Nutshell Reviews & Product Details

Nutshell syncs almost seamlessly with my email and calendar and has a feature that enables users to make calls right from it. Review collected by and hosted on G2.com.

On the mobile version of Nutshell calls always forwards me to my cell phone dialer instead of making the calls right on the app. I would really appreciate if this is improved in the next update. Review collected by and hosted on G2.com.

What I like best about Nutshell is how clean and intuitive the interface is — it’s easy to onboard new team members without a huge learning curve. The pipeline and reporting tools are super helpful for tracking deals at every stage, and the integrations (especially with email and calendars) make staying organized effortless. It feels like a CRM that was actually built with the user in mind, not just the data. Review collected by and hosted on G2.com.

While Nutshell does a lot of things well, I wish there were more customization options for quotes and email templates — especially when it comes to formatting and branding. Also, deeper integrations with third-party tools (like some accounting or shipping platforms) would make it even more powerful. It’s not a dealbreaker, but a few more advanced automation features would go a long way. Review collected by and hosted on G2.com.

The dashboard is my favorite feature. I appreciate being able to view a lot of important details in one place. I rely heavily on the quick access to activities and tasks. I like being able to have multiple leads tied to one company and multiple people tied to a company as well. I came from an industry specific B2C CRM that was VERY different. At first I wasn't sure I liked Nutshell, but after using it more I appreciate the features and functions that better fit my B2B work. Review collected by and hosted on G2.com.

I'd like to be able to delay or schedule tasks that aren't tied to a specific schedule in the pipeline. It's not always obvious how to do what I need to do. The help articles are sometimes helpful, but not always. However the assistance I've received in the chat is fantastic. Review collected by and hosted on G2.com.

Let me beging by saying how easy it was to get started with Nutshell. My business partner and I had been bootstrapping multiple platforms together to get our business off the ground. No real integrations, alot of manual inputs and disjointed data was hampering our ability to get our marketing, lead generation and account management communications in sync. I came accross Nutshell doing a routine search and was very quickly connected with their sales team and completed a 45 minute demo. Right away I was able to review their per seat pricing and realize a significant savings by consolidating some of the isolated platforms we were using since Nutshell had those features inbedded in their software. We were impressed with the onboarding process and within 1 month I was able to create new leads, import my marketing and lead generation email lists and create effective broadcasts to get our message out to prospective clients. We did hit a few snags but nothing out of the ordinary and their onboarding and help desk team coupled with their FAQ and AI generated support has been extremely helpful. If I need to contact a live support team member they have been responsive and friendly, willing to work until a resolution is found. Review collected by and hosted on G2.com.

As with all software, one size does not necessarily fit all and there are some improvements that can be made to fit the work flow of our MSP. With that said, the Nutshell support team has invited constructive input for new features and at times have been able to show me work arounds to accomplish what I need to make the application work for me. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

❌ 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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The new features that came through with the 2025 updates have really raised the bar. I have yet to find something that I dislike. Review collected by and hosted on G2.com.

I have thoroughly enjoyed all of the new updates and feature changes that have been implemented recently. Regardless of the confusion they create initially, they almost always make working within the program quicker, easier, and more intuitive in the long run. Any time I come across an issue, I reach out to the support team and they easily help me resolve my ignorance. I've needed them a good amount, as I'm new to the world of sales and customer relationship management, and they always provide expert support and wonderful follow up. Review collected by and hosted on G2.com.

The only part of Nutshell that I dislike is that I need to pay for each service individually. However, this can be nice since I only have to pay for what I need at any given moment. Review collected by and hosted on G2.com.