2-way Outlook email sync
Send, receive, and track emails without switching tabs.
“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
Manage contacts, send emails, and reduce manual data entry. Microsoft 365 teams save 6-10 hours per week with Nutshell CRM.
Start 14-day free trial
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🎉 No credit card required!
Download our extension: 
Send, receive, and track emails without switching tabs.
Keep meetings, calls, and reminders up to date across Office 365 and your CRM.
Automatically log, transcribe, and summarize every Teams meeting.
Seamless software integrations to adapt to your workflows.
Automated email sequences to close deals faster.
Get set up in days, not months. A clean UI for ongoing use.
Live chat support available for all trials and customers.
App available on iOS and Android.
Integrate with the tools you use the most and create a single source of truth for your business
Sync your Outlook emails with Nutshell & send emails directly from your CRM
Sync your Outlook contacts with Nutshell, saving time on manual data entry
View CRM data for contacts, like scheduled activities and communication timelines, right inside Outlook
Keep your calendar synced across all platforms, so your team never misses a beat
Connect with Microsoft Teams (or your meeting software of choice) for AI-powered meeting notes and summaries, directly synced to your contact’s page
Eliminate manual data entry and automate busywork.
360° Contact, Lead & Company timelines store every call, email, text, and note in one chronological feed
Custom fields & tags to organize data your way (e.g., “VIP,” “Lead Source”)Visual pipeline builder to reflect your exact sales processAutomated email sequences to close deals fasterTask & workflow automation: assign tasks and activities automatically → advance a lead automatically when completed
Create, save, and share reports that give you the data you need to scale your business.
Create custom sales reports to track what matters most to youForecast sales revenue based on current pipeline valueAttribute leads and revenue to the correct source for accurate ROI trackingTrack team performance against quotasInstantly create smart reports with Nutshell AI
Work smarter by letting the CRM do the busywork, while you do the selling
AI-powered call and meeting summaries, saved to your contact’s page
AI-powered lead research and scoring to help you prioritize leads
AI-assisted email drafting for personalized emails in seconds
Timeline summaries: get caught up on the entire history of an account in seconds
AI call & activity logging: log calls and activities automatically, keeping your CRM your source of truth
We want you to succeed. That’s why we don’t charge for support. Our friendly support team has your back from the moment you start your trial.
We’ll even help migrate your data so you can get up-and-running fast. Onboarding and implementation services are available if you need them.
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.
Ready to see real growth? Nutshell helps businesses like yours achieve significant improvements in key performance areas.
