All your reporting, in one place
Build repeatable reports and rollups fast—saving time and keeping performance visible to everyone.
AI report generator
Use Nutshell AI to describe your reporting needs and whip up a report in seconds!
Built-in lead reports
Take a look at your team’s past, current, and future sales numbers.
Built-in effort reports
Measure team productivity, sales activity, and the effectiveness of marketing efforts.
Quotas & forecasts
Set quotas for your team and track forecasts for your pipeline.
Attribution & source
Track lead origins through sources while assigning value via attribution reporting.
Email digests
Receive automated email reports detailing your team’s overall performance.
Filtering and segmentation
Slice and segment reports by date range, user, team, pipeline, source, and more.
Chart and detailed views
Discover insights through interactive charts and dive deeper with detailed views.
Save, export and share
Export reports or share live dashboards with stakeholders using secure links.
Know what’s happening at a glance
Built-in dashboards highlight activity, pipeline health, and results—without manual reporting.
Sales CRM dashboard with activity, task and timeline feed.
Marketing dashboard with website and broadcast metrics.
Engagement dashboard with chat and engagement bar metrics.
Nutshell AI
AI report generator
Generate the exact report you need, on demand, with a simple prompt.
Generate custom reports in seconds.
Supported by several powerful LLMs.
Clear segmentation and drill-down capabilities.
Save reports and refer back to them anytime.
Built-in reports
Leverage a series of built-in reports that provide full insight into your sales, marketing, and engagement work.
Sales metrics: new leads, losses, attribution, forecasts, and tailored reports.
Effort metrics: tasks, emails, and activities.
Additional insights: engagement bars, funnels, and snapshots.
Daily & weekly email digests
Receive automated email reports detailing your team’s overall performance, lead insights, and a snapshot of your sales pipeline.
Sales overview, leaderboard and top leads insights.
Pipeline overview with close/won rates and stage insights.
Team performance per activity.
Subscription management for admins and users
See Nutshell in action!
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
“
I use Nutshell everyday. The reporting is fantastic. It's easy to find products and the easiest CRM I've ever used. The cost is absolutely worth the product, and I super appreciated that there was no extra cost for onboarding.
Brittany S.
Small business (50 or fewer emp.)
Reviews
4.4
(1,246)
