---
title: "Nutshell Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of Nutshell. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Nutshell is a good fit for you!"
source_url: "https://www.softwareadvice.com/crm/nutshell-profile/reviews/"
page_type: "reviews"
language: "en"
---

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Nutshell Reviews

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Reviews

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# Nutshell User Reviews

## Reviews summary

- Overall rating: 4.4/5
- Total reviews: 625

### Secondary ratings

- Ease of use: 4.4/5
- Customer support: 4.4/5
- Value for money: 4.4/5
- Functionality: 4.1/5

### Rating distribution

- 5 stars: 321 reviews (51%)
- 4 stars: 230 reviews (37%)
- 3 stars: 59 reviews (9%)
- 2 stars: 11 reviews (2%)
- 1 star: 4 reviews (1%)

### Most mentioned pros

- Personally I like the ability to do Marketing and drip campaigns within the system, as well as making/logging calls within the system.
- Nutshell is also committed to improving the platform with new features, a better UI, and excellent customer support. Whenever I have an issue, they respond promptly and work until the issue is resolved. But I rarely have a problem with it.
- I like the dashboard features and that I can choose what I want on my own dashboard vs our old program where admins all had the same sign in information and the sales manager decided what was going to be displayed on the dashboard.

### Most mentioned cons

- The help desk (AI and human), along with the training videos were so poor that it made it difficult to determine the many things that were manual (instead of automated), making usability very poor.
- Because Nutshell is intentionally simple, it may not offer the depth of customization or advanced reporting found in larger enterprise CRMs.
- We are somehow bothered by how data redundancy is approached, detected or managed especially when you are uploading by batch- it is tough.

## Nutshell customer reviews

Showing reviews 1-25 of 625 (page 1).

### Still loving Nutsell

- Overall rating: 5/5
- Reviewer: Jackson F.
- Verified reviewer: Yes
- Industry: Defense & Space
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: September 2026
- Review source details: This review was submitted organically. No incentive was offered

I would say 10/10. I recommend it all the time to other reps or people that are in the sales industry.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

How easy it is to use. Everything is in one place, and it tracks all the emails for you. you are always up to date on contacting customers.

#### Cons

They are making a lot of changes, some good some bad. It takes a little getting used to when they are constantly adding new updates.

#### Reasons for switching to Nutshell

Act was terribly slow because it used a remote database.

---

### Wish we had found Nutshell sooner

- Overall rating: 5/5
- Reviewer: Daniel N.
- Verified reviewer: Yes
- Industry: Accounting
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Nutshell has been a significant upgrade from our previous CRM. We can use the features without constantly feeling nickel-and-dimed. Yes there are features you have to pay extra for, but the base plans include more than their competitors.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I love all the automation that we have been able to incorporate into the CRM, Pipeline, and back office operations team. Nutshell has allowed us to streamline processes. Nutshell includes many features at no additional charge, saving us money because we do not need to purchase them from other companies. Customer Support is USA-based and usually prompt. We manage newsletters, drip campaigns, follow-up sales emails, as well as pipeline and CRM, all in one tool.

#### Cons

It lacks a feature to create your own workflow from scratch. Nutshell would be better if it had a more user friendly mobile app.

#### Reasons for choosing Nutshell

The cost was more attractive and we got more users without having to pay user by user.

#### Reasons for switching to Nutshell

Features, benefits and cost. Nutshell offered more value.

---

### Solid CRM for small sales teams

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Capital Markets
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: September 2026
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Super easy to use and gets you up and running fast – no complicated setup . The interface is clean and intuitive, so my team actually uses it without complaining . Pipelines and contact management are straightforward, and the free live support is actually responsive and helpful when you need it .

#### Cons

It's pretty basic and sales-focused only – no invoicing, no project management, no time tracking built in . If you need those, you'll have to pay for other tools and stitch them together. Email marketing is a separate paid add-on, which feels annoying for an "all-in-one" CRM . Customization and advanced reporting are also limited compared to bigger enterprise CRMs

---

### Highly Recommended!!

- Overall rating: 5/5
- Reviewer: Brittany S.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Good from beginning to present! The support options are fantastic, and the value for what we're paying annually is excellent. We're a small business, and I don't ever feel that the service we receive differs from big companies or those with large portfolios. I highly recommend Nutshell.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Ease of use. Nutshell has been easy to use from day one. Reports are easy to run and Leads are easy to create and close/Win. It's easy to sort through many contacts and groups and the onboarding process was fantastic. My employer moved from an in-house CRM to Nutshell earlier this year. The transition team was supportive and helpful. No question was out of the question. We felt comfortable getting to know the program. The trial provided before our decision purchase was perfect, and all the items we added during the trial carried over into the live program.

#### Cons

My only complaint is that sometimes features change. This seems to be announced beforehand, and feedback is requested afterward. But I do wish some changes were optional rather than mandatory.

#### Reasons for choosing Nutshell

Ease of use the biggest seller. And the cost.

---

### Nutshell in a Nutshell

- Overall rating: 5/5
- Reviewer: Liam D.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 11-50 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Smooth and simple. The company behind Nutshell is nothing but helpful and accommodating. They have really helped us through set up or bugs encountered. They will even go as far as helping you with imports through there White Glove Service for those who are still learning technology meaning switching is as easy as possible.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 3/5

#### Pros

As an entry level CRM for small business. Nutshell has helped me during my entire career and to grow in my position.

#### Cons

As they are a smaller company. Features and Quality of Life updates can take time especially when newer bigger updates are added.

#### Reasons for choosing Nutshell

At the time, Hubspot was too expensive and not worth the price. Nutshell had very manageable and personalized structures to make sure we could take it on and grow.

---

### Great system for growing businesses

- Overall rating: 4/5
- Reviewer: Garret W.
- Verified reviewer: Yes
- Industry: Public Safety
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

We've been using Nutshell for 4.5 years, and it's been pivotal in growing our business and connecting with our customers.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 4/5

#### Pros

There is quite a bit of customization with Nutshell and it serves very well as a platform for goods/retail services. Personally I like the ability to do Marketing and drip campaigns within the system, as well as making/logging calls within the system.

#### Cons

Unfortunately for my team, Nutshell is geared more towards products than services. We've had several custom requests or ideas come up over the year that Nutshell can't/hasn't put in, so we're forced to either shelf the idea or come up with a substitute.

#### Reasons for choosing Nutshell

Price and the status of our company at the time we were in need of a new CRM.

#### Reasons for switching to Nutshell

Needed an easier way to run reports, and we had a desire to communicate with our customers inside a CRM instead of copy-pasting emails and calls into the Notes/Timeline.

---

### Nutshell(in a nutshell) it just works

- Overall rating: 5/5
- Reviewer: Alexander Elliot P.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: December 2025
- Review source details: This review was submitted organically. No incentive was offered

Nutshell unlike other CRMs brings direct returns. Our Sales staff were able to hit the ground running very quickly. Too many other products require less technical people to become more savvy and that causes resistance, and slow uptake. Nutshell, Just works, and the users "get it"

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Nutshell has a very user friendly and intuitive user interface. The API gives access to numerous data points to aid in Process Integration I especially like the feed back on Emails sent through the system. way more useful than basic Non-Delivery reports

#### Cons

I would like to see an additional API for the marketing section. this would make it much easier to automate customer contact feedback

#### Reasons for switching to Nutshell

Salesforce was too confusing for our sales force. Ironically, Salesforce is not for a salesforce, more like "tech force"

---

### Nutshell is Great!

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Wholesale
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

I'm very happy with Nutshell. It's affordable, easy to use, and the customer support is great. It seems like they're constantly investing in themselves, too.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Nutshell is very easy to use. It's easy for people to learn, and it's easy to self-navigate. Creating email templates is quick, too. It's also very affordable.

#### Cons

Nutshell is very simple, which can be frustrating. There are time we want it to do things like creating different outcomes in the lead stages, but it can't do that for us.

#### Reasons for choosing Nutshell

Primarily cost, plus there is a steeper learning curve with Salesforce

---

### Nutshell is the BEST

- Overall rating: 5/5
- Reviewer: Jody F.
- Verified reviewer: Yes
- Industry: Electrical/ Electronic Manufacturing
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

FAR exceeded our expectations coming over from ACT that we had used for 20 years. We can't say enough how much we enjoy working with, and benefit from using, Nutshell.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Where to start: 1. Database filtering is awesome 2. Emarketing tools are easy to use 3. Marketing metrics capture is very helpful 4. Customer support is outstanding, whether same day online chat, or easily setting up a video call back

#### Cons

1. Some of the canned reports could have broader functionality 2. Would like to see an ability to create custom reports. All of the data is there, but extracting it in a customizable, meaningful report format is lacking.

#### Reasons for choosing Nutshell

Primarily due to the email marketing capabilities and metric tracking.

#### Reasons for switching to Nutshell

ACT sucked. Our entire team was frustrated with using it. Nutshell was recommended to us by one of our principals.

---

### Came From Salesforce Never Going Back

- Overall rating: 5/5
- Reviewer: Sawyer D.
- Verified reviewer: Yes
- Industry: Financial Services
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Overall, Nutshell provides a great product at a very reasonable price. Nothing but good things to say about this tool.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Coming from Salesforce, the ease of use and plug and play aspect of this CRM is a breath of fresh air. It has made our lead management and sales funnel a breeze. Anytime we have approached their team with an issue its always a solutions first upsell never type of approach.

#### Cons

Its frequent GUI changes causes confusion from time to time with our older employees. They do adjust, but it is tiring finding the same button you taught them how to use last week.

#### Reasons for switching to Nutshell

The pricing was too high for the product we received.

---

### Nutshell has grate customer service, product is easy to understand, and it is price very well- very flexible terms

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Real Estate
- Company size: 11-50 employees
- Product usage: Used daily for less than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Overall, we don't regret choosing to be with Nutshell as our CRM. Data management and sales performance monitoring is reliable. We were more focused on what really matters

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Great Customer Service Experience- easy to reach out and very friendly. App is really easy to understand so despite the complex business process, we were able to tweak it and make it fit to our needs. It is also not overly price- i'd say it's on our sweet spot.

#### Cons

We are somehow bothered by how data redundancy is approached, detected or managed especially when you are uploading by batch- it is tough. Data filtering and Sorting is quite limited so im hoping that they will improve that.

#### Reasons for choosing Nutshell

We believed that Nutshell was more fit, convenient to setup, and priced well. Customer representative was very helpful too

#### Reasons for switching to Nutshell

for better database management and sales performance monitoring

---

### Fits our needs, with a few unnecessary steps

- Overall rating: 4/5
- Reviewer: Madeline V.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 51-200 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: May 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Overall, it is better than another solution we beta tested. It isn't my preferred email platform, however, it does have good tracking for CRM, which email platforms largely lack. I would love if the email platform could catch up with other software!

#### Ratings breakdown

- Ease of use: 3/5
- Functionality: 3/5

#### Pros

It is pretty easy to use. The interface is detailed but clear. It covers the bases for what we need for a CRM and the way we do business.

#### Cons

There are a few extra steps that I would personally remove for the tasks I use Nutshell for, including sending newsletters and regular communications. Also, the email builder is a bit clunky. For example, I have to add a new block to put a bulleted list in. I don't see why that can't exist within the text box. When I add content, I have to cut and paste and edit in a way that pulls out lists. The lists are also not very editable, meaning I can't adjust how they appear, indent, etc. the way I can in a marketing email platform.

#### Reasons for switching to Nutshell

Copper did not meet our needs. It was harder to use, more expensive, and didn't integrate the way we wanted with Outlook.

#### Vendor response

Thank you for sharing your review of Nutshell, Madeline! We're glad to hear how Nutshell is helping you track customers and leads! I've shared your feedback about our email marketing features with our product team, as we're always striving to make Nutshell the best CRM for our customers. We appreciate your specific feedback and feature requests and will consider them in future updates! All the best, Jewell from Nutshell

Replied May 2025

---

### Significantly improved guest communication

- Overall rating: 4/5
- Reviewer: Cherrye M.
- Verified reviewer: Yes
- Industry: Leisure, Travel & Tourism
- Company size: 2-10 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Positive; this is the most organized we've ever had our CRM and I'm looking forward to continuing to grow with them.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 5/5

#### Pros

It has been excellent for organizing and centralizing all client communication in one plac; pipelines are flexible and work well beyond traditional sales tracking.

#### Cons

It is costly for small teams; you can't upgrade specific team members without upgrading everyone, even part-time or seasonal employees. It doesn't feel small-business friendly.

---

### Nutshell for a Property Management

- Overall rating: 4/5
- Reviewer: Sera A.
- Verified reviewer: Yes
- Industry: Real Estate
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Overall a good experience. It did help reach our goal into understanding where the leads come from, geographical area, referrals, agents,etc.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Our management company started using this software back in February 2024. The goal of the system fpr us was to track and identify sources of new leads and monetary value of every single one of them. The system guarantees security in its overall everyday task and it provides great customer support if something is not clear. Client accounts are arranged based on what we prefer, date in first approach, properties, etc. Overall I would say that thanks to its email management and contact management, its gives value for money spent.

#### Cons

Sometimes the system creates duplicates, and it makes my job a little confusing as I need to redirect the lead.

---

### Simple, Effective CRM That Delivers

- Overall rating: 5/5
- Reviewer: Logan E.
- Verified reviewer: Yes
- Industry: Industrial Automation
- Company size: 1001-5000 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Overall, we’ve been very happy with Nutshell. It’s easy to use, widely adopted by our sales team, and supports consistent execution without unnecessary complexity. The platform does exactly what we need it to do and provides strong value for the business.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Nutshell is easy to use, quick to adopt, and well suited for teams that want a CRM to support selling rather than become a project to manage. Pipelines are clear and customizable, activity tracking is straightforward, and managers get solid visibility into performance without heavy reporting or admin work.

#### Cons

Because Nutshell is intentionally simple, it may not offer the depth of customization or advanced reporting found in larger enterprise CRMs. Organizations with highly complex workflows or heavy automation requirements may eventually outgrow it, even though that same simplicity is what makes it effective for day-to-day sales execution.

---

### Nutshell is a game changer!

- Overall rating: 5/5
- Reviewer: Reed T.
- Verified reviewer: Yes
- Industry: Food Production
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: January 2026
- Review source details: This review was submitted organically. No incentive was offered

Overall it's been great having the ability to bring in new customers and have the ability to track their progress has been a game changer.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 3/5

#### Pros

It allows me to manage my leads and manage existing leads so no one is forgotten or left out. It also is easy to keep track of potential customers and what stage they are in the sales process.

#### Cons

Some of the terminology is a little confusing at first and walkthroughs were definitely helpful but having the ability to share and work together is great.

---

### Does one thing, and does it well

- Overall rating: 4/5
- Reviewer: Nicky B.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used weekly for less than 6 months
- Reviewed: February 2026
- Review source details: This review was submitted organically. No incentive was offered

We share Sales across three functional groups in my company, and Nutshell helps us stay organized. We particularly like the ability to bcc Nutshell when we email a prospect and the email is automatically populated in their profile. Nutshell does one thing, and it does it well.

#### Ratings breakdown

- Ease of use: 4/5
- Functionality: 4/5

#### Pros

Nutshell just gets the job done. No fancy bells and whistles; if you want to track leads and manage prospects in a simple, straightforward way, Nutshell is what you need.

#### Cons

Nutshell can feel a bit dated at times, like old enterprise SaaS software. There are definitely more modern features in the platform, but the UI could use updating to help direct use of those features a bit better.

---

### Clean, User-Friendly CRM

- Overall rating: 5/5
- Reviewer: Marcy R.
- Verified reviewer: Yes
- Industry: Wholesale
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Overall, our experience with Nutshell has been very positive. It’s easy to use, keeps us organized, and helps us manage customer relationships more efficiently. The platform is intuitive, and the support team has been helpful when needed.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Nutshell has been easy to use and very intuitive. It’s helped us stay organized and keep better track of our customer interactions. The support team has also been responsive and helpful. Overall, it’s been a great tool for our team.

#### Cons

Occasional small learning curve for new users. Some features take a little time to fully learn but help is available.

---

### Nutshell is Great !

- Overall rating: 5/5
- Reviewer: Mike S.
- Verified reviewer: Yes
- Industry: Electrical/ Electronic Manufacturing
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

I really enjoy the different ways to bring up data on customers, leads, projects, etc. The support from the staff while connecting with the WebFX platform is coming along well !

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Great support from the staff for my stupid questions !!! They really offer many options to get updates to the system.

#### Cons

I would like to see the dashboard simplified ? It tends to have a lot of info that may not be relevant ?

---

### Amazing CRM

- Overall rating: 5/5
- Reviewer: Thalys C.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 2-10 employees
- Product usage: Used daily for less than 2 years
- Reviewed: January 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

The experience has been very good, the CRM is easy to use and have everything we need to organize our deals.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

An intuitive, easy-to-use CRM that helps keep everything organized and makes daily work much more efficient

#### Cons

The CRM is great and very intuitive, but adding a bit more customization would make it even better!!

---

### Great Platform!

- Overall rating: 4/5
- Reviewer: Kate L.
- Verified reviewer: Yes
- Industry: Machinery
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: July 2026
- Review source details: This review was submitted organically. No incentive was offered

Overall, my experience with Nutshell has been very positive. It's easy to learn, user-friendly, and helps keep contacts, leads, and sales activities organized. The platform simplifies day-to-day CRM tasks and makes it easy to track progress. While I'd like to see more advanced features and customization options, it's a reliable and efficient CRM that works well for managing customer relationships.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy to use! It has features that simplify day-to-day CRM tasks, making it easy to manage contacts, track leads, and monitor sales pipelines. The interface is intuitive, so it's quick to find what you need, and the automation and reporting tools help save time and keep everything organized. Overall, it makes staying on top of customer relationships and sales activities much more efficient.

#### Cons

It could have more built-in features and customization options to support a wider range of workflows. While it covers the essentials well, adding more advanced functionality and integrations would make it even more versatile as business needs grow.

---

### Effective sales solution and partner tracking

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 11-50 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

It's relatively easy to use from a sales and partnership maintenance support platform. The ability to track communications via synced email is invaluable. I like the ability to add discrete fields for reporting.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Effective quick way to view all potential partners throughout the entire sales process, easy to prioritize partnerships by value and key objectives within each partnership. The ability to sync communications with emails is valuable to reduce double documentation.

#### Cons

There are opportunities to support operations post-sale in a more customer relationship management-type way.

---

### Great CRM, Easy Tracking and Outbound Calling

- Overall rating: 5/5
- Reviewer: Reilly M.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 51-200 employees
- Product usage: Used daily for less than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Nutshell is a Great CRM very simple and very easy to learn. Most CRMS can be complex or hard to track emails but this is very easy

#### Cons

Can be buggy, but over all it has been very easy to use, easy to get out large amounts of calls and emails

---

### A Practical CRM That Actually Gets Used

- Overall rating: 5/5
- Reviewer: John T.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 2-10 employees
- Product usage: Used weekly for less than 2 years
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Nutshell is one of the most user-friendly CRMs we’ve used as a marketing agency. We’ve been in and out of the platform for almost 10 years, and it’s remained a reliable option whenever we want something powerful without unnecessary complexity. The mobile app is excellent for logging notes and updates right after meetings, and the email and calendar integrations keep everything organized in one place.

#### Cons

If you’re looking for an ultra-enterprise solution with endless customization, this may not be the right fit, but for agencies, that simplicity is a strength.

---

### Great for beginners and pros, alike.

- Overall rating: 5/5
- Reviewer: Verity D.
- Verified reviewer: Yes
- Industry: Pharmaceuticals
- Company size: 51-200 employees
- Product usage: Used daily for less than 6 months
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review.

Very good. First time using a CRM and this one has been simple to learn and easy to navigate. I like the customizable dashboard.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I love the duplicate feature to prevent the same client being entered. I also like to divide the clients by state and leads won.

#### Cons

I do not have any dislikes with the program, but it does seem to lag after a contact is recorded. It can take several minutes.

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Nutshell Reviews, Pros and Cons - 2026 Software Advice