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Over Nutshell
Nutshell is geavanceerd genoeg voor elk bedrijf, eenvoudig genoeg voor elke gebruiker en is de onverwacht krachtige CRM waar verkoopteams dol op zijn.
One of the cool functions is that it integrates with email, so when you have communications with customers, it automatically shows in the tool.
I think more training on set up, warnings issued at set up and common pitfalls at set up would avoid harmful bulk uploads making irreversible upload mistakes.
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Reviews filteren (518)

Nutshell has transformed our lead management
Pluspunten:
Our primary goal was to have a high-functioning CRM that supported lead nurturing and helped us close sales. Nutshell does that exceptionally well, but that is just the starting point. Automating tasks and communication through multiple sales pipelines is easy and intuitive. We are already seeing results from the automation. Tracking our current clients for upsells and renewals is also intuitive and easy. Our next step is to use the marketing potential of the platform to increase our lead generation as well. The implementation went very smoothly, support from Nutshell staff was great, and I was up and running with Nutshell in days, and now I can track leads, make calls, and send emails and never have to leave the platform. It has greatly increase my efficiency.
Minpunten:
Not sure how to answer the cons. There are a few areas where I would like to customize fields, or change their location, but it is a small complaint
Reactie Nutshell
9 maanden geleden
Thank you so much for sharing your kind words about Nutshell, Al! We're excited to hear how Nutshell is supporting your sales process, and can't wait to see how you implement Nutshell next! We love hearing how our customers use Nutshell to grow their businesses, and sincerely appreciate your review! Happy Nutshelling! Jewell from Nutshell
Eerder overwogen alternatieven:
Practical and productive tool for small business
Opmerkingen: Really a useful tool in my business. I can create the processes I need to run my business quickly, the automation is good, and I can expand/contract my services as I need to. The support is excellent, too - they quickly answer questions and fix problems.
Pluspunten:
It does everything I need - email, phone, keeps my cadence on track with reminders. It's easy to use, and the activity and sales reports are exactly what I need to keep myself doing my daily activity and checking my results.
Minpunten:
There aren't any real negatives. I can set it up to do what I need it to do the way I want to do it.
Reactie Nutshell
2 maanden geleden
Thank you so much for sharing your positive experience with Nutshell, Mike! Our team is glad that Nutshell is helping you communicate with clients and remember follow-up to stay on track! We're also glad that you're making use of features like automation and sales reports! All the best, Jewell from Nutshell
Come together with Nutshell
Opmerkingen: I use it daily to log information about clients, and our projects. It allows us to communicate with the team about the status of the projects.
Pluspunten:
That it can store so much information! I love the tagging feature because we are able to pull up so much information later on.
Minpunten:
I feel like they update a lot which makes navigating the interface difficult at times.
Reactie Nutshell
2 maanden geleden
Thank you for sharing your positive experience with Nutshell, Taylor! We're glad Nutshell is helping you store and organize important client data and communicate with your team! All the best, Jewell from Nutshell

Eerder overwogen alternatieven:
Simple to Use for those who have not used CRM's before
Opmerkingen: This is used to track our quotes and hase been helpful on stopping quotes from slipping through the cracks.
Pluspunten:
This was an easy to implement software for those who have never used a CRM in the past. User friendly for basic functionality.
Minpunten:
I would like to see more ability to keep lead information separated. There are many leads that have the same companies and people but are not relevant to one another, and unfortunately it all gets lumped together.
Eerder overwogen alternatieven:
Hours of Researching the BEST CRM Paid Off!
Opmerkingen: We spent a few months, literally ENDLESS hours, researching CRMs, comparing the different pros and cons. And I'm SO HAPPY we went with Nutshell. It has brought a new level of organization and sanity to our business! I appreciate how user friendly the interface is from the size of the font to the functionality! It's crazy how many CRMs feel like you're writing code trying to use them! And we're able to follow up so much faster with new leads which makes all the difference in the end.
Pluspunten:
I love the customization of pipelines, being able to turn strong leads "orange" in color so they stand out. It's so helpful to see if leads/clients successfully received our emails and opened them. We use the email drip sequences a lot, and I can't say enough about how much value those add to our clients.
Minpunten:
sitting here thinking and thinking, and honestly not sure! LOL Not sure if this is a Nutshell issue or our issue. But our stages in the pipeline often get bottlenecked. Always trying to figure out how to organize better to keep things streamlining more efficiently.
Reactie Nutshell
2 maanden geleden
Thank you so much for your positive review of Nutshell, Me Ra! We're glad that Nutshell's Hot Leads, email open tracking, and drip sequences features are beneficial to your team and clients! So glad to hear that Nutshell is helping your business stay organized and sane! If you'd like to optimize your sales pipelines to keep leads moving smoothly, our Complete Guide to Sales Pipelines could offer some helpful insight! You can download the guide here: https://www.nutshell.com/resources/sales-pipeline-the-complete-training-guide. All the best, Jewell from Nutshell
NUTSHELL IS GREAT
Opmerkingen: It has been great. Helps me keep my customers in line. follow ups easy.
Pluspunten:
Easy to use. Always works just how i need it too.
Minpunten:
nothing in particular. Probably could improve the duplicate lead system.
Reactie Nutshell
2 maanden geleden
Thank you for sharing your positive experience with Nutshell, Stevie! We're glad that Nutshell is easy to use and helps you manage your customers and follow-ups! I appreciate your feedback about duplicate leads, and I'll share it with our product team for consideration in future updates. All the best, Jewell from Nutshell
Nutshell is very intuitive
Opmerkingen: Overall, I find Nutshell easy to use, which is great, so I can capture just what I need and use the information to build relationships.
Pluspunten:
As the owner of a boutique consulting firm, I needed a CRM, but so many of them were intimidating -- because they're built for enterprises, and we're significantly smaller. I find Nutshell very intuitive and easy to use. It's got so much functionality, and I appreciate that I can get what I need "in a nutshell" and then add new capabilities as I go, versus all at once with enterprise systems.
Minpunten:
I really wish it integrated more easily with LinkedIn.
Reactie Nutshell
2 maanden geleden
Thank you for sharing your positive review of Nutshell, Susan! We're glad to hear Nutshell is intuitive for your team and a functional tool for helping you grow! I also appreciate your feedback about Nutshell's LinkedIn integrations. We offer an integration with LinkedIn through Zapier (https://www.nutshell.com/integrations/linkedin), and a more robust integration with LinkedIn Ads through our App Marketplace (https://www.nutshell.com/integrations/linkedin-ads). Please reach out to our support team with any questions you have about Nutshell's integrations! All the best, Jewell from Nutshell
Sales manger
Opmerkingen: It is a good project overall. Do like the the the new features that have been added.
Pluspunten:
The pricing of the product is good, I like the way you can set up your personal view:
Minpunten:
Adding contact needs to be easier. Also setting up the email is not user-friendly..
Reactie Nutshell
2 maanden geleden
Thank you for sharing your experience with Nutshell, Susan! We're glad that you're enjoying features like customizing your dashboard and newer features our team has been working on. All the best, Jewell from Nutshell
Easier way of inputting data
Opmerkingen: I am new to this business but this program was one of the few I got the hang of pretty fast.
Pluspunten:
The ease of inputting data by myself and the way it updates fast.
Minpunten:
The way the information saves once you type it in.
Reactie Nutshell
2 maanden geleden
Thank you for sharing your positive review of Nutshell, Sandra! We're glad that Nutshell is helping you store and organize your data intuitively! All the best, Jewell from Nutshell
Nutshell Review
Opmerkingen: I have had nothing but good experiences with Nutshell since I began using it a couple months ago. I found the features to be super helpful. It is an amazing tool to stay organized.
Pluspunten:
I like how simplified the system is to use, it makes searching for leads so much easier.
Minpunten:
I wish it had a call experience. An ability to track calls instead of having to constantly fill it out and add it in.
Reactie Nutshell
2 weken geleden
Thank you for sharing your positive review of Nutshell, Ashley! We're glad Nutshell is simple to use and makes it easier to stay organized with all of your leads! I also appreciate your feedback about the ability to track calls seamlessly. You can use Click-to-Call or an integration with your phone call platform to automatically log calls in Nutshell! Learn more here: https://support.nutshell.com/en/articles/8428904-click-to-call-call-contacts-from-your-browser and https://www.nutshell.com/integrations-category/communication. All the best, Jewell from Nutshell
Eerder overwogen alternatieven:
EASY TO USE CRM, GREAT VALUE FOR ITS PRICE POINT! RECOMMEND!
Opmerkingen: Overall please with Nutshell and have been using it for nearly 10 years. Customer service as always been responsive and open to feedback and we've seen upgrades throughout the years based on feedback provided. Overall we are pleased.
Pluspunten:
Its ability to review people and companies for possible duplicates. Ability for tasks and action steps as 2 different items to keep track of what needs to be done by when. Tagging others and notifying them of question or next step.
Minpunten:
The app is no where near as efficient and easy to maneuver as the website and just as easy to open up a browser on the phone instead of utilizing the app. If a lead gets to be too long, it can bog down and make Nutshell non-responsive at time when in that lead. When assigning multiple tasks back to back, despite the time showing the same time as previous task, it will save as a defaulted 5pm forcing to go back and edit.
Reactie Nutshell
6 maanden geleden
Thank you for sharing your positive experience with Nutshell, Guy! We're glad to hear Nutshell's data management and collaboration features are helping your team track tasks and sales! We also appreciate your suggestions for improvements to the Nutshell mobile app and task assignment flows. We're always glad to hear feedback that can help us make Nutshell the best CRM for our customers, so I'll be sure to share your comments with our product development team. As for long lead pages, there's good news: our AI-powered timeline summaries can help your team quickly get up to speed on any lead or relationship. You can learn more at our support article her: https://support.nutshell.com/en/articles/8428843-elevate-your-workflow-with-power-ai. Thanks for your review, and happy Nutshelling!
Eerder overwogen alternatieven:
CRM made easy
Pluspunten:
Easy to use, it doesn’t take a data wizard to configure and manage.
Minpunten:
Limited automations, limitations to what can be customized.
Reactie Nutshell
5 maanden geleden
Thank you for sharing your positive experience using Nutshell, Walter! We're glad to hear that Nutshell has been easy for your team to implement and use! I also appreciate your feedback about automation and customization features in Nutshell. You'll be happy to hear that we have some big updates coming soon that will solve those needs for you, so stay tuned! All the best, Jewell from Nutshell
Great CRM that’s easy to use and feature rich
Pluspunten:
UI and integrations. Dashboards and mobile app are also a big plus.
Minpunten:
Could use more integrations with Shopify and NetSuite
Reactie Nutshell
9 maanden geleden
Thank you for sharing your positive feedback about Nutshell, Peter! We're excited to hear Nutshell is easy for your team to use and that you're getting value out of Nutshell's features and mobile app! Thank you also for sharing your suggestions for integrations. Nutshell offers an integration solution free for most teams called AppConnect that may be able to help your team get the integrations you need! You can learn more here: https://www.nutshell.com/appconnect. All the best, Jewell from Nutshell
Eerder overwogen alternatieven:
Nutshell has been a gamechanger!
Pluspunten:
We absolutely love being able to have an all in one place customer and production tracker. From the time a prospect writes in, through years after they have purchased and Installed their building we have everything at our fingertips.
Minpunten:
We just wish that emails still went into the customer's leads, and tasks could be auto assigned after it is "won" the project isn't done..
Nutshell is just what we were looking for!
Opmerkingen: Nutshell has been so much easier to integrate than other sales/crm platforms I’ve used in the past. The team at Nutshell are friendly, knowledgeable, and responsive whenever our team has had questions. It’s a great value!
Pluspunten:
It has a great interface, is very user friendly, and the price is right.
Minpunten:
It lacks some functionality with forms, drip campaigns, and merge tags and is not as customizable for exactly what I need, so I’ve had to use some workarounds.
Reactie Nutshell
2 maanden geleden
Thank you for your positive review of Nutshell, Melanie! Our team is glad to hear that Nutshell is easy to use and easier to integrate with other platforms! I also appreciate your feedback about forms, drip campaigns, and merge tags functionality. Could you provide some more detail about the customization options you'd like to see? Our team is always working to make Nutshell the best CRM for our customers, and your feedback is important to us! All the best, Jewell from Nutshell
Nutshell is SOLID. I would recommend it.
Pluspunten:
Nutshell is very intuitive to use. Highly customizable to your particular needs and endless amounts of possibility to categorize and document.
Minpunten:
There are a few features that are not available in terms of sending mass emails. However, they are very helpful finding work arounds and often take input and upgrade their systems.
Reactie Nutshell
4 maanden geleden
Thank you for sharing your positive review of Nutshell, Alexander! We're glad to hear you're finding Nutshell customizable to your needs and intuitive to use! I also appreciate you sharing your feedback about sending bulk emails! Would you be able to provide me with some more insight into what features you'd like to see? We're always working to make Nutshell the best CRM for our customers, and your feedback is very valuable to use! All the best, Jewell from Nutshell
CEO & Founder
Opmerkingen: I’ve used it for years and it has kept the details I need to continue to communicate properly with clients.
Pluspunten:
They are always adding new and needed features I can use.
Minpunten:
While it’s one of the easiest CRMs to use it still has a sizable learning curve. Great product overall!
Reactie Nutshell
2 maanden geleden
Thank you so much for sharing your positive review of Nutshell, Michelle! We're glad that Nutshell is helping you track important details for communicating with clients, and that our new feature rollouts have been beneficial for you! All the best, Jewell from Nutshell
Review from an Account executive at Pattison Outdoor - Montreal
Opmerkingen: Great ! Love using the tool and it helps a lot with reminders and organization. Having a sort of one pager on all the communications with the client is just awesome as well.
Pluspunten:
Sync our email address and being able to see how many time our message was opened and how many times they clicked on the link.
Minpunten:
The fact that if you don't send an email from Nutshell directly, it does not count as an activity. This makes it that the account can be seen as inactive, when it is not the case.
Reactie Nutshell
2 maanden geleden
Thank you for sharing your positive review of Nutshell! We're glad that Nutshell's email open and click tracking is helping your team track and organize customer engagement! All the best, Jewell from Nutshell
Great tool to help solve many challenges - needs a focused team to work well
Opmerkingen: A big, complex and complicated tool that can be used to solve many problems, but needs a big team effort and significant training and practice to master
Pluspunten:
The variety of tools and integrations offered were useful and allowed our team to solve many challenges in different ways while helping us to ensure our data was all in one place
Minpunten:
Very challenging to use, and seemed non-intuitive to me. It took me a long time to figure certain things out, and support did the best they could. Other team members either found it easier or harder than I did.
Reactie Nutshell
9 maanden geleden
Thank you for sharing your honest feedback about Nutshell, Vlad. We're sorry to hear that you found Nutshell complex and challenging to use, as that isn't the experience we want for our customers. We appreciate you taking the time to share your thoughts and will work to make onboarding a smoother experience. Best, Jewell from Nutshell
Nutshell Experience
Pluspunten:
Ease of use, customer support, and ability to integrate with google.
Minpunten:
The app doesn't always work and could be improved. Seems to time out a lot.
Reactie Nutshell
3 maanden geleden
Thank you for sharing your positive experience with Nutshell, Candace! We're so glad to hear that Nutshell's ease of use, integration with Google, and customer support have been helpful for your team! And I appreciate you sharing your feedback about the mobile app - I'll update our product team! All the best, Jewell from Nutshell
A great resource
Opmerkingen: I have used Nutshell with several companies and from sales teams ranging from 2 people to 15 people. The platform has always risen to the level needed without the crazy expense.
Pluspunten:
I like the fact that Nutshell is not overly complicated. I have been in sales for decades and Nutshell is all I need to be organized and successful.
Minpunten:
To be 100% honest I do not see anything in the platform that I do not like. It really is all I need to do my job efficiently across our small sales team.
Reactie Nutshell
10 maanden geleden
Thank you so much for sharing your positive experience with Nutshell, Doug! We're so glad to hear Nutshell is providing value to your and your teams across companies! We look forward to continuing helping you crush your sales goals! Best, Jewell from Nutshell
Nutshell makes a CRM easy to integrate into the sales process.
Opmerkingen: Excellent experience so far. I have HATED every other CRM I've used, but Nutshell takes the pain away.
Pluspunten:
Ease of use. I can email and contact customers directly from Nutshell.
Minpunten:
Having some issues with setting up broadcast emails and the DNS setting, but working through it.
Reactie Nutshell
8 maanden geleden
Thank you for sharing your positive review of Nutshell, Derrick! We're glad to hear your team is finding Nutshell easy to use and that it's taking the pain out of CRM! And our customer support team is happy to help resolve any issue you may have with email broadcasts. All the best, Jewell from Nutshell
Nutshell in a Nutshell
Opmerkingen: At first, I thought it was "clunky" but over time, and some super cool changes have actually helped me be MORE detailed. I would like to be able to run reports on customers, Not on sales necessarily...But on simple account activity.
Pluspunten:
I can dump tons of data into the CRM, which I do for each customer. If I work on something that ends up going to anther salesperson, I can already have TDS and SDS information. Visit notes, I can make changes to contacts within a customer in seconds. The world changes quickly, and Nutshell lets me change with it.
Minpunten:
Leads is convoluted. Each sales person does things differently. For example. I sell Industrial. Many times my sales cycle can be two years long. I have trials and approvals to get from Engineers, Maintenance staff, and sometimes plant managers. Where a Fuel sales guy just quotes total gallons at a certain price, my job is highly detailed, constantly changes, So my leads don't fit into Nutshell very well at all. I struggle with the leads funnel. (It makes me look inefficient) I do not like the sales portion of Nutshell at all.
Sales Manager
Opmerkingen: We evaluated seven different CRM's with Nutshell being the last. It was immediate in knowing that Nutshell stood heads and tails above the rest and was a perfect fit for our needs. I would, without reservation highly recommend this application for anyone looking for one. I even gave a shout out post to Nutshell on my LinkedIn profile @joeharbottle.
Pluspunten:
Ease of use. User interface and the functionality. The feature set is perfect for our needs. The application is WELL thought out.
Minpunten:
Nothing so far. We have been using it for about 5 months now and have not come into a situation that we wished it had a certain feature.
Reactie Nutshell
9 maanden geleden
Thank you for sharing your kind words about Nutshell, Joe! We're excited to hear you're finding Nutshell easy to use and that it's providing all the features and capabilities your team needs! And thank you so much for the shoutout on LinkedIn! We always love to hear how Nutshell is helping our customers grow their businesses! Happy Nutshelling! Jewell from Nutshell
A great CRM for the money
Pluspunten:
Value, drip campaigns, support is helpful and wuick
Minpunten:
Lacks a few features of a salesforce, can’t manage SDR campaigns
Reactie Nutshell
8 maanden geleden
Thank you for your positive review of Nutshell, Sarah! We're glad to hear you're enjoying Nutshell's value, email drip campaigns, and support! And I appreciate your feedback about the campaigns you're able to run in Nutshell. All the best, Jewell from Nutshell