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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

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Bring your sales, marketing, and Microsoft tools together

CRM for Microsoft Office 365

Nutshell makes your Microsoft Office 365 apps even more powerful. With everything in one place, your team spends less time jumping between tools and more time winning business.

  • Seamless connections between Outlook (Email & Calendar) and Teams
  • Less busywork with AI, synced email, calendars, and events
  • Stronger collaboration across every stage of the customer journey

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Providing Intuitive CRM Solutions Since 2009

Why Nutshell is the ideal CRM for Microsoft Office 365

Microsoft Office 365 is the backbone of work for millions of businesses. Nutshell’s CRM integrates directly with Microsoft Outlook, Teams, and more so your customer data and daily workflows stay perfectly in sync. That means less manual entry, fewer missed connections, and more closed deals.

Over 1.4 billion people worldwide use Microsoft Office, with nearly 345 million people using Office 365—it’s a familiar tool to many people and companies. That’s why choosing a CRM that works hand in hand with Microsoft Office 365 ensures your team can keep selling without changing the way they already work.

CRM for Microsoft Outlook

Send, receive, and track emails in Microsoft Outlook while automatically logging them in Nutshell. Every conversation stays attached to the right contact or lead, so your team always has full context.

CRM for Microsoft Exchange Calendar

CRM for Microsoft Outlook Calendar

Connect your Outlook calendar to Nutshell to keep meetings, calls, and reminders up to date across both platforms. Whether you’re booking from Nutshell or Outlook, your schedule is always accurate and visible to your team.

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

CRM for Microsoft Outlook Email

Link your Outlook email with Nutshell so customer communication is always recorded. No more copying and pasting—just a complete, searchable history of every relationship.

CRM for Microsoft Exchange Email

CRM for Microsoft Teams and Teams Events

CRM for Microsoft Teams and Teams Events

Nutshell integrates directly into your Microsoft Teams workspace, letting you view and update lead details, share notes, and keep everyone aligned in real time. 

Nutshell also integrates seamlessly with Teams Events to automatically capture leads from event registrations.

CRM features that boost your sales effectiveness

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.

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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.

Meeting Scheduler

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

Quotes & Invoices

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.

Team Collaboration

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

AI Agents

Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.

Contact Management

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

Product Importer

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.

Prospecting

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Lead Attribution

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.

Free Customer Support

Connect with our world-class support team to get fast, friendly, and free support when needed.

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

Features Page Icon Security
Security

We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.

App Marketplace

Integrate Nutshell with the rest of your tech stack

See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

CRM for Microsoft Office 365 FAQs

  • 1. How do I connect Nutshell with my Microsoft Office 365 account?

    Simply log into Nutshell, head to your integrations settings, and authorize your Microsoft account. You’ll be up and running in minutes—no IT help required.

  • 2. Will my emails and meetings sync automatically?

    Yes. Once connected, Nutshell automatically syncs your Outlook and Exchange email, calendar events, and Teams activity. Everything stays up to date without manual entry.

  • 3. Can I use Nutshell with both Google Workspace and Microsoft Office 365?

    Absolutely. Nutshell works seamlessly with both, so you can keep your CRM connected no matter which productivity suite your business uses.

Simple enough for any user.

Sophisticated enough for any business.

  • Find every contact, customer, and conversation
  • Automate your sales process
  • View and track your leads
  • Get everyone on the same page
  • Report on your performance
  • Run effective email marketing campaigns

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14-day free trial today!

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Need a user-friendly CRM to boost sales and team efficiency?

Take our guided tour to explore Nutshell’s incredible features!

[Nutshell] fully integrates with my Microsoft 365 Email and Calendar. [My] favorite feature is that when I email a contact from Nutshell, I can see whether they read my message, and how many times. That’s worth more than the price.

Susana F. – Public Speaker, Conference Workshop Presenter

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