Sales and CRM, simplified
Every lead, deal, and interaction organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Lead management
Track and organize leads with clear ownership, history, and next steps.
Pipeline automation
Move deals forward automatically with stage-based workflows.
Contact management
Keep complete records of people and companies. See timelines with email & calendar sync.
Meeting scheduler
Book meetings with shareable scheduling links and calendar syncing.
Call logging
Log calls automatically and get AI-driven summarizations.
Product catalog
Manage products and services with pricing and details for faster quoting.
Invoices
Send invoices and track payments without leaving your CRM.
Quotes
Create, send, and track professional quotes linked directly to your leads.
Lead tracking and pipeline automation
Manage your leads with dynamic pipelines that allow you to automate workflows and close deals faster.
Use ready-made pipelines or customize your own
Automate tasks and follow-ups by stage
Attach products, quotes, and invoices to leads
Track lead details with custom fields and timelines
Explore AI-powered summaries and lead research
Call and meeting management
Streamline calls and meetings by connecting your calendar, calls, summaries, and logging into one seamless workflow.
Built-in meeting scheduler with shareable links
Click-to-call and phone provider integrations
Automatic call logging on leads and activities
AI-powered call summaries and key takeaways
Contact management
Keep contacts organized and easy to manage, giving sales teams a clear, reliable view of people and companies.
Manage people and companies in one place
Call, text, and email directly from leads
Built-in duplicate detection and cleanup
AI-powered contact and company enrichment
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 primarily to manage leads, automate outreach, and keep my entire sales workflow organized without drowning in menus or pointless features.
Anivash D.
Mid-market company (51-1000 employees)
Reviews
4.4
(1,246)
