Nutshell Reviews & Product Details

We had been using another CRM, but that CRM was not intuitive and had too many options, too much information that was not actually useful to our team. So unfortunatly, we just didn't use the old one, yet kept paying for it even though it was too expensive. We were just frustrated with the experience. But we have found the opposite to be true of Nutshell! It has veen easy to implement for our team, everyone has been able to use it, and found its strengths for each of our needs and uses. We also LOVED having the 2 free training sessions! Thank you! Review collected by and hosted on G2.com.

We havn't found any negatives so far!Thanks! Review collected by and hosted on G2.com.

This is my second review of Nutshell, now seven months into using it as our CRM, sales funnel, and communication tool for prospects and clients. We switched from a costly CRM software to Nutshell in January 2024, and we love it. The newsletter templates are fantastic, with an open rate of 35-50%. We use it for drip campaigns to stay in front of prospects. It's very user-friendly, and the support team is incredibly responsive. Whenever I have an issue, I simply send an email and receive clear instructions to resolve it, followed by a follow-up to ensure the problem is fixed. I continue to recommend Nutshell to industry colleagues for its ease of use and affordability. Review collected by and hosted on G2.com.

There's nothing I dislike. We need to get more comfortable about the features. The scheduler doesn't allow you to add additional people. So once the meeting / call is set you can add people afterwards. Review collected by and hosted on G2.com.

Nutshell does it all for my SME client and for my marketing I can't fault it Review collected by and hosted on G2.com.

I would like to export emails from nutshell to send from other platforms as HTML but I've not found that possible. Sometimes importing I've run into trouble accidentally adding people to the database that doesn't only want in a marketing list. This could be user error! Review collected by and hosted on G2.com.

That it can view when an email is read/ opened Review collected by and hosted on G2.com.

not user friendly specially with reports Review collected by and hosted on G2.com.

We were organizing our client info in spreadsheets and project management software, and needed a dedicated CRM software to make communicating with clients and keeping track of progress easier. I really like the pipelines and the automations, so clients can receive automatic emails and follow-up emails. This cuts down a lot on our manual work! I also like that we can see our email threads with clients on the lead file in Nutshell. The integrations with Gmail and our document service, Pandadocs, make the work much more seamless. Review collected by and hosted on G2.com.

Nutshell is suitable for small teams, but is limited in its customization and automation. If you need to supercharge your CRM, this might not be the right choice. One pain point for our team is that the custom fields are not customizable enough, and we can only sort our data off of a limited choice of custom fields. I also wish the reporting was more customizable, so we can slice our data in more ways and create more meaningful insights. Review collected by and hosted on G2.com.

I like how i can easily manage my tasks. Review collected by and hosted on G2.com.

I cant think of anything I really dislike about nutshell at the momement. I Review collected by and hosted on G2.com.

Nutshell offers a lot of flexibilty that allow users to configure the features specifically for thier business. The customer support responds quickly and is eager to assist. Review collected by and hosted on G2.com.

I would love to see the scheduling tool updated to reflect the client's time zone for reminders (rather than the business's time zone). Review collected by and hosted on G2.com.

Nutshell is intuitive and easy to use. Perfect for small businesses that don't need a ton of bells and whistles. Review collected by and hosted on G2.com.

Sending quotes requires an extra monthly fee. Review collected by and hosted on G2.com.

We are a small but mighty creative and strategic sales team working with global beauty brands - we are forever grateful to nutshells immense capacity to support us and are using and discovering new tools for growth and organization daily! It is so easy to use - I feel confident that my customers are never neglected and my pipelines are growing 5x because of marketing and email automation. Review collected by and hosted on G2.com.

My only issue is that I wish I had a full understanding of all the magic it has now, but I'm still learning. Review collected by and hosted on G2.com.

I appreciate how easy it is to use the API to query and change data. It makes for a very robust integration experience if you are using software developed in-house. The staff is very helpful and answers questions very thoroughly. The API documentation allows you to key in sample data to generate properly formatted JSON, which is very useful and makes development very efficient. Review collected by and hosted on G2.com.

No real downsides. One thing that would be useful is the ability to create custom modules, such as for orders/sales. Review collected by and hosted on G2.com.