AI Agents for CRM | Nutshell Helps You Increase Productivity
Eliminate Busywork.
Close Deals Faster.
Nutshell’s AI Agents automate lead research, pipeline setup, and move deals faster—saving you valuable time
AI agents built into your CRM
AI agents act as on‑demand sales co‑pilots—designing pipelines, drafting campaigns, handling objections, and surfacing next steps across your CRM.
Spend less time on grunt work and more on closing.
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Try Nutshell free for 14 days or let us show you around before you dive in.
Increase team productivity and drive more revenue with Nutshell’s AI Agents
Discover how easy it is to leverage our powerful AI Agents for greater sales and marketing success. Read more about where to access Nutshell’s AI Agents in-app and how to use them to your advantage in our comprehensive AI Agents knowledge base article.
CRM features that boost your sales effectiveness
Sales automation
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Pipeline management
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Reporting & analytics
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Calls & meetings
One-click calling, AI call summaries, AI next steps, and easy scheduling.
Email automation
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Artificial intelligence
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Meeting scheduler
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Proposals & Invoices
Quickly create, send, track, and get signatures on custom quotes, invoices, and contracts directly from Nutshell.
Team collaboration
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
AI agents
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Contact management
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Product Importer
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.
Prospecting
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Website visitor identification
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Contact enrichment
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
Lead attribution
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.
Free customer support
Connect with our world-class support team to get fast, friendly, and free support when needed.
Email and calendar sync
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
Security
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
App Marketplace
Integrate Nutshell with the rest of your tech stack
See Nutshell’s Marketing features
Find out more about Nutshell’s extensive range of Marketing Suite features
See Nutshell’s Engagement features
Learn more about Nutshell’s industry-leading Engagement Suite features
See all of Nutshell’s features
Discover the broad spectrum of features and tools available to Nutshell customers
CRM AI Agent FAQs
1. Where do I find AI Agents in Nutshell?
Click the AI Agents robot icon in the upper-right corner of your Nutshell workspace to open the sidebar, then choose the agent you need.
2. How are conversation credits counted?
A credit is used only when you reset a chat or let it time out, so you can ask unlimited follow-ups inside a single conversation. Monthly credit pools scale with your Nutshell plan.
3. Do AI Agents use my existing CRM data securely?
Yes. Each agent references just enough of your saved pipeline details, templates, or lead data to personalize its answers while keeping all information inside your secure Nutshell account.
4. Which Nutshell plans include AI Agents?
AI Agents are available on all Nutshell plans, from Foundation to Enterprise. The number of conversations available scales with your plan level, giving every team access to Pipeline Designer, Objections Coach, and Lead Research agents.
5. Do I need technical skills or training to use Nutshell’s AI Agents?
No technical skills required. AI Agents work through simple conversations in your CRM sidebar—just click the AI sparkle icon, choose your agent, and ask questions in plain language. The agents understand your existing Nutshell data and provide instant, actionable guidance.
6. Can I try AI Agents during my free Nutshell trial?
Yes. AI Agents are fully accessible during your 14-day free trial, so you can test Pipeline Designer, Objections Coach, and Lead Research agents with your own data. No credit card required to start exploring how AI can accelerate your sales workflow.