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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 puts time-wasting tasks on autopilot with powerful automations, so your team can focus on building relationships and nurturing leads through your sales pipeline.
Nutshell helps you unearth your business’s current sales process and lets you customize and automate your pipelines for maximum efficiency. Define how the CRM auto-assigns leads to your reps based on lead characteristics or pipeline stage, set up round-robin lead distribution, or create special cases when you get a lead that’s an exception to the rule. That way, you ensure every lead gets the best possible chance of success.
No more manually moving leads through your pipeline or struggling to score leads. Nutshell automatically advances your leads from stage to stage through your sales pipeline once they’ve met your defined goals at each stage and updates the lead confidence for you. All you have to do is keep moving leads forward, and Nutshell handles the time-consuming tasks.
Try Nutshell free for 14 days or let us show you around before you dive in.
Nutshell shows your reps exactly what they need to do to advance each lead (along with some valuable direction from the boss). Stage-by-stage guidance and automated reminders prevent important details from falling through the cracks, ensure sales reps complete each task on time, and help speed up new sales rep onboarding.
By creating consistency in how and when leads move from stage to stage, Nutshell allows sales managers and business leaders to accurately evaluate the health of their sales funnel and make targeted improvements. (Learn more about Nutshell’s powerful Funnel report and other sales analytics tools here.)
Scale up your personal outreach with personal email sequences—one-on-one sales drips you can personalize, wind up, and activate without lifting a finger. All so you can email more while typing less.
And use automated email marketing drip sequences to send the right marketing message to your prospects at the right time using tags, audiences, and pipelines without spending all day updating lists.
With text messaging in Nutshell, it’s easy to keep in touch with leads and contacts via SMS—and automation speeds up conversations so you can keep relationships thriving. Automatically send text messages tailored for each stage of your pipeline and nourish contacts with the right message at the right time.
The Funnel Report is available on our Sales Pro plan and above. Personal email sequences are available to customers on our Sales Pro plan and above. Email Marketing is available to customers on our Nutshell Marketing plans. One-to-one SMS is available to customers on our Engagement Pro plan.
How many more deals could you close if you didn’t have to spend half your day writing emails? Nutshell’s powerful personal email sequences can be automatically triggered from the pipeline stage of your choice, and they’ll shut off as soon as your prospect replies. From your first touch to your last “breakup” email, we’ll remember the follow-up for you.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
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.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
Take our guided tour to explore Nutshell’s incredible features!
CRM sales automation software is a platform that combines your customer and contact data with your sales pipeline tasks to automate certain sales activities and streamline your team’s workflows. When you combine CRM and sales automation, you ensure contact data is accurate, keep sales reps on the same page about relationships and lead status, and save time updating data.
An example of B2B sales automation is any automated action that can help advance a B2B company’s sales processes and goals. These types of actions include:
The best sales automation tool is the one that provides features your team needs, addresses your unique workflow needs, and is easy for your team to use. Here are a few of the top features you should consider in your search for the best sales automation tool:
The main feature that we all love here is the sales process component. We have built an amazing sales process in Nutshell that has led to us having around a 30% close rate for all our leads.
Matthew W. Product Manager SafetySync
Explore our blog for expert tips to streamline your sales processes and enhance lead nurturing.
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