Complete Account Profiles
Track order history, pricing notes, and every interaction across all your accounts.
“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 distribution teams. Manage accounts, automate follow-ups, track deals across long sales cycles, and run targeted marketing campaigns—all in one simple platform.
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Every lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Track order history, pricing notes, and every interaction across all your accounts.
See every deal from first contact to closed order, by territory or product line.
Automate follow-ups, task reminders, and pipeline updates so no deal goes cold.
Create and send professional quotes and track status directly from your pipeline.
Track rep performance, forecast revenue, and see which accounts drive the most value.
Announce new products, send reorder reminders, and run campaigns to your full account base.
Access account data, log call notes, and manage your pipeline from anywhere in the field.
Score leads, draft emails, and summarize account history in seconds with built-in AI.
Distributors manage relationships across manufacturers, wholesalers, and retail buyers — often hundreds of accounts with distinct pricing, preferences, and history. Nutshell centralizes all of it: every call, email, order note, and custom field, organized by account and searchable in seconds. When a buyer calls about a reorder, your rep instantly knows the full history — no digging through spreadsheets or asking a colleague.
Distribution sales cycles can stretch weeks or months. Nutshell’s sales automation handles the follow-up cadence for you — triggering emails, assigning tasks, and advancing deals based on the actions your reps take. No deal slips through the cracks because someone forgot to follow up.
Your outside reps are visiting accounts, attending trade shows, and working far from a desk. Nutshell’s mobile app gives them full access to account data, one-tap calling and texting, and real-time pipeline updates from any device. Everything syncs automatically so the office always has the latest.
A huge share of distribution revenue comes from existing accounts reordering. Nutshell makes it easy to stay in front of them with targeted email and SMS campaigns — new product announcements, reorder reminders, seasonal promotions — all sent from the same platform where you manage your sales.
Nutshell integrates with the software distribution teams rely on — from ERP and accounting platforms to email, contracts, and 5,000+ other tools via AppConnect — so your customer and order data stays synced across every system.
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.
🎉 No credit card required!
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.
Absolutely. Nutshell’s sales automation tracks every interaction with clients and manufacturers, automatically reminding reps when it’s time to follow up. Our pipeline management lets you see exactly where long-term deals stand, and email campaigns keep prospects engaged across months-long negotiations—all without manual busywork.
Very easy. Nutshell’s Import2 feature lets you import contacts, companies, and historical data directly from your current system. Our support team can guide you through the process, and we handle data cleanup and validation to ensure accuracy. You can test everything first before going live.
Nutshell integrates with QuickBooks, Xero, and 500+ other applications through native integrations and Zapier. Our API allows custom connections to your specific ERP or inventory software, ensuring real-time data syncing between sales and operations without manual re-entry.
Many distribution customers see ROI within months through improved pipeline visibility, faster deal closure, and reduced manual data entry. Customers report time savings that often pay for the software investment in three to six months, plus gains from increased sales and customer retention.
Yes. Our native iOS and Android apps let field reps view contacts, create leads from business cards, log call notes, and access their pipeline in real-time—even offline. Everything syncs automatically, so you’re never out of touch with your customers or deals.
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