Super easy to search and manage contacts then segment and email that audience. I love that our sales team can leave notes and I can connect Claude to help me sort through those notes, look for patterns, and see where they may be stuck. Review collected by and hosted on G2.com.

There's been a big push towards AI, even though some basic features, like the ability to re-sort drip sequences, aren't available. Review collected by and hosted on G2.com.

In the role of an Industry Analyst, my primary focus is the strategic evaluation of Tines' market positioning and its capacity to solve enterprise-level orchestration challenges. Rather than performing daily administrative tasks, I utilize the platform to benchmark its "Everything is an Agent" architecture against legacy SOAR competitors and assess its long-term ROI. My objective is to validate how effectively Tines reduces technical debt and accelerates time-to-value by replacing rigid, plugin-dependent systems with a flexible, vendor-agnostic automation framework. Review collected by and hosted on G2.com.

While Nutshell excels in usability, its primary drawbacks lie in reporting limitations and a lack of deep customization for specialized workflows. The platform can feel restrictive for power users who require granular data visualization or highly tailored dashboard layouts. Additionally, as your team grows, the cost of accessing advanced AI and automation features on higher-tier plans can become a significant investment compared to more entry-level CRM options Review collected by and hosted on G2.com.

From the beginning (five years ago) I have found Nutshell to be easy to use and surprisingly intuitive. This from a previous user of a rather large and grandiose Silicon Valley software product with the same initialism as San Francisco. Nutshell manges the feat of doing what you expect it to do, most of the time. What's more, NS designers are constantly expanding the functionality of NS, adding powerful utilities (e.g. AI-generated email campaigns) without overly complicating things or hitting you up for money each time they add a new feature. Onboarding from zero takes about three weeks, then you and your small company are Off To The Races, doing marketing and customer relationship things you thought only Big Companies with IT departments could do! Review collected by and hosted on G2.com.

A few years ago the email security updates (DNS servers, more acronyms, IT dept stuff) required website changes I could not fathom, no matter how hard I tried. I could have called for support, opened a Tech Support ticket, but I elected to just stop doing email campaigns. Now, in my new company, with a new AI-generated website, email broadcasts are once again a breeze. Review collected by and hosted on G2.com.

I find Nutshell very simple and easy to use, which means not too much investment in training is needed. The pipeline view is my favorite feature because it makes my day-to-day work easier, especially in marketing and data management. It helps me track the leads I generate through my marketing efforts, and it aids in prioritizing them better while giving clearer insight into the sales process. Setting up Nutshell was easy and straightforward, and importing data from Excel was a breeze. Review collected by and hosted on G2.com.

I guess the customization options are a little tighter. Also, the mobile experience can be a little better. If I could customize the pipeline more flexibly by adding condition stages or setting rules for moving deals like automatic rules for follow-ups and reminders, it would be great. On the mobile side, I feel it could be faster and more intuitive. Review collected by and hosted on G2.com.

I use Nutshell to manage my brand deal pipeline as a content creator, which helps me track each deal. Before using Nutshell, I was managing everything manually, so it saves me time and energy. The pipeline view is the biggest thing for me. I can see everything laid out visually, which means I can open Nutshell for just 60 seconds and know exactly what needs my attention that day. I also find the email integration solid. Setting it up was easy and straightforward. Review collected by and hosted on G2.com.

The mobile app could be improved, mainly the navigation; I think it could be smoothed out for an easier experience. Review collected by and hosted on G2.com.

I love the thorough platform that Nutshell provides. When I put a lead into the system, it has everything broken down to what entails for each lead. It shows the pipeline of going to the next steps, which I like. I also loved how Nutshell synced with our Google Drive and it helped to really organize our company. The initial setup was very easy, as the agents were really thorough and experienced, helping me with every step of the way and any clarifying questions I had. Review collected by and hosted on G2.com.

I feel as though the broadcast or sometimes the newsletter could be a little bit more detailed when sending them out and keeping track. Review collected by and hosted on G2.com.

I like the ability to customize different lead stages, the ability to add sources, categories, and sort all possible data. Nutshell is also very intuitive and comprehensive. Review collected by and hosted on G2.com.

Nutshell has a very steep learning curve, and doesn't seem user-friendly at first until you learn more. There also is no onboarding process that goes over the basics Review collected by and hosted on G2.com.

The best thing about this platform is its ease of use and its simplicity in terms of its features. Their platform is also very intuitive and clean. This platform also helps our team to track leads and manage them through the entire pipeline. Most importantly, I like their visual pipeline and their built-in marketing tools, which allow us to handle both sales and communication in a single platform. Review collected by and hosted on G2.com.

Though their CRM covers most of the features, some advanced customisation options and deeper automation capabilities should be expanded further. Complicated workflows are a bit difficult to handle with this platform. Their integration ecosystem for their platform could be expanded as well. Review collected by and hosted on G2.com.

I like how easy it is to build connections between companies and leads in Nutshell, including the tag features within logging activities. It's not convoluted to link things together as it was in the project management tool we were using before. Rather, Nutshell has out-of-the-box solutions that meet our connection needs. I also like the custom BCC option. Review collected by and hosted on G2.com.

I think one improvement could be making the ability to parse which email chains belong to which leads easier. I like the custom BCC option, but if there was something that you did not have to remember to copy every time, that could be useful. The lead import caused a lot of work on my end. Review collected by and hosted on G2.com.

Nutshell is easy for sales teams to adopt and actually use on a daily basis. The interface is clean, pipelines are flexible, and it supports a structured sales process without feeling heavy or overbuilt. It provides solid visibility into deals and activity, which makes managing and coaching the team more straightforward. Review collected by and hosted on G2.com.

Reporting and automation are more limited than some larger CRMs, and teams with very complex workflows may find themselves wanting deeper customization. While this simplicity is a strength, it may feel restrictive for organizations looking for advanced enterprise-level features. Review collected by and hosted on G2.com.