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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

Omni-channel inbox

All of your channels in one place

Connect Shared inbox, Web chat, SMS, Facebook Messenger, Instagram DMs, and WhatsApp Business to your CRM—and respond to all of them without leaving Nutshell.

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🎉 No credit card required!

Explore features

See all messages in just one tab

Message leads on Messenger, Instagram, and WhatsApp right from your CRM

Receive messages from all three platforms in one place. Nutshell automatically creates contact records from new conversations, so your CRM stays up to date.

No more hopping between apps or losing track of who said what. Every message lives alongside the contact’s full history, so your team always has the context they need before they reply.

Make assignment management a breeze

Choose from round-robin, specific-user, or queue assignment so every incoming message gets to the right person, fast.

No more conversations falling through the cracks or sitting unanswered because no one knew they owned it. Set your rules once and let Nutshell handle the routing automatically.

Turn social conversations into leads in one click

Spot a buying signal in a chat? Create a new lead directly from the conversation and drop them straight into your sales pipeline.

Because the lead is tied to the original conversation, your team can follow up with full context—no need to piece together what was said or where things left off.

See which channels are driving the most conversations

The Engagement dashboard shows message volume by channel so you can double down on what’s working.

Whether your audience is most active on WhatsApp, Messenger, or Instagram, you’ll have the data to make smarter decisions about where to focus your team’s time and energy.

See Nutshell in action!

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

🎉 No credit card required!

Messaging apps FAQs

  • 1. How do you connect your sales CRM with third-party messaging apps?

    Integrating your CRM with messaging apps like Facebook Messenger, Instagram, and WhatsApp Business ensures that your team can respond to messages promptly and keep track of every interaction with a contact.

    You’ll set up messaging app integrations in the Engagement section of Nutshell.

    • Facebook Messenger: To connect to Facebook Messenger, ‘Setup’ and ‘Facebook’. Then log in to Facebook and choose the business page you want to integrate.
    • Instagram DMs: To sync Instagram messages in Nutshell, ensure ‘Connected tools’ is toggled on in your message control settings.
    • WhatsApp Business: Head to ‘Setup’ and ‘WhatsApp,’ then select ‘Connect your WhatsApp Business account.’ This will lead you through the process of setting up an existing or new WhatsApp Business integration, which will take place on the Facebook platform because all WhatsApp Business accounts are managed via Meta’s platform.
  • 2. How can you use messaging apps like Messenger, Instagram, and WhatsApp to respond to leads?

    Platforms like Facebook, Instagram, and WhatsApp can create valuable opportunities for connecting with customers and potential leads.

    With these third-party messaging app integrations in Nutshell Engagement, your team can answer questions, provide support, and direct contacts to the resources they need.

    Nutshell also lets you create new leads directly from Facebook Messenger, Instagram DM, and WhatsApp messages, then send them through your sales pipeline so you can start sending them information about your product, connect them with your sales team, and more.

  • 3. Can I automatically create leads from social media messages?

    Yes. Nutshell lets you set up automatic lead creation rules so that when someone messages you on Facebook Messenger, Instagram, or WhatsApp, they’re instantly converted into a lead in your CRM. You can configure these rules to automatically create leads based on specific criteria, or manually create leads with a single click from any conversation. This ensures no interested prospect falls through the cracks and keeps your pipeline full.

  • 4. How will a unified inbox improve my team’s response time?

    A unified inbox eliminates the need to switch between multiple apps and platforms, allowing your team to respond faster to customer inquiries. By managing all messaging conversations—Facebook, Instagram, WhatsApp, SMS, and web chat—in one place, your reps can focus on what matters: building relationships and closing deals. Faster response times lead to higher customer satisfaction and more opportunities to convert leads into customers.

  • 5. Can I assign messaging conversations to specific team members?

    Absolutely. Nutshell lets you assign messaging conversations to specific team members directly from your Engagement Inbox. You can manually assign conversations or set up automatic assignment rules based on team member availability, territory, or other criteria. This ensures every conversation gets the right attention and helps your team maintain clear ownership of customer relationships.

  • 6. Is customer data secure when using third-party messaging integrations?

    Yes. Nutshell uses bank-grade, 256-bit TLS 1.2 encryption for all data in transit and at rest. We’ve completed a Cloud Application Security Assessment (CASA) and comply with GDPR and other data privacy standards. When you integrate third-party messaging apps, your customer data remains protected through Nutshell’s secure infrastructure and vetted integration partners.

CRM features that boost your engagement effectiveness

Web Chat

Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.

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SMS

Send, receive and manage text messages with contacts through Nutshell SMS.

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Messaging Apps

Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.

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Free Customer Support

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

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Security

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

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