See Nutshell in action!
Try Nutshell free for 14 days or let us show you around before you dive in.
“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
Nutshell is an easy-to-use CRM built for any stage of business, packed with features that help you save time and close more deals.
Nutshell has 3 record types:
All of your team’s conversations and activities stay on the record timelines so you can see the full history you have with a Person, Company and/or Lead.
Send an email from your inbox? Find it attached to the right lead in Nutshell.
Schedule an activity in Nutshell? See it on your calendar as an event with all the details.
Nutshell has seamless 2-Way Syncs with Google and Microsoft to make sure you have a clear view of all your customer communication and activities history.
Everyone has a different process. Nutshell makes it easy to build the exact pipeline you need.
Need two separate pipelines for your inbound team and your outbound team? Easy. Need another pipeline for repeat sales? Still easy. Need another for onboarding? You guessed it, easy.
Building your pipeline isn’t all that’s easy. Managing the leads in your pipeline is clear as day. You can choose from 4 different views to manage your active leads: list view, kanban view, map view and chart view.
The information you need on a lead, is always front and center.
Automate the busy work so you can focus on the human connection.
Advance a lead to the next stage in your pipeline when a goal is met.
Assign leads to the right person based on criteria like territory, industry, deal size and more.
Trigger personal emails or SMS messages when a lead hits a specific stage.
Build, save, share and download reports instantly in Nutshell.
Nutshell’s enables you to report on new sales, losses, leads, attribution, forecasts and custom reporting.
Admins can also report on your team’s effort with activity reports, email reports and task reports.
Reduce the need for double-data entry when your CRM speaks with your other business tools.
Nutshell has a combination of built-in, “one-click” integrations, custom Zapier integrations built by our team, the entire Zapier marketplace and an Open API to build your own custom integrations.
Some CRMs have no AI features. Other CRMs make it so complicated and unusable.
Nutshell’s mission with AI is simple: make it easier to do your job and save you time in the process.
With Nutshell AI, you can:
Nutshell doesn’t just help you close leads, we also help you get more leads into your CRM.
All Nutshell customers get foundational features included in their like:
Try Nutshell free for 14 days or let us show you around before you dive in.
We want you to succeed. That’s why we don’t charge extra for support. Our friendly support team has your back from the moment you start your trial.
We’ll even help migrate your data so you can get up-and-running fast. Onboarding and implementation services are available if you need them.
Over the years, we’ve curated a list of resources to help you grow your business. These resources include sales tips and tips on how to effectively use your CRM (even if it’s not Nutshell). We’ll continue to add more free resources because we are committed to helping businesses grow!
An easy to use, flexible CRM for teams getting started.
For small teams that need more reporting capabilities.
Sales automation, advanced reporting & more.
Deeper customization, change logs & more.
Access controls, SQL and all our CRM has to offer.
Start your 14-Day free trial and see why thousands of other businesses choose Nutshell.
