Complete client profiles
Track engagement history, key contacts, documents, and every conversation.
“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 professional services teams. Manage client relationships, automate follow-ups, track proposals, and run marketing 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 engagement history, key contacts, documents, and every conversation.
Track every opportunity from first inquiry to signed engagement.
Automate follow-ups, task reminders, and pipeline updates so no lead goes cold.
Every client email and meeting auto-logged. No manual entry, ever.
Every client your firm works with has a history — past engagements, key contacts, documents exchanged, and dozens of emails and calls. Nutshell brings all of it together in one complete client profile so anyone on your team can step in with full context.
When a senior partner hands off an account or a long-term client calls with a question, your team sees the full picture instantly — no digging through inboxes, no “let me check with so-and-so.” That’s the kind of seamless service that turns one-time engagements into decade-long relationships.
Every minute your team spends on manual follow-ups, data entry, and chasing proposals is a minute they’re not billing. Nutshell’s automation handles the repetitive work so your professionals stay focused on the client work that actually generates revenue.
Set up automated email sequences that trigger when a prospect goes quiet. Let AI log your calls and summarize your meetings the moment they end. Every client email syncs automatically — no copy-pasting, no manual logging, ever.
Most professional services firms lose new business not because they’re not good enough — but because a proposal went cold while everyone was deep in client work. Nutshell’s visual pipelines keep every opportunity organized from first inquiry to signed engagement, even during your busiest seasons.
Use web forms to capture inbound leads automatically. Route new inquiries to the right team member instantly. Then track every opportunity so no potential client slips away while your team is heads-down on delivery.
The easiest new business is repeat business — but it only happens if you stay in touch. Nutshell makes it easy to re-engage past clients and nurture prospects through long sales cycles with email and SMS campaigns, all from the same platform where you manage your pipeline.
Send thought leadership newsletters to stay top-of-mind. Reach out to past clients when new services launch. Automate check-ins after project completion to surface upsell opportunities and referrals — without adding to anyone’s to-do list.
Nutshell integrates with the software professional services firms rely on, so your client data stays synced across all your systems.
Connect your accounting software to keep billing and client records aligned. Link Google Workspace or Microsoft 365 so every email and meeting is logged automatically. Integrate with proposal tools so you can send, track, and follow up on engagements without leaving your CRM.
Award-winning support here for when you need us.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
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.
Most small to mid-sized professional services firms can implement Nutshell in 2 weeks to 2 months. Nutshell’s intuitive interface and free onboarding support help you get up and running quickly—unlike complex platforms like Salesforce that can take a year to fully implement.
Yes. Nutshell offers free white glove data import services for all customers during onboarding. We’ll migrate your contacts, leads, and communication history from your existing CRM—no matter which platform you’re currently using—so you don’t lose valuable client data.
Absolutely. Nutshell integrates seamlessly with popular accounting platforms including QuickBooks Online, Xero, and FreshBooks. These integrations help you sync client data, streamline invoicing, and manage your financial workflows without switching between multiple systems.
While Nutshell doesn’t have built-in time tracking, it integrates with specialized time tracking and billing software like Harvest, FreshBooks, and Hubstaff. You can also use Nutshell’s Quotes & Invoices add-on to create and manage recurring invoices for retainer-based clients.
Yes. Nutshell is designed for ease of use with a modern, intuitive interface that doesn’t require extensive training or IT support. Customers report Nutshell is 10 times more affordable than Salesforce and significantly faster to implement, with better support included at every plan level.
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