--- title: Nutshell Reviews meta_title: 'Nutshell Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1433 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: 1433 scale: '5' date_modified: '2026-06-26' 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:** 1,433 ## 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 love the **ease of use** of Nutshell, streamlining tasks and enhancing organization effortlessly. (358 reviews) - Users commend \*\*Nutshell\*\* for its **intuitive interface** and effective tools, streamlining the admissions and marketing processes seamlessly. (201 reviews) - Users praise the **responsive customer support** of Nutshell, noting their prompt and proactive assistance with issues. (171 reviews) - Users appreciate the **clean and intuitive interface** of Nutshell, making onboarding and organization a breeze. (170 reviews) - Users find Nutshell **intuitive and user-friendly** , making it easy to learn and integrate with other tools. (156 reviews) - Users praise Nutshell for its **intuitive interface and simplicity** , making it easy to manage leads and onboard team members. (145 reviews) - Contact Management (126 reviews) - Lead Management (124 reviews) - User Interface (116 reviews) - Integrations (108 reviews) **What users dislike:** - Users find the **missing features** in Nutshell frustrating, particularly regarding task differentiation and report generation options. (168 reviews) - Users find Nutshell's **limited features** restrict customization and integrations, impacting its overall effectiveness for specific needs. (110 reviews) - Users note the **limited customization** options in Nutshell, which restrict personalized outreach and advanced automation features. (79 reviews) - Users find the **learning curve challenging** due to frequent updates and complicated layout affecting lead tracking. (77 reviews) - Users face occasional **email integration issues** with Nutshell, requiring manual cleanup and impacting overall workflow. (70 reviews) - Integration Issues (57 reviews) - Contact Management (49 reviews) - Limited Functionality (44 reviews) - Limited Options (43 reviews) - Email Issues (42 reviews) ## Nutshell Reviews ### 1. Appreciate the Integrations **Rating:** 2.5/5.0 stars **Reviewed by:** Jen G. | Event Sales Designer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2025 **What do you like best about Nutshell?** We use an internal system designed specifically for our company and Nutshell has allowed us to link with it to keep us organized. Once the infrustructure is in place, it's relatively intuitive in it's use. **What do you dislike about Nutshell?** Nutshell seems to be tailored to a different industry. I work in event design and production - primarily weddings - and don't use many of the features. **What problems is Nutshell solving and how is that benefiting you?** It keeps my notes straight and helps me stay organized with each client. **Official Response from Jewell July:** > Thank you so much for sharing your review of Nutshell, Jen! We're glad Nutshell is keeping you organized with all of your clients and notes, and that your team is able to integrate Nutshell with your internal system! While Nutshell is primarily built for B2B sales and marketing teams, many features like automation and email marketing make Nutshell an excellent option for event management teams. Here's a link to our Event Management Industry Guide so you can learn more about using Nutshell to manage your clients, catering partners, and other key stakeholders for the events you plan and produce: https://www.nutshell.com/industries/event-management-crm. All the best, Jewell from Nutshell ### 2. Tracking Projects with Nutshell **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Nutshell?** I use Nutshell to track projects as theymove through our pipeline. Often this means that I see the project in its initial stages, and can easily see where each project is at. **What do you dislike about Nutshell?** Sometimes when sorting through my projects it can get a little bloated, and I have to play with and rely on very specific filters to see what I need. At times, Nutshell can be a little slow -but that may be a problem on my end. **What problems is Nutshell solving and how is that benefiting you?** When I receive a call from a team member, they can just give me the Nutshell number and in an instant we are both on the same page. We both can see what our next steps are, who to reach out to in a few minutes. **Official Response from Jewell July:** > Thank you for sharing your review of Nutshell! We're glad Nutshell is making it easier for you to track projects in your pipeline and collaborate with team members to coordinate your sales efforts! All the best, Jewell from Nutshell ### 3. Its a lot to wrap your head around before understanding how to leverage it for efficiency benefits. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Nutshell?** Connection with other programs and people **What do you dislike about Nutshell?** Could be more user friendly for organizing contact engagements. I would like it if I didn't have to manually set reminders for followup. **What problems is Nutshell solving and how is that benefiting you?** Reminding me to keep in touch with contacts ### 4. Lots of features **Rating:** 4.5/5.0 stars **Reviewed by:** Dana D. | Business Dev Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Nutshell?** I like that it can help you get organized. It has many options so you can keep it simple or use many different tools. Easy to navigate. **What do you dislike about Nutshell?** It does not always show when the last time you contacted someone when it is through your email even when it is linked. **What problems is Nutshell solving and how is that benefiting you?** First, it keeps my contacts in one spot instead of spreadsheets. Second, it reminds me to reach out to contacts. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Dana! We're glad Nutshell is helping you organize your contacts and streamline communication! Our support team would be glad to help you resolve the issue with your email sync! You can contact them by clicking the "?" in the upper right of your screen while logged into Nutshell. All the best, Jewell from Nutshell All the best, Jewell from Nutshell ### 5. Works well for a small company CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** It is easily customizable without needing an outside developer. **What do you dislike about Nutshell?** The search algorithm does not always work correctly, meaning it does not pull the lead you are searching for. **What problems is Nutshell solving and how is that benefiting you?** An easy way to track B2B sales. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you track B2B sales and customize the platform for your needs! All the best, Jewell from Nutshell ### 6. My experience has been good so far. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Government Relations | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Nutshell?** Very straightforward and easy to use. Great communication from the Nutshell team **What do you dislike about Nutshell?** I haven't experience any issues with the software. It is working as required. **What problems is Nutshell solving and how is that benefiting you?** It keeps me organized in tracking BD opportunities ### 7. Useful and helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2025 **What do you like best about Nutshell?** How easy to use and the remainders I can set **What do you dislike about Nutshell?** Nothing, I like everything about it, so easy. **What problems is Nutshell solving and how is that benefiting you?** Follow ups and organization to keep track of the stage my prospects are at. ### 8. Gets the Fundamentals Right without too much Fluff. **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer D. | Chief Marketing Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2025 **What do you like best about Nutshell?** It does what it needs to do with lots of tips on screen for beginers. Reporting is basic but is enough for my clients. Integrated email marketing definitely helps with lead nurture and customer relationships. Customer support is always quick and thorough. **What do you dislike about Nutshell?** Some aspects aren't consistent. Like if I stop automated emails on a lead, it stays at the top as stopped even if I restarted in email sequence below. Tasks and Activities can get confusing to remember the difference. **What problems is Nutshell solving and how is that benefiting you?** Organizing contacts, managing leads, reaching propsects and customers regularly. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Jennifer! Our team is glad that Nutshell has been easy for you to learn and helpful for nurturing leads and relationships, organizing contacts, and managing leads! For more information about the difference between Activities and Tasks, see our support article here: https://support.nutshell.com/en/articles/8429095-difference-between-activities-vs-tasks. All the best, Jewell from Nutshell All the best, Jewell from Nutshell ### 9. Has been a Godsend for me in this new position **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica S. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2024 **What do you like best about Nutshell?** I like that it is easy to search archival commuication between customers and my company. I often use it to keep track of previous communications and gather information to better assist my customers and my bosses in their decision-making. **What do you dislike about Nutshell?** I wish there was a way to send all my emails into Nutshell without always having to remember to use the bcc email address. Also, more options for a support integration would be great. **What problems is Nutshell solving and how is that benefiting you?** Archival information from previous employees. It helps me get a more well-rounded view of what has been discussed previously so I can remain consistent. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Jessica! We're glad to hear that Nutshell is helping you track communication with customers and make more data-informed decisions! Good news: Nutshell enables email sync with any Gmail address, Office 365 address, or email from another provider, removing the need to BCC emails in. You can learn how to sync your email here: https://support.nutshell.com/en/articles/8428950-how-to-connect-your-email-with-nutshell. For more on email sync controls, go here: https://support.nutshell.com/en/articles/8429009-how-to-control-which-emails-sync-into-your-nutshell-account. We also appreciate your feedback about integrations. All of our support and communication integrations can be found here: https://www.nutshell.com/integrations-category/communication. Nutshell also integrates with thousands of apps through Zapier, and you can search for the integration you're looking for here: https://zapier.com/apps/nutshell-crm/integrations. All the best, Jewell from Nutshell ### 10. Nutshell is great because it allows me to get more done in less time **Rating:** 4.5/5.0 stars **Reviewed by:** Vahe P. | Senior Android Developer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Nutshell?** Nutshell's user-friendly interface and straightforward navigation make it easy to track accounts, manage all of our sales processes, and combine all aspects of engaging with current and prospective customers. Covering initiatives that target prospects and customers, the workflow of this area can be achieved using an algorithm and simple criteria. This includes aspects such as metrics, social media management, customer support, email marketing, inventory and human resources management. One of the features that allows you to start using it during the webinar engagement is the tool. **What do you dislike about Nutshell?** A few things that could be better with this fantastic CRM solution are the inclusion of tutorial manuals and a basic configuration of the CRM so that users can see how to set up the program initially. Also, the customer support is really slow. **What problems is Nutshell solving and how is that benefiting you?** Several market segments are currently using Nutshell to track sales. Customer tracking starts at the prospect stage and continues through the sales funnel, from qualifying leads to engaged customers to closes. For large companies with many stakeholders, this tool has been great for lead tracking, and for the mid-sized companies that use our products, it has been fantastic. We can upgrade our current method of tracking sales, sending reminders, and communicating with spreadsheets to a more organized system. **Official Response from Jewell July:** > Thank you for your positive review of Nutshell, Vahe! We're excited to hear how Nutshell is helping your team seamlessly manage sales processes, sales tracking, and customer engagement! We also appreciate your feedback about wanting more tutorials. Our Onboarding Guide to Nutshell page (https://www.nutshell.com/lp/self-onboarding-guide) is designed to give you a head start setting up Nutshell for your needs. You can also find more videos and support articles in our help center, linked at the bottom of the page! All the best, Jewell from Nutshell ### 11. Glad I found Nutshell **Rating:** 4.0/5.0 stars **Reviewed by:** Rick L. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Nutshell?** Perfect place to house all my leads- easy to use- and interaction with everyone at Nutshell has been outstanding - from sales to support- timing responses to my needs and questions **What do you dislike about Nutshell?** the difference between people reocrds and company records can be a bit confusing at first but easily resolved once learned **What problems is Nutshell solving and how is that benefiting you?** Keeping all my data in one place and using reminders to follow up on sales calls was my big need **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Nick! We're glad that Nutshell is easy to use and helps you track reminders and data. I'm also happy to hear that our team has been quick and supportive in answering your questions! All the best, Jewell from Nutshell ### 12. Nutshell has helped me reach thousands of clients at once in my company's marketing efforts. **Rating:** 5.0/5.0 stars **Reviewed by:** Sadie R. | Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2024 **What do you like best about Nutshell?** Nutshell is easy to use - whether it's creating a broadcast, a list, or even contacting support with a question you may have. Customer support is by far the best part about nutshell. Every time I had an issue or was unsure of how to use a specific feature, they were there to help. Most of the time with rapid response! **What do you dislike about Nutshell?** The downside about Nutshell that I have experienced is the lack of ability to easily, completely freestyle the broadcasts and import certain design aspects. **What problems is Nutshell solving and how is that benefiting you?** Reahcing all clients at once effectively **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell, Sadie! We're glad that Nutshell is easy for you to use for your email marketing campaigns and that our support team has been helpful and responsive whenever you've needed assistance! We also appreciate your feedback about email design. We're always working to make Nutshell the best CRM for our customers, so I've shared your request with our product team for consideration in future updates. All the best, Jewell from Nutshell ### 13. Great AI Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Prerana P. | Technical Sales Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2025 **What do you like best about Nutshell?** Nutshell's AI Integrations with various agents are very helpful and makes sales workflows better. **What do you dislike about Nutshell?** Need to have more robust quote management features or integrations. **What problems is Nutshell solving and how is that benefiting you?** Building better sales management pipeline. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Prerana! We're glad to hear how Nutshell is helping you manage your sales pipeline and leverage AI in your sales workflows! Nutshell Quotes & Invoices is the perfect solution for managing your company's quotes! Check out this page to see all you can do with Quotes & Invoices: https://www.nutshell.com/quotes. And if you need an integration with a different quoting software, you can search for your solution here: https://www.nutshell.com/integrations-category/accounting All the best, Jewell from Nutshell ### 14. Nutshell, My External Brain **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn C. | Industry Liaison, Jabs School of Business, Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Nutshell?** Ease of setup and use, and the mapping function **What do you dislike about Nutshell?** I don't use some features (e.g., pipeline), so the dashboard is cluttered with irrelevant noise. **What problems is Nutshell solving and how is that benefiting you?** As an Industry Liaison for a School of Business at my university, I constantly interact with community partners, employers, alumni, and current students. Nutshell provides instantaneous intel for upcoming meetings, outreach campaigns, and out-of-area trips. I answer questions quickly about companies (e.g., how many alumni work there?) and people (e.g., guest speakers, where I met them) so that outreach is tailored and we look like geniuses. Nutshell has given me back so much time! I also love seeing who has opened my emails and if they clicked on links. This insight benefits me in follow-up conversations and evaluating what works. Since signing up with Nutshell to manage my CRM workflow, I've given other departments demos of how they can efficiently manage and track complex relationships. **Official Response from Jewell July:** > Thank you for your positive review of Nutshell, Dawn! We're glad to hear Nutshell's relationship management and engagement tracking features help your team deliver tailored outreach and "look like geniuses" so you can build stronger relationships and keep growing your university! And good news - your dashboard is completely customizable, so you can tailor it to suit the metrics you're most interested in. You can learn more at our support article here: https://support.nutshell.com/en/articles/8428912-how-do-i-customize-my-dashboard-cards. Thanks so much for sharing your team's experience, and happy Nutshelling! Jewell from Nutshell ### 15. A Recommendable CRM Tool for Everyone. **Rating:** 5.0/5.0 stars **Reviewed by:** Gilbert S. | Government Relations & Partnership Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Nutshell?** - It has user friendly interface: It is very clean and intuitive that makes every user to navigate. -Robust reporting analytics:It provides insightful reporting and analytics that would help in data-driven decisions. -It provides powerful sales automation tools. - Scheduling meetings with a customers and sending emails automatically withought going back to inbox. **What do you dislike about Nutshell?** - Lacks integration option: You can consider adding third-party integration like project management and some marketing tools. I think it would add value. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is helping me to: 1. Keep partners' contacts. 2. Track journey of our partners and previous discussion. 3. Proper handover when I'm on leave because my manager can easily see conversation with our partners. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Gilbert! We're glad that Nutshell is empowering your team to make data-driven decisions, automate your sales process, and schedule meeting with customers using Scheduler. I also appreciate your feedback about some integrations you would like to see in Nutshell. If you don't see an existing integration for a specific app, let our team know to see what's possible through our App Marketplace: https://www.nutshell.com/appconnect. All the best, Jewell from Nutshell ### 16. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Nathalia K. | Sales & Customer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Nutshell?** I really like and use the "tasks" option, it's really helpful for the daily tasks and routine. **What do you dislike about Nutshell?** I don't remember anything I don't like about nutshell **What problems is Nutshell solving and how is that benefiting you?** especially resolving the issue of not remembering to do tasks, resolving matters of email tracking. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Nathalia! Our team is glad that Nutshell has been helpful for remembering tasks and tracking your email communications with prospects and customers! All the best, Jewell from Nutshell ### 17. Affordable and feature-rich CRM built for SMB market **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2025 **What do you like best about Nutshell?** Simple, user-friendly interface. Easy to track sales opportunities through pipeline. Many features recently added and including voice-to-text for making notes & AI transcription for calls. When I do connect with support team, they're helpful. **What do you dislike about Nutshell?** (1) Support is not always responsive to emails or calls. This is a recent development. (2) Pages can load slowly especially when there are a lot of notes. We have a long sales cycle so there can be many outreaches. (3) Not easy to upload/cross reference new lists (4) Click-to-call feature can be wonky **What problems is Nutshell solving and how is that benefiting you?** Good CRM for smaller SaaS org **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad that Nutshell is easy to use and is helping your team track sales opportunities! I'm also excited that you're utilizing some of our newly launched AI features - please let us know your feedback so we can continue improving these tools! The best way to reach our support team is via chat - when logged into Nutshell, click the "?" icon in the upper right and you can connect directly to our support team. Thank you again for your review! All the best, Jewell from Nutshell ### 18. Good option for small businesses **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Nutshell?** I appreciate that the platform is receiving largescale updates and the support team is communicative and helpful **What do you dislike about Nutshell?** It is not the most flexible platform, I would like to see more customization in terms of product structure, quoting, and automated emailing. Drip sequences and email blasts have not worked for us yet, those issues are not yet resolved (DMARC). **What problems is Nutshell solving and how is that benefiting you?** Nutshell assists by visualizing leads and identifying priority leads. It helps with organization in that way **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear Nutshell is helping your team identify top priorities and organize your data to enhance growth! I also appreciate your feedback about having more customization options. These enhancements are on our roadmap for the future, so stay tuned for updates! In addition, if you are still struggling with setting up DMARC, please contact our support team and they will be happy to assist you so you can start using the drip sequences and email automation features! All the best, Jewell from Nutshell ### 19. LTC insurance agent **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about Nutshell?** how it syncs to my email and saves everything to my notes **What do you dislike about Nutshell?** the mobile version is not so friendly and do not like the app **What problems is Nutshell solving and how is that benefiting you?** the automated emails including the syncing is very helpful and saves lots of time. i need to try calling and texting from nutshell for additional benefits **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you save notes and sync your emails for improved communication! You can do even more to communicate with your leads and customers using Nutshell's click-to-call and SMS features! Learn more about how to use those features here: https://support.nutshell.com/en/articles/8428904-phone-setting-up-click-to-call and https://support.nutshell.com/en/articles/9674420-nutshell-sms-how-to-send-and-manage-texts. All the best, Jewell from Nutshell ### 20. Success **Rating:** 5.0/5.0 stars **Reviewed by:** Jan F. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Nutshell?** It was easy to embed into our website. It's easy to use for our sake and the customers. We haven't seen any flaws in the software yet. **What do you dislike about Nutshell?** I don't have much that I could say about this. Maybe the fact that we use nutshell through our email and instead of automatically replying to the persons email it responds back to ours. not sure if thats even a nutshell issue. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps our customers fill out easy quote forms through our website which helps us to respond quicker and book more trips. Rather than sitting by the phone all day answering calls/emails. **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell, Jan! We're excited to hear that Nutshell is helping you manage form submissions from customers and stay caught up on communications! And I appreciate your feedback about the email issue. Please reach out to our support team and they can check into that for you to see about a solution! You can contact them here: https://support.nutshell.com/en/articles/8428991-contact-nutshell-support. All the best, Jewell from Nutshell ### 21. Nutshell for Tradeshow Sales and Sponsorship Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Audra J. | General Manager, Events, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Nutshell?** We love everything about Nutshell. The lead tracking capability, ability to add tags to easily filter data and the link between companies and individuals all works great for our large sales database. As a manager it is easy to track the sales team's activity and check progress on accounts in a few clicks. **What do you dislike about Nutshell?** Compared to more mainstream CSM systems, there is a little bit of a learning curve with Nutshell, but that is what also makes it great once you learn everything it can do. **What problems is Nutshell solving and how is that benefiting you?** Previously our team was tracking sales for upcoming events through an antiquated system. Now everything is in one place, the data and email tracking is available for everyone to view and it brings cohesion to the team. It also has reduced time-consuming outreach between team members for updates on accounts. **Official Response from Jewell July:** > Thank you for sharing your positive experience using Nutshell to track sales and sponsorships, Audra! We're so glad to hear features like lead and email tracking, reporting, and team collaboration are helping your team work better together! Thanks for sharing the love! All the best, Jewell from Nutshell ### 22. Nutshell facts for business **Rating:** 4.5/5.0 stars **Reviewed by:** Nadim R. | Solution Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Nutshell?** Consolidated business information is available for analyzing from different perspectives of growth. **What do you dislike about Nutshell?** Organization of customer information sometimes becomes a challenge **What problems is Nutshell solving and how is that benefiting you?** Nutshell provides customer information quickly that facilitates customer support. It helps to understand the business trends which is sometimes indicative of business direction. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Nadim! We're glad to hear Nutshell is helping you consolidate your data for better analysis so you can provide enhanced customer support and understand where your business is headed! All the best, Jewell from Nutshell ### 23. Nutshell Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Nutshell?** It's great to be able to see large amounts of data at once and save different views for filtering content. The ability to create different audiences, pipelines, and groups is helpful. It is easy to search for people and companies. Being able to sync with email is also a benefit. **What do you dislike about Nutshell?** The email marketing tools are limited when it comes to adding custom artwork and embedding graphics. There is also a disconnect with email formatting from external applications. **What problems is Nutshell solving and how is that benefiting you?** n/a **Official Response from Jewell July:** > Thank you for sharing your Nutshell review! We're glad Nutshell is helping you store and organize data, manage audiences and pipelines, and sync your email communications! I also appreciate your feedback about our email marketing features, and I've shared your requests with our product development team for consideration in future updates. All the best, Jewell from Nutshell ### 24. One stop shopping with Nutshell saves me headaches **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2024 **What do you like best about Nutshell?** I like that it has a lot of built-in features that are included, no more added fees. If you want more, you can upgrade but I feel the prices are fair for what I get. I get excellent support and people there are eager to help. **What do you dislike about Nutshell?** Juat like any software, you need to understand the UI and why it was done that way. So, the learning curve is just that, just like any other software. It's not steep, just takes time to learn it. **What problems is Nutshell solving and how is that benefiting you?** Loosing track of customers, keeping the thread going and going the nurturing route to push the sales down the line to hopefully sell them what I am offering. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear Nutshell's built-in features are helping you track and nourish customer relationships, and that you've received excellent support when you needed assistance! All the best, Jewell from Nutshell ### 25. Vice President **Rating:** 5.0/5.0 stars **Reviewed by:** Anders F. | Vice President of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Nutshell?** Simplicity of viewing contact cards and the sync with emails and ease of updating notes. **What do you dislike about Nutshell?** Not able to bulk email all contacts a mass update. **What problems is Nutshell solving and how is that benefiting you?** organizing all of my sales leads and historical data in one place. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Anders! We're glad Nutshell is easy to use and helpful for organizing all your leads and data in one place! If you'd like to send mass emails to your contacts, you can do so with our Email marketing tool included in Nutshell Marketing. Learn more about Nutshell Marketing here: https://www.nutshell.com/marketing. All the best, Jewell from Nutshell ### 26. I AM REVIWING NUTSHELL AS ONE OF BEST CUSTOMER ORIENTED SOFTWARE FOR FACTS BASED DATA FROM CUSTOMERS **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad Bilal محمد بلال M. | Senior Warehouse Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Nutshell?** Its Friendly user features and integrations of CRM needs. **What do you dislike about Nutshell?** Good at all, suggest to make it globally standardized to make product features recognized with same pace worldwide. **What problems is Nutshell solving and how is that benefiting you?** Resolving quick analytics of Product Development Direction in Graphical form to review multiple stage of product to make ensure the product is mature and selling facts and figures helps to strategize the marketing. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Muhammad! We're glad Nutshell is user-friendly, provides valuable reporting features, and is helping your team with marketing efforts! All the best, Jewell from Nutshell ### 27. Simple CRM for any size business **Rating:** 4.0/5.0 stars **Reviewed by:** David L. | Sales & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Nutshell?** Customer Service is always available, quick to respond, and very helpful. The platform is simple and for the most part intuitve. I like that duplicate leads are able to be merged. Using the desktop version making calls and tracking interactions is fantastic. **What do you dislike about Nutshell?** The mobile app is lacking. There are missing functionalities and the look is not the same. I would like to have a uniform experience on both the mobile and destop versions. **What problems is Nutshell solving and how is that benefiting you?** Keeping track of email contacts and lead lists was the primary reason we needed a CRM - Nutshell does this for us. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, David! We're glad to hear that our customer service team has been helpful and that you've found Nutshell's calling and conversation tracking features beneficial! I also appreciate your feedback about the mobile app. I've shared it with our product team, as we're always working to make Nutshell the best CRM for our customers. All the best, Jewell from Nutshell ### 28. Nutshell CRM is great for small-medium size businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Nutshell?** Our team has been using Nutshell for five years now. I have to say, I'm pretty impressed with the ease of onboarding and being able to custom our pipeline for our specific business needs. In my professional opinion, I find Nutshell more straight forward and easier to utilize than the 'other' main blue cloud logo CRM system. Their pricing is fair, their customer service team has been friendly and easy to communicate with and their frequent new product releases are appreciated. **What do you dislike about Nutshell?** I wish there were more options and customizations for the marketing emails. It's fine to use, but rather clunky. **What problems is Nutshell solving and how is that benefiting you?** Lead generation (forms and marketing), sales pipeline, using PandaDoc integration for proposals, comment feature, reporting capabilities - I'm sure there's more! **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear that Nutshell has been supporting your team for the last 5 years and helping you customize your pipelines, get support when you need it, and manage tasks like lead generation, integration with other key platforms, and reporting! I also appreciate your feedback about wanting more customization options in Campaigns. I've shared your notes with our product development team for consideration in future updates, and we value your comments! All the best, Jewell from Nutshell ### 29. We are just using it as a shared contact/email database for our company, and for that it works OK. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Nutshell?** It is very simple and straightforward to setup and use. We tried other CRMs and chose Nutshell because of its simplicity. And whenever we've had questions, the support team has replied quickly. **What do you dislike about Nutshell?** A minor but annoying issue is that the Outlook plugin can't be pinned....it must be reopened whenever we move from one email to the next. And within the Nutshell database, when looking through a contact's email history, we are unable to search for specific keywords/terms. Can only search for emails within a specific date. Our use-case might be different than most others, so this may be a non-issue. **What problems is Nutshell solving and how is that benefiting you?** In our small business, all the employees need to have access to all contact records and their email histories. **Official Response from Jewell July:** > Thank you for sharing your review of Nutshell! We're glad to hear that Nutshell is helping your team organize contacts and communication history, and that our support team has been helpful in answering your questions. I also appreciate your feedback about the Outlook plugin and search capabilities within contact timelines. We're always working to make Nutshell the best CRM for our customers, so I'll pass along your comments to our product development team for consideration in future updates. All the best, Jewell from Nutshell ### 30. Need more AI integration **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2025 **What do you like best about Nutshell?** I like the automated emails that send out on a schedule. **What do you dislike about Nutshell?** That it can’t send texts directly from my personal number **What problems is Nutshell solving and how is that benefiting you?** It keeps a track of which stage during prospecting each client is in. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you automate email sending and track deals as they move through your pipeline! While you can't send Nutshell SMS from your personal phone number, it's easy and quick to generate a company-wide number for texting - and you can even select an area code! Learn more here: https://support.nutshell.com/en/articles/9674420-nutshell-sms-how-to-send-and-manage-texts Excited about AI integration with your CRM? Nutshell provides a wide range of AI-powered features to help you accomplish more! Check them out at https://www.nutshell.com/ai. And keep your eyes out for Nutshell's ChatGPT integration, coming soon! More info here: https://www.nutshell.com/blog/nutshell-summer-2025-product-roadmap All the best, Jewell from Nutshell ### 31. Nutshell is a simple yet powerful CRM for startups **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Defense & Space | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Nutshell?** The user interface is easy and simple to use. The tags are very useful. As someone who manages the CRM regularly, the bulk editing tools save me time and effort. **What do you dislike about Nutshell?** Some basic features are still missing. The email tracking is not flawless. There could be more marketing features available. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us keep profiles up to date and streamline engagement. It serves as the primary platform for outreach and marketing. **Official Response from Jewell July:** > Thank you for sharing your Nutshell review! We're glad Nutshell is easy to use for outreach and marketing, and that features like custom tags and bulk editing are helpful in your workflows! I also appreciate your request for additional marketing features. We have several features launching this year to enhance your marketing arsenal, so stay tuned for updates by subscribing to our Shipping News newsletter (https://www.nutshell.com/shipping-news) or keeping an eye on our Product Updates page (https://www.nutshell.com/product-updates-roadmap). All the best, Jewell from Nutshell ### 32. This CRM really helps us! **Rating:** 4.5/5.0 stars **Reviewed by:** Jonathan L. | Owner - Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Nutshell?** We really enjoy the use of the application as it helps keep items, notes, details and orders organized and easy to find. **What do you dislike about Nutshell?** We would like the phone app to be more robust and have more features to excel as the only tool needed while a sales rep is on the road. **What problems is Nutshell solving and how is that benefiting you?** Collection and access of client information is key! We love seeing all the communication like emails or phone calls all in one place. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Jonathan! We're glad to hear Nutshell is helping your team track details about and communication with clients! I also appreciate your feedback about the Nutshell mobile app. We're always working to make Nutshell the best CRM for our customers, so I'll share your notes with our product development team for consideration in future updates. All the best, Jewell from Nutshell ### 33. I love using Nutshell! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Nutshell?** It helps me keep track of all my tasks and makes collaborating with my coworkers so much easier! **What do you dislike about Nutshell?** Sometimes the site doesn't load and I have to continuously refresh the page. **What problems is Nutshell solving and how is that benefiting you?** It is helping me keep track of my conversations with my accounts in my book of business and helps me be more prepared for my meetings. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad Nutshell is helping you track conversations and tasks with your accounts, prepare for meetings, and collaborate with your team! All the best, Jewell from Nutshell ### 34. So Intuitive! **Rating:** 5.0/5.0 stars **Reviewed by:** Kassandra G. | National Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Nutshell?** 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! **What do you dislike about Nutshell?** We havn't found any negatives so far!Thanks! **What problems is Nutshell solving and how is that benefiting you?** Working on sales and marketing **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell, Kassandra! We're glad to hear that Nutshell has been easy for your team to implement and start using! Please feel free to reach out to our support team any time if you have any questions, and they will be glad to help you make the most of Nutshell! All the best, Jewell from Nutshell ### 35. My 2nd Review; 7 months into Using Nutshell **Rating:** 5.0/5.0 stars **Reviewed by:** Sandra D. | SVP, Investor Relations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Nutshell?** 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. **What do you dislike about Nutshell?** 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. **What problems is Nutshell solving and how is that benefiting you?** Our last CRM system was becoming too expensive for our needs. We saved $7,000 by switching. **Official Response from Jewell July:** > Thank you so much for sharing your great experience with Nutshell, Sandra! We're SO excited about those higher email open rates for your team, and that you've saved so much by switching to Nutshell! Our Scheduler tool does allow you to create new meetings co-hosted with your teammates; you can learn more about it at our support article here: https://support.nutshell.com/en/articles/8428989-nutshell-scheduler-effortlessly-plan-schedule-and-manage-meetings-in-nutshell. Best, Jewell from Nutshell ### 36. Great support and a nifty tool **Rating:** 4.5/5.0 stars **Reviewed by:** Elaine K. | Freelance Content Writer [B2B, SaaS, Tech, HR], Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Nutshell?** Nutshell does it all for my SME client and for my marketing I can't fault it **What do you dislike about Nutshell?** 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! **What problems is Nutshell solving and how is that benefiting you?** We reach out to customers and nutshell helps me here: the wider team also use it for lead prospecting and engagement. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Elaine! We're glad to hear that Nutshell is helping you manage marketing, customer outreach, prospecting, and engagement. I also appreciate your feedback about the ability to export emails from Nutshell. This isn't currently possible, but I'll pass along your note to our product team, as we're always working to make Nutshell the best CRM for our customers! All the best, Jewell from Nutshell ### 37. Nutshell is not user friendly specially with reports **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Nutshell?** That it can view when an email is read/ opened **What do you dislike about Nutshell?** not user friendly specially with reports **What problems is Nutshell solving and how is that benefiting you?** Sending email sequences for marketing is useful and knowing when an email is opened. ### 38. A good basic CRM for small teams **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Nutshell?** 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. **What do you dislike about Nutshell?** 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. **What problems is Nutshell solving and how is that benefiting you?** Nutshell puts all info about our clients in one place. It also has integrations with our other tools (Gmail, Pandadocs), so we can have all of our workflows at our fingertips. We no longer have to check 5 different tools to get information on our clients. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! Our team is glad to hear that Nutshell is helping you automate emails, maintain a single source of truth for all your data, and organize clients and deals. I also appreciate your feedback about Nutshell's customization and automation options. The number of custom fields you can create depends on your Nutshell CRM plan, and you can learn more at this page: https://www.nutshell.com/crm. For customizable reports, I suggest Nutshell's Custom report that enables you to filter your leads however you like to see relevant data at a glance. Learn more about the Custom report here: https://support.nutshell.com/en/articles/8428981-create-a-custom-report-nutshell-pro. All the best, Jewell from Nutshell ### 39. Nutshell has been a user friendly CRM to use **Rating:** 4.0/5.0 stars **Reviewed by:** Cole S. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Nutshell?** I like how i can easily manage my tasks. **What do you dislike about Nutshell?** I cant think of anything I really dislike about nutshell at the momement. I **What problems is Nutshell solving and how is that benefiting you?** Keeping track of my leads **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Cole! We're glad that Nutshell is helping you manage your tasks and leads! All the best, Jewell from Nutshell ### 40. User friendly, tons of features, flexible and excellent customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2024 **What do you like best about Nutshell?** 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. **What do you dislike about Nutshell?** 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). **What problems is Nutshell solving and how is that benefiting you?** I used Nutshell to know what work I have coming up and track previous sales. I also use Nutshell to make notes about clients, schedule tasks, and meetings. I use the sales and lead tracking features, as well as marketing tools. Having all of these tools in one place makes it easier to organizing and streamline clients and stay on top of following up. **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell! We're glad to hear that features like Scheduler, notes, and Campaigns are helping you track your activities and sales in Nutshell. I also appreciate your feedback about time zones in Scheduler. We're always working to make Nutshell the best CRM for our clients, so I've added your request to our product team's list for consideration in future updates! All the best, Jewell from Nutshell ### 41. A CRM FOR ALL **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Publishing | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about Nutshell?** Nutshell is intuitive and easy to use. Perfect for small businesses that don't need a ton of bells and whistles. **What do you dislike about Nutshell?** Sending quotes requires an extra monthly fee. **What problems is Nutshell solving and how is that benefiting you?** Client data management. **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 data and clients! All the best, Jewell from Nutshell ### 42. Our Creative Team needs intuitive tools **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Cosmetics | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Nutshell?** 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. **What do you dislike about Nutshell?** My only issue is that I wish I had a full understanding of all the magic it has now, but I'm still learning. **What problems is Nutshell solving and how is that benefiting you?** Marketing and Email automation has increased our pipelines 5x and organization is more and more efficient. Workflow is much better. **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell! Our team is excited to hear how Nutshell is helping support your company and grow your pipelines! We're glad that features like marketing email automation have improved your team's efficiency and workflow. If you'd like to stay up to date on how to make the best use of Nutshell, you can subscribe to our product updates newsletter (https://www.nutshell.com/shipping-news) or our Nutshell best practices newsletter (https://www.nutshell.com/nuts-and-bolts)! All the best, Jewell from Nutshell ### 43. As a developer, I found the API to be robust and easy to use. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Nutshell?** 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. **What do you dislike about Nutshell?** No real downsides. One thing that would be useful is the ability to create custom modules, such as for orders/sales. **What problems is Nutshell solving and how is that benefiting you?** The most relevant problem that is solved for me, as a developer, is the ease of use in which I can integrate the in-house solution with the API. This, in turn, makes for a more robust sales pipeline integration. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're excited that the Nutshell API is easy for you to integrate with your in-house solution and that our team has been helpful in answering questions! We also appreciate your suggestions about having the ability to create custom modules in Nutshell. Our team is always working to make Nutshell the best CRM for our customers, so I've shared your feedback with our product team for consideration in future updates. All the best, Jewell from Nutshell ### 44. 10 years and still using Nutshell Daily **Rating:** 5.0/5.0 stars **Reviewed by:** Dave B. | President, CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Nutshell?** I like the ease of searching companies I work with or people within those companies. It's easy to send emails and marketing to them through Nutshell **What do you dislike about Nutshell?** Would be nice to not have email sending limitations on the number of emails sent per day. **What problems is Nutshell solving and how is that benefiting you?** Allows me to Send email campaigns to my clients. But only 300 a day so it takes a coupe weeks to send to my entire dayabase. I wish there was a better way. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell, Dave! We're so glad to hear that Nutshell makes it easier to find your contacts and communicate with them, all in one place. I also appreciate your feedback about email sending limits. These limits are put in place by email providers to ensure deliverability: https://support.nutshell.com/en/articles/8428965-email-sending-limitations. If you'd like to send marketing emails to more than 300 of your contacts, Nutshell Campaigns lets you do just that! You can learn more at these links: https://www.nutshell.com/marketing and https://support.nutshell.com/en/articles/8428870-how-much-does-nutshell-campaigns-cost. All the best, Jewell from Nutshell ### 45. Great CRM and even better SUPPORT! **Rating:** 5.0/5.0 stars **Reviewed by:** Nikki D. | Client Success / Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Nutshell?** Nutshell is a great user experiance. A lot of other CRMs can be overwhelming to some. Nutshell has a very user friendly layout. **What do you dislike about Nutshell?** I dont have much that I dislike. If I had to chose something it would be that the everything almost works perfectly. I alwasy find small bugs but the Nutshell support team is alwasy very quick to fix it. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is working on their permission levels. this is allowing us to beter work with all of out franchise owners. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Nikki! We're glad to hear that Nutshell has been a great user experience for your team! And I'd like to share a couple of support articles to help you make the most of Nutshell's permission levels, in case you're interested: https://support.nutshell.com/en/articles/8429043-user-settings-viewing-permissions-and-restricting-non-administrators and https://support.nutshell.com/en/articles/9375000-managing-large-organizations-with-many-child-companies-let-s-structure-them-in-nutshell. All the best, Jewell from Nutshell ### 46. Great, sometimes too slow **Rating:** 4.0/5.0 stars **Reviewed by:** Don S. | Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Nutshell?** The simplicity of the program and the add-ons available **What do you dislike about Nutshell?** Sometimes, help can be slow. Today, they were lightning fast in helping me resolve my problem, but sometimes they are very very slow to resolving the issue. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is helping us organize our customer outreach and sales goals. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Don! We're glad that Nutshell is helping your team organize outreach and meet your sales goals! Due to varying daily volumes of support tickets, our support team may be able to assist faster on some days than others. We appreciate your patience when working with support on any questions or concerns you have! All the best, Jewell from Nutshell ### 47. great lead management platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Nutshell?** i can organize columns to see my daily tasks with each lead **What do you dislike about Nutshell?** It does not interface with touch screen. **What problems is Nutshell solving and how is that benefiting you?** clear lead management **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 tasks and activities with your leads! All the best, Jewell from Nutshell ### 48. Simplicity and effectiveness at its core **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Nutshell?** Easy to navigate and use, intuitive. It can be used as a full CRM system as well as a Sales funnel with the marketing comms aspect added to it, at a very good price. CUstomer support is incredible, very responsive and you can speak to an actual human who is available within 24 hours across the globe. We use it daily. **What do you dislike about Nutshell?** Users count as credits and that coincides with the marketing aspect of the platform. Therefore communications (broadcasts/newsletters) to contacts that exists outside of leads are mixed in your credit count. One could use alternative platforms to solve this, but there is a cost factor. **What problems is Nutshell solving and how is that benefiting you?** An overview of sales pipelines within the team and ability to communicate to clients and view comms across team members is great. It integrates with your email. Easy access to email or send out drip sequences as well. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear Nutshell is helping your team manage your sales pipelines, communicate with clients, and collaborate with your team! All the best, Jewell from Nutshell ### 49. Convenience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2025 **What do you like best about Nutshell?** I am happy to have all my information in one place. Also makes it so easy to communicate with team members as we each aim to help encourage the new leads. **What do you dislike about Nutshell?** It processes a little slowet than I prefer. **What problems is Nutshell solving and how is that benefiting you?** Direct communication with new leads thru texting and email. Allows me to place a task to automatically remind me to follow up. Also have the ability to send consecutive automated communications. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad Nutshell is making it easier for you to organize customer data and collaborate with your team as you work new leads! We're also excited to hear how you're using email automations to streamline follow-ups! All the best, Jewell from Nutshell ### 50. Easy to use and navigate **Rating:** 3.5/5.0 stars **Reviewed by:** Nicole J. | Marketing Manager - ANZ, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2023 **What do you like best about Nutshell?** Easy to use and good user interface. Friendly account managers **What do you dislike about Nutshell?** Limited integrations with other platforms Support hours are difficult to get hold of **What problems is Nutshell solving and how is that benefiting you?** We can have one source of truth for storing customer details and interactions, although we as a company need to clean up more whats in there **Official Response from Jewell July:** > Thank you for sharing your experience with Nutshell, Nicole! We're glad to hear Nutshell is easy for your team to use and serves as a single source of truth for all your customer data and interactions! 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=6§ion=pricing&secure%5Bexpires_at%5D=2026-06-26+15%3A14%3A02+-0500&secure%5Bsession_id%5D=2ff22b1a-b942-4aeb-a011-ec32993f5a9c&secure%5Btoken%5D=fe2f3191674b0781eceda0096dcb21808cfa20dee1fcf08b5fbd7eeeb202a0f9&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) - [Calendly for G Suite](https://www.g2.com/products/calendly-for-g-suite/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) - [Expertise AI](https://www.g2.com/products/expertise-ai/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) - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/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 Excel](https://www.g2.com/products/microsoft-excel/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/wpforms/reviews) - [WPforms](https://www.g2.com/products/wp-mail-smtp-pro-wpforms/reviews) - [Wufoo](https://www.g2.com/products/wufoo/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zendesk for Customer Service](https://www.g2.com/products/zendesk-for-customer-service/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/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 (3,028 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,197 reviews) - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,124 reviews)