Nutshell Reviews in April 2025: User Ratings, Pros & Cons

"I have reviewed"

What do you like best about Nutshell? I like the way I can customize the platform and personalize the steps. Tracking of progress and task notifications. What do you dislike about Nutshell? Analytics and reporting, we do not get what we are looking for. Also creation of a lead could be simplified. What also bothers is the lack of outline in the calendar. What problems is Nutshell solving and how is that benefiting you? I hardly realized anything but the platform is great for tracking the ...

"Good Experience"

What do you like best about Nutshell? It is easy to use and understand. I like how I can see what others are doing throughout the day. What do you dislike about Nutshell? I wish we could upload company production reports better. We don't use the lead reporting. Recommendations to others considering Nutshell: Great for tracking contacts and communications with them. What problems is Nutshell solving and how is that benefiting you? We are able to track communications more effectively.

"I like the direction! Still needs polishing."

What do you like best about Nutshell? I like how active the Nutshell team is at constantly improving the platform. I love how they actively participate in their forums to refine features within the CRM. Aesthetically pleasing and has a Mac OS and iOS app. What do you dislike about Nutshell? Within the Mac OS app, there are several bugs which hinder usability. Autocorrect has been a nuisance when attempting to add names and email addresses. Filtering needs some major improvement. An iPad app ...

"Main tool to track new and existing business"

What do you like best about Nutshell? I like the user interface the most. It's very clean. What do you dislike about Nutshell? I've had issues with logging activities on a lead - and attached to that lead is a person - but after the lead is closed, the note/activity doesn't follow the person. I have to go into the old lead. Recommendations to others considering Nutshell: Open it every time you start your computer to help with planning out your day! What problems is Nutshell solving and how ...

"Uncompromising time saving CRM tool"

What do you like best about Nutshell? Nutshell really helps me to stay organized. I like that I can set up a process and it will auto assign tasks for each of the new leads I add. This ensures that I don't drop the ball, but it doesn't require me to set up a task schedule for each individual lead I add. This process saves me a significant amount of time without compromising my relationships with my leads. Almost everything that I need is in Nutshell. Very rarely do I think, I wonder if I ...

"Nutshell is a very simple CRM"

What do you like best about Nutshell? Very simple to use and intuitive, has lot of features I need, but certainly not all What do you dislike about Nutshell? Lacking lots of features of others CRM (power dialer, vociemail drops, add ons, etc.) Recommendations to others considering Nutshell: Check to make sure it has all feature you need What problems is Nutshell solving and how is that benefiting you? Kepping in contact with prospects

"Still Working On It"

What do you like best about Nutshell? The dashboard on Nutshell is great for providing real time information and is easy to understand/use. Adding and removing information from accounts is easy to understand/use. I have had very few issues uploading CSV information to Nutshell and the few problems I had were resolved within 24hrs. What do you dislike about Nutshell? The company I am currently using it for uses Nutshell primarily for processing sales operations information. They do not use ...

"Nutshell is easy to pick up on and is very helpful in managing and improving my daily productivity. "

What do you like best about Nutshell? I most utilize nutshell in recording conversations with potential and current clients. That part has been integral for me as there are times when my sale with a client will stretch out over a year and therefore i can go back and easily review my prior conversations. What do you dislike about Nutshell? The app can be a little more difficult to work with. There are times when the information is harder to access while on the app. Recommendations to others ...

"Nutshell review "

What do you like best about Nutshell? I can access from all the computers I want, even with any phone. What do you dislike about Nutshell? 2 things: In the phone the interface is different I can't lick different lead to the same task and sometimes that is necessary What problems is Nutshell solving and how is that benefiting you? Look for new clients, as well as support clients in the use of the software we comercialice.

"A good system if you know exactly what you want"

What do you like best about Nutshell? I like the fact that you can customize it to fit whatever needs you have, and the versatility to change when needs change. What do you dislike about Nutshell? The fact that changes aren't retroactive; changes made to the system only execute going forward.....in some ways this is good, but not when you are changing workflow on a contact cycle. Recommendations to others considering Nutshell: Extremely versatile; just ensure that your requirements are ...