What is Nutshell
Nutshell combines CRM, sales automation, and email marketing in one platform. Teams manage contacts, track pipelines, and run outreach without switching tools. It targets B2B organizations that want simplicity over complexity.
Overview
Nutshell provides a unified workspace for managing sales pipelines, automating repetitive tasks, and running email campaigns. Users can customize multiple pipelines to match different sales processes. Built-in engagement features include webchat, SMS, and an AI chatbot. Reporting covers activity tracking, email performance, and sales quotas. The platform syncs with email and calendar applications out of the box. Live support is included across all paid tiers.
How to use Nutshell
Teams import contacts, configure pipelines, and set up automation sequences to handle follow-ups. Reps log activities manually or let the platform capture them through email and calendar sync. Managers monitor pipeline health and team performance using built-in reporting dashboards.
Key Features
- Customizable sales pipelines
- Contact and account management
- Email and calendar synchronization
- Personal email sequence automation
- No-code email builder for campaigns
- Built-in webchat and AI chatbot
- Two-way SMS messaging
- Sales quota and goal tracking
- Lead assignment and routing rules
- Full reporting suite with attribution
Ideal Customer Profile
B2B teams at startups and small to mid-market companies that want an easy-to-use CRM with integrated marketing and engagement capabilities.
Best for: Seed, SMB, Mid-market