Nutshell Reviews & Product Details

Nutshell is a fantastic product. My employer moved from an in-house CRM to Nutshell in the spring of this year. The transition was easy. The team was so supportive and helpful. No question was out of the question. We felt comfortable getting to the know the program. The trial before purchase was perfect, and all the items we added during the trial carried over into the live program.

I use Nutshell everyday. The reporting is fantastic. It's easy to find products and the easiest CRM I've ever used. The cost is absolutely worth the product, and I super appreciated that there was no extra cost for onboarding. Review collected by and hosted on G2.com.

My only complaint is that sometimes features change. This is generally announced beforehand, and feedback is requested afterward. But I do wish some changes were optional rather than mandatory. Review collected by and hosted on G2.com.

I have been using Nutshell for 6 years now, and I like that it is very easy to navigate. I have always have outstanding customer support if I had questions or needed urgent assistance. I recently had an issue that needed urgent attention, and James was there to assist me. He resolved my issue, and was very friendly. I would highly recommend Nutshell to anyone. I have a few different CRM's over the past 20 years, and this one is the best! Review collected by and hosted on G2.com.

There have been a few times where I have made an entry on a client's file, and then got distracted and started searching another client's file, losing all of the information I just added. I wish that there was an alert warning me that I did not click save, so that I wouldn't lose everything I just entered. Review collected by and hosted on G2.com.

I use Nutshell primarily to manage leads, automate outreach, and keep my entire sales workflow organized without drowning in menus or pointless features. Nutshell is the first CRM that actually delivers on usability. It eliminates the chaos of tracking leads across spreadsheets, emails, and random notes by pulling everything into one clean pipeline. I love that it cuts follow-up delays to zero with automated sequences that handle repetitive outreach better than any manual system ever could. The biggest win is that it makes managing leads and follow-ups stupidly fast and frictionless. Nutshell removes the mental overhead—every lead, email, and follow-up is auto-organized so nothing slips through the cracks. Because the system handles the busywork, I stay focused on actual selling instead of babysitting a CRM. Pairing Nutshell with email and analytics tools keeps my outreach, tracking, and reporting fully synced. The initial setup was straightforward—importing data, configuring pipelines, and getting everyone onboarded took a fraction of the time compared to other CRMs. Review collected by and hosted on G2.com.

The only real drawback is that its customization options can feel limited when you're trying to build more complex, highly tailored workflows. It needs deeper field-level controls and more flexible automation triggers so advanced workflows don't feel boxed in. Review collected by and hosted on G2.com.

It is easy to input people and leads into the CRM Review collected by and hosted on G2.com.

I am not able to do much else after putting the lead in, I can not even see my tasks. I am on a company account and it is very frustrating basically only being able to use nutshell as a notepad and placeholder. I don't know if I'm limited due to the selected plan or if it is because I am not the Primary account user. I hope our up coming call can fix a lot of these issue. It is a platform I want to use for the ease of use but dislike the restrictions i face. Review collected by and hosted on G2.com.

Nutshell has a very user friendly and intuitive user interface.

The API gives access to numerous data points to aid in Process Integration

I especially like the feed back on Emails sent through the system. way more useful than basic Non-Delivery reports Review collected by and hosted on G2.com.

While I enjoy all the aspects of the existing APIs, I would like to see an API to the Marketing section.

it would be helpful in managing email bounces, and other client touch feedback. Review collected by and hosted on G2.com.

I really appreciate that Nutshell offers an integrated system allowing calls to be made directly within the platform. This feature takes notes for me and effectively tracks the last time customers were contacted, which greatly aids in managing customer relationships. Additionally, the drip sequence and tagging functionalities are impressive and work remarkably well, helping to streamline and personalize outreach efforts. My training on Nutshell went fairly easy, reflecting its user-friendly design. Overall, I am so satisfied with the experiences and functionalities that Nutshell provides that I would highly recommend it to others, exemplified by my eagerness to give it a perfect score of 10 out of 10. Review collected by and hosted on G2.com.

I think what doesn't work as well is when I'm calling a customer and they don't answer. They end up calling back on my phone and it doesn't track any of that call in Nutshell. Review collected by and hosted on G2.com.

It's fairly intuitive and does what a CRM should do - you can find info easily and they have great reports. I also enjoyed my experience with their customer support team who handled my issue promptly. Nutshell is a good choice for teams needing basic features and looking to keep costs down. Review collected by and hosted on G2.com.

It can be slow and lag a lot at times which really disrupts your workflow. Also, one of my biggest pet peeves with the platform is the fact that call steps in a sequence are not a native feature. Addressing those two areas would make Nutshell a more versatile solution. Review collected by and hosted on G2.com.

I find Nutshell incredibly user-friendly, which enhances my productivity by making it effortless to keep track of everything related to my sales notes. The app is particularly useful for my role in marketing and sales, where I'm often on the road. It provides the convenience of easily accessing crucial information without needing a computer, which is a tremendous advantage when working remotely or traveling. The setup of Nutshell was very easy—quick and simple—allowing me to get started without any hassles. This ease of use, combined with the convenience of mobile access, significantly aids in managing my tasks efficiently. Review collected by and hosted on G2.com.

I think having access to a larger database of referral sources would be beneficial. Review collected by and hosted on G2.com.

I like using Nutshell CRM because it provides a great way to keep track of my opportunities and monitor the progress through different stages. One feature that stands out is the stage bar, which clearly shows where we are in the deal process, helping me communicate accurately with management, especially when I am at the negotiation stage. This feature enables me to forecast more accurately, which is invaluable in my work. Review collected by and hosted on G2.com.

I find that Nutshell could be improved by allowing configuration of a portlet to write MEDDIC and track the next steps in detail for deals. It would be beneficial if I could have a working document integrated within the system to meticulously track and outline each step in the deal process, such as sign-offs, legal reviews, and walkthroughs. Review collected by and hosted on G2.com.

We've used Nutshell for a couple of months as our new CRM, and the onboarding process has been fantastic. Our salesperson told us how to use an upgrade to get our onboarding calls included in the package, and I'm so glad we did. We are beginning to put information into the system and it seems to work for the way our brains work. Even when we start wondering where to put something, there it is. Nutshell has done a great job of thinking like the sales teams that are end users, vs some others that were clearly built for engineers, not salespeople. Thank you Nutshell! Review collected by and hosted on G2.com.

We haven't found a downside. So far, so good. Review collected by and hosted on G2.com.