# Nutshell Reviews **Vendor:** Nutshell **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,423 ## 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 **extremely easy to use** , greatly enhancing organization and daily productivity in managing leads. (378 reviews) - Users appreciate the **ease of use and organization** that Nutshell provides throughout the admissions process. (207 reviews) - Users praise Nutshell for its **exceptional customer support** , providing help and educational resources that enhance the experience. (178 reviews) - Users love the **powerful email marketing tools** in Nutshell, praising their ease of use and integration. (177 reviews) - Users find Nutshell to be **intuitive and user-friendly** , making daily sales collaboration simple and efficient. (162 reviews) - Users praise Nutshell for its **intuitive interface and simplicity** , making it easy to manage leads and onboard team members. (151 reviews) - Contact Management (134 reviews) - Lead Management (128 reviews) - User Interface (122 reviews) - Integrations (114 reviews) **What users dislike:** - Users find that the **missing features** in Nutshell hinder their ability to effectively manage deals and data. (172 reviews) - Users note the need for **limited features** in Nutshell, particularly regarding customization and deeper integrations. (117 reviews) - Users find a lack of **customization options** in Nutshell, limiting their ability to tailor quotes and emails effectively. (82 reviews) - Users struggle with a **steep learning curve** due to frequent changes and complicated layouts affecting lead tracking. (79 reviews) - Users find the **email management lacking** , with limited customization and issues with handling junk email addresses. (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. Streamlined CRM with Effective Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Nate D. | Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Nutshell?** I like that Nutshell helps keep our leads generated and maintains clear documentation of all our interactions. It has a click-to-call feature that logs all of our calls, allowing us to know what's happening in every call and track who's saying what. It also helps with sending emails to everyone and streamlines the whole process. I've learned it fairly quickly, and even though we're always learning, it continues to grow in its massive capabilities. **What do you dislike about Nutshell?** Sometimes the call quality is not the greatest always. Sometimes does drop calls. I was having issues with it putting the transcripts of the calls into it. It was not using the AI transcripts for that, and I contacted support and they got that fixed right away today after contacting them. **What problems is Nutshell solving and how is that benefiting you?** Nutshell manages our multiple businesses as a CRM, helps generate leads, maintains clear documentation, logs calls, provides click to call, and streamlines email processes. ### 2. Tines’ Vendor-Agnostic Automation Shows Strong Enterprise ROI Potential **Rating:** 4.5/5.0 stars **Reviewed by:** Sushma M. | Associate Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Nutshell?** In the role of an Industry Analyst, my primary focus is the strategic evaluation of Tines' market positioning and its capacity to solve enterprise-level orchestration challenges. Rather than performing daily administrative tasks, I utilize the platform to benchmark its "Everything is an Agent" architecture against legacy SOAR competitors and assess its long-term ROI. My objective is to validate how effectively Tines reduces technical debt and accelerates time-to-value by replacing rigid, plugin-dependent systems with a flexible, vendor-agnostic automation framework. **What do you dislike about Nutshell?** While Nutshell excels in usability, its primary drawbacks lie in reporting limitations and a lack of deep customization for specialized workflows. The platform can feel restrictive for power users who require granular data visualization or highly tailored dashboard layouts. Additionally, as your team grows, the cost of accessing advanced AI and automation features on higher-tier plans can become a significant investment compared to more entry-level CRM options **What problems is Nutshell solving and how is that benefiting you?** Nutshell solves the critical problem of CRM bloat by providing a platform that is powerful enough to manage complex pipelines but simple enough for a team to actually use. It has benefited us by centralizing our communication and automating the repetitive 'grunt work' of follow-ups, which has directly increased our team's efficiency. Instead of fighting with a complex interface, we can focus on building relationships and closing deals, thanks to its intuitive design and robust automation features. ### 3. Easy to use and constantly improving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities **Reviewed Date:** April 22, 2026 **What do you like best about Nutshell?** From the beginning (five years ago) I have found Nutshell to be easy to use and surprisingly intuitive. This from a previous user of a rather large and grandiose Silicon Valley software product with the same initialism as San Francisco. Nutshell manges the feat of doing what you expect it to do, most of the time. What's more, NS designers are constantly expanding the functionality of NS, adding powerful utilities (e.g. AI-generated email campaigns) without overly complicating things or hitting you up for money each time they add a new feature. Onboarding from zero takes about three weeks, then you and your small company are Off To The Races, doing marketing and customer relationship things you thought only Big Companies with IT departments could do! **What do you dislike about Nutshell?** A few years ago the email security updates (DNS servers, more acronyms, IT dept stuff) required website changes I could not fathom, no matter how hard I tried. I could have called for support, opened a Tech Support ticket, but I elected to just stop doing email campaigns. Now, in my new company, with a new AI-generated website, email broadcasts are once again a breeze. **What problems is Nutshell solving and how is that benefiting you?** Email Marketing broadcasts the copy I create based on the unique knowledge I possess and makes my small company (one-man) look big. ### 4. Effortless Sales Management, Room for Customization **Rating:** 5.0/5.0 stars **Reviewed by:** SOMYA A. | Marketing Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Nutshell?** I find Nutshell very simple and easy to use, which means not too much investment in training is needed. The pipeline view is my favorite feature because it makes my day-to-day work easier, especially in marketing and data management. It helps me track the leads I generate through my marketing efforts, and it aids in prioritizing them better while giving clearer insight into the sales process. Setting up Nutshell was easy and straightforward, and importing data from Excel was a breeze. **What do you dislike about Nutshell?** I guess the customization options are a little tighter. Also, the mobile experience can be a little better. If I could customize the pipeline more flexibly by adding condition stages or setting rules for moving deals like automatic rules for follow-ups and reminders, it would be great. On the mobile side, I feel it could be faster and more intuitive. **What problems is Nutshell solving and how is that benefiting you?** Nutshell solved our lead management problem, bringing everything to one place. It's simple and easy to use, with a pipeline view that makes tracking leads and prioritizing tasks easier, improving clarity on the sales process. ### 5. Essential for Solo Creators with Streamlined Visual Management **Rating:** 4.5/5.0 stars **Reviewed by:** Ricky G. | Content Creator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Nutshell?** I use Nutshell to manage my brand deal pipeline as a content creator, which helps me track each deal. Before using Nutshell, I was managing everything manually, so it saves me time and energy. The pipeline view is the biggest thing for me. I can see everything laid out visually, which means I can open Nutshell for just 60 seconds and know exactly what needs my attention that day. I also find the email integration solid. Setting it up was easy and straightforward. **What do you dislike about Nutshell?** The mobile app could be improved, mainly the navigation; I think it could be smoothed out for an easier experience. **What problems is Nutshell solving and how is that benefiting you?** I use Nutshell to manage my brand deal pipeline as a content creator. It saves me time and energy by automating deal tracking. The pipeline view quickly shows tasks needing attention, and the email integration is solid. ### 6. Organized Leads, Seamless Syncing, Top Recommendation **Rating:** 5.0/5.0 stars **Reviewed by:** Kristina O. | Client relation specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Nutshell?** I love the thorough platform that Nutshell provides. When I put a lead into the system, it has everything broken down to what entails for each lead. It shows the pipeline of going to the next steps, which I like. I also loved how Nutshell synced with our Google Drive and it helped to really organize our company. The initial setup was very easy, as the agents were really thorough and experienced, helping me with every step of the way and any clarifying questions I had. **What do you dislike about Nutshell?** I feel as though the broadcast or sometimes the newsletter could be a little bit more detailed when sending them out and keeping track. **What problems is Nutshell solving and how is that benefiting you?** Nutshell helps us keep track of our leads and follow the pipeline of steps. It syncs with Google Drive, organizing our company, and providing a thorough breakdown of each lead, making tracking easy and efficient. ### 7. Intuitive, Clean CRM with a Visual Pipeline and Built-In Marketing Tools **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2026 **What do you like best about Nutshell?** The best thing about this platform is its ease of use and its simplicity in terms of its features. Their platform is also very intuitive and clean. This platform also helps our team to track leads and manage them through the entire pipeline. Most importantly, I like their visual pipeline and their built-in marketing tools, which allow us to handle both sales and communication in a single platform. **What do you dislike about Nutshell?** Though their CRM covers most of the features, some advanced customisation options and deeper automation capabilities should be expanded further. Complicated workflows are a bit difficult to handle with this platform. Their integration ecosystem for their platform could be expanded as well. **What problems is Nutshell solving and how is that benefiting you?** Nutshell solves the problem of tracking leads and keeping all their communication and engagement centralised. The entire sales pipeline can be managed with ease; both our marketing and sales team has a visibility on the customer journey. This also eliminates the offline spreadsheets and email. Everything can be handled inside the platform, and it gives our team complete progress on the deal. ### 8. Simplifies Lead Tracking with Easy Company Connections **Rating:** 4.5/5.0 stars **Reviewed by:** Hannah G. | Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2026 **What do you like best about Nutshell?** I like how easy it is to build connections between companies and leads in Nutshell, including the tag features within logging activities. It's not convoluted to link things together as it was in the project management tool we were using before. Rather, Nutshell has out-of-the-box solutions that meet our connection needs. I also like the custom BCC option. **What do you dislike about Nutshell?** I think one improvement could be making the ability to parse which email chains belong to which leads easier. I like the custom BCC option, but if there was something that you did not have to remember to copy every time, that could be useful. The lead import caused a lot of work on my end. **What problems is Nutshell solving and how is that benefiting you?** I use Nutshell to track leads and maintain organized contact management. It helps me see which companies are involved with each lead, revealing our history and facilitating follow-ups with clients and partners. ### 9. Effortless Sales Management with an Intuitive, User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Logan E. | Digital Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 24, 2025 **What do you like best about Nutshell?** Nutshell is easy for sales teams to adopt and actually use on a daily basis. The interface is clean, pipelines are flexible, and it supports a structured sales process without feeling heavy or overbuilt. It provides solid visibility into deals and activity, which makes managing and coaching the team more straightforward. **What do you dislike about Nutshell?** Reporting and automation are more limited than some larger CRMs, and teams with very complex workflows may find themselves wanting deeper customization. While this simplicity is a strength, it may feel restrictive for organizations looking for advanced enterprise-level features. **What problems is Nutshell solving and how is that benefiting you?** Nutshell solves the common problem of low CRM adoption by providing a system that is simple, intuitive, and easy for sales teams to use consistently. It eliminates spreadsheet tracking, scattered notes, and missed follow-ups by centralizing contacts, activities, and opportunities in a clear pipeline. This creates better organization, accountability, and visibility across the sales process. The benefits are higher data accuracy, improved sales consistency, and clearer insight for managers without added complexity. Teams spend less time managing the CRM and more time selling, while leadership gains reliable forecasting, better coaching opportunities, and a scalable foundation for growth. ### 10. Great for organizing and keeping up with people for your business. **Rating:** 4.0/5.0 stars **Reviewed by:** Kelsey H. | Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2025 **What do you like best about Nutshell?** 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! **What do you dislike about Nutshell?** 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. **What problems is Nutshell solving and how is that benefiting you?** If it wasn't for Nutshell, I would have to keep a separate document to keep tabs on hundreds of people at a time, continuously searching my email to see if the person responded or if I still hadn't responded yet, having a separate calendar just for reminders to follow up with people after a certain amount of time, etc. However, with Nutshell, that is for the most part automated and all in one place. It saves me hours in my work day. I can just start doing the task I am supposed to. **Official Response from Jewell July:** > Thank you for sharing your positive review of Nutshell, Kelsey! We're glad that features like email automations and activity reminders are helping you streamline your workflows while providing a personal touch to new contacts. Cheers to saving time and moving forward! 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/nutshell-review-2051483?section=pricing&secure%5Bexpires_at%5D=2026-05-08+11%3A46%3A57+-0500&secure%5Bsession_id%5D=28f8eabc-ae78-4f47-9854-6bec026bef01&secure%5Btoken%5D=25d45f39f9f9e57298fb14c07b5995b8f5971c190b86cd86046536c221d76823&format=llm_user) ## Nutshell Integrations - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - 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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** - 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