Visual deal pipeline
Track every opportunity from first outreach to signed agreement.
“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 corporate development teams. Track deals, manage stakeholder relationships, automate follow-ups, and report to leadership with confidence all in one simple platform.
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Track every opportunity from first outreach to signed agreement.
Store every relationship, conversation, and key detail in one place.
Get caught up on any deal or contact history in seconds.
Automate follow-ups and reminders so no target ever goes cold.
Corporate development deals don’t close in a week. They unfold over months, sometimes yeares, and involve dozens of conversations across bankers, advisors, executives, and internal stakeholders. Nutshell keeps every touchpoint organized so your team always knows exactly where a relationship stands.
When a deal resurfaces after six months of silence, your team can pull up the full history of past meetings, notes, emails, and next steps instantly and re-engage with the context needed to move it forward.
When leadership asks about deal status, the answer shouldn’t take two days of Excel work to pull together. Nutshell’s visual pipelines and real-time dashboards give you and your executives a clear picture of every deal at every stage, whenever they need it.
Build and shape pipeline reports in minutes. See where deals are stalling. Forecast future activity with confidence. No more scambling before board meetings.
Most corporate development teams are lean and managing a lot. Juggling target outreach, relationship maintenance, and executive reporting leaves little room for manual data entry or chasing down follow-ups. Nutshell’s automation and AI handle the busywork so your team stays focused on what actually moves deals forward.
From automated outreach sequences to AI-drafted emails and call summaries, Nutshell helps small teams operate like much larger ones.
Acquisitions, partnerships, investments, and new market entry each has its own process, its own stakeholders, and its own timeline. Trying to track all of them in the same workflow creates confusion fast. Nutshell lets your build separate pipelines for every deal type, each with custom stages, fields, and automation rules, all in one platform.
No more spreadsheet tabs for each deal category. No more switching between tools to see the full picture.
Nutshell integrates with the communication, scheduling, and productivity software corporate development teams rely on every day, so your deal data stays synced across your entire tech stack.
Keep every mail, meeting, contract, and conversation tied to the right deal record without manual data entry or tool-switching.
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!
Absolutely. Nutshell is built around complete relationship timelines that capture every call, email, meeting, and note in a single chronological feed so nothing gets lost no matter how long a deal takes. When a deal goes quiet for six months and then picks back up, your team can pull the full history instantly and re-engage with confidence. AI-powered timeline summaries make it even faster, letting reps get caught up on an entire relationship in seconds. There’s no expiry on deal data, and no risk of institutional knowledge walking out the door when a team member moves on.
Yes. Nutshell Pro and above support multiple fully customizable pipelines, so you can build distinct workflows for acquisitions, strategic partnerships, investments, new market entry, or any other deal structure your team manages. Each pipeline has its own custom stages, fields, automation rules, and team permissions so your acquisition process and your partnership process never bleed into each other. You get a clean, organized view of every deal type simultaneously without any workflow conflicts.
Nutshell takes data security seriously. All data is stored on AWS with 256-bit TLS encryption, and Nutshell is SOC2 compliant, meeting the enterprise-grade security standards that corporate development teams require. Role-based access controls let you determine exactly who can view, edit, or export deal data, so sensitive information about target companies, valuations, or strategic initiatives stays visible only to the right people. Audit logs and changelogs also give you a complete record of who accessed or modified what, and when.
Nutshell’s sales automation makes it easy to set up follow-up sequences that trigger automatically based on deal stage or the passage of time so no target goes cold just because your team got busy. Task reminders, pipeline stage alerts, and @mention notifications keep everyone accountable. And with AI email drafting, your team can generate personalized outreach to targets, founders, and advisors in seconds rather than starting from a blank page every time.
Most teams are productive within days, not months. Nutshell’s clean interface requires no dedicated IT support or lengthy implementation, and our team offers free live support throughout your trial to help you configure pipelines, import data, and get your workflows set up correctly from the start. If you’re migrating from another CRM or from spreadsheets, our Import2 partnership makes it straightforward to bring your existing contacts and deal history over. It’s a significant contrast to enterprise M&A platforms that require six-figure contracts and months of onboarding before you can start using them.
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.
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