Nutshell

Pros: Nutshell is adding AI in a way that truly makes sense - especially with automatic transcripts and call logging. It’s not just a gimmick; it’s practical, accurate, and incredibly helpful. Being able to search transcripts, review summaries, and see calls automatically logged gives me confidence that every interaction is documented properly. It’s modern CRM done right.

Cons: If I was being a bit picky, I’d say I sometimes wish I could customise the transcript formatting just a little more - maybe adjust spacing or highlight sections differently. But that’s genuinely nit-picking, because the feature itself works flawlessly.

Pros: Great service from [sensitive content hidden] and the team at nutshell who were patient and very friendly and helped resolve my issues.

Cons: The fact I cannot use the WhatsApp integration in the UK - at the moment the section which allows marketing via WhatsApp is not yet available in the UK.

Pros: Clean interface, user friendly, easy for my team to import data, excellent support, fast to respond, cost effective.

Cons: Only positives to report, everyone is happy with the functionality and care of the support team, it's great.

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.

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!!

Pros: Easy pipeline management – You can see exactly where every lead or deal stands without digging through clutter.

Cons: The mobile version doesn’t always match the desktop experience and lacks some features, making on-the-go work less smooth for some teams.

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.

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.

Pros: Nutshell is a user-friendly CRM that works well for managing contacts and sales activity. It’s intuitive and keeps our pipeline organized. Some advanced features may require setup and customization, but overall it’s a dependable tool.

Cons: There are a lot of settings, which can get confusing. There are also not a lot of features that allow someone to manage the tracking for another.

Pros: Easy user interface that allows you to filter leads/contacts quickly. Also enjoy the audience feature, which allows you to group contacts together based on geographic location.

Cons: Sometimes the site can lag or crash when clicking on certain buttons. The issue doesn’t happen often and can be fixed by signing out then back in.

Pros: Nutshell has made tracking our leads, customers and information quick and efficient in one place. It's very intuitive and easy to use!

Cons: I have no complaints about Nutshell at this time. Everything is working well. Nutshell has been a huge upgrade from our last tracking system.

Pros: Nutshell is fairly easy to use, even for people who are not familiar with CRM services. I like that there has been an uptick in customization features which has helped us adapt the pipeline in the most efficient way for the sales team.

Cons: Sometimes it is difficult to pull reporting information and then to have that be cross functional with Excel. I also wish we would get a weekly activity summary.

Pros: I love that Nutshell keeps a complete comms history for every contact. It's helpful to see the history, as well as keep tabs on when emails are viewed. The customizable pipelines keep my leads organized.

Cons: The inbox function can be glitchy by getting caught in a refresh cycle. It also doesn't offer a bulk delete function, so there's a lot of junk alongside my important emails.

Pros: It’s super organized and efficient. It allows me to learn our clients wants and needs and to pick up threads that others have dropped

Cons: It can be complicated to learn to use, especially in the beginning. It is also sometimes hard to figure out where to input client info.

Pros: I think Nutshell's highlights include its UX/UI, efficiency of workflows, strong email and other integrations, and mobile app quality. It is soooo much more intuitive than the "leading" CRMs.

Cons: It's still a a CRM, I wish the search function was more comprehensive, and I'd love to be able to sync with other MSFT products like OneNote and Teams.

Pros: I am enjoy nutshell for its easy contact managment capabilitys. Being able to link mutiple leads/quote an view them all under a company/person in Nutshell has given us the ability to stay more organized.

Cons: We would like to see more customization in the quote tool and we would also like the mobile app to have full functionability

Pros: They stay up to date with the newest technology, providing innovative tools and strategies designed to help your business grow and succeed.

Cons: There is really nothing that I do not like about nutshell, my business has grown by a lot since using them.

Pros: I work as an admissions specialist for a healthcare company. Nutshell has made managing my leads very simple and straightforward.

Cons: Nutshell often updates its features, which sometimes makes it difficult to adjust when I am in a workflow.

Pros: The non profit I work for uses this software to have one place to track and follow up with people that are interested in knowing more about what we do (that hopefully leads to working with us). Once you understand what features are there, it is very easy to use. I am on and off Nutshell all day, and have to teach other teammates how to use it sometimes. The automations make it easy to communicate with your network once a new person drops into your pipeline. That takes one thing off of my plate, but still leaves a personal touch with the person on the other side of the email/text. Setting reminders (aka activities) keeps me on task without having to backtrack to figure out what my next step is. You just keep moving forward! And customer support is nice because if I have a FAQ, then the chat bot can answer it. The bot starts off by saying if you want to talk with a real person then say that and we will get you connected, so there is no waiting and being frustrated with a robot.

Cons: The hard part of Nutshell is the same as any tech related thing. You have to figure out the different features. Nutshell provides support and trainings that give you an overview of how to use it as well as updated trainings when a new feature is added. So, once you learn the new feature, you are able to integrate it into making your job easier.

Pros: All in one platform for leads and email management. It is nice to be able to contact people directly from the lead pages.

Cons: UI, support (lack of), reporting limitations and inaccurate data, minimal options for customizing email sequences simply

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.

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.