How easy it is to filter down leads/contacts. Review collected by and hosted on G2.com.
Sometimes system will crash and not load page when clicking. (Very rare, I simply logout and log back in and it fixes the issue). Review collected by and hosted on G2.com.
The tags and custom fields on the leads! Review collected by and hosted on G2.com.
The reporting needs a lot of work, it is not cross functional. Review collected by and hosted on G2.com.
I enjoy the layout of personal accounts as well as the timeline for closing on a sale Review collected by and hosted on G2.com.
I don't know all the features yet! It would be great to watch tutorials to learn how to optimize Nutshell better. Review collected by and hosted on G2.com.
What I like best about Nutshell is how clean and intuitive the interface is — it’s easy to onboard new team members without a huge learning curve. The pipeline and reporting tools are super helpful for tracking deals at every stage, and the integrations (especially with email and calendars) make staying organized effortless. It feels like a CRM that was actually built with the user in mind, not just the data. Review collected by and hosted on G2.com.
While Nutshell does a lot of things well, I wish there were more customization options for quotes and email templates — especially when it comes to formatting and branding. Also, deeper integrations with third-party tools (like some accounting or shipping platforms) would make it even more powerful. It’s not a dealbreaker, but a few more advanced automation features would go a long way. Review collected by and hosted on G2.com.
Thank you for sharing your positive review of Nutshell, Shane! Our team is excited to hear that Nutshell is easy to use, provides helpful reporting features, and integrates well with the platforms you already use!
I also appreciate your feedback about customization for quotes and email templates and deeper integrations. Additional customization for these features is on our roadmap for the future, so stay tuned for those updates. Regarding integrations, you might find that integrating with Zapier or through API keys can help your team achieve the automations you're looking for! Learn more at our support articles here: https://support.nutshell.com/en/articles/8429060-api-keys-create-api-keys-for-3rd-party-apps and https://support.nutshell.com/en/articles/8429065-integrations-connecting-nutshell-with-zapier.
All the best,
Jewell from Nutshell
Nutshell is quick and easy to use. We switched over about a year ago and it has been smooth sailing with this program. Review collected by and hosted on G2.com.
I have no complaints about Nutshell at this time Review collected by and hosted on G2.com.
The CRM's interface is useful and it allows multiple users to identify potential leads within the system while also collaborating effectively and efficiently as correspondences can be logged automatically. Review collected by and hosted on G2.com.
Nutshell sometimes misidentifies users as being duplicates and attempts to merge information. In some instances, this is useful, however, there are times when the users have nothing in common and the system attempts to inaccurately merge important data. Review collected by and hosted on G2.com.
Thank you for sharing your positive review of Nutshell, Cliff! We're glad to hear how Nutshell is helping your team collaborate effectively and manage data across sales, marketing and leadership!
Nutshell detects duplicates using the same engine that powers the universal search feature, meaning that variations in spelling or other such differences might prompt a "duplicate detected" message. If the contacts aren't duplicates, be sure to mark them as such - that improves Nutshell's data to make future matches more accurate!
All the best,
Jewell from Nutshell
Such a clean interface, user friendly, adept design, front and back end are really exceptional and customer service is wonderful. Review collected by and hosted on G2.com.
Really only positive notes to report, fantastic product. Review collected by and hosted on G2.com.
Nutshell CRM has been a great fit for our small company. It’s easy to use, well organized, and helps us keep track of leads and customer relationships without feeling overwhelming Review collected by and hosted on G2.com.
More features for tracking leads! Possibly more stages? Review collected by and hosted on G2.com.
The dashboard is my favorite feature. I appreciate being able to view a lot of important details in one place. I rely heavily on the quick access to activities and tasks. I like being able to have multiple leads tied to one company and multiple people tied to a company as well. I came from an industry specific B2C CRM that was VERY different. At first I wasn't sure I liked Nutshell, but after using it more I appreciate the features and functions that better fit my B2B work. Review collected by and hosted on G2.com.
I'd like to be able to delay or schedule tasks that aren't tied to a specific schedule in the pipeline. It's not always obvious how to do what I need to do. The help articles are sometimes helpful, but not always. However the assistance I've received in the chat is fantastic. Review collected by and hosted on G2.com.
Thank you for sharing your positive review of Nutshell, Beth! We're glad to hear you're enjoying Nutshell's features like the sales dashboard, lead tracking, and scheduling tasks and activities with clients.
If you're looking to schedule an activity or task that isn't tied to your pipeline automation, you can do so by clicking the "+" button in the top menu and selecting Activity or Task. To delay the activity or task, just select it from your dashboard, click "Edit," and change the due date.
I also appreciate your feedback about our help articles—if you have specific feedback about how we could make them more useful for you, please let us know! I'm glad to hear that our Support team is helping you resolve issues in the chat.
All the best,
Jewell at Nutshell
How Nutshell syncs with email and allows the user to track tasks. Review collected by and hosted on G2.com.
Assigning myself a specific lead or trying to follow a lead doesn't function consistently. Review collected by and hosted on G2.com.
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