--- title: Nutshell Reviews meta_title: 'Nutshell Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1443 reviews by the users' company size, role or industry to find out how Nutshell works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 1443 scale: '5' date_modified: '2026-08-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Nutshell Reviews **Vendor:** Nutshell **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,443 ## 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** , significantly enhancing their organization and lead management. (379 reviews) - Users value the **ease of organization** that Nutshell provides, enhancing efficiency throughout the admissions process. (207 reviews) - Users value the **excellent customer support** from Nutshell, appreciating responsive assistance and comprehensive educational resources. (178 reviews) - Users love the **user-friendly email marketing tools** in Nutshell, appreciating their effectiveness and seamless integration with other tools. (177 reviews) - Users find Nutshell **intuitive and easy to use** , enhancing collaboration and providing a great user experience. (163 reviews) - Users praise Nutshell for its **intuitive interface and simplicity** , making it easy to manage leads and onboard team members. (152 reviews) - Contact Management (134 reviews) - Lead Management (128 reviews) - User Interface (123 reviews) - Integrations (114 reviews) **What users dislike:** - Users find Nutshell lacks essential **configuration and reporting features** , leading to inefficiencies and lost information during data entry. (172 reviews) - Users note the **limited features** in Nutshell, particularly desiring more customization and advanced automation options. (117 reviews) - Users notice **limited customization** options in Nutshell, impacting usability and personalization for mobile and email features. (83 reviews) - Users find the **learning curve challenging** due to frequent changes and a complicated layout affecting workflow. (79 reviews) - Users find the lack of **customization options and junk email filtering** in Nutshell's email management frustrating. (73 reviews) - Integration Issues (61 reviews) - Contact Management (53 reviews) - Limited Functionality (46 reviews) - Email Issues (44 reviews) - Limited Options (44 reviews) ## Nutshell Reviews ### 1. Highly Customizable to Fit Your Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Nutshell?** I like how you can customize it to your needs. **What do you dislike about Nutshell?** Wished there was a place under people to distinguish clients vs candidates **What problems is Nutshell solving and how is that benefiting you?** Help us keep track of leads ### 2. Powerful Data Insights and Customizable Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2025 **What do you like best about Nutshell?** Lots of ways to extract and compile data put in. I love that I can drill down to very specific information. **What do you dislike about Nutshell?** It doesn't seem to integrate well with Salesforce and I don't use the financial portion of it, I would love a version of Nutshell that just tracked leads and conversions without the financial aspect **What problems is Nutshell solving and how is that benefiting you?** We track how we add other professionals to a network, but it would be really helpful to be able to add it to a spreadsheet and just extract names / phone numbers / addresses so we can review by location ### 3. Intuitive UI, Clever Features, a CRM I don't hate **Rating:** 5.0/5.0 stars **Reviewed by:** Brook C. **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** UX/UI, efficiency of workflows, strong email and other integrations, and mobile app quality **What do you dislike about Nutshell?** It's still a a CRM, I wish the search function was more comprehensive, and I'd love to be able to sync with other MSFT products like OneNote and Teams **What problems is Nutshell solving and how is that benefiting you?** The mobile app allows for on-the-go solutions, email integrations are powerful for historical context, and it's highly intuitive to use versus legacy competitors. We can see in real-time across devices which opportunities are advancing and where others were left behind. ### 4. AMAZING CRM - Wouldn't use anything else! **Rating:** 5.0/5.0 stars **Reviewed by:** Becky S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Nutshell?** I have used many CRMs over the years and Nutshell is by far the best. It stands out because not only does it have a very easy interface, it's also extremely easy to personalise to suit your business. Their customer service and support is by far the best out there, they have spend hours if not days with me over the past few years helping set up a suitable system that works for my various businesses. I wouldn't use any other CRM and often recommend them to clients and contacts. I have even set up a Franchise business and the CRM works for a franchise, so it really is the BEST! **What do you dislike about Nutshell?** There is nothing I dislike about them, they are consistent and always ensuring everything runs smoothly. **What problems is Nutshell solving and how is that benefiting you?** For 1 business it just keeps everything in line and running smoothly so I know where I am at with each and every order and the value etc. My franchise business it allows me to have full exposure whilst my franchisees have their own log in. This helps me see things from a top level whilst running the business. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Becky! We're glad to hear how Nutshell is helping you organize your franchises, track orders, and personalize your CRM for your needs! We are honored to help you grow your businesses! Thank you for such a heartwarming review! All the best, Jewell from Nutshell ### 5. User friendly and very dynamic **Rating:** 4.0/5.0 stars **Reviewed by:** Hugh M. | Vice President of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Nutshell?** I've worked in different CRMs and Nutshell is definetly the easiest to use. I use Nutshell daily for both lead management and customer tracking. We also use the Marketing function for email blasts and their builder is really easy to use and produces great looking emails. **What do you dislike about Nutshell?** On the rare occation that I do need assistance (beyond their help articles) I have not been able to find a phone number to call for live support. They do have a chat box but it typically takes a day to get a response. **What problems is Nutshell solving and how is that benefiting you?** All of our leads, customers, and marketing can live in one place. We are able to communicate and set reminders for each other. Don't need to send an email "reach out to this customer", just make a task for them in Nutshell for them to complete. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell, Hugh! We're glad to hear that Nutshell is easy to use, helpful for lead management, and that Campaigns produces high-quality marketing emails to send your contacts! I'm also excited to hear how your team is using Nutshell to collaborate and manage everything in one location! Live phone support is available on our Nutshell Enterprise plan. However, our support team strives to provide live chat support in a timely manner to all of our customers! All the best, Jewell from Nutshell ### 6. Helps me stay organized with my contacts and leads **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism **Reviewed Date:** December 10, 2025 **What do you like best about Nutshell?** Nutshell is my first CRM and I've found it quite intuitive and easy to use. **What do you dislike about Nutshell?** I don't think there are really any downsides! There could be features I am under-utilizing at this time. **What problems is Nutshell solving and how is that benefiting you?** After starting my business, I was keeping my leads in an excel sheet. Nutshell allows me to have everything way better organized so I can personalize how I target different leads without overmarketing to them. It is also helps me have more data, which should help me improve in the future. ### 7. New to Nutshell **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** I love being able to see all the communication with a lead in one place. In my line, often multiple people are talking with a lead, and its helpful to have the context of all the conversations in one spot. **What do you dislike about Nutshell?** I have found syncing my calendar to be a little difficult. I would love to utilize the scheduler feature, but haven't been able to sync my calendar yet. I'm working with the Nutshell support team to resolve the issue. **What problems is Nutshell solving and how is that benefiting you?** Nutshell allows me to use stop guessing where someone is at in our process. At a glance I can quickly see where they are. It is helping me stay informed and updating on the progress of our leads. ### 8. Very helpful in terms of keeping contact info for an org. The email function is also very valuable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** I like Nutshell for its intuitive interface and how easy it is to track leads and manage contacts in one place. The automation and reporting features help streamline marketing efforts without adding complexity. It’s a practical, efficient tool that keeps our sales and marketing aligned. **What do you dislike about Nutshell?** Some advanced features feel limited without upgrading, which can be frustrating as needs grow. The customization options for reports and workflows could be more flexible. Occasionally, the interface requires extra clicks to get to commonly used information. **What problems is Nutshell solving and how is that benefiting you?** The most helpful aspect is to help us locating business contact info that the company have accumulated over the years. Its ability to get contact info from all emails the organization has is amazing ### 9. Nearly all in one business application **Rating:** 5.0/5.0 stars **Reviewed by:** Cassidy N. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2025 **What do you like best about Nutshell?** Nutshell forms, scheduler, & Visitor IQ are amazing. Not to mention the entire lead tracking and reporting functions. Visitor IQ is giving us so much insight into our website use and helping us tailor our SEO efforts. **What do you dislike about Nutshell?** We were really excited about integrating the Nutshell Chat feature to our website, but we were unable to make it give us push notifications on our phones, which meant we had to go back to our old website chat company. I'll be excited to see any updates to the chat feature to improve the useability of it, as that is the last remaining place we can generate leads outside of Nutshell. It will be great to have all of our leads tie together in nutshell. Visitor IQ has been super helpful at giving us insights into our website usage, but 75% of the actual contacts we add from it using our credits are outdated/unusable. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is allowing us to easily track our client base, while also automating contact with leads that haven't landed yet. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Cassidy! We're glad to hear how Nutshell is helping you track leads, schedule meetings, identify website optimization opportunities with VisitorIQ, and more! Good news - you can configure Nutshell to receive mobile push notifications for Chat threads! Go to your settings > Notifications and check the "Mobile Push" box next for your Engagement Threads (see https://support.nutshell.com/en/articles/8428906-how-to-set-up-notifications-in-nutshell#h_e1a1d0730b for more). Your team will also need to download the Nutshell app and enable notifications from Nutshell on their individual devices to receive these alerts. If you're still experiencing issues, please reach out to our support team and we'll be happy to help! All the best, Jewell from Nutshell ### 10. Comprehensive Customer Insights at a Glance **Rating:** 5.0/5.0 stars **Reviewed by:** Alan A. | Reservations team, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** It allows us to see all our customers activity while they use our website **What do you dislike about Nutshell?** I would only suggest an on/off toggle for AI features **What problems is Nutshell solving and how is that benefiting you?** All of our sales operations are managed through Nutshell, and it works exceptionally well for us. ### 11. Your Sales Team Will Be Obsessed with Nutshell **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Nutshell?** The visual UX design of the sales process helps to both organize leads and support understanding and consistency of the sales lifecycle across your sales team. It's a great single source of truth to track communication and history of sales transactions while incorporating great features to help maintain relationships with customers. It's super easy to use with a gentle learning curb for new employees. This CRM integrates well with other platforms! For a SALES team this CRM is a 10/10! **What do you dislike about Nutshell?** My "dislikes" are minor and do not sway my overall rating. Some considerations are that for smaller teams, or those without a dedicated CRM admin, it can sometimes be challenging to make the most of your instance and really flex this tool to do all that it can. Without an enterprise subscription, customer support is a little more limited. Lastly, while Nutshell integrates well with many platforms, full integration with google suite is not supported for some features - this can influence workflow and makes some data around activity tracking a little less valid. But overall, great product! **What problems is Nutshell solving and how is that benefiting you?** It helps me as a user quickly prioritize tasks in my day, track my clients within the sales lifecycle and plan. ### 12. User friendly with useful features **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany S. | Marketing & Accounting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Nutshell?** Nutshell is a very straight forward, user friendly CRM software. It has multiple features that make tracking leads simple, helping prevent warm leads from getting lost in the shuffle. Simple features, like tagging a coworker in a customer note with the @ symbol are so convenient and support a fast-paced office environment. Creating tasks for myself and other team members aides in keeping the communication flowing when team members are in and out of the office. **What do you dislike about Nutshell?** Minute details in the customer's name can be a little frustrating. For example, if someone enter a customer's company name as St. Paul, you won't find them if you search Saint Paul or Pooh's Corner vs Poohs Corner. **What problems is Nutshell solving and how is that benefiting you?** Our team is small and when one person is not in the office things can easily be overlooked by coworkers. Nutshell helps us store all important information, customer details, and tasks in one place. With multiple people on the road Nutshell makes internal communication and tracking uncomplicated and accessible for everyone on the team. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Brittany! We're glad to hear how Nutshell is helping you track leads, remember important details and tasks, and improve communication with your entire team! All the best, Jewell from Nutshell ### 13. Really good website based CRM. Phone app needs some help **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Nutshell?** The map in Nutshell provides a really good visual on one's territory. Entering new leads, customers, and information is easy and intuitive. **What do you dislike about Nutshell?** The Nutshell app is only really useful as a contact list and, while it does that very well, I wish that some of the usability from the website was available on the App. It is extremely hard to find and enter information on the app. I don't know if you can even log and activity on the app. The activities should be shown on the customer page, there isn't even a tab for them. It would be nice if the user could easily enter their own Industry and company type if what they want isn't in the drop down already. **What problems is Nutshell solving and how is that benefiting you?** It is very easy to link Nutshell to email threads so they are logged automatically. Which is nice when that slips my mind. Nutshell make it very easy to cooperate with people in your network. By "@"ing them, you can bring their attention to specifics that you would like to be addressed. ### 14. Simple Setup, Perfect for CRM **Rating:** 4.5/5.0 stars **Reviewed by:** John V. **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** I use Nutshell for my digital media agency and sales funnel, and it really helps me keep track of daily tasks and clients. I like the easy setup and use for any industry, and how Nutshell makes things simple with the backend and no code needed. The initial setup was very simple, and I've even set up other businesses on it as their CRM. **What do you dislike about Nutshell?** none. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps me keep track of daily tasks and clients. ### 15. Streamlined CRM That Keeps Our Sales Team Focused **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** We've been using Nutshell for several months now, and it's become an essential tool for managing our sales pipeline. The interface is clean, intuitive, and easy for our team to navigate daily. Features like customizable pipelines, automated follow-ups, and reporting dashboards have helped us stay organized and close deals faster. Customer support has also been excellent—responsive and helpful whenever we've had questions. Compared to other CRMs we've tried, Nutshell strikes a great balance between functionality and simplicity. If you're a growing business looking for a reliable, no-nonsense CRM, I highly recommend giving Nutshell a try. **What do you dislike about Nutshell?** While Nutshell works well overall, a few things could be improved. The reporting features, while useful, feel a bit basic compared to larger CRMs — more advanced customization options would help. Also, integration options with some third-party tools are somewhat limited, requiring workarounds at times. Lastly, mobile functionality, though solid, could be more streamlined for on-the-go use. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us stay organized and manage our entire sales pipeline in one place. Before using it, we struggled with scattered data and inconsistent follow-ups. Now, our team can easily track leads, automate tasks, and visualize deal progress. This saves us time, improves team coordination, and helps prevent lost opportunities. Ultimately, it’s helping us close more deals and operate more efficiently. ### 16. Intuitive CRM that streamlines sales and improves team coordination **Rating:** 4.0/5.0 stars **Reviewed by:** Patrick V. | Project manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2025 **What do you like best about Nutshell?** What I appreciate most about Nutshell is its user-friendly interface that makes onboarding new team members easy and ensures a clear overview of the sales pipeline. The reporting is clean, the automations are helpful, and integrations with tools like Google Workspace and Mailchimp work seamlessly. We especially value their responsive and helpful customer support team. **What do you dislike about Nutshell?** At times, we’d like more flexibility in customizing reports and filters, especially for more advanced analytics needs. Additionally, some parts of the interface are not fully localized, which can be a barrier for teams not working in English. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us centralize all our sales and customer interactions in one place, which significantly reduces communication gaps between team members. We’ve streamlined lead tracking, improved follow-ups, and boosted our email campaign efficiency thanks to the built-in email marketing and tracking tools. It also saves us time by integrating smoothly with Google Workspace and other tools we use daily. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Patrick! We're glad Nutshell is helping you see into the health of your sales pipeline, reduce communication gaps, and automate tasks to put more time in your week! I also appreciate your feedback about customizing reports and filters and I've shared it with our product team. We're always working to make Nutshell the best CRM for our customers, and we'll consider your suggestions in future updates. All the best, Jewell from Nutshell ### 17. Nutshell Makes CRM Simple and Smart **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** We’ve been using Nutshell for our CRM needs, and we absolutely love how it works! The interface is clean, intuitive, and makes managing our pipeline incredibly easy. One of our favorite features is the Map View CRM, which gives us a clear visual of where our leads and customers are located—perfect for territory planning and targeted outreach. The automation tools are another game-changer, helping us save time on repetitive tasks and ensuring nothing falls through the cracks. Overall, Nutshell has streamlined our workflow and made our sales process much more efficient. **What do you dislike about Nutshell?** The main drawback is the price, as it can feel a bit high compared to some other CRMs. That said, they do offer flexible options and plans, which helps. Another feature we’d love to see in the future is built-in LinkedIn integration for smoother prospecting and relationship management. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us streamline CRM and email marketing in one platform, which solves several challenges. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you manage your pipelines, execute targeted outreach, and automate your workflows! I appreciate your feedback regarding a LinkedIn integration, and will pass it along to our product development team. All the best, Jewell from Nutshell ### 18. Seamless experience with excellent back end support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Nutshell is super user-friendly and easy to onboard new team members. The interface is clean, intuitive, and doesn’t require a lot of training to navigate. I really like how customizable the pipeline stages are, and the reporting tools are solid without being overly complicated. It keeps our team aligned and helps us stay organized without feeling overwhelming. **What do you dislike about Nutshell?** It’s a bit limited when it comes to integrations—especially compared to some larger CRMs. I also find the email automation features a bit clunky, and it would be great to have more flexibility with task management or notifications. Some of the reporting lacks depth if you want to drill down beyond the basics. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is helping us solve the problem of staying organized and aligned across our sales process. It centralizes all our contacts, communication, and pipeline stages in one place, so nothing falls through the cracks. This has improved our follow-ups, made tracking deals easier, and helped our team collaborate more efficiently. As a result, we’re saving time and closing deals more consistently. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you keep your team organized, centralizing your contacts, and improve follow-ups to make collaboration and deal tracking easier! All the best, Jewell from Nutshell ### 19. Avoid at all costs. There are much better options. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2019 **What do you like best about Nutshell?** I really can't say there is anything unique or groundbreaking. Most everything is just okay. **What do you dislike about Nutshell?** The software is loaded with glitches and errors. If you want to download backup data, it can take over a month. **Recommendations to others considering Nutshell:** Spend time with the set-up to customize it to your business. **What problems is Nutshell solving and how is that benefiting you?** We are no longer using Nutshell due to how problematic it is, many errors and functionality issues, and how much it has negatively impacted our operations. ### 20. Easy to navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Jahz D. | Sales consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Nutshell?** What I like best about nutshell is how easy it is to use and customize. It keeps all my leads, pipelines, and communications in one place, which makes staying organized so much easier . **What do you dislike about Nutshell?** A littleHarder to navigate on cell phone. Name doesn’t always pop up when entering on search bar. **What problems is Nutshell solving and how is that benefiting you?** Nutshell solved my problem of juggling client info across different tools. Now everything is in one place, which saves me time and keeps me organized. ### 21. It is a great platform to organize everything that we need as company. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** I love how organized and practical the platform is. It's very practical for those who need all the details; you can find everything there. **What do you dislike about Nutshell?** Sometimes we have some errors in the tags that occur due to system failure, but I think it's something simple to fix. **What problems is Nutshell solving and how is that benefiting you?** It has been very helpful to have control over open leads, know the status of each one, and who is handling them. This saves time! ### 22. Nutshell has been a game changer! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages **Reviewed Date:** January 30, 2026 **What do you like best about Nutshell?** Nutshell allows me to keep track of all my leads and helps me organize them so no one is missed! **What do you dislike about Nutshell?** Some of the terminology isn't clear at first but once you get into the program and get used to it.... no problems. **What problems is Nutshell solving and how is that benefiting you?** Tracking and collecting data on customer management. ### 23. Customer Communication Rockstar! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** Tracking all communication between employees and customers. **What do you dislike about Nutshell?** Some small technical issues, but their support crew works on them immediately. **What problems is Nutshell solving and how is that benefiting you?** Nutshell has been a great CRM for our team at Main Executive, giving everyone from sales to scheduling full visibility into customer history from estimates through completed work and long-term follow-ups. Their support team was also responsive and followed through to resolve a mobile app issue we experienced early on. ### 24. Easy Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Nutshell?** Its simple to use, and straightforward. It integrates email and other platforms directly, making it easy to see responses from clients in one place. It also allows for a more collaborative sales process, as you can easily see which tasks your colleagues have completed and see their communication too. **What do you dislike about Nutshell?** It does not make it easy to log repeat customer transactions, membership/subscription based services. **What problems is Nutshell solving and how is that benefiting you?** Collaboration and CRM. ### 25. Great for SOHO business **Rating:** 4.5/5.0 stars **Reviewed by:** Dan A. | Senior Consultant, Board of Directors, Telecommunications, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2019 **What do you like best about Nutshell?** SaaS is great, easy to tell me what I need to do next and all in one, which also let's me share with a few coworkers. **What do you dislike about Nutshell?** I'd like to use the triggers as a basic plan **What problems is Nutshell solving and how is that benefiting you?** Keeps reminding me when to reach out to prospects and ultimately greater sales ### 26. Great tools for sales teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Building Materials **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** Nutshell is really easy to use. The process is quick to learn and you can get up an running in no time **What do you dislike about Nutshell?** I wish that contacts were listed in alphabetical order under the company. It could have better duplication alerting, when entering companies or leads, if people use slightly different names, the dupes don't get caught. **What problems is Nutshell solving and how is that benefiting you?** It keeps a central location for our leads so everyone knows what we are working on and who is responsible for the lead. We have a team spread across North America and it keeps us all on the same page and establishes lead owners and contributors. ### 27. A Year of Using Nutshell, In a Nutshell **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** Nutshell has been a reliable companion throughout the entire admissions process at The Arbor. Keeping track of notes and the stage of a case is critical, and Nutshell makes it easy to do this. **What do you dislike about Nutshell?** The features of Nutshell changed frequently and it was difficult to adjust to the new changes during a busy workday. **What problems is Nutshell solving and how is that benefiting you?** Organizing and tracking leads at various stages of their development. ### 28. Nutshell is very easy and efficient to use. It has a lot of good features too. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software **Reviewed Date:** January 30, 2026 **What do you like best about Nutshell?** The layout, it's easy to use. I also like the map feature to show where companies are located and even the time zone. **What do you dislike about Nutshell?** Sometimes there are features I don't know how to use well **What problems is Nutshell solving and how is that benefiting you?** Staying organized and keeping track of internal communications. ### 29. Nutshell is my single source of truth when it comes to where engagements and follow-ups are stored! **Rating:** 4.0/5.0 stars **Reviewed by:** Muhammad A. | Field Risk Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Nutshell?** Nutshell syncs almost seamlessly with my email and calendar and has a feature that enables users to make calls right from it. **What do you dislike about Nutshell?** On the mobile version of Nutshell calls always forwards me to my cell phone dialer instead of making the calls right on the app. I would really appreciate if this is improved in the next update. **What problems is Nutshell solving and how is that benefiting you?** 1. Significant Time Savings Automatic email and calendar syncing eliminates manual entry—saving me several hours a week that I’d otherwise spend updating records. 2. Continuity and Accountability With every one of Nathan’s stakeholder meetings automatically timestamped and logged, I can immediately pick up follow‑ups without tapping Nathan on the shoulder 3. Reduced Communication Overheads By centralising emails, calls, SMS, and meetings in one platform, response rates improve (up to 29 % higher outreach effectiveness), and our team stays aligned—no matter who’s on duty **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Muhammad! We're glad to hear how Nutshell is helping you save time, increase accountability, and centralize communications! All the best, Jewell from Nutshell ### 30. Nutshell In a Nutshell **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** Nutshell is very user friendly and easy to learn the software. **What do you dislike about Nutshell?** The only downside is not having a routing option or map integrated to see our companys distances away from each other to protect territories. **What problems is Nutshell solving and how is that benefiting you?** Organizing the records and notes taken on each company. It is a great way to store info that can easily be referred back to and categorized. ### 31. Excellent **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Nutshell CRM has been a game-changer for our team—its clean interface and powerful pipeline management tools make it easy to stay on top of leads without the usual learning curve. The built-in email automation and seamless integrations with Google Workspace and other tools have seriously boosted our productivity. **What do you dislike about Nutshell?** One frustrating aspect of Nutshell CRM is that activities occasionally seem to disappear or fail to save properly, which can disrupt our workflow and lead to missed follow-ups. While the overall platform is intuitive, this reliability issue makes it hard to fully trust the activity tracking feature. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us organize and manage our sales pipeline more effectively by keeping all our contacts, tasks, and communications in one place. It has streamlined our workflow and improved follow-up consistency, which has led to better client engagement and team coordination. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you manage your pipelines, automate emails, and boost productivity through greater organization and efficiency! If you encounter issues with saving an activity, please reach out to our support team and they will be happy to help you resolve the issue! All the best, Jewell from Nutshell ### 32. A simple yet usefull CRM tool! **Rating:** 3.5/5.0 stars **Reviewed by:** Kiki P. | Marketing Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2025 **What do you like best about Nutshell?** I can have everything in one simple place, leads, my emails, notes etx. The follow up is just so intuitive anyone can use it even though you have no or some experience. **What do you dislike about Nutshell?** The mobile can be better like the desktop app, like it becomes slow at sometimes. **What problems is Nutshell solving and how is that benefiting you?** Organization! i can keep everything in one place instead of chasing everything in my world! ### 33. Solid CRM with a few limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Edwin T. **Reviewed Date:** December 23, 2025 **What do you like best about Nutshell?** It connects all of my email and phone communications. It is fairly easy to use with a solid reports feature **What do you dislike about Nutshell?** It can be a bit confusing with all the different features. The one area that could use some refining is there APP **What problems is Nutshell solving and how is that benefiting you?** Keeping me organized and allowing me to keep on top of my client communications ### 34. Nutshell for Admin **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** I really appreciate how all the information I search for is always right where i need it. The actual software is extremely user friendly and makes my job so much easier. I create and edit a lot of leads so being able to access all account info right there works the best for me! **What do you dislike about Nutshell?** The new update took some getting used to. Its a lot more scrolling in general but I don't mind it too much anymore. **What problems is Nutshell solving and how is that benefiting you?** It solves our system organization process. It's always simply for me to find, create, edit or source or leads. ### 35. Nutshell in a Nutshell **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction **Reviewed Date:** December 23, 2025 **What do you like best about Nutshell?** Great easy flow for your leads and systems to help see where you are in your sales day. **What do you dislike about Nutshell?** Automation for call logging can be lacking. A lot of manual entry was needed. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helped us keep track of leads better. Pull reporting and make sure we were on track and kept in contact with clients. ### 36. Simple, Intuitive, and Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Nutshell has been easy to use and very intuitive. It’s helped us stay organized and keep better track of our customer interactions. The support team has also been responsive and helpful. Overall, it’s been a great tool for our team. **What do you dislike about Nutshell?** There isn’t much to dislike—some features just take a bit of time to get used to. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us keep all of our customer information, communications, and follow-ups in one place. It’s made it easier to stay organized, track opportunities, and ensure nothing falls through the cracks, which has improved our efficiency and team collaboration. ### 37. Amazing CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising **Reviewed Date:** January 23, 2026 **What do you like best about Nutshell?** The CRM is very friendly and what I like the most is how easy is to use. **What do you dislike about Nutshell?** Nutshell has everything that I need, so It's hard to say something that I dislike **What problems is Nutshell solving and how is that benefiting you?** Organizing leads and contacting my leads. ### 38. Very user friendly and great customer support. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Defense & Space **Reviewed Date:** December 23, 2025 **What do you like best about Nutshell?** How easy it is to filter down leads/contacts. **What do you dislike about Nutshell?** Sometimes system will crash and not load page when clicking. (Very rare, I simply logout and log back in and it fixes the issue). **What problems is Nutshell solving and how is that benefiting you?** Drastically reducing the time needed to input data and build quality marketing material. Then sending this marketing material to selected audience. ### 39. Overall, I have had a nice experience working with Nutshell and the team has been very helpful! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care **Reviewed Date:** December 21, 2025 **What do you like best about Nutshell?** The tags and custom fields on the leads! **What do you dislike about Nutshell?** The reporting needs a lot of work, it is not cross functional. **What problems is Nutshell solving and how is that benefiting you?** The incorporation of people IQ has been helpful for building out the leads in each pipeline. Also, being able to customize the lead cards is helpful for the sales team to analyze them quicker. ### 40. Getting Comfortable with Nutshell **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** I enjoy the layout of personal accounts as well as the timeline for closing on a sale **What do you dislike about Nutshell?** I don't know all the features yet! It would be great to watch tutorials to learn how to optimize Nutshell better. **What problems is Nutshell solving and how is that benefiting you?** It's helping us organize our database and keep the team updated on any changes to our top accounts ### 41. Super intuitive and easy to use - the team loves it! **Rating:** 5.0/5.0 stars **Reviewed by:** Shane G. | Sales Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Nutshell?** 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. **What do you dislike about Nutshell?** 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. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is helping us stay organized and efficient with managing leads, tracking quotes, and keeping communication streamlined across the team. Before, we were juggling everything through emails, spreadsheets, and manual follow-ups — which made things easy to miss. Now, we have a clear pipeline view, automated reminders, and better visibility into customer interactions. It’s saving us time, reducing errors, and helping us close deals more consistently. **Official Response from Jewell July:** > 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 ### 42. Quick & Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Kari R. **Reviewed Date:** December 22, 2025 **What do you like best about Nutshell?** Nutshell is quick and easy to use. We switched over about a year ago and it has been smooth sailing with this program. **What do you dislike about Nutshell?** I have no complaints about Nutshell at this time **What problems is Nutshell solving and how is that benefiting you?** Nutshell makes it easier for us to track our sales and leads with all of their contact information in one spot. ### 43. Nutshell- A Useful Sales and Marketing Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Cliff . | National Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** 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. **What do you dislike about Nutshell?** 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. **What problems is Nutshell solving and how is that benefiting you?** It helps to put our information into one, concise area so that it can be used by all facets of the company; marketing, sales, and leadership. **Official Response from Jewell July:** > 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 ### 44. I have already recommended the platform to colleagues. It's the most effective CRM I've ever tried. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care **Reviewed Date:** January 30, 2026 **What do you like best about Nutshell?** Such a clean interface, user friendly, adept design, front and back end are really exceptional and customer service is wonderful. **What do you dislike about Nutshell?** Really only positive notes to report, fantastic product. **What problems is Nutshell solving and how is that benefiting you?** Organization of our provider network ### 45. Love this platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** 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 **What do you dislike about Nutshell?** More features for tracking leads! Possibly more stages? **What problems is Nutshell solving and how is that benefiting you?** Keeping track of new customers and current customers. Also with tracking leads it helps stay organized! ### 46. Fairly easy to use, nice features **Rating:** 4.0/5.0 stars **Reviewed by:** Beth B. | VP of Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Nutshell?** 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. **What do you dislike about Nutshell?** 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. **What problems is Nutshell solving and how is that benefiting you?** Tracking my current leads and next steps for clients that have committed **Official Response from Jewell July:** > 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 ### 47. Intuitive CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Joshua G. | Construction Estimator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** How Nutshell syncs with email and allows the user to track tasks. **What do you dislike about Nutshell?** Assigning myself a specific lead or trying to follow a lead doesn't function consistently. **What problems is Nutshell solving and how is that benefiting you?** It's a seamless way to track which leads need follow-up activities and it sends me reminders to follow-up which saves me time and mental energy. ### 48. Streamlined, Intuitive CRM That Grows With Your Business **Rating:** 5.0/5.0 stars **Reviewed by:** Ahmad O. | Principal Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Nutshell makes it incredibly easy to enter new leads, tag them by category, and assign dollar values—allowing us to quickly track open, closed, and lost opportunities. The intuitive layout and minimal learning curve make it easy for our team to stay on top of sales activity without needing extensive training. It’s a major productivity booster. **What do you dislike about Nutshell?** Nutshell does most things very well, but I’d love to see more customization options for dashboard widgets and advanced filtering in reports. These are minor issues, but more flexibility here would be helpful for engineering-specific KPIs. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is mainly allowing us to keep track of proposal opportunities, leads, client lists, etc. This is a problem we were previously solving with spreadsheets which was less than ideal and tough to scale. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Ahmad! We're glad to hear how Nutshell is helping you measure and track opportunities - and that you've found it a "major productivity booster"! I also appreciate your feedback regarding dashboard customization options and reports filtering. I'll pass that along to our product development team! All the best, Jewell from Nutshell ### 49. Versatile product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Nutshell?** I like that that Nutshell could be customized to fit my company's needs. It is easy to use. Customer service has been very receptive when I've reached out with questions. **What do you dislike about Nutshell?** We have had Nutshell for about 5 months and the updates are too frequent, in my opinion. Just when we have things set up the way we like, something changes. **What problems is Nutshell solving and how is that benefiting you?** Nutshell has up to now made it very easy to track the stage that our process is in while also moving around the pipeline. ### 50. Great CRM solution for our new MSP Business **Rating:** 5.0/5.0 stars **Reviewed by:** Joel R. | Owner, Director of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Nutshell?** Let me beging by saying how easy it was to get started with Nutshell. My business partner and I had been bootstrapping multiple platforms together to get our business off the ground. No real integrations, alot of manual inputs and disjointed data was hampering our ability to get our marketing, lead generation and account management communications in sync. I came accross Nutshell doing a routine search and was very quickly connected with their sales team and completed a 45 minute demo. Right away I was able to review their per seat pricing and realize a significant savings by consolidating some of the isolated platforms we were using since Nutshell had those features inbedded in their software. We were impressed with the onboarding process and within 1 month I was able to create new leads, import my marketing and lead generation email lists and create effective broadcasts to get our message out to prospective clients. We did hit a few snags but nothing out of the ordinary and their onboarding and help desk team coupled with their FAQ and AI generated support has been extremely helpful. If I need to contact a live support team member they have been responsive and friendly, willing to work until a resolution is found. **What do you dislike about Nutshell?** As with all software, one size does not necessarily fit all and there are some improvements that can be made to fit the work flow of our MSP. With that said, the Nutshell support team has invited constructive input for new features and at times have been able to show me work arounds to accomplish what I need to make the application work for me. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is bringing Marketing and Lead Generation coupled with multiple communication platforms to help us get our business message out to perpsective clients. The application is also helping me track deals on leads, reminders and follow up tasks and a pipeline that is quick to reveal priorities, potential opportunities and real time analytics with our sales performance. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Joel! We're excited that Nutshell has been easy to implement when launching your business and is helping you manage your leads, marketing efforts, and client communication to close more deals and generate growth. Our team is glad to help you optimize Nutshell in every way we can, so please feel free to reach out with any questions that may arise! All the 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=3&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+09%3A32%3A48+-0500&secure%5Bsession_id%5D=1520a47f-7c4d-4b83-8a16-19011d4d234f&secure%5Btoken%5D=7b90655cd593c2992ea278d6c07bb35533704569ab89074cb04034a8f7f75348&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) - [CallRail](https://www.g2.com/products/callrail/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/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) - [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) - [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) - [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 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) - [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) - [WordPress.com](https://www.g2.com/products/wordpress-com/reviews) - [WorkOS](https://www.g2.com/products/workos/reviews) - [WPforms](https://www.g2.com/products/wp-mail-smtp-pro-wpforms/reviews) - [WPForms](https://www.g2.com/products/wpforms/reviews) - [Wufoo](https://www.g2.com/products/wufoo/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/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 (3,055 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews) - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,125 reviews)