Simple CRM for marketing and advertising agencies

Send more emails in less time

Streamline your prospect outreach effortlessly with Nutshell’s email automation tools. From personalized email sequences to pre-designed templates and built-in marketing software, you’ll effortlessly stay at the forefront of your prospects’ inboxes while minimizing the effort required.

Keep your contacts engaged

Nutshell offers an easy-to-use email and SMS marketing tool that helps you stay top-of-mind with your most valuable prospects.

• Build branded email campaigns using our easy, no-code builder (with templates to get you started)
• Create targeted audiences using your CRM data
• Send one-off announcements or automated drip campaigns based on lead criteria
• Effortlessly track performance and engagement metrics for all your marketing campaigns

Collect leads directly from your website

Foster seamless customer communication by implementing user-friendly web forms through Nutshell. Design, track, and effortlessly connect with form-fillers, providing a hassle-free way for customers to reach out to your agency with just a few clicks.

Automate your sales process

Streamline your agency’s sales process with Nutshell’s comprehensive automation capabilities. Empower your sales representatives with a guided workflow, automating time-consuming tasks, email outreach, and follow-ups, while accurately measuring the success of your efforts.

Plus, view your pipeline however you prefer, with List, Map, Chart, and Board views.

Report on your performance

Gain valuable insights into your agency’s sales performance using Nutshell’s intuitive and customizable reporting features. Monitor progress, identify areas for improvement, and access visually compelling charts and “snapshots” of your business at different stages, enabling data-driven decision-making.

Create, send, and track the progress of quotes and proposals

With Nutshell Quotes, you can create and send quotes from right inside your CRM.

• Auto-populate lead details, product info, and more
• Get notified when leads view and accept quotes
• Track quote state progress from right inside your CRM

Keep all your communication with clients & leads in one place

In addition to email automation, with Nutshell Engagement, you can unlock powerful client communication tools.

• Web Chat: Let visitors chat with your team directly from your website so you can answer their questions and connect them with the right person.
• 1:1 SMS: Send, receive, and manage text messages with contacts through Nutshell SMS.
• Social Media Messaging: Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.