Complete client profiles
Track interaction history, financial notes, milestones, and every conversation in one place.
“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
Get up and running fast with an all-in-one platform built for financial service professionals. Manage clients, automate follow-ups, stay compliant, and run marketing campaigns all in one simple platform.
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Track interaction history, financial notes, milestones, and every conversation in one place.
Every call, email, and meeting logged automatically to support audit trail requirements.
Automate follow-ups, onboarding sequences, and pipeline tasks so no opportunity slips away.
Track every opportunity from first contact to closed deal across multiple service lines.
Nutshell gives you complete client profiles that include interaction history, financial notes, milestone dates, and every call or email all in one place.
When a client reaches out, your team instantly sees past conversations, open opportunities, renewal dates, and any special details they’ve shared. That context helps you deliver the kind of personalized service that turns one-time clients into long-term relationships.
Nutshell automatically logs every client call, email, and meeting, creating a chronological audit trail with zero manual record-keeping required.
Role-based permissions let you control exactly who can view, edit, or export client data. With SOC2 compliance and 256-bit encryption built in from day one, your client data is protected and audit-ready whenever you need it.
Nutshell’s automation handles follow-up emails, pipeline advancement, task assignments, and client onboarding sequences so your team can focus on delivering advice and building relationships.
Set up a sequence once and let Nutshell do the rest. Emails send automatically, tasks get assigned to the right person, and deals move forward without anyone having to push them manually.
Retention and cross-selling are the lifeblood of financial services growth. Nutshell’s built-in email and SMS marketing tools let you send segmented personalized campaigns, annual review reminders, policy renewal notices, and life-event check-ins from the same platform where you manage your sales.
Stop letting touchpoints fall through the cracks. With marketing automation, you can schedule campaigns in advance, target clients by service type or engagement level, and measure exactly what’s working.
Nutshell integrates with the software financial services teams rely on every day, so your client data stays synced across all your systems.
Sync your email and calendar so every client communication is captured automatically. Connect your accounting tools to keep billing and client data aligned. Integrate document management tools to track proposals, agreements, and compliance paperwork without leaving your CRM.
Award-winning support here for when you need us.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
Yes. Nutshell is built with compliance in mind, not bolted on as an afterthought. Every client call, email, meeting, and note is automatically logged in a chronological timeline that serves as a reliable audit trail. You don’t need to manually create records or worry about gaps in your documentation. Nutshell is SOC2 compliant and uses 256-bit encryption for all data in transit and at rest. Role-based access controls let you manage exactly who can view or edit sensitive client information, giving you the layered security and record-keeping capabilities that support FINRA and SEC requirements.
Absolutely. Nutshell’s contact and company records are designed to support the layered relationships common in financial services. You can link multiple contacts under a single account, managing spouses, business partners, or household members together, and use custom fields to track details like beneficiaries, trust relationships, financial goals, or risk tolerance. Each contact has its own full interaction timeline, and pinned notes let your team flag important details for anyone engaging with that client. It’s flexible enough to map to how your practice actually works, without requiring heavy configuration or technical expertise to set up.
Nutshell’s sales automation tools let you build sequences that run in the background so your team never has to manually chase a follow-up. For example, when a new wealth management client enters your onboarding pipeline, Nutshell can automatically send a personalized welcome email, assign specific tasks to the right advisor, and schedule a check-in reminder triggered by a single pipeline stage. Automated drip sequences stop sending the moment a client responds, so your outreach always feels personal and timely.
Yes. Nutshell offers native integrations with QuickBooks and Xero for accounting, DocuSign and PandaDoc for contracts and compliance documents, and two-way sync with both Google Workspace and Microsoft 365 for email and calendar. This means client communications are automatically captured in Nutshell, appointments appear on your CRM timeline, and billing data stays aligned across platforms. If you use tools that aren’t natively integrated, Nutshell’s AppConnect and Zapier support lets you connect over 5,000 additional apps without writing a single line of code.
Salesforce Financial Services Cloud is a powerful platform, but it’s built for enterprise teams with large budgets, dedicated admins, and months to spend on implementation. Nutshell gives you the core capabilities financial services teams actually need, pipeline management, automation, compliance logging, reporting, and integrations at a fraction of the cost, starting at just $13 per user per month. Most teams are up and running in days, not months, and our free live support is available to every customer from day one.
For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
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