Visual Pipeline Management
Track every deal from first touch to closed-won across complex sales cycles.
“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 in days, not months, with an all-in-one platform built for tech teams. Manage complex deals, automate follow-ups, track every account, and run marketing campaigns—all in one simple platform.
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Tech teams move fast. Nutshell keeps up—automatically tracking every interaction, organizing every deal, and surfacing what needs attention so nothing slips through the cracks.
Track every deal from first touch to closed-won across complex sales cycles.
Automate follow-ups after demos, trials, and discovery calls so no lead goes cold.
Log calls, summarize meetings, score leads, and surface next steps automatically.
Real-time dashboards showing pipeline velocity, conversion rates, and revenue forecasts.
Tech deals rarely move in a straight line. Champions go quiet, procurement appears out of nowhere, and IT needs a security review two weeks before close. Nutshell gives you complete account visibility—every stakeholder, conversation, and deal stage in one place.
When a deal gets complicated, your team doesn’t scramble. They already know who’s involved, what’s been said, and exactly where things stand.
The window between a prospect signing up for a demo and losing interest is short. Nutshell automates the follow-up work that keeps deals warm—triggered emails after demo sign-ups, nurture sequences for trial users, and pipeline updates when key actions happen.
Your reps spend less time on admin and more time actually selling. And with a built-in meeting scheduler, booking a demo never requires a back-and-forth email chain.
When sales, marketing, and RevOps work from the same platform, deals move faster and fewer fall through the cracks. Nutshell gives every team shared visibility into the pipeline, lead sources, and customer history—no expensive add-ons or complex configurations required.
Built-in email marketing and lead attribution mean your marketing team works in the same tool your sales team lives in. No more passing spreadsheets between platforms.
Tech teams are data-first—and your CRM should be too. Nutshell’s reporting gives RevOps and sales leaders the dashboards they actually need: pipeline velocity, lead attribution, stage conversion rates, and rep performance. No dedicated CRM admin required to build them.
See which channels drive your best leads, where deals tend to stall, and which reps are crushing quota—all from one reporting suite that’s actually easy to use.
Nutshell integrates with the software tech companies rely on, so your customer data stays synced across your entire stack.
Tech teams have opinionated toolsets. Whether you’re running on Google Workspace or Microsoft 365, using Zendesk for support, or closing deals with DocuSign, Nutshell fits into your existing workflow without disrupting it.
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.
Most tech companies get Nutshell up and running in 2-4 weeks. We offer free white-glove onboarding to help with setup, data migration, and team training. You can start with basic features immediately and add advanced capabilities as you grow.
Yes! Nutshell offers native integrations with both Intercom and Zendesk. These integrations automatically sync customer conversations, support tickets, and chat transcripts to your CRM, giving your sales and support teams complete visibility into every customer interaction.
Absolutely. You can create custom pipeline stages specifically for demos and trials, set automated follow-up reminders, and track conversion rates from trial to paid customer. Nutshell’s flexible pipeline management adapts to your tech sales process, whether you’re selling software, hardware, or services.
Nutshell is faster to implement (2-4 weeks vs. 3-6 months), easier to use, and significantly more affordable with transparent pricing. While Salesforce requires extensive customization and dedicated admins, Nutshell works out of the box with intuitive features your team will actually use.
Yes. Nutshell provides both REST API and JSON-RPC API access with comprehensive developer documentation at developers.nutshell.com. Build custom integrations, sync data with proprietary tools, or connect Nutshell to your existing tech stack. Power AI and Enterprise plans include dedicated API support.
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