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Try Nutshell free for 14 days or let us show you around before you dive in.
“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
Automate busywork, stop double data entry, and give your team hours back every week.
Experience seamless QuickBooks client management. Try Nutshell free for 14 days!
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Our native CRM integration for QuickBooks Online reduces busywork and prevents invoices from slipping through the cracks.
With our QuickBooks integration, you can:
Note: Nutshell also offers a Zapier integration, which keeps your Nutshell and QuickBooks Online records synced in both places, and bills or invoices customers automatically upon winning a lead in Nutshell.
With our native integration with QuickBooks Online, you can:
Nutshell is more than a CRM with a powerful QuickBooks integration; it’s an all-in-one CRM designed to streamline your workflow and help you close more deals. Explore our comprehensive features below.
Design and execute a sales process that reduces time-wasting tasks and helps your reps know what to do at every moment. Specify the actions and follow-ups that need to happen from initial qualification through final negotiations, put your email outreach on autopilot, and accurately measure the impact of your efforts.
Nutshell’s easy-to-use, customizable reports give you at-a-glance insight into your business, so you can measure performance and pinpoint areas for improvement. Download presentation-ready charts and view “snapshots” of your business at different points in time so you can track progress.
Whether you need to contact one prospect or a long list of them, Nutshell’s email templates, automated personal email sequences, and marketing software integrations help you stay at the top of your buyers’ inboxes with a fraction of the effort.
Give your customers a way to get in touch. Design and embed simple web forms, track their effectiveness, and reach out to form-fillers in a few clicks.
Need to get everyone on the same page? Nutshell lets you easily bring colleagues into the conversation, see who’s talking to your customers outside of the sales team, and stay notified of everything that needs your attention.
Nutshell is your company’s central repository for customer knowledge. Store all your contact details, call notes, and email conversations in one place so everyone on your team can quickly access them.
Nutshell is the most flexible CRM for sales reps, offering four ways to view and manage your pipeline. List view, Map view, Chart view and Board view (drag-and-drop) let you decide how to work your deals, save views and share with your team.
With Nutshell Campaigns, you can send beautifully designed marketing emails to thousands of contacts at once, create custom audiences from your CRM data, and instantly track the impact of your messages.
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These Marketing & Engagement features are included with every CRM subscription: Webchat, AI Chatbot, Form builder, Landing pages, Email Marketing capabilities & Attribution reporting.
An easy to use, flexible CRM for teams getting started.
Included in all plans:
For small teams that need more reporting capabilities.
Everything in Foundation, plus:
Sales automation, advanced reporting & more.
Everything in Growth, plus:
Deeper customization, change logs & more.
Everything in Pro, plus:
Access controls, SQL and all our CRM has to offer.
Everything in Business, plus:
Try Nutshell free for 14 days or let us show you around before you dive in.
I love how easy Nutshell is to use. The product is very robust and cost effective. For us, this is a dream product because of the price, performance and customer support!
– John R., G2 Review
