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Power Up Your Team's Efficiency

CRM With Artificial Intelligence

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.

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See Nutshell’s Artificial Intelligence features by plan

Providing Intuitive CRM Solutions Since 2009
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How can you access Nutshell’s Artificial Intelligence features?

While you get a small taste of our AI capabilities on our lower tiers of Nutshell Sales, our Business plan offers even more value with unlimited transcriptions and 50 summarization credits per user per month. Sales Enterprise includes 100 AI credits per user per month. All other AI features are only available on Sales Business plans and above. Additional AI credits can be purchased in quantities of 250 for $30.

The ability to purchase additional AI credits is available to customers on our Sales Business plan and above.

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Get at the heart of relationships with timeline summarization

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.

CRM Timeline Summarization

AI Zoom Transcriptions

Update your team on Zoom calls with leads and customers, fast

With Zoom transcriptions enabled, the AI in Nutshell will generate summarizations of your Zoom call transcriptions. Then, share the summaries with your team so everyone gets the relevant information they need to move the sale forward.

Quickly take notes, compose emails, and more with Nutshell Notetaker

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.

AI Voice-to-Text Tool

Nutshell Email Marketing AI Writing Assistant

Save time with Nutshell’s AI writing assistant

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.

How can you access Nutshell’s AI writing assistant?

Nutshell’s AI writing assistant feature is available through our Email marketing tool, which is part of Nutshell Marketing.

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Strengthen relationships with data from Nutshell Intelligence

Sit back and let the Nutshell’s AI make your People and Company records smarter than ever. Nutshell Intelligence gathers data on a single person or company from publicly available sources all across the internet, then filters it down so you can add or update your records. You can instantly get their job title, social media handles, and more!

Enrich CRM Contacts

Take team productivity up a notch

Integrating AI into your CRM is the best way to streamline workflows, increase efficiency, and get more done. Take a look at Nutshell’s AI features in the product tour below:

Get an inside look at Nutshell’s Notetaker

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Register for a product tour!

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.

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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.

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.

Contact Management

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

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.

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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

FAQs about AI in CRM

  • 1. How can AI be used in customer relationship management?

    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.

  • 2. What should I look for in a CRM with AI integration?

    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:

    • Phone call and virtual meeting summaries and transcriptions
    • Summaries of contact records and client relationships
    • Voice-to-text that streamlines email writing, note-taking, and more
    • Intelligence gathering that provides details you can use to strengthen business relationships

  • 3. What is the future of AI-driven CRM?

    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.

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

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

EXPLORE NUTSHELL’S 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

Thousands of Powerful Integrations
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Supporting over 5k companies across 50 countries since 2009