Nutshell

Simplify your sales process Features & Benefits

Nutshell’s features make it easier to:

• Automate your work flow and reduce manual tasks
• Centralize your customer data & manage your pipelines
• Communicate with your customers & collaborate with your team
• Fill Nutshell with data and inform your marketing strategies
• Get free and helpful support

Sales Automation

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Pipeline Management

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Reporting & Analytics

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

Email automation

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

Artificial Intelligence

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Web Form Builder

Easily capture customer information and automatically create new contacts and leads in your CRM with Nutshell Forms.

Meeting Scheduler

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Team Collaboration

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

Contact Management

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.