Complete client profiles
Track trip history, travel preferences, and every client conversation in one place.
“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
Stop juggling tabs and chasing threads. Nutshell brings every client detail, trip history, and follow-up into one place—so nothing slips and every traveler feels like your only client.
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Track trip history, travel preferences, and every client conversation in one place.
See every inquiry from first contact to booking confirmed at a glance.
Automate quote follow-ups, trip reminders, and post-booking check-ins so no inquiry goes cold.
See which lead sources convert, which destinations drive revenue, and how your team performs.
Nutshell gives travel advisors complete, customizable client profiles—trip history, travel preferences, family details, budget range, and every call or email—all in one place. When a returning client reaches out about their next trip, you already know what they love, what they’ve done, and what to recommend next.
Travel leads can go quiet for months before they come back ready to book. Nutshell’s automation keeps you in front of clients at exactly the right moments without adding to your mental load. Set it once and let the CRM do the chasing.
Leads arrive from everywhere—your website, referrals, social media, phone calls. Nutshell captures them all, routes them to the right advisor, and gives you a visual pipeline so you can see exactly where every potential booking stands.
Repeat bookings and referrals are the lifeblood of any travel agency. Nutshell’s email and SMS marketing tools make it easy to stay top-of-mind with the clients who already trust you—without it feeling like a mass blast.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
Most travel agencies are up and running in 2-4 weeks. Small teams (under 10 people) with clean data can start selling in as little as a few days. We offer free white-glove onboarding support to handle data migration and configuration, so you can focus on your clients.
Yes. Nutshell connects with booking and reservation systems through our App Marketplace, which includes Zapier integrations at no extra cost. You can sync booking data, automate workflows, and connect with thousands of travel tools. Our support team helps configure integrations during onboarding.
Nutshell offers the flexibility and scalability travel-specific CRMs can’t match. You get powerful sales automation, customizable pipelines, built-in email marketing, and advanced reporting—all in one platform. As your agency grows or diversifies, Nutshell grows with you without switching systems or paying for expensive add-ons.
Absolutely. We support automatic imports from 25+ CRMs (including Salesforce, HubSpot, and Zoho) plus spreadsheets. Our free Import2 service handles data migration with a sample test first, so you can verify everything before the full import. We’ll help ensure your customer history transfers smoothly.
Yes. Nutshell’s customizable pipelines adapt to any travel business model. Leisure agencies use it for family vacation bookings and referral tracking, while corporate agencies manage B2B relationships and group travel. Create separate pipelines for different client types and customize fields to match your workflow.
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
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