Nutshell is a game-changer for our team.
February 06, 2026

Nutshell is a game-changer for our team.

VICTORIA ANDRETTA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Nutshell CRM

The system is used to organize and structure all of our sales team's contacts, keep track of organizations we service and providers. We track activities, engagement and effectiveness of our efforts. It helps us to form strategies and map out visits, shift objectives if necessary, and prioritize quarterly and annual plans.

Pros

  • It organizes our contacts, offices, and budget spends
  • Provides effective AI tools
  • Excellent support and onboarding experience

Cons

  • My team and I have encountered only positive benefits of the system.
  • We're pleased throughout the experience with Nutshell.
  • We strive to continue effective use of the system.
  • Organization means value
  • Visit tracking demonstrates ROI
  • Record-keeping and communication within the system is imperative
Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues.
Unsatisfactory team experience there, lack of customization, days without a response, no cross-team communication, generally poor experience and subpar customer service, also self-serve, lack of team effort. Change attributes to their program regularly. I would steer clear. Learn what you're signing up for. Expensive for what it provides also. Discounts are unclear

Do you think Nutshell CRM delivers good value for the price?

Yes

Are you happy with Nutshell CRM's feature set?

Yes

Did Nutshell CRM live up to sales and marketing promises?

Yes

Did implementation of Nutshell CRM go as expected?

Yes

Would you buy Nutshell CRM again?

Yes

I know for our needs as a healthcare provider network an outreach or sales team would benefit greatly. There is much value in organization and pipeline management, workflow channel management, and day to day review and changes on the fly that the system allows for. We're very pleased thus far.

Nutshell Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

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