Sales Automation
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
“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
Give your team one place to see relationship history, coordinate next steps, and hand work off smoothly.
🎉 No credit card required!
Stop piecing together customer conversations from scattered tools.
Nutshell keeps emails, notes, activities, and updates tied to the right company, person, or lead so your team can jump in with the context they need.
When something matters most, you can pin it to the top of the timeline so the next teammate sees it right away.
When you need help on a deal or input from another department, you shouldn’t have to chase people down.
Use @mentions, comments, and notifications to loop in the right teammate without leaving your CRM, and use color-coded tags to organize records and highlight priorities at a glance.
Nutshell is the faster way to get answers, align on next steps, and keep work moving.
Collaboration works best when everyone knows who owns the next step.
Nutshell lets you:
Managers shouldn’t have to chase updates to know where to help.
Nutshell makes it easier to see team performance, pipeline health, and where support is needed, with:
Good collaboration depends on visibility, but not everything should be visible to everyone.
Nutshell gives you team-based visibility controls, role-based permissions, and flexible email-sharing settings so your team can collaborate openly while still protecting sensitive information.
Collaboration doesn’t stop when your team leaves their desks.
Nutshell’s mobile app and customizable notifications help reps and managers
Busy teams need the short version fast.
Nutshell supports AI timeline summaries and supported meeting and call workflows that can automatically log activities, generate call transcriptions, and surface AI-generated summaries, so teammates can get up to speed without digging through every note.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
A collaborative CRM system is software designed to support and improve team collaboration, encouraging more effective customer relationship management. These CRM solutions typically include the tools needed to enhance inter-departmental communication and data sharing with a focus on delivering better customer experiences.
While a collaborative CRM champions better team communication and collaboration, an operational CRM is built to promote greater team efficiency.
Operational CRM features revolve around increasing the ability to automate processes to streamline company and departmental workflows. On the other hand, collaborative CRM platforms are more about ensuring the vital data stored on the system is easy for teams to access, share, and manage.
When investing in a collaboration-focused CRM system, ensure it comprises these essential features:
Simply type the @ symbol in any note, comment, or activity, then start typing your teammate’s name. Select their name from the dropdown and continue your message. When you save, they’ll get a notification (based on their settings) drawing their attention to your note. It’s perfect for looping in colleagues who need context on a deal or flagging important updates without leaving your CRM.
Yes. Nutshell gives your entire team access to the same real-time customer data, so multiple people can view, update, and collaborate on deals without stepping on each other’s toes. Everyone sees the latest notes, emails, and activities in one shared timeline, which means smoother handoffs and no more “who’s handling this?” confusion.
Nutshell keeps remote teams connected through mobile apps, customizable notifications, and centralized communication. Your team can access customer data, respond to @-mentions, and log activities from anywhere. Since everything syncs in real-time—whether someone’s working from the office, home, or on the road—no one misses important updates or falls out of the loop.
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 and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
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.
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.
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