Sales Automation
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Streamline daily processes using the generative power of AI in Nutshell. Unlock Nutshell’s AI capabilities to simplify sales activities and open up a world of possibilities.
With powerful AI in Nutshell, you’ll never have to sift through years of notes on your customers again.
Get a quick and accurate summary of your People, Company, and Lead timelines with timeline summarization, complete with your frequent talking points, a summary of your interactions, and potential conversation starters.
With Zoom, Google Meet, and Click-to-Call transcriptions enabled, Nutshell’s AI will generate summarizations of your call transcriptions.
Then, share the summaries with your team so everyone gets the relevant information they need to move the sale forward.
Use Nutshell’s AI email starters to instantly generate a thoughtful response to keep your lead engaged and cut email writing time by up to 50%.
When time equals money, that’s a serious potential boost to your bottom line.
Nutshell’s AI chatbot engages visitors, answers questions, books meetings, and captures contact details—so your pipeline keeps growing even when your team isn’t online. If needed, it even knows when to pass of the conversation to a human team member.
Training your chatbot is a breeze: just point it to your site’s URLs or upload PDFs, and it instantly learns your products, pricing, and FAQs—no coding required.
Use Nutshell’s voice-to-text tool to quickly take notes, collaborate with team members, and write emails—no typing required.
Notetaker uses conversational AI to generate highly accurate text from your voice, so you can save time on routine tasks.
Design pipelines, draft reply-worthy emails, beat objections, and surface lead insights in a quick chat—right from the sidebar.
Nutshell’s AI Agents pull context from your CRM data to deliver ready-to-use answers, turning hours of admin into minutes of progress. Simply open an agent and type in your question or use one of the ready-made prompts provided to save time so your team can focus on closing.
Create perfect emails faster with our AI writing assistant available on our Nutshell Marketing plans. Do everything from checking your spelling and grammar to changing the tone and even translating email content to another language.
All it takes is a couple of clicks, and the AI in Nutshell does the rest.
Nutshell’s CRM MCP Server Integration lets you effortlessly link AI assistants like ChatGPT or Claude to your CRM—no coding needed. With a single-click setup, you can start getting AI-powered insights on your CRM data.
Example: Hey, ChatGPT. Can you tell me what sales activities are most commonly logged for our closed won sales over $5,000? I’d like to be able to update our sales process based on what seems to work!
By turning pipeline data and lead history into clear, actionable prompts, our AI sales coach reduces decision fatigue and keeps reps focused on selling—not planning.
Built right into the Lead page, our AI sales coach analyzes the context of your sales process and lead history to help suggest your strongest next move—helping your team act quickly, confidentially, and successfully.
Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.
As in many industries, applying AI in customer relationship management can help teams save time, make sense of large quantities of information, and streamline time-consuming tasks like researching contacts online.
When looking for a system that combines CRM and AI, search for a tool that isn’t just using AI as a buzzword but provides real value through capabilities like:
The future of AI-driven CRM is bright—AI will be an integral part of how businesses across industries optimize their sales processes. Nutshell’s already robust AI features are expanding in 2025 to include Zoom call transcription and summarization, AI-generated email reply starters, and more.
Take our guided tour to explore Nutshell’s incredible features!
Simple, user-friendly interface. Easy to track sales opportunities through pipeline. Many features recently added, including voice-to-text for making notes & AI transcription for calls.
Anonymous reviewer, Computer Software
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