Complete contact profiles
Track client preferences, event history, vendor notes, and every conversation.
“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 event management pros. Manage clients, automate follow-ups, track every booking, and run post-event marketing campaigns—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 bookings, not chase busywork.
Track client preferences, event history, vendor notes, and every conversation.
Re-engage past clients with seasonal campaigns, rebooking offers, and post-event follow-ups.
Keep coordinators and staff aligned with @mentions, task assignments, and shared timelines.
Sync attendee and registration data from Eventbrite, Zoom, and more into Nutshell.
Nutshell gives you a complete picture of every relationship — clients, vendors, venues, and sponsors — all in one place. Every interaction is logged automatically, so your whole team has the context they need, always.
When a corporate client calls about their annual gala, you instantly see last year’s event notes, their preferred vendors, and every email exchanged. That kind of context turns a routine call into a relationship-building moment.
Event prospects often book the first company that responds to their inquiry. Nutshell helps you capture leads from your website 24/7 and follow up instantly — so you’re always first in the door.
Use web forms to turn site visitors into leads automatically. Add an AI chatbot that qualifies prospects and schedules consultations even when you’re on-site running an event. Then call or text leads directly from the CRM with one click.
From first inquiry to signed contract, Nutshell’s visual pipelines give you a clear view of every opportunity. Set up separate pipelines for corporate events, weddings, conferences, or any event type your team handles — so nothing gets lost in the mix.
The most profitable event businesses run on repeat clients and referrals. Nutshell makes it easy to stay connected long after the event wraps — with targeted email and SMS campaigns that bring clients back and keep your calendar full.
Send post-event thank-you sequences, request reviews at the right moment, and nudge past clients when their next annual event season rolls around. All from the same platform where you manage your sales.
Nutshell integrates with the event software and business tools your team already relies on, so attendee data, registrations, and client communications stay synced across every system without manual data entry.
Whether you’re pulling attendee records from Eventbrite, tracking contract signatures from DocuSign, or syncing invoices from QuickBooks, Nutshell keeps everything connected — and your team focused on delivering great events.
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.
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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.
Nutshell’s multi-pipeline management allows you to create separate workflows for different types of events—such as weddings, corporate conferences, or trade shows. You can customize the stages for each pipeline, ensuring that the specific milestones for each event type are tracked correctly from a single dashboard.
Yes. Nutshell acts as a unified contact database where you can categorize people by their relationship to your event (e.g., Vendor, Sponsor, or VIP Attendee). Every interaction is logged on a chronological timeline, ensuring total visibility across your team.
Yes. Nutshell offers native and Zapier-enabled integrations with popular tools like Eventbrite to automatically sync attendee data. It also features a built-in Scheduler and integrates with Calendly to eliminate back-and-forth email for site visits and planning meetings.
Nutshell’s sales automation handles repetitive tasks such as sending registration confirmations, triggering follow-up reminders for contracts, or assigning internal tasks once a milestone is reached, ensuring no logistics slip through the cracks.
Yes. Nutshell’s advanced reporting and lead attribution tools identify which marketing channels are driving your most high-value event bookings. You can run custom reports to compare the profitability of different event types and track progress against sales goals.
Nutshell integrates natively with Google and Microsoft Calendars and includes a built-in Scheduler. You can provide booking links for venue tours or consultations that only show your real-time availability, preventing scheduling conflicts.
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