Description
Nutshell provides a comprehensive sales CRM and contact management solution aimed at boosting business growth by simplifying sales workflows. The platform focuses on organizing every lead, deal, and interaction, automating routine tasks, and tracking progress to allow sales teams to concentrate on building relationships and closing deals.
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Key features include easy lead and contact management with 360° timelines, 2-way email and calendar sync, and AI-powered data enrichment. Pipeline and lead management are streamlined through a visual pipeline builder, kanban, list, map, and chart views, along with automated sales sequences and lead assignment. Nutshell integrates AI into sales intelligence, offering AI summaries of transcripts, predictive lead scoring, AI email drafting, and automated call/activity logging to enhance efficiency.
The platform also offers robust reporting, analytics, and forecasting capabilities, allowing users to create customizable sales reports, accurate sales forecasts, and track lead attribution. Beyond CRM, Nutshell includes tools for live chat and AI chatbots, web forms, email and SMS marketing, a meeting scheduler, and invoicing. Enterprise-grade security is ensured with SOC2 compliance, advanced permissions, and an open API. Nutshell is designed for ease of use, with a clean UI and setup achievable in days, not months, making it accessible even without extensive technical expertise.
Nutshell offers several pricing plans starting at $13/month, with options for individuals, small teams, and larger businesses, all including free live support. The company emphasizes its award-winning customer support, available via live chat, helpful articles, webinars, and scheduled phone support for higher-tier plans. Businesses can try Nutshell free for 14 days without a credit card.
- CategoryAI CRM Tools
- Pricing ModelTiered
- DeploymentCloud
- PlatformsWeb, iOS, Android
Nutshell CRM's Core Features
AI-powered data enrichment for contacts
Visual pipeline builder and management
Automated sales sequences and lead assignment
AI summaries for call and meeting transcripts
Predictive lead scoring
AI email drafting
Customizable sales reporting and forecasting
Live chat and AI chatbot integration
Email and SMS marketing tools
Personalized meeting scheduler
SOC2 and GDPR compliant
Over 5,000 software integrations
Mobile app available on iOS and Android
Free 14-day trial
How to use Nutshell CRM?
Set up: Get started in days with guided setup and data import
Configure: Customize pipelines, fields, and tags to match your sales process
Manage Contacts: Organize leads and companies with 360° timelines and AI enrichment
Track Deals: Visualize and manage your sales pipeline with multiple views
Automate: Set up sales sequences and task automations to reduce busywork
Analyze: Generate reports and forecasts to track performance and predict revenue
Integrate: Connect with over 5,000 other software applications
Optimize: Leverage AI features for smarter selling and time savings
Nutshell CRM's Use Cases
- Lead Management
- Contact Organization
- Sales Pipeline Tracking
- Sales Automation
- Customer Relationship Building
- Sales Reporting
- Team Collaboration
- Small Business Growth
