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Try Nutshell free for 14 days or let us show you around before you dive in.
“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Nutshell’s Next Action AI Sales Coach analyzes each Lead’s context to surface the highest-impact action so your sales team moves swiftly and consistently.
The Next Action AI Sales Coach is your dedicated guide on every Lead Page that tells you exactly what to do next—and why. One of Nutshell’s many AI CRM sales and marketing tools, it transforms pipeline context into actionable recommendations—so reps spend less time planning and more time selling.
Eliminate guesswork or switching between tools with prioritized Lead actions tailored to your pipeline and stage goals. From sending an email to initiating a call, booking a meeting, or logging an activity, Nutshell’s Next Action AI Sales Coach gives your team consistent direction, deal after deal.
Sales teams that engage new Leads within five minutes are 21 times more likely to convert a Lead—yet many teams still take a day or more to respond. The Next Action AI Sales Coach ensures fast, relevant outreach with fewer clicks, leading to faster follow-through and cleaner CRM data.
Try Nutshell free for 14 days or let us show you around before you dive in.
Nutshell’s Next Action AI Sales Coach flags idle or aging Leads early and prompts timely nudges to keep conversations alive. Catch slipping deals to maintain momentum before they fall through the cracks.
Give new sellers better guidance modeled on your best practices. The Next Action AI Sales Coach reinforces stage expectations, shortening the transition phase and stabilizing performance.
The AI Sales Coach’s recommendations reflect urgency, value, recent activity, and stage progress. The result? Reps zero in on where impact is highest—so more direction turns into more revenue.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
No. It consolidates your tasks into one prioritized recommendation and gives you the means to take instant action. Tasks, emails, calls, and scheduling still work the way you expect.
The Next Action AI Sales Coach is available on all Nutshell Sales plans supporting AI features. Don’t see it? Contact us if you need assistance setting it up.
No changes are required. Nutshell’s Next Action AI Sales Coach aligns with your existing stages and goals, using real-time Lead context to suggest the next best step.
Take our guided tour to explore Nutshell’s incredible features!
Nutshell’s AI Integrations with various agents are very helpful and make sales workflows better.
Prerana P. – Technical Sales Engineer
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