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
Nutshell’s features make it easier to:
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.
Easily capture customer information and automatically create new contacts and leads in your CRM with Nutshell Forms.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
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.
Create custom audiences and send targeted emails with your CRM data to help you close more leads.
Build, publish and manage landing pages for your digital marketing campaigns—no coding required. Add your forms and meeting scheduler to learn more about visitors.
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.
Send and/or automate SMS drip sequences and broadcasts to your customers and audiences.
Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.
Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
Have a question? Need a volume discount? Send us a message or book a meeting with a Sales rep to start the conversation.
The best next-action sales & marketing CRM on the market
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