Visual Lead Pipeline
Track new business, trials, renewals, and upsells in separate pipelines.
“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 SaaS sales and marketing teams. Manage contacts, automate follow-ups, convert more trials, and track revenue—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 new business, trials, renewals, and upsells in separate pipelines.
Automate follow-ups, task reminders, and pipeline moves so no deal goes cold.
Store every stakeholder, interaction, and account detail in one place.
Summarize calls, draft emails, and surface next steps automatically.
Nurture trials, onboard new customers, and run renewal campaigns from one platform.
Track pipeline health, forecast revenue, and measure rep performance in real time.
Turn trial signups and demo requests into CRM leads automatically.
Let prospects book product demos instantly—no back-and-forth required.
SaaS teams don’t just manage new business—they track active trials, manage accounts, and run renewal and upsell motions all at the same time.
When a trial is about to expire or a renewal is coming up, your team gets an automatic reminder. Every stakeholder on the account is mapped, every conversation is logged, and every next step is clear—without anyone having to dig through their inbox to piece it together.
Manual data entry and forgotten follow-ups are silent deal killers. Nutshell automates the repetitive work so your reps can stay focused on the conversations that actually move deals forward.
Set up your sequences once and let Nutshell handle the rest. Emails go out on schedule, tasks get assigned automatically, and every interaction is logged in the background—no manual updates, no missed steps.
SaaS buyers move fast and expect an even faster response. Nutshell helps you capture inbound interest the moment it happens—from trial signups to demo requests—and follow up before your competitors do.
Your website works around the clock to bring in leads. Nutshell makes sure none of them slip away. Web forms pull trial signups directly into your pipeline, the AI chatbot qualifies and routes visitors after hours, and the meeting scheduler lets interested buyers book a demo in seconds.
SaaS teams live by metrics. Nutshell gives sales leaders clean pipeline data, accurate forecasting, and lead attribution reporting so you always know where revenue is coming from and where deals are stalling.
Track MRR pipeline, see which lead sources drive your best conversions, and share live dashboards with your team or leadership—without needing a data analyst or a separate BI tool to make sense of it all.
Nutshell integrates with the software SaaS sales and marketing teams rely on, so your customer data stays synced across every system—no manual exports, no duplicate records.
SaaS teams run complex stacks. Nutshell sits at the center of yours. Connect your billing tools to see payment status alongside deal data. Sync your email and calendar so every touchpoint is logged automatically. Send proposals and contracts without ever leaving your CRM.
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.
Yes! Nutshell integrates with both Stripe and Chargebee through our Marketplace and Zapier. These integrations keep your customer and subscription data synced across platforms, eliminating manual data entry and ensuring your sales team always has accurate, up-to-date billing information.
Nutshell reduces churn through automated renewal reminders, personalized email sequences, and activity tracking that helps you spot at-risk customers early. Our pipeline management lets you create dedicated workflows for renewals, while contact timelines show every interaction, helping your team deliver consistent, proactive support.
Absolutely. Create a dedicated trial pipeline to track free trial users separately from other leads. Use Nutshell’s sales automation to trigger personalized email sequences, set follow-up reminders, and automatically move trial users through stages. Tag trial users to segment them for targeted campaigns and track conversion rates.
Most small businesses get up and running in two to four weeks. Our free white-glove onboarding service handles data migration and setup for you, or you can self-onboard at your own pace. Start with the essentials—email sync, contact import, and pipeline setup—then add advanced features gradually.
Nutshell tracks recurring revenue through lead cloning and custom pipelines. For robust MRR/ARR tracking, we recommend integrating with dedicated subscription management software like Chargebee or using our Zapier connection to export data to Google Sheets. Our reporting suite tracks sales metrics, pipeline performance, and forecasting.
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