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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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Automate Non-Selling Activities

CRM Sales Automation

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.

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PROVIDING INTUITIVE CRM SOLUTIONS SINCE 2009

Design your perfect sales process

Nutshell helps you unearth your business’s current sales process, and lets you customize and automate your pipelines for maximum efficiency. By defining how the CRM auto-assigns leads to your reps and providing your team with guidance and reminders at each stage of the sale, you’ll prevent important deals from falling through the cracks.

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Reduce your “non-selling activities”

No more manually moving leads through your pipeline: Nutshell automatically advances your leads from stage to stage through your sales pipeline once they’ve met your defined goals, and updates the lead confidence for you. Use Nutshell Campaign‘s automated drip sequences to send the right message to your prospects at the right time, without having to spend all day updating lists.

See Nutshell in action!

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

Provide the guidance your team needs

Nutshell shows your reps exactly what they need to do in order to advance each lead (along with some valuable direction from the boss). Automated reminders ensure that sales reps complete each pipeline stage task on time, and help speed up the onboarding of new sales reps.

Nutshell CRM sales lead pipeline automation sales funnel screenshot

Measure your impact

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.)

Generate more replies without even trying

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.

Get an inside look at personal email sequences

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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.

Web Form Builder

Easily capture customer information and automatically create new contacts and leads in your CRM with Nutshell Forms.

Meeting Scheduler

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

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.

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.

Email Marketing

Create custom audiences and send targeted emails with your CRM data to help you close more leads.

Landing Pages

Build, publish and manage landing pages for your digital marketing campaigns—no coding required. Add your forms and meeting scheduler to learn more about visitors.

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.

SMS

Send, receive and manage text messages with contacts through Nutshell SMS.

Nutshell Chat

Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.

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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

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Compare Features by Plan

See what features are available on each one of our CRM tiers

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

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

The main feature that we all love here is the sales process component. We have built an amazing sales process in Nutshell that has lead to us having around a 30% close rate for all our leads.

Matthew W. Product Manager SafetySync

Master your sales strategy

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

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