback about having more marketing email templates with our team! Best, Jewell from Nutshell ### 46. Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Nutshell?** Our organization uses Nutshell for several purposes, even some outside of the box uses. This software is part of making our every day easier. They are always prompt to respond and are always enhancing the product! **What do you dislike about Nutshell?** If I had to choose something, I would say the lack of an engagement tracking system. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is our main organizational way of staying on the same page. We are almost all remote, and using Nutshell allows us to stay together, and up to date in each project. **Official Response from Jewell July:** > Thank you so much for sharing the great feedback about Nutshell! We're excited to hear Nutshell is helping your team stay organized and connected about all your projects! We look forward to seeing how Nutshell continues helping your business grow! Cheers, Jewell from Nutshell ### 47. Good value for CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Tara A. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Nutshell?** Nutshell is incredibly affordable for the amenities included. I really like the Nutshell Marketing section. The email campaign feature is easy to use, and templates are highly editable. I also like Nutshell Forms and have used them for events as well as contact us forms on our website. **What do you dislike about Nutshell?** I wish their was a Recaptca function for Nutshell Forms to eliminate spam. I wish that the search feature was a little easier. For example, if you search for William Henderson, but the contact is William P Henderson, the contact won't appear. I also don't understand why an email campaign tells me 12 people clicked on a link, but when I click to see who clicked, there are only 8 people there. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is a great place to keep our updated client data and communicate with those clients through the email marketing. It also has helped us create website forms people actually use. ### 48. Easy to use and helps organize my task and contacts **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Nutshell?** Email Sequence & how i can organize my notes and keep track of the pipeline **What do you dislike about Nutshell?** That my emails get blocked and i'm not too sure if it is because I am sending an email through the app **What problems is Nutshell solving and how is that benefiting you?** Keep track of my calls and interactions with potential clients **Official Response from Jewell July:** > Thank you for sharing your positive experience using Nutshell, Rebecca! We're excited to hear Nutshell is helping you organize your notes, sales pipeline, and interactions! So sorry to hear about your emails getting blocked! Make sure your email deliverability is optimized by checking out this support article: https://support.nutshell.com/en/articles/8428871-email-deliverability-how-to-get-more-of-your-emails-to-your-audience-s-inboxes. And if you need more assistance with emailing in Nutshell, reach out to our support team here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. Best, Jewell from Nutshell ### 49. Easy to use and integration is fairly intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Nutshell?** I love the way it integrates and helps me remember the items that are pressing. I use it to input data about 3 times a week just to get the ease of the reminders. The software is intuitive and the implementation into my environment had almost nonexistent set up for me. The Customer support team is always willing to help with any problems i have too. I also thinks it has a good host of features. **What do you dislike about Nutshell?** The downsides are the fact that i feel like it can have a pretty steep learning curve. The system has so many things to do, that it can be overwhelming for someone that isn't ambitious enough to use it. Otherwise, sometimes the system can be clunky. **What problems is Nutshell solving and how is that benefiting you?** It is helping me keep track of my prospective clients and helping me overcome any hurdles in reminders. ### 50. Overall it’s a very cost effective CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Nutshell?** You can BCC emails to the program and it's fairly easy to learn and work with. **What do you dislike about Nutshell?** It doesn't extract the data 📈 correctly from the emails and it requires a lot of manual data entry. Also, there is no way to automatically upload your products and pricing from an excel spreadsheet. **What problems is Nutshell solving and how is that benefiting you?** None yet, because we have a limited staff and time to devote to using it to its fullest potential **Official Response from Jewell July:** > Thank you for sharing your positive experience with Nutshell! We're glad to hear Nutshell is easy for your team to learn and use! If you're experiencing difficulty getting email data into Nutshell correctly, our support team would be happy to help! Reach out to them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. While you can import products, they currently have to be imported with leads. You can learn more about imports here: https://support.nutshell.com/en/articles/8429035-what-data-can-i-import-into-nutshell. We're always striving to make Nutshell the best CRM for our customers, so I'll share your feedback about importing products and pricing with our development team! 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?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-05-28+05%3A26%3A29+-0500&secure%5Bsession_id%5D=0323492c-6c14-437d-9014-38de9edb9a77&secure%5Btoken%5D=b430a7dfed07de7370d040d83e1bcce470f7a035de727f9c4ff219e565c4d7bf&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) - [Calendly for G Suite](https://www.g2.com/products/calendly-for-g-suite/reviews) - [CallRail](https://www.g2.com/products/callrail/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) - [Dronedesk](https://www.g2.com/products/dronedesk/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) - [Expertise AI](https://www.g2.com/products/expertise-ai/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) - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/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 Excel](https://www.g2.com/products/microsoft-excel/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) - [SOS Inventory](https://www.g2.com/products/sos-inventory/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) - [WorkOS](https://www.g2.com/products/workos/reviews) - [WPForms](https://www.g2.com/products/wpforms/reviews) - [WPforms](https://www.g2.com/products/wp-mail-smtp-pro-wpforms/reviews) - [Wufoo](https://www.g2.com/products/wufoo/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/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 **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 **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - CRM Integration - Calendar - Shared Records **Customization** - Custom Fields - 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 **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **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 **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Live Forecasting **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **AI and Automation** - Lead Prioritization - Lead Scoring **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document 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 **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **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 ## Top Nutshell Alternatives - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - 4.3/5.0 (2,999 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,196 reviews) - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,125 reviews)