Nutshell Reviews & Product Details

Everything links to your email, your calendar, contacts, you name it! Super easy to navigate, amazing customer support specialists. I use daily for all my needs to track my communication and scheduling with companies we're trying to work with. VERY EASY TO IMPLEMENT IN YOUR DAILY TASKS! Review collected by and hosted on G2.com.

Sometimes things don't merge correctly with leads and notecards, so it will almost duplicate profiles, making it frustrating at times and when I double call companies or call with repeating information it is a little embarrassing. Review collected by and hosted on G2.com.

How easy it is to navigate and organize important files and information. Review collected by and hosted on G2.com.

sometimes there's duplicates and that can trip a person up. Review collected by and hosted on G2.com.

I love that I can see each and every task that I am working on. Having everything available and in sight ensures nothing falls through the cracks. Review collected by and hosted on G2.com.

In the time that I have been using nutshell I haven't come across any. Review collected by and hosted on G2.com.

Pricing meets our budget and onboarding has been easy! Review collected by and hosted on G2.com.

Other having to learn something new, we haven't experienced any dislikes yet. Review collected by and hosted on G2.com.

The email marketing and tracking tools that Nutshell offers are some of the best I have seen or used. The ability to create beautiful, eye-catching, high-quality emails, email campaigns is extremely well designed and easy to use. Their email designer tool is so easy to use and extremely effective. I use it constantly. It's so easy to implement, and integrates flawlessly into the multitude of other tools I use daily for work. Review collected by and hosted on G2.com.

I'd like more customization ability in regards to how the user interface looks. I am a meticulous note taker, and I hate having to scroll all the way down the page to see my notes in regards to how a conversation or deal was last left off. I'd love if I could customize the page itself to my liking. The same goes for the dashboard itself. More customization options is always a good thing. It would make my constant use of Nutshell more enjoyable. Review collected by and hosted on G2.com.

We’ve been using Nutshell as our CRM for years, and while no system is ever exactly what you need, Nutshell comes pretty close. Here’s what we love – and where we think there’s room for improvement.

✅ What We Like:

- Pipeline Management – Keeps our sales process streamlined and easy to track.

- Automation – Saves us time and ensures no lead falls through the cracks.

- Constant Updates – Nutshell keeps evolving with new features, showing they listen to users. Review collected by and hosted on G2.com.

❌ What Could Be Better:

- A few features and options that would benefit us aren’t available yet.

- Like any CRM, it’s tough to find one that fits every need perfectly.

- Reporting is good but it takes a while to get used to how it works, we would like some options to have cards as reports!

That said, Nutshell is always improving, and we’re hopeful that, in time, it’ll become our all-in-one solution! We use it every single day! Review collected by and hosted on G2.com.

I appreciate how Nutshell simplifies a complicated sales process for both beginners and experienced sales representatives. Unlike larger, more cumbersome CRMs on the market, Nutshell features an intuitive drag-and-drop interface that makes it easy to move tasks around. Integrating into our phone system was a breeze!

For me, sending emails or templated emails from within Nutshell has saved so much time from using a 3rd party email program and then having to mark the activity. Automated follow-ups, reminders, and lead assignments have also saved time. Other CRMs may have these features, but they go about it in a more cumbersome way - too many clicks, etc. Review collected by and hosted on G2.com.

Although it connects with key tools that enhance its functionality, it lacks as many native integrations as larger CRMs, which may necessitate third-party software for specific workflows. But if you keep it light, you shouldn't have that issue. For my use case, reporting is useful but not as deep as enterprise CRMs. All of this depends on your ORG and how it's structured. For my needs, it gets everything done! Review collected by and hosted on G2.com.

They have outstanding support and the onboarding we received was top notch. There are so many features that is like a kid in a candy store. Review collected by and hosted on G2.com.

Syncing a couple of things were a bit problematic but support stepped up and helped. Review collected by and hosted on G2.com.

I emailed Nutshell on Sunday and had an answer Monday morning. I had 2 additional questions, both were answered by the same person (shout out to Sara!) within 90 minutes. Review collected by and hosted on G2.com.

The bot does not always give the correct or complete info to find where a tool is located. You need to ask your question a different way or ask 'where can I find that on the dashboard?' Review collected by and hosted on G2.com.

It's an easy and organized way to keep track of leads. Review collected by and hosted on G2.com.

Sometimes it glitches, but it gets back to normal right away. Review collected by and hosted on G2.com.