Sales automation
Automate follow-ups, task reminders, and pipeline updates so no deal goes cold.
“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
Multi-stakeholder deals, long sales cycles, and a lot of moving parts—Nutshell keeps it all organized. Manage your pipeline, automate follow-ups, and align your sales and marketing in one simple platform.
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Automate follow-ups, task reminders, and pipeline updates so no deal goes cold.
Store every stakeholder, interaction, and account detail in one place.
Summarize calls, draft emails, and surface next steps with practical AI assistance.
Get real-time pipeline visibility, forecasts, and rep performance at a glance.
B2B sales cycles are long, complex, and involve a lot of moving parts—multiple stakeholders, multiple conversations, and multiple stages happening at once. Nutshell gives your entire team a shared, real-time view of every opportunity so nothing slips through the cracks.
Run separate pipelines for new business, renewals, and upsells. Map every decision-maker on an account. See the full history of every interaction, no matter who on your team handled it last.
The number one reason CRMs fail is that reps don’t use them. Usually, that’s because updating the CRM feels like a second job. Nutshell is built to minimize that friction—automatically logging emails, syncing your calendar, and capturing activity in the background so your data stays clean without extra effort from your team.
The result? A CRM your reps will actually use, and data your managers can actually trust.
When you’re managing a long sales cycle, follow-ups fall through the cracks—especially when reps are juggling dozens of active opportunities at once. Nutshell keeps every deal moving with automated sequences, triggered reminders, and AI-powered next-step guidance so your team always knows exactly what to do next.
Sales leaders need pipeline data they can actually trust—not stale forecasts built on guesswork. Nutshell gives managers real-time deal health, rep activity tracking, and accurate revenue forecasts in one dashboard.
And because Nutshell combines CRM with built-in email marketing, your sales and marketing teams finally work from the same platform. No more disconnected data, no more duplicate outreach, no more arguing about lead quality.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
Most B2B teams can get Nutshell up and running in 2-4 weeks. The timeline depends on your team size and data complexity—simple setups with basic workflows take less time, while teams with multiple integrations or custom processes may need 6-8 weeks. Nutshell’s intuitive interface and free support help accelerate implementation compared to complex platforms like Salesforce.
Nutshell is significantly more affordable and easier to implement than both. For a 10-person team, Nutshell costs $9,480 annually, compared to $18,000 for HubSpot and $19,800 for Salesforce. Plus, Nutshell includes unlimited storage and no mandatory onboarding fees. Users also consistently rate Nutshell higher for ease of use and support quality.
Start by involving your team in the selection process and clearly explaining how Nutshell makes their jobs easier. Provide hands-on training in multiple formats, identify team champions to advocate for adoption, and automate repetitive tasks so reps spend less time on data entry. Target 80% adoption within 30 days by celebrating early wins and resolving technical issues within 24 hours.
Yes. Nutshell is built for B2B complexity. You can create multiple custom pipelines for different sales processes, set up per-pipeline custom fields to track deal-specific information, and map all stakeholders involved in the decision-making process. Nutshell’s contact management lets you track individual concerns and preferences for each decision-maker, while automation ensures timely follow-ups throughout extended sales cycles.
Nutshell integrates with 500+ tools, including Gmail, Outlook, Slack, Zapier, Calendly, Mailchimp, and LinkedIn Ads. Key B2B integrations include collaboration tools (Google Workspace, Microsoft Teams, Asana), lead generation platforms (Facebook Ads, LinkedIn Ads), contract management (DocuSign, PandaDoc), and scheduling software (Calendly, Acuity). Most integrations are native or available through Zapier for seamless workflow automation.
These Marketing & Engagement features are included with every CRM subscription: Webchat, AI Chatbot, Form builder, Landing pages, Email Marketing capabilities & Attribution reporting.
An easy to use, flexible CRM for teams getting started.
Included in all plans:
For small teams that need more reporting capabilities.
Everything in Foundation, plus:
Sales automation, advanced reporting & more.
Everything in Growth, plus:
Deeper customization, change logs & more.
Everything in Pro, plus:
Access controls, SQL and all our CRM has to offer.
Everything in Business, plus:
Try Nutshell free for 14 days or let us show you around before you dive in.
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