Sales Automation
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
“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
Nutshell’s Sales Suite gives your sales team:
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
Find out more about our Marketing and Engagement Suite features designed to help you generate more leads and stay connected with your customers.
Have a question? Need a volume discount? Send us a message or book a meeting with a Sales rep to start the conversation.
Start with core features: contact management, pipeline tracking, and email integration. Then prioritize based on your biggest pain point—are reps spending time on data entry? Enable automation. Missing visibility into deals? Focus on reporting. Your CRM should solve immediate problems, not add complexity.
Basic setup takes 1-2 weeks for small teams. Full implementation with data migration and team training typically takes 4-8 weeks. The good news: with Nutshell’s intuitive interface, your reps can start using core features immediately while you configure advanced ones in the background.
Your reps will use contact management, pipeline views, and email sync daily. They’ll rarely use advanced custom reporting or complex automations without proper training. Start with essential features your team needs now. Add advanced tools like AI and custom automation later as your processes mature and team adoption increases.
Lead auto-assignment saves 30 minutes/week per rep. Email automation saves 45 minutes/week. Pipeline reminders prevent missed follow-ups. Most teams see 3-5 hours/week freed up—equivalent to one full selling day. That’s where Nutshell’s ROI kicks in: better relationships, more closed deals, fewer administrative headaches.
Absolutely. Start with contact management, pipelines, and email sync. Add automation, custom reporting, and AI insights when your team is comfortable. Nutshell’s built for scaling—every plan includes access to advanced features, so you upgrade your usage as your needs evolve. No feature lock-in, just growth.
The best next-action Sales, Marketing, & Engagement CRM on the market
Try Nutshell free for 14 days or let us show you around before you dive in.
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