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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

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Easily accelerate revenue-driving tasks in your CRM with

Nutshell’s AI Agents

Spend more time closing deals and less on grunt work. Nutshell’s built-in AI Agents equip teams with on-demand co-pilots, helping you design efficient pipelines, write engaging email campaigns, overcome sales objections and negotiations, and deepen lead research without leaving your CRM.

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Nutshell's AI Agents - Increase Workflow Productivity in Nutshell
PROVIDING INTUITIVE CRM SOLUTIONS SINCE 2009

Design smarter pipelines in less time

Map or restructure pipeline stages, goals, and tasks efficiently with our Sales Pipeline Designer agent. Ensure your team members have a clear roadmap to help maintain momentum and close deals faster.

Nutshell's AI Agents - Sales Pipeline Designer

Nutshell's AI Agents - Email Sequence Writer

Quickly craft emails that get replies

Let Nutshell’s Email Sequence Writer agent know what your messaging goals are and receive tone-matched cold, follow-up, and nurture email sequences in a fraction of the time. Spark more conversations for enhanced relationship-building with ease.

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

Confidently overcome lead pushback

Ask Nutshell’s Sales Objections Coach agent for help with sales pushback and obstacles. You’ll get persuasive, role-specific response options to help you keep opportunities alive.

Nutshell's AI Agents - Sales Objection Coach

Nutshell's AI Agents - Lead Research Agent

Surface lead insights to close more deals

Tackle every sales call equipped with the information you need to personalize your pitch and move leads to customers. Get the latest data, decision-maker details, interesting talking points, and more, letting you add new contacts in a flash and save insights as notes with our Lead Research Agent.

Increase team productivity and drive more revenue with Nutshell’s AI Agents

Discover how easy it is to leverage our powerful AI Agents for greater sales and marketing success. Read more about where to access Nutshell’s AI Agents in-app and how to use them to your advantage in our comprehensive AI Agents knowledge base article.

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CRM features that boost your sales effectiveness

Sales Automation

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Pipeline Management

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Reporting & Analytics

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

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Email Automation

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

Artificial Intelligence

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Meeting Scheduler

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Quotes

Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.

Team Collaboration

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

AI Agents

Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.

Contact Management

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Product Importer

Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.

Prospecting

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Lead Attribution

With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.

Free Customer Support

Connect with our world-class support team to get fast, friendly, and free support when needed.

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

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Security

We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.

App Marketplace

Integrate Nutshell with the rest of your tech stack

See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

CRM AI Agent FAQs

  • 1. Where do I find AI Agents in Nutshell?

    Click the AI Agents robot icon in the upper-right corner of your Nutshell workspace to open the sidebar, then choose the agent you need.

    Nutshell's AI Agents - Robot icon and sidebar screenshot

  • 2. How are conversation credits counted?

    A credit is used only when you reset a chat or let it time out, so you can ask unlimited follow-ups inside a single conversation. Monthly credit pools scale with your Nutshell plan.

  • 3. Do AI Agents use my existing CRM data securely?

    Yes. Each agent references just enough of your saved pipeline details, templates, or lead data to personalize its answers while keeping all information inside your secure Nutshell account.

Need a user-friendly CRM to boost sales and team efficiency?

Take our guided tour to explore Nutshell’s incredible features!

I have used many CRMs over the years, and Nutshell is by far the best. It stands out because not only does it have a very easy interface, it’s also extremely easy to personalize to suit your business. I wouldn’t use any other CRM and often recommend them to clients and contacts.

Becky S. – Stills & Blooms

Master your sales strategy

Explore our blog for expert tips to streamline your sales processes and enhance lead nurturing.

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