The non profit I work for uses this software to have one place to track and follow up with people that are interested in knowing more about what we do (that hopefully leads to working with us). Once you understand what features are there, it is very easy to use. I am on and off Nutshell all day, and have to teach other teammates how to use it sometimes. The automations make it easy to communicate with your network once a new person drops into your pipeline. That takes one thing off of my plate, but still leaves a personal touch with the person on the other side of the email/text. Setting reminders (aka activities) keeps me on task without having to backtrack to figure out what my next step is. You just keep moving forward! Review collected by and hosted on G2.com.

The hard part of Nutshell is the same as any tech related thing. You have to figure out the different features. Nutshell provides support and trainings that give you an overview of how to use it as well as updated trainings when a new feature is added. So, once you learn the new feature, you are able to integrate it into making your job easier. Review collected by and hosted on G2.com.

I really like the clean, visual, and instantly actionable pipeline view in Nutshell. It makes it easy to see every deal stage and allows for simple drag-and-drop updates, which helps in quickly spotting bottlenecks. The email integration is seamless too; it syncs perfectly with our inboxes, logs conversations automatically, and we can send personalized outreach directly from the platform without switching between apps. Another aspect I appreciate is the simplicity of the automation. We don't need a developer to set up follow-up sequences, task reminders, or lead routing, which saves us hours of admin work every week. Lastly, the initial setup of Nutshell is one of the fastest and least complicated we've experienced for a small-to-mid-sized B2B sales team. Review collected by and hosted on G2.com.

The mobile app is functional but feels stripped down. It works for quick updates and checking tasks, but it lacks many of the desktop features, making it less useful for reps who work mostly on the go. The pipeline view is not fully functional on mobile; you can see deals, but you can't easily filter, sort, or customize columns the way you can on desktop. For reps who manage their pipeline on the go, this is a big gap. Email composition and scheduling feel restricted. While you can reply to emails, creating more personalized, structured outreach or scheduling send-times is clunky or unavailable. Review collected by and hosted on G2.com.

What stands out most in Nutshell is the seamless call logging and transcription feature. Every conversation is documented automatically, giving me total clarity and confidence when managing client relationships. If I ever need to double-check wording, revisit commitments, or track follow-ups, it’s all right there. It removes human error and keeps everything organised effortlessly. Review collected by and hosted on G2.com.

Honestly, the hardest part of reviewing Nutshell is finding something negative to say. If I had to choose, I’d say sometimes I rely on the transcript so much that I don’t take my own notes anymore. But that’s hardly a real complaint - it just shows how well it works. Review collected by and hosted on G2.com.

I like Nutshell's capability for researching contacts and leads through their AI research, which helps me determine if my information is correct or incomplete and find the complete information for the lead. The initial setup of Nutshell was pretty easy and intuitive, much easier than the other CRMs I trialed. Review collected by and hosted on G2.com.

I would love a web pop feature so that when a call comes into my RingCentral, it would open up the CRM based on the caller ID to the lead record or a search result. Review collected by and hosted on G2.com.

I love Nutshell's intuitive, clean UI and super-low learning curve. The modern, uncluttered interface makes it easy to dive in and start working immediately, which is why it sees such high adoption rates. The drag-and-drop pipelines and customizable dashboards are fantastic, providing a logical, supportive environment rather than getting in the way. This is critical for my small team, alleviating a lot of frustration and saving us significant time. I also really appreciate the Next-Action Focus & AI-Powered Insights, which stand out remarkably. With features like AI recommendations and the focusing on the most important next action, it helps reduce indecision and drives faster momentum. It's highly practical and aids in smarter, quicker selling. Additionally, Nutshell's seamless pipeline management and visibility give us clear forecasting and empower us with strong reporting tools that are both easy to use and insightful. Everything ties together nicely for a streamlined experience that really boosts our productivity. Also, I find that Nutshell's compatibility with various other tools is one of its biggest strengths, streamlining our workflow without cumbersome custom development. Lastly, the setup was a breeze—easy, quick, and straightforward, much simpler than other CRMs I've tried. Review collected by and hosted on G2.com.

1. Reporting and analytics depth is fairly basic. The standard reports and dashboards are good for quick overviews, but they lack advanced slicing and dicing options needed for complex analysis. Custom reports exist but aren't flexible enough for detailed multi-dimensional breakdowns. It sometimes requires exporting to Excel/Google Sheets, which isn't ideal for an all-in-one solution. 2. Customization limits for very specific or complex workflows. While you can add custom fields and automations, there are restrictions if your sales process needs highly unique requirements. Complex workflows like multi-layered approval chains or highly tailored views hit limits quickly. Some advanced features are only available at higher tiers, which can feel restrictive for mid-tier plans. Review collected by and hosted on G2.com.

I use Nutshell to manage sales pipelines and customer interactions, and it really helps us avoid losing track of leads while also reducing manual work. What I like about Nutshell is its interface, which is easy to use for everyone. It makes navigating the system simple and allows me to access customer information quickly without wasting much time. The initial setup was very straightforward and easy. Review collected by and hosted on G2.com.

Customization options for the pipeline could be improved. I would like to make pipeline stages more flexible and allow for more dynamic workflows. Review collected by and hosted on G2.com.

I love Nutshell's intuitive, no-code usability that offers a zero learning curve for non-technical U.S. regional reps. It's the only CRM that our non-technical regional sales reps and U.S. partner teams use consistently, without the need for mandatory training or IT support. For our distributed U.S. team, this is crucial. Nutshell's interface is clean and aligns perfectly with U.S. sales workflows, making each action like adding a lead, updating a pipeline stage, or sending an email just 1-2 clicks away, with no confusing custom fields or jargon. The initial setup was exceptionally fast, intuitive, and zero-fuss for our U.S.-based B2B SaaS/retail tech business. Review collected by and hosted on G2.com.

I find the lead routing limited; there's no native way to auto-route U.S. leads to the correct regional rep or partner. We have to route leads manually, leading to delayed follow-ups for time-sensitive U.S. SMB leads. Review collected by and hosted on G2.com.

Integrated notes from our phone systems. Review collected by and hosted on G2.com.

The search feature inside of the leads / people / company when looking at boards. They are finiky and there are a few times where names of company or people only pop up with the general search bar at the top and not the leads / company or people tab Review collected by and hosted on G2.com.

It is nice to have a hub for marketing resources integrated with our database list. Being able to directly contact people through the system with customized campaigns is very convenient. Once you dive in and learn the system, it is very easy to use across departments. Review collected by and hosted on G2.com.

Responsiveness and clarity from the support team for upcoming updates is an area that can be improved upon. They do have a 'roadmap' for upcoming features. Some of the updates are also confusing in the moment and change the process in how you do things. These changes typically are not communicated in the roadmap. Review collected by and hosted on G2.com.

I love Nutshell for its all-in-one functionality, which includes contact management, visual sales pipeline, emails, marketing, and web chat/text messaging, making it easy to consolidate tools. I find its user-friendly design to be the most praised aspect. I also enjoy the omnichannel inbox, which syncs all team emails, calls, and even WhatsApp messages into a single timeline. This helps replace scattered spreadsheets and sticky notes with a single source of truth for all contacts and data interaction history. Review collected by and hosted on G2.com.

Users have reported difficulty creating custom workflows from scratch or setting complex conditional lead stage outcomes. The system often fails to proactively flag duplicate accounts or people during batch uploads, which can lead to a messy database and wasted time manually merging records. Review collected by and hosted on G2.com.