Complete client profiles
Track engagement history, key contacts, documents, and every conversation.
“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
Get up and running fast with an all-in-one platform built for consulting pros. Manage client relationships, automate follow-ups, send proposals, and run marketing campaigns—all in one simple platform
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Every lead, client, and engagement is organized, automated, and tracked so your team can build relationships and bill more hours, not chase busywork.
Track engagement history, key contacts, documents, and every conversation.
Track every opportunity from first inquiry to signed engagement.
Automate follow-ups, task reminders, and pipeline updates so no lead goes cold.
Create and send professional proposals directly from your CRM in minutes.
Your firm’s most valuable asset isn’t your methodology or your deck—it’s your relationships. Nutshell gives every consultant a complete client profile that includes past engagements, stakeholder roles, every email, every call, and every meeting note, all in one place.
When a consultant moves on or a new team member takes over an account, they can get fully up to speed in seconds. No scrambling through inboxes. No awkward client calls. Just continuity.
Most consulting deals aren’t lost to competitors—they’re lost to silence. A proposal goes out, delivery picks up, and the follow-up never happens. Nutshell keeps your pipeline moving even when your team is heads-down on client work.
Automated follow-up sequences run in the background so no prospect goes cold. Send branded proposals directly from Nutshell with client data already populated. And when a deal has gone too quiet, Nutshell flags it before it slips away.
Consulting engagements rarely have just one decision-maker. There’s the economic buyer, the project champion, the end users—and they all need different things from you. Nutshell lets you tie every contact to the right opportunity and track each relationship individually.
Your internal team stays just as aligned. Use @mentions to loop in colleagues, assign follow-up tasks to the right person, and share a branded meeting scheduler so prospects can book time without the back-and-forth.
The best source of new consulting revenue is the clients you’ve already served. Nutshell makes it easy to stay visible between engagements with email and SMS campaigns that feel personal, not promotional.
Send thought leadership content to your full client list. Segment past clients by service type or industry and reach them with relevant offers. Schedule automated check-ins so no relationship goes cold—all from the same platform where you manage your sales pipeline.
Nutshell integrates with the software consulting firms rely on every day, so your client data stays synced across all your systems.
Connect your proposal tool to auto-populate client details and track when a prospect opens your SOW. Link your accounting software so invoices and payments stay tied to the right client record. Sync your calendar so every meeting is logged in your CRM without lifting a finger.
Award-winning support here for when you need us.
Try Nutshell free for 14 days or let us show you around before you dive in.
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For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
Nutshell stores all client communication history, preferences, and project details in a centralized timeline that’s accessible to your entire team. When a consultant leaves, their replacement can instantly access the complete relationship record—notes, emails, past conversations—ensuring continuity without losing institutional knowledge or damaging client trust.
The average consulting sales cycle is 103 days: 17 days to initial contact, 32 days for proposals, 28 days negotiating, and 26 days closing. Nutshell accelerates this through automated reminders, streamlined proposal generation, and pipeline visibility that prevents deals from stalling. Many consulting firms see 15-25% cycle reductions.
Nutshell lets you link multiple contacts and companies to a single opportunity. Track each stakeholder’s role, communication preferences, and engagement history in one place. Automated task assignment ensures follow-ups happen with the right people at the right time, preventing key stakeholders from falling through the cracks.
Yes. Nutshell provides role-based access controls so team members only see data they need. All client communications are centralized and audit-logged for compliance purposes like GDPR and NDAs. Your data is encrypted both in transit and at rest, giving clients confidence their sensitive information is protected.
Nutshell integrates with proposal software so you can auto-populate client data, past project details, and team credentials directly into templates. This eliminates manual data entry, reduces errors, and creates consistency. Teams using CRM-integrated proposals cut their proposal creation time by 40-50%, getting offers in front of clients faster.
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