Nutshell

Founded by Andy Fowler in 2009

Manage contacts, sales pipelines, and email marketing in one place

Cost

Free Trial

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Nutshell to track contacts and companies, manage sales pipelines with drag-and-drop boards, and run email marketing campaigns. It syncs two-way with Gmail and Outlook, logs calls automatically, and generates reports on team activity and deal progress. You can also build chatbots, create landing pages, send SMS, and generate quotes and contracts. AI features handle call transcription and summarization, so reps spend less time on manual data entry and more time selling.

What Nutshell does

Create automated email sequences based on deal stage or contact activityLog and transcribe sales calls automatically using AIDrag deals between pipeline stages to update their statusSync emails and calendar events from Gmail or Outlook to contact recordsSend bulk SMS messages to a segmented list of leadsBuild and send quotes with custom templates and collect e-signaturesSet up a chatbot to qualify and capture website visitor information overnightGenerate weekly sales reports showing team activity and revenue progressAutomatically transcribes and summarizes calls and meetings without manual notesTwo-way sync with Gmail and Outlook for emails and calendar eventsDrag-and-drop sales pipeline with multiple viewsBuilt-in AI chatbot that captures leads and books meetings around the clockIdentifies anonymous website visitors and turns them into outreach targetsCreate and send quotes, invoices, and contracts with e-signature support inside the CRMSMS messaging and custom landing pages to capture and track new leadsSegment audiences and automate email marketing campaigns with a visual builder