Nutshell Reviews

What do you like best about Nutshell?As Matthias Hale, Farm Operations & Buyer Partnership Manager at Mid-Valley Dairy Co-op, our regional dairy co-op relies on Nutshell to manage wholesale retail buyers, track delivery contracts, and coordinate farm production commitments, and what I value most is its customizable sales pipeline builder paired with native activity logging that ties buyer communications directly to production planning. This connected pipeline functionality cuts down the disjointed manual tracking we previously used across spreadsheets and email threads, and the pipeline drag-and-drop canvas saves me roughly four hours every week that I once spent reconciling buyer orders and farm production capacity. What do you dislike about Nutshell? Recommendations to others considering Nutshell?Before implementing Nutshell, we tracked our grocery and restaurant wholesale buyers on separate Google Sheets. Every email, site visit, sample delivery, and contract negotiation was logged manually in a separate document, with no direct link between buyer commitments and our milk production schedule. Nutshell’s visual pipeline lets me build custom stages tailored to our dairy wholesale workflow: lead inquiry, sample shipment, contract negotiation, seasonal volume lock-in, active delivery, and account renewal. I can drag buyer accounts between stages as negotiations progress, and each contact record stores all historical communications, delivery terms, and quality-control document links in one centralized profile. Last quarter, we negotiated a seasonal supply contract with a regional grocery chain for grass-fed milk. I logged every sample shipment, lab test report, and pricing discussion inside their Nutshell contact record, and our production team could view the pipeline stage to forecast required milk volume without scheduling lengthy status meetings. What problems is Nutshell solving and how is that benefiting you?

What do you like best about Nutshell?I have used Nutshell for over 10 years, and it has been an incredible platform. Ultimately, ChatGPT gave me the option for complete customization rather than having to continually adapt or work around the limitations of Nutshell’s existing platform.What do you dislike about Nutshell?The lack of complete customization was ultimately the deciding factor. While I found most of the tools useful and had a positive experience with the platform, I wanted the ability to create and customize exactly what I needed rather than having to adapt my processes around the platform’s limitations.

What do you like best about Nutshell?It’s easy to use, and I like that it lets me add custom fields.What do you dislike about Nutshell?It can sometimes feel overwhelming with all the fields that are provided. I wish I had more control to edit the page layouts, including how the provided fields and widgets are arranged.What problems is Nutshell solving and how is that benefiting you?I use it to organize our business contacts, prospects, and partners by category, which makes everything easier to find and manage.

What do you like best about Nutshell?I appreciate the ease of use of Nutshell. It's semi-intuitive even for someone like me, making it straightforward to organize and expedite messages to our customer base. The broadcast marketing feature is particularly useful, allowing easy use and the ability to scout large amounts of information and check engagement beyond my expectations. Setting up the software was also very easy, which was a nice surprise as we're just starting out with it.What do you dislike about Nutshell?Nothing at the moment.What problems is Nutshell solving and how is that benefiting you?I use Nutshell to organize our contacts and expedite message broadcasts to our customer base.

What do you like best about Nutshell?It's ease of use and how I can organise and tag my leads. LOVE that it syncs up with my emails also.What do you dislike about Nutshell?I can't linki it up to our internal systmes that we invoice, it would be a complicated and expensive add on so managing existing customer bases is slightly more challengingWhat problems is Nutshell solving and how is that benefiting you?all my leads are in one place now which is a huge benefit and now visble to my colleagues

What do you like best about Nutshell?The interface is very easy to work with, the reports are easy to generateWhat do you dislike about Nutshell?sometimes when I added the address of a company, it doesn't go through, so I have to be not that specific, like just adding the city instead of the specific address as per google maps.What problems is Nutshell solving and how is that benefiting you?Help me to keep track of my leads, it helps me to see my sales and organize my tasks

What do you like best about Nutshell?I am most impressed by Nutshell's customer service. The onboarding process was made so easy with step-by-step assistance and access to a designated Nutshell employee. Any questions I had were answered quickly and efficiently. Now that I've onboarded, the support team is extremely helpful. I absolutely feel I am getting my money's worth as there are so many features to use and implement.What do you dislike about Nutshell?The program is a bit overwhelming and takes a bit to learn. I do think it's a skill that one gets better at but it can be a bit overwhelming at first!What problems is Nutshell solving and how is that benefiting you?Nutshell is making it incredibly easier to track my contacts and streamline my fundraising process. I recently used it to send an invitation to over 700 people. It was very easy to search for specific groups of people and send an email.

What do you like best about Nutshell?Importing PHOTOS for Contacts. There's nothing like putting a Real FACE to a database contact.What do you dislike about Nutshell?Personally, I don't "Assign" leads to people because we're too small of a company so it's simply not a feature I use yet. Hopefully, we can grow to using that feature someday.What problems is Nutshell solving and how is that benefiting you?Contact Management. When you come in contact with people, it's very hard to keep track of them. Nutshell allows me to easily do that !!! I enter their Contact Information into Nusshell and when I send them something, I add a Custom Note to their file. I'm setting my files up for future contacts and Nutshell is allowing me to do that easily.

What do you like best about Nutshell?The ease of use and willingness to teach by Devin. He made it very easy to understand how we can adjust and best ways for us to use the software.What do you dislike about Nutshell?The mobile app for now as it does not have a ton of capabilities yet but I know this is set to change.What problems is Nutshell solving and how is that benefiting you?It is giving us a way to track our sales cycles as well as use it as a CRM.

What do you like best about Nutshell?The ease of use and logical setup of the software allows everything to flow and gives our team a source of truth to operate out of.What do you dislike about Nutshell?The mobile app is behind the web app, which is a problem for outside sales reps who want to log a visit from the car. A rebuild is supposedly coming but iPad support isn't committed. We also hit a day where the whole platform crawled for the entire team with no explanation.Recommendations to others considering Nutshell?We were running sales on email, Excel spreadsheets, and a few homemade tools. Every rep tracked their own pipeline their own way, so there was no shared view of what was actually in motion, and nothing forced a follow-up to happen. If a rep left a meeting and didn't write it down, that conversation was gone. What problems is Nutshell solving and how is that benefiting you?