Nutshell Reviews & Product Details

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.

I love the fact that it provides a lot of the same firepower and offerings as HubSpot at a fraction of the cost. The team is always ready to answer questions, and its very easy to get solutions to challenges quickly. I feel like more than a number with Nutshell, I feel like they are a partner with my business. When I wanted some specific ways to contact clients, they worked with me to determine the best ways to make that happen. I absolutely love this platform as a CRM. Review collected by and hosted on G2.com.

I don't like that I can't set up a funnel that will email multiple people at once - instead, I have to enter each person into the funnel individually. Review collected by and hosted on G2.com.

My favorite part of Nutshell is that it is never finished, they are always evolving and upgrading, and most of the time that doesn't come at the cost of adding price upgrades for us the customer. They are also quick to take feedback when and upgrade isn't actually and improvement and refinement. There are so many bells and whistles, the features are endless and we were able to customize it to fit our needs perfectly. It was easy set up, easy use, and our team uses it all day, everyday! Review collected by and hosted on G2.com.

Sometimes speed can be an issues, especially on leads with a lot of notes or info, however, that seems to be almost a non issues in the latest upgrades. So we are much happier with the speed of use now! Review collected by and hosted on G2.com.

I find the email tool easy to navigate. The audience feature with relevant contacts is helpful for email merging to a dedicated audience, and the drip campaign feature has shown its usefulness. Adding contacts seems easier, and my team values the white glow support for managing a large number of contacts. Review collected by and hosted on G2.com.

I wish there was a button to deactivate a contact who's no longer in the organization, so we wouldn't have to do so many manual steps. Also, when sending emails, it would be helpful to have the sender blank at first to choose instead of having a default person, as sometimes people forget to change that. CRMs are always confusing to understand, and even though Nutshell seems less sophisticated and more straightforward than others, it still took me some time to get used to it. For contacts, it might be specific to our organization, but it was confusing to navigate similar name organizations and find multiple leads inside. Review collected by and hosted on G2.com.

I use Nutshell for CRM and Marketing. It helps keep my sales team on track and allows me to better connect with my customers. I like the ease of use, great support, and easy onboarding. The integration with QuickBooks Online is really convenient, especially the ability to send quotes directly from Nutshell, which, when accepted, are imported into QuickBooks. The price was competitive, and Nutshell offered more CRM capabilities and more integration with the other tools I use. The initial setup was very easy as their team handled the setup and integration. Review collected by and hosted on G2.com.

Nutshell has a very sophisticated tool for keeping leads separated. For very small teams, this function could be eliminated. Review collected by and hosted on G2.com.

What I like best about Nutshell is how easy it makes coordinating incoming marketing leads with our sales team. Leads are organized, clearly assigned, and simple to track, which ensures nothing slips through the cracks. It keeps marketing and sales aligned, improves response time, and gives everyone visibility into where each lead stands in the pipeline—all without being overly complicated. Review collected by and hosted on G2.com.

One thing I disliked about Nutshell is how easy it can be to accidentally create duplicate entries. If the same lead comes in through multiple channels or is entered more than once, duplicates can occur, which requires some manual cleanup to keep records accurate. Review collected by and hosted on G2.com.

What I like best about Nutshell is how easy it is to use, especially for email marketing. As a nonprofit, we need tools that are efficient and intuitive, and Nutshell allows us to create and send emails without a steep learning curve. It helps us stay organized, communicate consistently with our audience, and track engagement in a way that’s easy to understand. It saves our team time and supports our outreach efforts effectively. Review collected by and hosted on G2.com.

One area for improvement is the user experience, which is very text-driven. From a UX perspective, some workflows could benefit from more visual elements, clearer layouts, or dashboards that make information easier to scan at a glance. While the functionality is strong, a more visually intuitive interface would improve efficiency and make the platform even more user-friendly. Review collected by and hosted on G2.com.

Nutshell does a good job of organizing and maintaining full records of interactions, conversations, emails, and notes with our customers. The relationship of Person to Company to Lead is useful. The communication tools for reaching out to customers directly from Nutshell are also very good. The commitment to an available REST API is essential for our use and something I really appreciate and respect about Nutshell. Review collected by and hosted on G2.com.

There is limited flexibility in some of the features of Nutshell. For example in the automations, it is limited as to what can be used to trigger the next step or to trigger an automatic email/communication. I wish that leads could function more completely as orders in and of themselves, with the ability to include percentage based line items such as sales tax or apply discounts to all of the products on a lead. Review collected by and hosted on G2.com.

We’ve been using Nutshell as our CRM, and overall it’s been a solid experience. The platform is straightforward to use, and it helps keep our sales pipeline and customer interactions organized.

What I like most is the clean interface and how easy it is to track deals and activities without a steep learning curve. It’s especially helpful for smaller teams that want something functional without being overly complex.

That said, there are still areas where reporting and customization could be improved, but the product continues to evolve and the team seems responsive to feedback.

Overall, Nutshell has been a useful tool for managing our CRM needs. Review collected by and hosted on G2.com.

Customization options are somewhat limited compared to larger enterprise CRMs. Review collected by and hosted on G2.com.

As a Nutshell user for 4+ years, I like that my small business has grown substantially, just as the Nutshell product has. I switched from HubSpot to Nutshell initially to save money, and now I'm in love with how easy the platform is to use and how I've been able to integrate it into my business workflows. It provides me all the features I need to manage and scale my business without being bloated with things that distract and don't actually matter to a company of my size. Review collected by and hosted on G2.com.

I'm pretty happy, but I would love to see better integration with automation tools like Zapier. I use some other software tools that I would like to build integrations with using Zape,r but Nutshell limits what fields/features are able to be connected. Opening that up more would be fantastic. Review collected by and hosted on G2.com.