Complete client profiles
Store buyer preferences, property notes, and every call and email 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 agents, brokers, and property managers. Track every buyer and seller, automate follow-ups, and market to past clients—all in one simple platform.
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Every lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close deals—not chase paperwork.
Store buyer preferences, property notes, and every call and email in one place.
Access client data, update deal status, and call leads from anywhere.
Stay top of mind with past clients through targeted campaigns and market updates.
Book showings and consultations without the back-and-forth.
Real estate deals don’t close in days—they close in months. Nutshell keeps every lead organized with complete client profiles that include buyer preferences, property notes, communication history, and timeline details, all in one place.
When a lead goes quiet for a few weeks, your team doesn’t have to wonder where things stand. Automated drip sequences and keep-in-touch reminders do the follow-up work for you, so deals stay warm no matter how long the cycle takes.
Speed-to-lead is one of the biggest conversion factors in real estate. Nutshell helps you capture leads from your website around the clock and makes it easy for agents to follow up immediately—by call, text, or email—without switching between apps.
Add an AI chatbot to your site that qualifies prospects and books consultations even when your team is out at showings. Then call or text leads directly from Nutshell with one click. Every interaction is logged automatically so nothing falls through the cracks.
Whether you’re managing active buyer searches, open listings, or lease renewals, Nutshell’s visual pipelines give you a clear view of every deal at every stage. Run separate pipelines for buyers, sellers, and property management so nothing gets mixed up—and everyone on your team always knows what needs to happen next.
The best real estate businesses run on referrals. Nutshell makes it easy to stay connected with past clients long after closing day—with email and SMS campaigns that keep you top of mind when they’re ready to buy, sell, or send someone your way.
Send automated anniversary messages, seasonal market updates, or “thinking of selling?” check-ins on a schedule that runs itself. All from the same platform where you manage your active deals.
Nutshell integrates with the software real estate teams rely on, so your client data stays synced across every system you use to run your business.
Connect your e-signature tool so offer paperwork flows directly from a deal record. Sync your calendar so every showing and consultation appears in your CRM automatically. Link your accounting software to keep commissions and invoices in line with your pipeline.
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.
Most real estate teams are up and running within a day. Nutshell offers pre-built pipeline templates for buyers and sellers, plus our support team provides free white-glove data imports to get you started fast—no technical expertise required.
Yes! Nutshell supports automatic imports from 27+ CRMs including Salesforce, HubSpot, and Pipedrive through our Import2 partnership. Our support team handles the migration process, ensuring your data transfers correctly with zero downtime for your business.
Absolutely. Nutshell’s mobile app (iOS and Android) lets you view contacts, update leads, log notes, make calls, and access property details on the go. You can even scan business cards and view leads on an interactive map—perfect for agents in the field.
Yes. Nutshell Pro and higher tiers let you create multiple custom pipelines. You can set up separate workflows for buyers and sellers with unique stages, automated tasks, and goals—helping you manage both sides of your real estate business efficiently.
Foundation ($13/user/month) covers basic CRM needs. Pro ($42/user/month) adds multiple pipelines, sales automation, and personal email sequences—ideal for most real estate teams. Business ($59/user/month) includes AI transcription for client calls and unlimited pipeline customization for larger agencies.
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