Sales Automation
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
“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
Build pipelines around the way your team sells, automate the busywork, and keep every deal moving with clear next steps, better visibility, and reporting that helps you spot what’s working.
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Your company’s sales process is unique—and so should your CRM pipelines. Make your pipeline your own by customizing it with stages, guidance for reps, confidence level, user assignments, tasks, and more. Or make use of our pre-built pipeline starter packs, designed to suit different sales process needs with stages, goals, tasks, and automations ready for you to personalize.
Then create multiple pipelines for different sales processes to separate your product and service offerings, B2B and B2C customers, new sales and post-sale onboarding, or whatever other audiences your business works with—all customizable for your industry and process.
Use Nutshell’s draft pipelines to plan, test, and fine-tune new pipelines—stages, outcomes, automations, and all—without affecting your active leads or counting toward your plan limits, so you can launch every process with confidence.
If you need some help creating or optimizing your pipeline, Nutshell’s AI Agents can help. Use our built-in Sales Pipeline Designer to help you create tasks, goals, and stages that align with your business needs. Check out our AI Agents support article to learn more.
Empower your sales team to work more efficiently with lead views that meet their needs, allow them to track lead progress through the sales funnel, and help identify bottlenecks. So whether your reps are on the road or in the office, prefer a Kanban or list view of their leads, or just want different ways to visualize their in-progress sales, Nutshell lets them track their assigned leads however works best for them.
Board view is the interactive way to manage your pipeline and track leads in your CRM. Drag and drop leads to the next sales stage and mark leads as won, lost, or canceled. Monitor the general health of your pipeline and quickly see what needs to be done next.
List view is the most traditional approach for optimal lead and pipeline tracking and management. In our sales pipeline software, view your pipeline leads in rows and sort by columns based on the age of the lead, stage, confidence, value, and more.
Ideal for outside sales reps, Map view shows exactly where your companies and people are located, helping you plan for on-site meetings and scheduling activities. Want to find your best leads on the go? Our free iPhone app lets you quickly view any lead list or filtered lead segment in a zoomable, smooth-scrolling map.
Chart view quickly details your lead trends by timeframe, quantity, and value in an easy-to-read graph, making it a great method for tracking your pipeline and leads.
Nutshell’s draft pipeline status gives you a safe space to build, test, and refine new sales pipelines before they ever touch a live lead. Create and adjust stages, outcomes, and automation as much as you need. Draft pipelines don’t accept open leads and don’t count toward your plan limits, so you can perfect your process and activate it only when you’re ready to put it into action.
Choose a pre‑built pipeline starter pack that fits your industry, complete with stages, goals, tasks, email sequences, custom fields, activity types, and tags. From simple outbound prospecting to enterprise sales, Nutshell has a pipeline starter pack template to meet your needs. Bypass the blank‑slate setup and dive straight into experiencing Nutshell’s full sales, marketing, and engagement power after signing up.
Are your leads hot or not? Hot leads let you prioritize the prospects that are most meaningful to you so you know exactly where to focus your attention. Whether a lead is brand new or already in your pipeline, you can “heat it up” in one click, and it’ll immediately be front-and-center on your lead views, dashboard, and to-do lists. Learn more about hot leads!
Want to see specific lead data front and center in your lead board? Now you can choose which fields are displayed and reorder them to support your team’s process. Switch up the customization for each of your company’s pipelines so lead board cards show the most important information for your team’s needs. Learn more about customizing your lead board!
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
A sales pipeline management tool is software that optimizes your sales pipeline for efficiency and productivity and creates a smoother experience for your customers and your reps, helping your team close more deals. With pipeline management software like Nutshell, teams get a range of powerful features that help them customize their sales process, stay on top of leads and sales, automate smaller tasks, and stay organized with all the prospects in their pipelines so they can work more efficiently.
Pipeline management is a critical skill for sales professionals seeking to win more deals. With multiple prospects, tasks, relationships, and even pipelines to juggle at once, sales reps need tools that help them stay ahead of the game. The right pipeline management software can help sales teams:
While every business has unique requirements, the best pipeline management software is the one that saves your team time, automates lower-priority tasks, and ultimately results in increased sales. Here are a few top features to look out for:
Multiple pipelines are available on Nutshell Sales Pro and above. The Sales Pro plan starts at $42/user/month and includes up to 5 customizable pipelines. The Business plan offers increased pipelines, while the Enterprise plan provides unlimited pipelines for complex sales organizations.
Note that draft pipelines are available on all Nutshell plans. This means that users can create and test multiple draft pipelines regardless of their plan, without affecting their plan limits.
Building a custom pipeline takes as little as 20 minutes. You can create stages, add automation rules, and configure goals quickly. Or use our pipeline starter packs to get up and running even faster with pre-built templates.
Yes. You can create your own unique stages for each pipeline in Nutshell, allowing you to customize them to match your different sales processes. This lets you track B2B sales separately from B2C, or manage new sales differently from renewals.
The greatest benefit is tracking your leads and where they come from. It’s been very beneficial to tag each lead and look at them on the map view to evaluate our marketing efforts.
April M. Territory Sales Representative Lira Clinical
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