Nutshell CRM Software | Advanced Engagement Suite Features
CRM features that boost your engagement effectiveness
Web Chat
Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.
SMS
Send, receive and manage text messages with contacts through Nutshell SMS.
Messaging Apps
Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.
Free Customer Support
Connect with our world-class support team to get fast, friendly, and free support when needed.
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 Sales Features
Explore the comprehensive selection of features available in Nutshell’s Sales Suite
See Nutshell’s Marketing Features
Find out more about Nutshell’s extensive range of Marketing Suite features
See all of Nutshell’s features
Discover the broad spectrum of features and tools available to Nutshell customers
Nutshell can do more for your business!
Find out more about our Sales and Marketing Suite features designed to help you nurture leads and stay connected with your customers. SALES SUITE FEATURES MARKETING SUITE FEATURES
Let’s Talk
Have a question? Need a volume discount? Send us a message or book a meeting with a Sales rep to start the conversation. Contact Sales
FAQs
1. What engagement features are included in the free Foundation plan vs. the Pro plan?
Foundation ($0/user/month) includes unlimited web chat, AI chatbot, visitor forms, and thread assignment. Pro ($16/user/month) adds two-way SMS (150 free messages/user), SMS automation, WhatsApp, Facebook Messenger, and Instagram DMs. Pro requires an active Nutshell Sales subscription.
All Nutshell users also have access to the Chatbot and Engagement reports, which provide additional insight into what your visitors are actually looking for.
2. Can I use my existing business phone number for SMS, or do I need a new one?
You’ll need a new local phone number provided by Nutshell. During setup, you’ll choose from available numbers in your area code. The number is company-wide, so your whole team shares it. You can forward incoming calls to your existing number.
3. Do chat and SMS conversations automatically sync with contact records in my CRM?
Yes. All chat, SMS, and social media conversations automatically log to the correct Person, Company, or Lead timeline in Nutshell. Every message is saved and accessible from contact records, so your team always has complete conversation history without manual data entry.
4. Can I assign different team members to handle chat vs. SMS vs. social media conversations?
Yes. Admins can assign conversations to specific team members or set up automatic assignment rules (like round-robin) for each channel. You can also leave messages unassigned for self-assignment. All assignments are managed from your unified Engagement Inbox.
5. What integrations work with Nutshell Engagement features?
Nutshell Engagement integrates with Facebook Messenger, Instagram DMs, and WhatsApp Business (Pro plan). The broader Nutshell platform connects with 1,000+ apps through the App Marketplace, including HubSpot, Slack, Zapier, Google Workspace, Microsoft Outlook, and Salesforce for comprehensive workflow automation.