Nutshell

Meet Nutshell

Nutshell combines a sales CRM with tools for marketing and customer follow-up. Contact and company records hold interactions, while visual pipelines track opportunities through their stages. Gmail and Outlook connections bring email and calendar activity into the sales record.

Forms, a chatbot, landing pages, email campaigns, and SMS provide ways to capture leads and continue a conversation. Quotes and contracts can be prepared from templates, sent, tracked, and signed within the CRM. Calls and meetings can be transcribed and summarized, adding discussion details to the record. AI assistants support sales and marketing tasks in the same workspace where the team manages its pipeline.