Nutshell Reviews & Product Details

I like using Nutshell CRM because it provides a great way to keep track of my opportunities and monitor the progress through different stages. One feature that stands out is the stage bar, which clearly shows where we are in the deal process, helping me communicate accurately with management, especially when I am at the negotiation stage. This feature enables me to forecast more accurately, which is invaluable in my work. Review collected by and hosted on G2.com.

I find that Nutshell could be improved by allowing configuration of a portlet to write MEDDIC and track the next steps in detail for deals. It would be beneficial if I could have a working document integrated within the system to meticulously track and outline each step in the deal process, such as sign-offs, legal reviews, and walkthroughs. Review collected by and hosted on G2.com.

We've used Nutshell for a couple of months as our new CRM, and the onboarding process has been fantastic. Our salesperson told us how to use an upgrade to get our onboarding calls included in the package, and I'm so glad we did. We are beginning to put information into the system and it seems to work for the way our brains work. Even when we start wondering where to put something, there it is. Nutshell has done a great job of thinking like the sales teams that are end users, vs some others that were clearly built for engineers, not salespeople. Thank you Nutshell! Review collected by and hosted on G2.com.

We haven't found a downside. So far, so good. Review collected by and hosted on G2.com.

Getting started with Nutshell was a breeze. It's intuitive, clean, and fully functional from day one. I appreciate how quickly I was able to adapt, with minimal training required. The interface feels logical and modern, which means no resistance from new users. Review collected by and hosted on G2.com.

Reporting is solid but lacks deep customization—some charts and dashboards feel limited for advanced users. SalesRobotG2

Customization options are somewhat restricted—adding more custom fields or adjusting layouts would be a welcome upgrade. Review collected by and hosted on G2.com.

I like that in your dashboard, all appointments are listed along the side, so there really is no need to go back and forth to google calendar to check appointments. I also like that I have the ability to put what I want showing on my dashboard vs what other people in company would rather have there. I work for a company that has multiple locations and I can make it show me only my location salespeople, which is nice to not have every single person's appointments or leads showing. What I also like about the dashboard is there is no limit on the cards that I wish to have showing. At least I haven't gotten to a limit and still have the option to add one if I want. It's pretty self-explanatory on what information gets entered and where. The text/email feature through Nutshell is great. I have created certain templates for emails to go to our customers for different reasons and it'll automatically insert the customer's name into the template email once I am in that person's info and click on send email and then just click send - super easy and takes just a few seconds/clicks. Nutshell also suggests if a person or lead could be a duplicate (perhaps previously entered by someone else with a different spelling, or maybe they've moved from the previous address and has the same name) and then you can merge them together if it is in fact a duplicate, or you could click not a duplicate if it's not. Review collected by and hosted on G2.com.

There are some things/selections that are repetitively entered in both Person and Lead. If I enter a lead before I enter a person, it does not pull all of their information that I already entered in the lead over to the person so address/phone number/email all need to be re-entered. However if the Person is entered first, then click create a lead, it will pull all of the information already entered over. (Now we just make sure we enter the person first so we aren't entering the same data twice) Review collected by and hosted on G2.com.

I like that Nutshell is very intuitive, easy to set up, simple to use, and cloud-based, so I can use it anywhere. This makes my sales forecasting easier, especially because I'm on the road a lot. The initial setup was pretty easy once I figured out the basic steps, and it didn't take too long. Review collected by and hosted on G2.com.

It can be a little bit basic compared to CRMs like Salesforce. I would like to see more integrations with other tools that we use, such as Slack, ClickUp, or HubSpot. Review collected by and hosted on G2.com.

I am able to access my Nutshell information while I am travelling, and being untethered to a desktop is very important. I am able to use my mobile phone to access the full power of Nutshell and view/modify contacts, add notes, and check customer scheduling and history anytime, anywhere.

It was necessary to quickly pivot my schedule this week, and by being able to access Nutshell all day, frequently, I was able to manage my time and my customer meetings. Review collected by and hosted on G2.com.

Not a Nutshell problem, though data lag when out of primary cellular network can be frustrating.

As for features, so far with about two months of continuous use, no negatives to report at this time. Review collected by and hosted on G2.com.

The amount of customization that is embedded throughout (including tags, lists, and workflows). The onboarding process is also very supportive by providing three free onboarding meetings with a Nutshell team member, and sharing a template for customizing your workflows with their support. Review collected by and hosted on G2.com.

There are some items I wanted to suggest for feedback, but the feedback button was not working for me. Notably, I would suggest the following as items for the team to hopefully integrate:

- making the email pop-up box to be adjustable in size (the email body box can be quite small if you are cc'ing someone)

- allow the use of email templates when replying to emails (currently you can send email templates only if you start a new email chain, but it is nice for clients to be able to see a follow-up/reply to a message in the same chain for context)

- allow tags to be editable and mergeable with other tags (it would be great if you could edit the tag text as well as merge multiple tags together)

- you should be able to pin lists to the top of your lists section for companies, people, and leads for ease of access

- for custom $ value fields, you should be able to see the total amount when viewing that group or list of leads Review collected by and hosted on G2.com.

I love their customer support team. They're very responsive and very positive. I use broadcast tools, which make it a nice simple way to run sales emails and marketing cadences. Nutshell is very easy to set up on your own, but the customer support team helps you out too. Review collected by and hosted on G2.com.

Well, Nutshell is a jack of all trades. I would say it's kind of a master of none. I could see people saying maybe they need a little bit more. For example, first drip campaigns for sales, there's other systems that just do a lot better and more complex job. Review collected by and hosted on G2.com.

I like how simple and easy it is to use Nutshell. The learning curve is not steep, so it's easy for new employees to learn. Review collected by and hosted on G2.com.

Sometimes it's a little too basic. It works for our needs, because our sales cycles aren't terribly involved, but sometimes the functions with email templates and automate responses are limited. One thing that stood out to me was that it only lets you do so many "goals" in each sales cycle stage in the lead. For example, our goal for multiple stages might be to get an email response, or for the customer to acknowledge something. It only lets us have that option once per stage in the lead. Review collected by and hosted on G2.com.

Nutshell makes it incredibly easy to turn a messy sales process into something clean, trackable, and repeatable. I use it to manage our Caribshopper B2B sales outreach, where we handle hundreds of wholesale leads across multiple states. The customization options are powerful — I built a complete pipeline with clear stages, tasks, and automation triggers in just a few hours. My team can log in, see exactly what to do next, and move leads forward confidently. Review collected by and hosted on G2.com.

The integrations aren’t as straight forward as I thought they would be. I do love the dialers they have for instance but it’s difficult to customize them the way I would like. This is however understandable. Review collected by and hosted on G2.com.