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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

The Affordable CRM for Customer Support Teams

Get up and running fast with an all-in-one platform built for customer support pros. Know every customer’s full history, resolve issues faster, and turn great support into lasting loyalty—all in one simple platform.

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🎉 No credit card required!

Explore features

Sales and CRM, simplified

Every customer, case, and conversation organized, automated, and tracked so your team can focus on resolving issues and building relationships, not chasing down information.

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Complete Customer Histories

See every interaction, case, and note before you say hello.

Sales Automation

Trigger follow-ups, reminders, and task assignments as cases move forward.

Custom Support Pipelines

Build structured workflows for onboarding, escalations, and renewals.

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AI-Powered Tools

Summarize conversations, draft replies, and log activity automatically.

Omnichannel Communication

Call, email, or text customers directly from one place, fully logged.

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Team Collaboration

Share notes, tag teammates, and hand off cases without losing context.

Reporting & Dashboards

Track team activity, email outreach, and task completion against quota.

Know every customer before you say hello

Nutshell gives your team a complete customer timeline—every email, call, text, case note, and purchase history—all in one place. No more asking customers to repeat themselves. No more scrambling through inboxes before picking up the phone.

When a customer reaches out, your agents instantly see what’s happened before, what issues they’ve had, and when you last spoke. That context is what turns a frustrating experience into a fast, personal resolution.

  • Full interaction timeline: Every call, email, text, and note in one chronological view
  • Custom fields & tags: Capture account tier, product type, or any detail that matters
  • AI timeline summaries: Get caught up on any account’s full history in seconds

Learn more about contact management

Resolve issues faster, keep customers happier

Nutshell’s automation handles the follow-up work so your team can focus on actually solving problems. Set up pipeline stage goals that trigger tasks and reminders automatically as cases progress—so nothing sits idle and no customer waits longer than they should.

Reach customers with one click directly from the contact record. Every call, text, and email is logged automatically, keeping your team’s records accurate without any extra effort.

  • Pipeline stage automation: Trigger tasks, reminders, and emails as cases move forward
  • One-click calling & SMS: Reach customers instantly from any device, fully logged
  • Automated email sequences: Send timely follow-ups that stop the moment a customer replies

Learn more about automations

Keep your whole team in the loop

When a case needs escalation, Nutshell makes cross-team handoffs seamless. Every agent picks up with full context—no re-explaining, no dropped details, no frustrated customers.

Shared contact timelines, internal @mentions, and real-time alerts mean your whole team stays aligned, whether they’re handling a handoff mid-stream or looping in another department to close out a complex issue.

  • Shared contact timelines: Everyone sees the same customer history, always up to date
  • @mentions & alerts: Tag teammates and trigger notifications on any record
  • Role-based permissions: Control who sees what across teams and departments

Learn more about team collaboration

Turn great support into long-term loyalty

The best support teams don’t just react—they stay in touch. Nutshell makes it easy to send post-resolution follow-ups, proactive check-ins, and targeted retention campaigns via email and SMS, all from the same platform where you manage your cases.

Segment customers by account type, product, or issue history and reach them with the right message at the right time. It’s the kind of proactive outreach that turns a resolved ticket into a renewed contract.

  • Automated follow-ups: Trigger thank-you emails or satisfaction check-ins after case close
  • Targeted campaigns: Segment by account type, product, or issue history
  • Email & SMS marketing: Reach customers on the channel they prefer

Learn more about our marketing features

Connect with the tools you already use

Nutshell integrates with the software heavy equipment dealerships rely on, so your customer data stays synced across all your systems.

Connect your accounting software to keep financials and customer records aligned. Link your proposal tools so contracts flow directly from won opportunities. Sync your email and calendar so every stakeholder touchpoint is automatically logged—no manual data entry required.

  • Help desk & live chat: Sync case data and customer records with your ticketing tools (or use our built-in web chat)
  • Communication & phone: Log calls automatically and reach customers with click-to-dial via RingCentral, Zoom, and more
  • Email & calendar: Two-way sync with Google and Microsoft keeps every conversation logged
  • 5,000+ apps via App Marketplace: Connect Jira, Zendesk, and more without custom dev work

See all integrations

Helpful, human customer support

Award-winning support here for when you need us.

  • Free for everyone: Live chat support is available to all trials and active customers
  • Helpful support articles: Our knowledge base is filled with “how-tos” and guides to help with all of your questions
  • Monthly webinars: Covering how to set up and use specific features or processes in Nutshell

Learn more about our award-winning support

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

🎉 No credit card required!

🎉 Try free for 14 days, no credit card required 🎉 Free live support on every plan 🎉 No seat minimums or maximums
$13 Per user, per month

For individuals or small teams getting started.

2 hrs saved per month
$25 Per user, per month

For small teams that require more reporting power.

4 hrs saved per month
Most popular
$42 Per user, per month

For teams that need more pipelines and admin features

8 hrs saved per month
Best value
$59 Per user, per month

For businesses that require more customization and additional AI features

20 hrs saved per month
$79 Per user, per month

For businesses needing SSO, SQL, Scheduled phone support and more

30 hrs saved per month

Not sure which plan fits? See the full breakdown or talk to one of our specialists.

FAQs: Using Nutshell in the customer support industry

  • How can we reduce our customer support response times with Nutshell?

    Nutshell’s automation features—form answer automations, personalized email responses, and automated reminders—eliminate manual tasks so agents respond faster. Customizable pipelines ensure tickets reach the right person instantly. Nutshell reduced its own response time from 2 hours to 2 minutes using these tools.

  • Can Nutshell handle customer support requests across email, chat, phone, and social media from one place?

    Yes. Nutshell centralizes all customer communications through integrated contact management and team collaboration features. Store all interactions, notes, and customer history in one timeline view. Agents access full conversation context across any channel without switching platforms, creating seamless omnichannel support experiences.

  • How can a knowledge base reduce support ticket volume and save our team time?

    A searchable knowledge base empowers customers to self-resolve issues before contacting support. Research shows 81% of customers attempt self-service first. Nutshell integrates with knowledge management tools, automatically surfacing relevant help articles to customers, reducing incoming tickets by 20-40% while freeing agents for complex issues.

Thousands of happy users can’t be wrong.

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4.3Reviews(1,410)

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