Visual Pipeline Management
Track every deal from first call to signed contract, across multiple service lines.
“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 MSPs and IT service teams. Track deals, automate follow-ups, manage renewals, and run marketing campaigns—all in one simple platform.
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Every lead, contract, and client interaction is organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Track every deal from first call to signed contract, across multiple service lines.
Automate follow-ups, renewal reminders, and pipeline updates so no deal goes cold.
Store service history, contracts, contacts, and every conversation in one place.
Forecast revenue, track team performance, and see which lead sources drive the most contracts.
MSPs live on recurring revenue — but renewals and upsell opportunities get buried in spreadsheets and inboxes. Nutshell’s visual pipelines and automation keep every contract and expansion opportunity visible and actionable.
Create a dedicated renewal pipeline so every expiring contract has a clear owner and a next step. Use tags to segment clients by service tier, then identify who’s ready to add cybersecurity, backup, or compliance services. Your team always knows what’s coming up and what to do next.
MSP sales cycles are long. Prospects take months to evaluate vendors, involve multiple decision-makers, and need consistent nurturing before they sign. Nutshell keeps every deal moving automatically — so your reps stay focused on selling, not tracking.
Set up automated email sequences that send personalized follow-ups and stop the moment a prospect replies. Let AI draft your first-touch outreach, summarize calls, and suggest next steps. Route new leads to the right rep instantly based on service type or territory.
MSP accounts are complex. You’re managing multiple contacts per company — IT directors, business owners, procurement leads — each with different priorities. Nutshell gives your team a single record for every client so nothing gets missed.
See every call, email, note, and contract in one chronological timeline. Add custom fields to track service tiers, contract values, tech stack details, and renewal dates. When a rep takes over an account, they’re up to speed in seconds.
Growing MRR means keeping a steady flow of qualified leads moving into your pipeline. Nutshell’s built-in marketing and lead generation tools help you attract, capture, and nurture the right prospects — without adding another platform to your stack.
Run targeted email campaigns to stay top-of-mind with prospects across long sales cycles. Use web forms and an AI chatbot to capture and qualify leads from your website around the clock. Then use lead attribution reporting to see exactly which campaigns are driving new contracts.
Nutshell integrates with the PSA, help desk, accounting, and project management tools MSPs rely on every day, so your sales data stays connected to the rest of your business.
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!
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.
Yes. PSA tools are built for service delivery and client management, while CRMs are designed for sales—tracking leads, automating follow-ups, and qualifying prospects. Using both systems keeps your sales process separate from operations, preventing data clutter and enabling your sales team to move faster without impacting your service team’s workflows.
Most small to mid-sized IT companies are fully operational in 2-4 weeks. Nutshell offers free white-glove onboarding services to handle data migration and system configuration, plus self-service options if you prefer to move at your own pace. You can start selling within days of syncing your email and importing contacts.
Yes. Nutshell integrates with thousands of tools including ConnectWise, Autotask, Zendesk, Jira, and other IT-specific platforms. Use native integrations for common tools or leverage AppConnect and Zapier for custom connections. Our integration library ensures your CRM works seamlessly with your existing tech stack without disrupting current workflows.
Nutshell supports recurring revenue tracking through lead cloning, separate pipelines for ongoing services, and forecasting tools. For subscription-heavy businesses, you can create dedicated pipelines for account management, use tags to identify recurring clients, or integrate with specialized subscription management tools. Track MRR alongside new sales to get complete revenue visibility.
Absolutely. Nutshell uses bank-grade 256-bit TLS 1.2 encryption for all data in transit and at rest. We’re GDPR-compliant, store data on secure AWS servers, and never store financial information on our servers. Your data is protected with enterprise-level security, regular audits, and role-based access controls to ensure client information stays safe.
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