--- 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. There is a large learning curve to using nutshell but it is worth it. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** The structure of the main open leads page and the detail of the leads themselves. **What do you dislike about Nutshell?** There is a lot you can do in Nutshell but I feel that it is not easily shown how to access and use all the features. **What problems is Nutshell solving and how is that benefiting you?** It is solving our problem of tracking our open leads. Before using Nutshell they were in multiple places or were not being tracked at all. It benefits us because it keeps everyone on the same page and all of our information in one place. ### 2. They stay up to date with the newest technology, offering innovative tools and strategies. **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie T. **Reviewed Date:** December 19, 2025 **What do you like best about Nutshell?** They offer a lot of tools to grown yr business. **What do you dislike about Nutshell?** I really don't dislike anything as I have not really run into any problems with nutshell. **What problems is Nutshell solving and how is that benefiting you?** They are driving more traffic to my website and actively managing it to improve keyword performance in Google search results. ### 3. A CRM We’ve Returned to for Nearly a Decade **Rating:** 4.5/5.0 stars **Reviewed by:** John T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** • Very easy to use • Excellent mobile app • Affordable compared to enterprise CRMs • Strong email and calendar integrations **What do you dislike about Nutshell?** • Not designed for extremely complex enterprise workflows (which is honestly a plus for us) **What problems is Nutshell solving and how is that benefiting you?** Keeping contacts in one place and being able to forecast ### 4. Easy Platform..Great people to work with **Rating:** 4.5/5.0 stars **Reviewed by:** Amy K. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2025 **What do you like best about Nutshell?** I have worked with many CRMs over the years and this was very easy to walk through and learn more about. I love the fact that I can import file to have companies and contacts uploaded. They answer your questions quickly. **What do you dislike about Nutshell?** The only thing I found is when you make an activity on one screen it won't close out your activity on the dashboard you have to go through the dashboard activity to close it. That is minor for me. **What problems is Nutshell solving and how is that benefiting you?** It is holding our customers in one spot with all the information on what is going on with those clients. I am sure after using it for a while I will discover other things that I could be using it for. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Amy! We're glad to hear how Nutshell is helping you manage your customers and relationships! To get expert help with learning how to make the most of Nutshell, check out our live support webinars and other guided tours here: https://www.nutshell.com/guided-tours. All the best, Jewell from Nutshell ### 5. Coming from Salesforce, this is a breeze for a fraction of the price! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services **Reviewed Date:** December 18, 2025 **What do you like best about Nutshell?** Its user friendly, and when you approach their time about an issue. Its a solutions first upsell never mindset. **What do you dislike about Nutshell?** Its frequent interface changes (GUI Changes) sometimes cause confusion for older staff members. **What problems is Nutshell solving and how is that benefiting you?** Nutshell manages our sales funnel like no other CRM has. ### 6. Nutshell exceeded all of our expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Defense & Space **Reviewed Date:** January 20, 2026 **What do you like best about Nutshell?** Ease of use for filtering Marketing tools and metrics are great Outstanding customer support **What do you dislike about Nutshell?** Would like more reporting functions Ability to load leads from a PDF quote **What problems is Nutshell solving and how is that benefiting you?** E marketing and getting our principal's products in front of our customers on a regular basis. We are able to then see the open/clicked/bounced metrics, which give us insight to use for our sales efforts. ### 7. Nutshell makes everything so much easier and way more organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** The organization of how things are placed on the CRM. **What do you dislike about Nutshell?** I dislike the change that they made for logging notes and activities at the top **What problems is Nutshell solving and how is that benefiting you?** No problems so far other than it crashing to so many users i'm going to assume ### 8. Easy to use and very well organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Everything links to your email, your calendar, contacts, you name it! Super easy to navigate, amazing customer support specialists. I use daily for all my needs to track my communication and scheduling with companies we're trying to work with. VERY EASY TO IMPLEMENT IN YOUR DAILY TASKS! **What do you dislike about Nutshell?** Sometimes things don't merge correctly with leads and notecards, so it will almost duplicate profiles, making it frustrating at times and when I double call companies or call with repeating information it is a little embarrassing. **What problems is Nutshell solving and how is that benefiting you?** Everything is so organized and easy to navigate now, I can quickly go through companies, update their profiles, and find their contact information a lot easier than going through hundreds of manilla folders. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you organize contact information, and that it's easy to implement in your daily workflows! All the best, Jewell from Nutshell ### 9. Great app! 10/10 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities **Reviewed Date:** March 02, 2026 **What do you like best about Nutshell?** How easy it is to navigate and organize important files and information. **What do you dislike about Nutshell?** sometimes there's duplicates and that can trip a person up. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is perfect for filing and organizing crucial information and I need that in my every day work life. ### 10. Amazing experience with nutshell. The website makes my job extremely easy and organized! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management **Reviewed Date:** September 23, 2025 **What do you like best about Nutshell?** I love that I can see each and every task that I am working on. Having everything available and in sight ensures nothing falls through the cracks. **What do you dislike about Nutshell?** In the time that I have been using nutshell I haven't come across any. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is making sure I am able to manage all my applicants from the same platform as my coworkers. We are also able to all keep track of the applicants and watch as they complete each stage of their application process. ### 11. Awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Pricing meets our budget and onboarding has been easy! **What do you dislike about Nutshell?** Other having to learn something new, we haven't experienced any dislikes yet. **What problems is Nutshell solving and how is that benefiting you?** To make sure we have all our customers in one place and that no leads fall through the cracks. ### 12. In a nutshell, a phenomenal CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Mitch B. | Director of Marketing And Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Nutshell?** The email marketing and tracking tools that Nutshell offers are some of the best I have seen or used. The ability to create beautiful, eye-catching, high-quality emails, email campaigns is extremely well designed and easy to use. Their email designer tool is so easy to use and extremely effective. I use it constantly. It's so easy to implement, and integrates flawlessly into the multitude of other tools I use daily for work. **What do you dislike about Nutshell?** I'd like more customization ability in regards to how the user interface looks. I am a meticulous note taker, and I hate having to scroll all the way down the page to see my notes in regards to how a conversation or deal was last left off. I'd love if I could customize the page itself to my liking. The same goes for the dashboard itself. More customization options is always a good thing. It would make my constant use of Nutshell more enjoyable. **What problems is Nutshell solving and how is that benefiting you?** Organization and timing are everything in sales. Both are abilities I would struggle with if I didn't have Nutshell as a tool. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Mitch! Our team is excited to hear how you're using Nutshell to create high-quality emails, manage your email marketing campaigns, and organize and automate your communications! I also appreciate your feedback about having more customization options. It sounds like our Pinned Note feature is a good fit for you: it gives you the ability to pin important notes to the top of a contact's page so you can reference them quickly. You can learn more about Pinned Notes here: https://support.nutshell.com/en/articles/8428920-crm-records-how-to-pin-notes-to-your-timeline. I've also shared your request for more dashboard customization with our product team for consideration in future updates. All the best, Jewell from Nutshell ### 13. Nutshell: Almost the Perfect Fit – And Getting Better! **Rating:** 4.0/5.0 stars **Reviewed by:** Want H. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Nutshell?** We’ve been using Nutshell as our CRM for years, and while no system is ever exactly what you need, Nutshell comes pretty close. Here’s what we love – and where we think there’s room for improvement. ✅ What We Like: - Pipeline Management – Keeps our sales process streamlined and easy to track. - Automation – Saves us time and ensures no lead falls through the cracks. - Constant Updates – Nutshell keeps evolving with new features, showing they listen to users. **What do you dislike about Nutshell?** ❌ What Could Be Better: - A few features and options that would benefit us aren’t available yet. - Like any CRM, it’s tough to find one that fits every need perfectly. - Reporting is good but it takes a while to get used to how it works, we would like some options to have cards as reports! That said, Nutshell is always improving, and we’re hopeful that, in time, it’ll become our all-in-one solution! We use it every single day! **What problems is Nutshell solving and how is that benefiting you?** We’ve been using Nutshell for years, and it’s been an essential tool for keeping our sales process running smoothly. At its core, it solves a major challenge for us: it’s our central database for all prospects and clients, allowing our team to collaborate seamlessly. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Want! We're glad Nutshell is helping your team manage your pipelines, save time, and continually gain new features! I also appreciate your feedback about where we could improve, especially your note about having cards as reports. I've shared your request with our product team for consideration in future updates. If you have additional feature requests, we would love to hear them! All the best, Jewell from Nutshell ### 14. My Nutshell CRM Review **Rating:** 4.5/5.0 stars **Reviewed by:** Frank P. | Enterprise Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Nutshell?** I appreciate how Nutshell simplifies a complicated sales process for both beginners and experienced sales representatives. Unlike larger, more cumbersome CRMs on the market, Nutshell features an intuitive drag-and-drop interface that makes it easy to move tasks around. Integrating into our phone system was a breeze! For me, sending emails or templated emails from within Nutshell has saved so much time from using a 3rd party email program and then having to mark the activity. Automated follow-ups, reminders, and lead assignments have also saved time. Other CRMs may have these features, but they go about it in a more cumbersome way - too many clicks, etc. **What do you dislike about Nutshell?** Although it connects with key tools that enhance its functionality, it lacks as many native integrations as larger CRMs, which may necessitate third-party software for specific workflows. But if you keep it light, you shouldn't have that issue. For my use case, reporting is useful but not as deep as enterprise CRMs. All of this depends on your ORG and how it's structured. For my needs, it gets everything done! **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps keep everything organized by centralizing leads, contacts, and communication in one place, so I'm never scrambling for info. It tracks deals visually (I love this feature), automates follow-ups, and syncs with my email to show which prospects are engaged. Plus, the reporting helps keep me on track with performance and revenue targets, while the team collaboration features keep everyone aligned. It’s simple, efficient, and lets me focus on what matters most—building relationships and closing deals! **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Frank! We're excited to hear how Nutshell is simplifying your sales process, saving you time with email communication and automated follow-ups, and organizing all your essential data! I appreciate your feedback about our native integrations. If you have specific integrations you'd like to request from our team, our App Marketplace solution may be a good fit for your team. You can learn more here: https://www.nutshell.com/features/appconnect. All the best, Jewell from Nutshell ### 15. Easy to use and covers everything we need and more. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian I. | Sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Nutshell?** They have outstanding support and the onboarding we received was top notch. There are so many features that is like a kid in a candy store. **What do you dislike about Nutshell?** Syncing a couple of things were a bit problematic but support stepped up and helped. **What problems is Nutshell solving and how is that benefiting you?** Just a small problem getting my calendar synced to Nutshell, they are working with us to resolve the issue. ### 16. Fantastic customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer S. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Nutshell?** I emailed Nutshell on Sunday and had an answer Monday morning. I had 2 additional questions, both were answered by the same person (shout out to Sara!) within 90 minutes. **What do you dislike about Nutshell?** The bot does not always give the correct or complete info to find where a tool is located. You need to ask your question a different way or ask 'where can I find that on the dashboard?' **What problems is Nutshell solving and how is that benefiting you?** Tracks our leads, enables us to send drip email sequences. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Jennifer! We're glad to hear how Nutshell is helping you track leads and send automated email drip sequences! And we'll second that shoutout to Sara - she's pretty great! Thanks as well for your feedback about our support bot - your input is invaluable! All the best, Jewell from Nutshell ### 17. Easy and intuitive operation! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** It's an easy and organized way to keep track of leads. **What do you dislike about Nutshell?** Sometimes it glitches, but it gets back to normal right away. **What problems is Nutshell solving and how is that benefiting you?** I use it as a database to keep track of all customers, leads, prospects, and companies we're interested in to make business. You can link it to your email inbox, and every time you go to a profile, you will find your email threads with that person, which is super helpful with sales. ### 18. Fantastic UI and a breeze to manage forecast and pipeline. Definitely a hidden gem! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** What I like best about Nutshell CRM is how easy it is to use. The UI is clean and intuitive, and it gives me great visibility into my pipeline and forecast without feeling cluttered or complicated. Overall, it’s definitely a hidden gem for teams that want clarity and speed without a big learning curve. **What do you dislike about Nutshell?** Nothing it is perfect for sales and marketing **What problems is Nutshell solving and how is that benefiting you?** Better adotion from sales team and provides time back in my day ### 19. Nutshell is a simple yet powerful CRM that helps teams stay organized. **Rating:** 4.0/5.0 stars **Reviewed by:** Carmen Q. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2025 **What do you like best about Nutshell?** Nutshell is an easy-to-use CRM that helps streamline sales and customer management. Its intuitive design, customizable pipelines, and helpful automation features make it a solid choice for small to mid-sized businesses looking to stay organized and close deals faster. **What do you dislike about Nutshell?** Nutshell can feel limited in advanced reporting, lacks some deep customization options, and its mobile app experience isn’t as smooth as its desktop version. **What problems is Nutshell solving and how is that benefiting you?** Nutshell solves the problem of tracking leads, managing customer relationships, and automating follow-ups, which saves time, keeps the team organized, and helps close more sales. ### 20. Awesome holitstic approach to workflow and pipeline management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Being able to use filters and pipeline management also the sales forecast tool. **What do you dislike about Nutshell?** Too many down-times and lags. Not having an intergrated whatsapp feature. **What problems is Nutshell solving and how is that benefiting you?** Being able to forecast my sales and effectively managing my pipeline. ### 21. We love the ease of use with Nutshell and couldn't be happier with the experience thus far! **Rating:** 5.0/5.0 stars **Reviewed by:** Edward J. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Nutshell?** Ease of use. The CRM is very user friendly and all of the features match up nicely with what we require. **What do you dislike about Nutshell?** Currently there is nothing that we dislike. Perhaps the speed at times. **What problems is Nutshell solving and how is that benefiting you?** Data keeping, Quotes, Notes ### 22. Life Changing **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Nutshell?** I've been thoroughly impressed with Nutshell, particularly the wealth of learning resources available. As a newcomer to the business world with limited CRM experience, I've found the webinars and supportive staff to be invaluable. Every obstacle I've faced has been easily overcome thanks to their expertise. The interface is remarkably intuitive, with a clean and navigable display that's perfectly suited for pipeline management, marketing tracking, and client follow-ups. Overall, Nutshell has exceeded my expectations, and I'm excited to continue exploring its features. **What do you dislike about Nutshell?** The new features that came through with the 2025 updates have really raised the bar. I have yet to find something that I dislike. **What problems is Nutshell solving and how is that benefiting you?** We are able to have everything we could possibly need in one interface. As a small business Nutshell offers tools and services that we no longer have to look for elsewhere at an affordable price. **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell, Sarah! Our team is glad that Nutshell has been an easy platform for you to learn to use, and that it's helping you manage your pipeline, marketing efforts, and follow-ups with clients. We are excited to roll out the features we shared in our 2025 Roadmap webinar, and look forward to adding even more as the year continues! All the best, Jewell from Nutshell ### 23. Easy to Use, But Needs More Exploration **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2025 **What do you like best about Nutshell?** I find this software easier to use than some of the other programs I have tried. **What do you dislike about Nutshell?** I haven't explored the product enough yet to find anything I dislike. **What problems is Nutshell solving and how is that benefiting you?** Searching for people and businesses ### 24. Effortless to Use—A Truly User-Friendly Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Nutshell?** Nutshell is very easy to use with great drag and drop features. **What do you dislike about Nutshell?** the reports function is not that great as I can't see how many quotes I made as well as the conversion rate. Sending emails through nutshell is also not user friendly. **What problems is Nutshell solving and how is that benefiting you?** Creating quotes, finding leads, as well as following up with current customers. ### 25. Fantastic support and very simple to utilize **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Lead capture and data research for finding new customers and projects. **What do you dislike about Nutshell?** I would like to see less options for reporting purposes, maybe a better dashboard ?? **What problems is Nutshell solving and how is that benefiting you?** Lead generation from WebFX ### 26. Easy to use, powerful and intuitive, more economical than SF **Rating:** 4.5/5.0 stars **Reviewed by:** Roger C. | Hydro Business Development Leader - West, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Nutshell?** The interface, features and functions are much more intuitive than a certain big-name competitor. Small businesses like ours have neither the budget nor the time to understand how to use overly complicated CRM databases. **What do you dislike about Nutshell?** On a few occasions, the thing I want to do is not possible. This is rare occurrence, and often there is an alternate solution, but my recent attempts at email broadcasts have failed due to inadequate or improperly set-up DKIM, SPF and/or DMARC credentials. Will see if the Nutshell Call Center can guide me. **What problems is Nutshell solving and how is that benefiting you?** The best CRM products enable you to capture all aspects of a Sale, before, during and after the close. For example, attaching actual Orders and Terms documents, negotiated after the Close. Nutshell makes these tasks simple and easy (translation: salespeople will have no excuse not to do them) **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Roger! We're glad that Nutshell has been easy to use and provides all the features and functions you need in a hard-working CRM without the hard-to-swallow price tag! For help setting up DKIM, SPF and DMARC, head to our support article here: https://support.nutshell.com/en/articles/8428873-email-marketing-how-to-set-up-dkim-spf-and-dmarc. Our support team will also be happy to assist with that process - you can open a chat with them by clicking the "?" in the upper right of your screen when logged into Nutshell. All the best, Jewell from Nutshell ### 27. Easy to navigate and it has just the data we need. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** User friendly and the tracking snippet to track traffic to your website **What do you dislike about Nutshell?** I wish the reports had easy explanations explaining exactly what everything means. **What problems is Nutshell solving and how is that benefiting you?** Tracking leads and managing leads. ### 28. Convenient and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Shawna V. | Customer Service Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2025 **What do you like best about Nutshell?** I like just about everything, however, my favorite is exploring options we didn't know were possible for tracking traffic. **What do you dislike about Nutshell?** I truly do not have any dislikes about Nutshell. **What problems is Nutshell solving and how is that benefiting you?** Figuring out exactly where most of our traffic is coming from so we can better market those areas. ### 29. Very User Friendly CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Nutshell is a Great CRM very simple and very easy to learn. Most CRMS can be complex or hard to track emails but this is very easy **What do you dislike about Nutshell?** Sometimes there are little bugs or glitches that slow the system down **What problems is Nutshell solving and how is that benefiting you?** Nutshell is a Great CRM very simple and very easy to learn. Most CRMS can be complex or hard to track emails but this is very easy ### 30. Customer service is amazing **Rating:** 4.0/5.0 stars **Reviewed by:** Kia J. | Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2025 **What do you like best about Nutshell?** White glove import is the way to go. The attention to detail and assuring the imports go through without any hiccups is amazing and takes the worry away. The data map for territories is a feature that helps our sales teams map their daily connections. **What do you dislike about Nutshell?** not having pre determined emails to select from or no canned responses. This feature would save tons of time for the already to short days. **What problems is Nutshell solving and how is that benefiting you?** Better data tracking and mapping for sales, audience selection for marketing. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Kia! We're glad to hear how Nutshell is helping you map your sales, leverage data, and create marketing audiences that boost your brand! When it comes to pre-set email responses, Nutshell's AI email replies are the perfect solution! Just select from the AI-generated reply, tweak (if needed!), and send! Learn more here: https://support.nutshell.com/en/articles/11255871-ai-using-ai-email-reply-starters All the best, Jewell from Nutshell ### 31. Nutshell is incredibly user friendly and stands out among other platforms. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Nutshell is easy to navigate, manage multiple clients, and has wonderful features that help elevate our marketing and communications. It is full of simple customizations that make each email or drip campaign unique and on brand. **What do you dislike about Nutshell?** A downside about nutshell is the inability to overlap text with images, therefore we typically use Canva and make our graphics to insert as image blocks. It would be helpful to overlap them so that all design could be done in the Nutshell platform. **What problems is Nutshell solving and how is that benefiting you?** Nutshell is solving communication problems by simplifying our processes and keeping all of our clients and their followers information in one place. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad to hear how Nutshell is helping you elevate your marketing and communications and manage contact data all in one place! I also appreciate your feedback about having the ability to do even more of your email design within Nutshell. I'll pass along your comments to our product development team, as we're always working to incorporate customer feedback into our new feature rollouts! All the best, Jewell from Nutshell ### 32. Our data is much more organized that helped us focus more on reaching our goals. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** It is very easy and convenient to use despite the complexity of our business process. From uploading data, organizing, and summarizing, it is very user friendly. **What do you dislike about Nutshell?** As for us, some data tags can be easily removed or replaced which is sometimes critical in maintaining the accuracy of our data. Filtering & Sorting of data is also limited which may be improved **What problems is Nutshell solving and how is that benefiting you?** Data Management ### 33. The CRM is good, however I wish it had more functions **Rating:** 2.5/5.0 stars **Reviewed by:** Jeff P. | Accont Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2025 **What do you like best about Nutshell?** The leads come in good, has all the information. I really like the map function on Lost leads, very helpful **What do you dislike about Nutshell?** I wish there was a place I could go where to see all my activities **What problems is Nutshell solving and how is that benefiting you?** The leads come in and I contact them. ### 34. Nutshell: A Helpful CRM for Small Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **What do you like best about Nutshell?** Ease of Use: The interface is intuitive and simple to navigate, making it easy for both new and experienced users to get up to speed quickly. Customizable Features: Nutshell allows a high degree of customization to fit specific business needs, whether that’s managing contacts, tracking sales pipelines, or generating reports. **What do you dislike about Nutshell?** Pricing: Some users think the pricing might be on the higher end, especially for smaller businesses or teams just starting with CRM tools. **What problems is Nutshell solving and how is that benefiting you?** Automating Sales Workflows Problem: Manual processes for tracking sales activities or sending follow-up emails can be time-consuming and prone to mistakes. Solution: Nutshell offers automation features to streamline these tasks. This can include automated email sequences, task assignments, and reminders. Benefit: This allows your team to focus on more meaningful work, like nurturing relationships, while the system handles repetitive tasks. **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 sales workflows, customize the platform for your needs, and generate reports! All the best, Jewell from Nutshell ### 35. Effective sales solution and partner tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** Effective quick way to view all potential partners throughout the entire sales process, easy to prioritize partnerships by value and key objectives within each partnership. The ability to sync communications with emails is valuable to reduce double documentation. **What do you dislike about Nutshell?** Opportunities to support operations post-sale **What problems is Nutshell solving and how is that benefiting you?** Communication and relationship tracking, determining return on investment of time involved with specific partners based on size, readiness, etc. ### 36. General Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Nutshell?** The system's intuitive search functionality streamlines the process of locating various applications, eliminating the need to navigate through multiple pages. Its flexible design seamlessly adapts to our specific requirements, minimizing the need for additional modifications to meet our end goals. **What do you dislike about Nutshell?** One downside I experienced was the unexpected interface change. While it did not cause a major disruption, it did create a minor inconvenience in accessing reports, which were previously easier to locate. **What problems is Nutshell solving and how is that benefiting you?** Currently we do not have any problems that we are looking to resolve through Nutshell as it has been operating as expected. ### 37. Simple tool for managing CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering **Reviewed Date:** December 24, 2025 **What do you like best about Nutshell?** Nutshell is a solid, easy-to-use CRM for tracking leads and proposals. It keeps everything organized, and the pipeline view makes it simple to see what’s next. It’s a good fit if you want straightforward CRM features without a lot of complexity. **What do you dislike about Nutshell?** There are a lot of settings, which can get confusing. **What problems is Nutshell solving and how is that benefiting you?** Better management and tracking of our outreach. ### 38. Super Happy - New features always coming **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel N. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2024 **What do you like best about Nutshell?** I love all the automation that we have been able to incorporate into the CRM, Pipeline and back office operations team. Nutshell has allowed us to streamline processes. Nutshell has a lot of features that are included at no additional charge that save us money because we do not need to purchase them from other companies. **What do you dislike about Nutshell?** Additional advanced automation without limitations would be nice. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us with bi-monthly newsletters, customer/partner tagging, Deal tracking, etc. Nutshell allows us to keep track of our pipeline, deliver weekly reports, and automate repetitive tasks. I love that Nutshell is connected with Zapier so I can move data where I need it without having to manually make the moves. **Official Response from Jewell July:** > Thank you so much for sharing your positive experience with Nutshell, Daniel! We're glad to hear you've been able to combine multiple solutions into one platform with Nutshell! We appreciate your feedback about having advanced automations, and I'll be sure to pass that along to our product development team! Happy Nutshelling! Jewell from Nutshell ### 39. Easy to Use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 28, 2025 **What do you like best about Nutshell?** Nutshell is an easy-to-use CRM with great pipeline visibility and solid customer support. It works well for small to mid-sized teams, though reporting and mobile features could be improved. Want me to make a couple more variations so you can pick the one that feels best? **What do you dislike about Nutshell?** Nutshell is easy to use and helps manage leads well, but I wish it had more advanced reporting and better mobile features. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps me keep track of leads, manage my sales pipeline, and stay on top of follow-ups. This makes my work more organized, saves time, and ensures I don’t miss opportunities. ### 40. The unknown CRM that is changing my life **Rating:** 5.0/5.0 stars **Reviewed by:** Leslie A. | Director of Sales, Alternative Channels, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2025 **What do you like best about Nutshell?** I found out about Nutshell by posting a question on LinkedIn, "LinkedIn friends, what is the best CRM you've used? (please do not include SalesForce)." I had people respond with many platforms I was somewhat familiar with but one of my industry friends said he uses Nutshell and has for years. I reviewed their website and set up a call with Jared Knotts and learned more about the platform and its functionality. The platform is easy to maneuver and cost-effective for what I get with the monthly subscription. What I love most about Nutshell is the INCREDIBLE customer service. With my subscription, I'm able to upload an excel document with leads, current customers, contacts and their customer service team formats the headers correctly and uploads the leads for me. I've also had a slew of questions and receive responses immediately, which is very helpful. I'm very happy with the platform and recommend it to any company looking for a new CRM option. **What do you dislike about Nutshell?** The only thing I dislike about the platform is there is not a way for me to just have leads and customers. When a lead is uploaded into the system, it's also a "company" which I don't like. With this said, I think there is a way to tag the "Companies" as with a lead or customer. I'm working on getting an answer to that question. This is the only complaint I have. **What problems is Nutshell solving and how is that benefiting you?** I used SalesForce the first year I was in my new job. I'm building my channel of business from the ground up and have so many leads. I was using Salesforce, got locked out and spent six months trying to get back in and never received a response back from their customer service team so I was tracking my business via excel document. I'm hiring a new salesperson for my team and need a place where all of the business is housed for us both to use. Nutshell has solved that problem for me. **Official Response from Jewell July:** > Thank you so much for sharing your positive review of Nutshell, Leslie! Our team is excited that you've found Nutshell to be cost-effective, easy to use, and provides great customer support! I'm also glad to hear Nutshell is working as a single source of truth for your growing team! As for your question about tagging Companies - you certainly can! Learn more about using tags for Companies, Leads, and People at our support article here: https://support.nutshell.com/en/articles/8429016-create-and-use-tags-in-nutshell. Best, Jewell from Nutshell ### 41. Intuitive Interface and Centralized Team Info **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Nutshell?** All of the info for our team is in one place. The interface is intuitive. **What do you dislike about Nutshell?** Updates that change the interface and move buttons/fields around make it more difficult to use. **What problems is Nutshell solving and how is that benefiting you?** We needed a database to store client information that our whole team can access and that is customizable to meet our needs. ### 42. I have found Nutshell very frustrating through my time using it. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in E-Learning **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** It is generally very easy to use and integrates well with teams **What do you dislike about Nutshell?** System is very slow. Searching leads is a bit of a headache. Doesn't merge companies together properly or ever. **What problems is Nutshell solving and how is that benefiting you?** When we have issues they tend to work on it right away. Recently it was integrating Microsoft teams with meetings booked through Nutshell. A really weird process. ### 43. Nutshell Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kristi S. | Service Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Nutshell?** Ease of use, all-in-one functionality, visual pipeline and reporting. When using it for your service or sales team, it’s especially good for keeping track of our customers and communications without needing an overly complex system. **What do you dislike about Nutshell?** Mobile app limitations, I would like to see more details in the reporting. **What problems is Nutshell solving and how is that benefiting you?** Disorganized customer data, lack of sales visibility, missed follow-ups. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Kristi! We're glad to hear how Nutshell's all-in-one functionality is helping you manage sales, customer service, reporting, and more so you can grow your company! All the best, Jewell from Nutshell ### 44. Nutshell Review **Rating:** 4.5/5.0 stars **Reviewed by:** Candace S. | Vendor Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Nutshell?** Ease of using it, user friendly, and always coming out with new features. **What do you dislike about Nutshell?** Wish that for our company we could have it at an enterprise level. **What problems is Nutshell solving and how is that benefiting you?** Keeps salespeople accountable, leads, communication, and makes everyone more productive. ### 45. Easy transition. **Rating:** 5.0/5.0 stars **Reviewed by:** Tim T. | CEO at InOut Labs - Drug and Alcohol Testing | DOT Compliance | DNA Testing | Clinical Lab Testing, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2025 **What do you like best about Nutshell?** The UI is so much better than other CRMs I have used. Customer service is really good and fast. I do not use all of the features, but it is worth it for the ones I do use. Very easy to implement and migrate my data, They seem to be adding features and improvements regularly. Lots of thought has gone into its development. **What do you dislike about Nutshell?** For a small business, the cost can get very high if you sign up for all of the features, but some of the automations save having to pay someone else to work. **What problems is Nutshell solving and how is that benefiting you?** Saves me a lot of time and I feel comfortable that I can find what I need quickly. Whether you organize leads/customer, it seems to be able to keep them organized. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Tim! We're glad Nutshell is easy for you to use, keeps your team organized, and that our customer service team has been helpful! All the best, Jewell from Nutshell ### 46. All in One CRM - Great Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Nutshell?** I love how easy it is to learn and teach Nutshell. I was able to pick it up in a matter of minutes, and onboarding new hires to the software has a very small learning curve. The software is intuitive to use and acts in expected ways without having to dig for the functionality you would think would be present (i.e., things are not buried behind submenu after submenu). I can confidently say that adding Nutshell to our business has streamlined many tasks and has allowed me to get so much more work done in such a short amount of time. The Dashboard is clean and easy to customize, the autofill functionality is a lifesaver, and the integration with our in-house ERP makes simple, repetitive tasks much more manageable. **What do you dislike about Nutshell?** The biggest thing I dislike about Nutshell is the lack of duplicate prevention. I wish there were more safeguards to prevent Account Executives from creating a second or third instance of an account with slightly different punctuation or spelling (e.g., Google Inc. vs. Google Incorportated). This is my biggest issue with Nutshell and really its only drawback—the ease with which new accounts can be created. **What problems is Nutshell solving and how is that benefiting you?** Client account creation and tracking and lead creation and tracking. Nutshell has streamlined and simplified our reporting in so many ways, it is awesome. I love the Dashboard and couldn't function without it at this point as it is where I start and end my day. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell! We're glad you're finding Nutshell easy to learn and use, and that Nutshell has streamlined your work, simplified lead tracking, and integrates well with your ERP! For more information on preventing duplicate records in Nutshell, see our support article here: https://support.nutshell.com/en/articles/8428934-crm-records-how-to-find-and-merge-duplicates. All the best, Jewell from Nutshell ### 47. Good CRM tool for a growing company **Rating:** 5.0/5.0 stars **Reviewed by:** Adarsh V. | Junior Technical Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2025 **What do you like best about Nutshell?** Customized to fit our teams requirements well Interactive boards and simple visuals Saves times and automates the process Easy to use Easy navigation through tasks and reminders User friendly **What do you dislike about Nutshell?** Currently happy with the tool, but there is definitely scope for improvement. **What problems is Nutshell solving and how is that benefiting you?** Customized to fit our teams requirements well Interactive boards and simple visuals Saves times and automates the process Easy to use Easy navigation through tasks and reminders User friendly **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Adarsh! We're glad to hear how Nutshell is helping you automate your processes, save time, and visualize your company's growth so you can chart a course for even greater success! We also appreciate your feedback about room for improvement - could you provide more specific interests in features you'd like to have in Nutshell? We value our customers' requests and always pass them along to the product development team! All the best, Jewell from Nutshell ### 48. all access in the pal of your hand **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing **Reviewed Date:** December 17, 2025 **What do you like best about Nutshell?** all of my customer information is available and I like being able to track emails as well **What do you dislike about Nutshell?** not being able to right click and copy and I do not like how the imported account custom field is after the sold custom field I think it should be the other way around **What problems is Nutshell solving and how is that benefiting you?** drip sequence email ### 49. Nutshell has vastly improved our lead tracking and efficiency in our Sales Department. **Rating:** 5.0/5.0 stars **Reviewed by:** Drew M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2025 **What do you like best about Nutshell?** The Nutshell system allows for workflow adjustments to fit our specific needs. It is easy to navigate and the email sync feature has yielded glowing feedback from our Sales team. **What do you dislike about Nutshell?** The chat alerts can easily be missed if you are working on multiple tasks. **What problems is Nutshell solving and how is that benefiting you?** Classifying and tracking the strength of our leads to optimize marketing to our target markets is much easier with the Nutshell sytem integration. It has also improved the customer experience through scheduled followup cadences for our team. The email sync has improved our Sales and Administrative teams ability to see the effectiveness of emails and improve the language in our communications. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Drew! We're glad to hear how Nutshell is helping you tailor your workflow to your specific needs, track all your emails, and score your leads for greater team effectiveness! I also appreciate your feedback about Nutshell's Chat alerts. Perhaps adjusting the notifications you receive for Chat messages could help. Learn how here: https://support.nutshell.com/en/articles/8428906-how-to-set-up-notifications-in-nutshell All the best, Jewell from Nutshell ### 50. very good **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Machinery **Reviewed Date:** January 30, 2026 **What do you like best about Nutshell?** helps in tracking communication and timelines **What do you dislike about Nutshell?** at this point I can't think of anything I don't like **What problems is Nutshell solving and how is that benefiting you?** helps me keep up with leads and I can keep reach of communication and timelines ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+16%3A21%3A32+-0500&secure%5Bsession_id%5D=45cc5f4c-6903-4bc5-a5a5-96cbfa36dd44&secure%5Btoken%5D=c2b1cdc06d032b9478019725e84cddeb0203e46b2e914ee620c0280f08851db4&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)