## Sales and CRM, simplified

Every lead, deal, and interaction organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.

###### Easy to set up & use
Get set up in days, not months. A clean UI for ongoing use.

###### AI-powered
Time-saving AI features built into your workflows.

###### Integrations
Over 5,000+ software integrations.

###### Automation
Sales & Marketing automations to reduce busywork.

###### Customizable
Customize your pipelines, tags, custom fields, lists and more.

###### Free live support
Live chat support available for all trials and customers.

###### Mobile app
App available on iOS and Android.

###### Secure data
Nutshell is SOC2 and GDPR compliant.

### Easy lead and contact management

Eliminate manual data entry and create a single source of truth.

- 360° Contact, Lead & Company timelines: every call, email, text, and note in one chronological feed
- 2-Way email & calendar sync: real-time integration with Google and Microsoft
- AI-powered data enrichment: auto-pulling social profiles and company info from the web
- Custom Fields & tags: organizing data your way (e.g., “VIP,” “Lead Source”)
- Import your data fast: Transfer your data instantly with our partner Import2 or have our Support team import your data for you

[Learn more about contact management](/content/crm/contact-management/index.html)

### Pipeline & lead management

Define your processes → Automate the busywork → Close more deals.

- Create & optimize pipelines: use our visual pipeline builder to create your exact sales process
- Visual pipeline management: kanban, list, map, and chart views of every deal. See where a lead is at any time
- Automated sales sequences: drip emails that stop automatically when a lead replies
- Task & workflow automation: assign tasks and activities automatically → advance a lead automatically when completed
- Automated lead assignment: assign leads to the right rep based on territory, product, value, industry, or round-robin

[Learn more about pipeline management](/content/crm/pipeline-management/index.html)

### AI & sales intelligence

Working smarter by letting the CRM do the busy work, while you do the selling.

- AI summaries: summarize call and meeting transcripts as a saved note on the customer timeline
- Predictive lead scoring: AI-powered lead research and scoring to help reps prioritize leads
- AI email drafting: generate personalized first-touch drafts in seconds
- Timeline summarizations: get caught up on the entire history of an account in seconds
- AI call & activity logging: log calls and activities automatically, keeping your CRM your source of truth

[Learn more about AI-powered CRM](/content/ai/index.html)

### Reports, analytics & forecasting

Create, save, and share reports that give you the data you need to scale.

- Customizable sales reporting: report on new leads, won leads, lost leads and more
- Accurate sales forecasting: predict future revenue based on current pipeline value
- Lead attribution (ROI tracking): know exactly which marketing and sales efforts generated revenue
- Team performance reports: track rep activity, calls, and emails and compare against their quota
- Smart reports: Nutshell AI can create reports for you or connect to your favorite LLM with our MCP server

[Learn more about sales reporting](/content/reports/index.html)

### More tools to fuel your business growth

Nutshell is more than just a CRM, we have more tools available to help you grow your business.

- Live chat and AI chatbot: connect with your website visitors in real time or train your 24/7 Sales chatbot
- Web forms & Landing pages: capture leads from your site and/or create unlimited custom landing pages
- Email & SMS marketing: send newsletters or marketing drips to 10 or 10,000 people at once
- Personalized meeting scheduler: branded booking pages that sync with your calendar and automate meeting creation in your CRM
- Personal SMS & WhatsApp: texting leads directly from the contact record in Nutshell
- Quotes & Invoices: create and send professional quotes and invoices directly from Nutshell
- Native prospecting: find new leads that match your ideal customer profile without leaving Nutshell

[Learn more about our growth tools](/content/features/index.html)

### Enterprise operations & security

Protecting data and connecting the tech stack.

- SOC2 compliant: Industry-leading data security and privacy.
- Advanced permissions, roles & teams: control who can see, edit, or export what
- Open API: available to all customers that need to build custom connections.
- 5,000+ Integrations: connecting to Slack, QuickBooks, Zapier, etc.
- Audit log and changelog: Seeing exactly who changed what in your CRM and when.

[Learn more about enterprise security](/content/security/index.html)

### Customer support

Award-winning support here for when you need us.

- Free for everyone: live chat support is available to all trials and active customers
- Helpful support articles: our knowledge base is filled with “how to’s” and guides to help with all of your questions
- Monthly webinars: covering how to set up and use specific features or processes in Nutshell
- Scheduled phone support: pre-scheduled calls with our support team—available for Sales Enterprise customers
- Nutshell Advisor: Scheduled calls, tips, and more with your own dedicated CRM expert

[Learn more about our award-winning support](/content/customer-support/index.html)

### FAQs

- ###### 1\. How long does it take to set up Nutshell?
Most teams get up and running in just a few days. Nutshell’s intuitive interface and guided setup process means you can import your data, configure pipelines, and start selling quickly—without needing a dedicated IT team or months of implementation time. Check out our [CRM resources](/content/crm/resources/index.html) for setup guides and best practices.

- ###### 2\. Can I migrate my data from another CRM to Nutshell?
Yes. Nutshell supports data migration from Salesforce, HubSpot, Pipedrive, and other major CRMs. We partner with Import2 for seamless data transfers, and our support team offers free data migration assistance during your trial to ensure nothing gets lost in the switch.

- ###### 3\. What’s the difference between Nutshell and Salesforce?
Nutshell delivers essential [sales CRM](/content/crm/resources/sales-crms/index.html) features without Salesforce’s complexity and high costs. We’re designed for small to mid-sized teams who want an intuitive, affordable CRM they’ll actually use. You get pipeline management, automation, and reporting without requiring admin support or extensive training.

- ###### 4\. What’s the difference between Nutshell and HubSpot?
HubSpot offers a free tier but charges significantly more as you scale, with advanced features requiring expensive upgrades. Nutshell provides transparent, affordable pricing with sales and marketing tools included at every level—no surprise fees or feature paywalls as your team grows.

- ###### 5\. Do I need technical skills to use Nutshell?
No. Nutshell is built for business people, not IT teams. The clean interface, drag-and-drop pipeline builder, and straightforward setup mean anyone can manage contacts, track deals, and run reports without coding skills or technical expertise.

- ###### 6\. What happens after my 14-day free trial ends?
If you don’t convert to a paid plan, your trial simply ends—no automatic charges since we don’t require a credit card. Your data remains accessible if you decide to subscribe later. Want to continue? Choose a plan and your team keeps working without interruption.

### Ready to close more deals?
[Start 14-day free trial](https://app.nutshell.com/signup) [Book free demo](/content/contact/index.html)  
  
Supporting over 5k companies across 50 countries since 2009