Lead Recaps & Next Actions Overview

Get up to speed on a lead with a quick recap and next actions. Nutshell reviews a lead’s emails, activities, tasks, as well as your pipeline stages and goals to suggest the most important thing you can do to move a lead along. 

Recaps and next actions are presented instantly, and without a need to generate a manual summary. 

Powered by your pipeline

Define stage goals and stage guidance for your pipeline — Nutshell AI uses these to suggest actions.

Works well with calls & meetings

Coupled with our phone and meeting integrations, Nutshell reviews your transcriptions to identify action items and questions that came up in your calls.