Candidate & Client Profiles
Store resumes, notes, emails, and full interaction history in one place.
“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 recruiters and staffing pros. Manage both candidates and clients, automate follow-ups, track placements, and grow your agency—all in one simple to use platform.
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Every candidate, client, and job order is organized, automated, and tracked so your team can build relationships and fill roles, not chase busywork.
Store resumes, notes, emails, and full interaction history in one place.
Send personalized outreach sequences to candidates and clients automatically.
Track every candidate and job order from first contact to placement.
Summarize calls, draft outreach emails, and score leads with built-in AI.
Nutshell gives you a complete profile for every candidate and client — resumes, notes, emails, calls, and files all stored in one searchable record. Whether you’re following up on a placed candidate or nurturing a new hiring client, the full history is right there.
The best part? In recruitment, roles change fast. A candidate you placed last year could be a hiring manager today. Nutshell keeps that relationship history intact so your team always knows exactly where they stand with every contact.
Nutshell handles the follow-up so your recruiters don’t have to. Set up automated sequences that keep candidates warm, nudge clients on open job orders, and alert your team when it’s time to take action.
When a new candidate enters your pipeline, Nutshell can automatically assign them to the right recruiter, send a personalized intro email, and schedule a follow-up task — all without anyone lifting a finger.
Growing your client base takes consistent business development — but most BD activity gets buried in inboxes and spreadsheets. Nutshell gives your team a dedicated client pipeline, separate from your candidate workflow, so every opportunity is tracked from first call to signed contract.
Use the built-in meeting scheduler to book discovery calls without the back-and-forth. Call or email clients directly from their record with one click. And keep every conversation logged so your whole team has the context they need to close.
Agency owners need more than a gut feeling — they need to know which recruiters are hitting their activity targets, which clients generate the most repeat business, and where revenue is actually coming from. Nutshell’s reporting gives you that visibility in real time.
AI-powered summaries mean you can get caught up on any account in seconds. Customizable dashboards let you track the metrics that matter most to your agency, whether that’s placements per recruiter, revenue by client, or pipeline velocity.
Nutshell integrates with the software recruitment and staffing teams rely on, so your candidate and client data stays synced across your entire tech stack.
Use Zapier to connect your existing ATS — whether that’s Bullhorn, Greenhouse, or another platform — so your relationship management and applicant tracking work together seamlessly. Link your email and calendar for automatic communication logging, and connect your contracts and accounting tools to keep everything in one place.
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.
A CRM manages relationships with candidates and clients throughout the entire lifecycle, while an ATS focuses specifically on tracking applicants for active job openings. Nutshell serves as your recruitment CRM and integrates with your existing ATS to create a complete solution for managing both talent relationships and client business development.
Most recruitment teams are up and running within days, not weeks. Small agencies typically complete onboarding in 2-4 weeks, including data migration, customization, and team training. Nutshell offers free white glove onboarding services to handle the technical setup, so you can focus on recruiting while we get you operational.
Yes. Nutshell supports automatic data migration from 27+ CRMs including Salesforce, HubSpot, Bullhorn, and Zoho through our Import2 partnership. We start with a sample migration to ensure accuracy, then complete the full transfer. Your candidate profiles, client contacts, notes, and files all come with you—no manual re-entry required.
Yes. Nutshell integrates with popular ATS platforms through native connections and Zapier. If your specific ATS isn’t listed in our 500+ integrations, our engineering team can provide alternatives or build a custom connection. This lets you manage candidate relationships in Nutshell while tracking applications in your ATS.
Absolutely. Nutshell is designed to be powerful yet affordable for teams of all sizes. Solo recruiters can start at $13/user/month with our Foundation plan, which includes unlimited contacts, pipeline management, and email sync. As your agency grows, Nutshell scales with you—no need to switch platforms later.
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