Free Live Chat Built Into Your CRM

Business web chat software is a widget tool installed on your website that typically displays as a pop-up in the corner of each page. It allows website visitors to communicate with your business while on your website for quick feedback, and it answers questions they may have about your product or service.

Adding a live one-on-one chat tool like Web chat to your website comes with several benefits, including:

• The ability to address prospect questions and concerns promptly can increase your conversion and sales opportunities.
• It’s a great way to elevate your website visitor’s experience with your brand, typically improving overall customer satisfaction.
• Live web chat offers an affordable way to provide efficient customer support, saving your business time and money.
• You can use chat transcripts to spot audience trends and improve your sales and marketing efforts.

Your CRM solution should provide the tools you need to achieve your business goals. While no two businesses are the same, there are at least a few core CRM features every business should prioritize.

Search for a solution with these essential features when investing in a CRM system:

• Sales automation: Ensure your CRM can automate non-selling tasks, giving your team more time to focus on relationship-building activities.
• Pipeline management: Your CRM should let you create pipelines that complement your sales or workflow processes and provide comprehensive pipeline management tools, including various ways to view leads.
• Reporting and analytics: The CRM should include advanced reporting and analytics tools to track team and campaign performance easily.
• Email automation: Make sure your CRM comes with the tools needed to create custom personal email sequences and track email success.
• Artificial intelligence: Look for a CRM with cutting-edge AI features, like contact timeline summarization, Zoom call transcription summarization, voice-to-text notetaking, email writing assistance, data enrichment, and more.

It’s simple. Copy a code snippet from your Nutshell account and paste it into your website—no developer needed. The chat widget works with any website platform and goes live in minutes. You can customize colors, messages, and settings right from your Nutshell dashboard.

Nutshell Chat is included free with every Nutshell Sales subscription as part of the Engagement Foundation plan. You get unlimited web chat and AI chatbot usage at no additional cost. If you want to add SMS messaging, you can upgrade to Engagement Pro for $16 per user per month.

Every chat conversation is automatically saved to your CRM. Transcripts appear on the contact’s timeline, so your team can see the full conversation history and follow up effectively. You can also create leads directly from chats, connecting visitor details to your sales pipeline without manual data entry.