Visual pitch Pipeline
Track every opportunity from first brief to signed contract.
“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
Get up and running fast with an all-in-one platform built for agency teams. Manage clients, automate follow-ups, track pitches and retainers, and run email campaigns—all in one simple platform.
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Every lead, client, and engagement is organized, automated, and tracked so your team can build relationships and bill more hours, not chase busywork.
Track every opportunity from first brief to signed contract.
Automate proposal follow-ups, task reminders, and pipeline updates so no pitch goes cold.
Track every interaction, proposal, and retainer detail in one place.
Stay top-of-mind with targeted campaigns to prospects and existing clients.
When your team is heads-down delivering for existing clients, new business follow-ups are the first thing to fall through the cracks. Nutshell’s visual pipelines give you a clear view of every pitch, proposal, and retainer renewal—so nothing gets missed, even on your busiest weeks.
Set up automated reminders and follow-up sequences that run in the background while your team focuses on client work. When a prospect goes quiet after receiving a proposal, Nutshell nudges them automatically—no manual tracking required.
Learn more about pipeline management
The agency that responds to a brief first—and follows up consistently—usually wins the work. Nutshell helps you capture inbound leads the moment they arrive and makes it easy for your team to follow up fast, from anywhere.
Use web forms and an AI chatbot to qualify prospects and capture inquiries around the clock. Then reach out with one click—call or email directly from the CRM—so your team spends less time switching apps and more time having conversations that win business.
Learn more about engagement tools
Agency accounts touch a lot of people—account managers, creatives, and leadership all need the same client context to do their best work. When that context lives in someone’s inbox or a personal spreadsheet, things fall apart fast.
Nutshell gives your entire team a shared view of every client account—full communication history, open tasks, past proposals, and key contacts—all in one place. Whether someone’s at their desk or on-site with a client, they always have what they need.
Learn more about team collaboration
Landing a client is just the beginning. Keeping them—and growing the relationship—is where agencies build sustainable revenue. Nutshell’s built-in email and SMS marketing tools make it easy to stay connected, spot at-risk accounts early, and identify upsell opportunities before renewal conversations happen.
Send targeted check-ins, share campaign results, or promote new services to the right clients at the right time. All from the same platform where you manage your pipeline.
Learn more about our marketing features
Nutshell integrates with the software agency teams rely on every day, so your client data stays synced across all your systems—and your team isn’t jumping between platforms to get a complete picture of any account.
Whether you’re managing proposals in PandaDoc, tracking time in Harvest, invoicing in QuickBooks, or collaborating in Slack, Nutshell connects it all so your CRM becomes the hub your whole agency runs from.
Subhead: Award-winning support here for when you need us.
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Nutshell wins on ease of use and affordability. Salesforce requires extensive customization and costs 10x more, while HubSpot is complex for smaller teams. Nutshell gets you up and running faster with intuitive features, lower pricing, and free live support on all plans—perfect for agencies balancing multiple clients.
Most agencies go live within days, not months. Nutshell’s intuitive interface means minimal training needed. You can start with self-onboarding or use white-glove support for faster setup. Many agencies see their first closed deal in the new system within weeks.
Yes. Nutshell supports automatic migrations from 25+ CRMs including Salesforce, HubSpot, Pipedrive, and Zoho. Start with a sample migration to verify data mapping, then request full migration approval. Nutshell’s support team handles the technical work, and you can use white-glove services for complex migrations.
Nutshell connects to 6,000+ apps through native integrations and Zapier. Popular integrations include Gmail, Slack, Stripe, QuickBooks, Zoom, and project management tools. If your tool isn’t listed, Nutshell’s AppConnect feature enables custom integrations. Most setup takes minutes—no IT department required.
All Nutshell Sales plans include our Marketing Foundation plan, which comes with 150 free email sends monthly. Additional email marketing sends start at $5/month for 100 contacts and include automation, segmentation, and a no-code landing page builder. Upgrading to Marketing Pro unlocks advanced features like SMS marketing, A/B testing, and advanced lead attribution—everything you need without juggling multiple platforms.
For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
