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
Streamline daily processes using the generative power of AI in Nutshell. Unlock Nutshell’s AI capabilities to simplify sales activities and open up a world of possibilities.
With powerful AI in Nutshell, you’ll never have to sift through years of notes on your customers again.
Get a quick and accurate summary of your People, Company, and Lead timelines with timeline summarization, complete with your frequent talking points, a summary of your interactions, and potential conversation starters.
With Zoom, Google Meet, and Click-to-Call transcriptions enabled, Nutshell’s AI will generate summarizations of your call transcriptions.
Then, share the summaries with your team so everyone gets the relevant information they need to move the sale forward.
Use Nutshell’s AI email starters to instantly generate a thoughtful response to keep your lead engaged and cut email writing time by up to 50%.
When time equals money, that’s a serious potential boost to your bottom line.
Nutshell’s AI chatbot engages visitors, answers questions, books meetings, and captures contact details—so your pipeline keeps growing even when your team isn’t online. If needed, it even knows when to pass of the conversation to a human team member.
Training your chatbot is a breeze: just point it to your site’s URLs or upload PDFs, and it instantly learns your products, pricing, and FAQs—no coding required.
Use Nutshell’s voice-to-text tool to quickly take notes, collaborate with team members, and write emails—no typing required.
Notetaker uses conversational AI to generate highly accurate text from your voice, so you can save time on routine tasks.
Design pipelines, draft reply-worthy emails, beat objections, and surface lead insights in a quick chat—right from the sidebar.
Nutshell’s AI Agents pull context from your CRM data to deliver ready-to-use answers, turning hours of admin into minutes of progress. Simply open an agent and type in your question or use one of the ready-made prompts provided to save time so your team can focus on closing.
Create perfect emails faster with our AI writing assistant available on our Nutshell Marketing plans. Do everything from checking your spelling and grammar to changing the tone and even translating email content to another language.
All it takes is a couple of clicks, and the AI in Nutshell does the rest.
Nutshell’s CRM MCP Server Integration lets you effortlessly link AI assistants like ChatGPT or Claude to your CRM—no coding needed. With a single-click setup, you can start getting AI-powered insights on your CRM data.
Example: Hey, ChatGPT. Can you tell me what sales activities are most commonly logged for our closed won sales over $5,000? I’d like to be able to update our sales process based on what seems to work!
By turning pipeline data and lead history into clear, actionable prompts, our AI sales coach reduces decision fatigue and keeps reps focused on selling—not planning.
Built right into the Lead page, our AI sales coach analyzes the context of your sales process and lead history to help suggest your strongest next move—helping your team act quickly, confidentially, and successfully.
Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.
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
As in many industries, applying AI in customer relationship management can help teams save time, make sense of large quantities of information, and streamline time-consuming tasks like researching contacts online.
When looking for a system that combines CRM and AI, search for a tool that isn’t just using AI as a buzzword but provides real value through capabilities like:
The future of AI-driven CRM is bright—AI will be an integral part of how businesses across industries optimize their sales processes. Nutshell’s already robust AI features are expanding in 2025 to include Zoom call transcription and summarization, AI-generated email reply starters, and more.
Take our guided tour to explore Nutshell’s incredible features!
Simple, user-friendly interface. Easy to track sales opportunities through pipeline. Many features recently added, including voice-to-text for making notes & AI transcription for calls.
Anonymous reviewer, Computer Software
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