CRM + Webchat + AI Chabot + SMS | Nutshell Engagement
Reach more people with less effort
Bring every conversation into one place – chat, SMS, email, and social – so your team responds faster and never misses a follow-up.
Webchat
Engage with your customers while they are on your website
AI chatbot
Engage visitors 24/7, qualify leads, and book meetings automatically.
Engagement bar
Capture leads, bookings and quote requests from your website
SMS
Text with leads directly from the timeline.
Social media Inbox
Manage messages from Facebook, Instagram and WhatsApp.
Shared email inbox
Collect leads via your team’s shared email.
Automated assignment
Auto-assign texts, emails and messages to the right person for fast responses.
Omni-channel inbox
Manage all of your customer conversations in one place – Nutshell.
A chatbot that knows your business
Launch broadcasts in minutes and automate follow-up that feels personal.
- Train your chatbot using webpages and documents
- Automate responses to common questions 24/7
- Define response behavior and topic management
- Hand off to a real agent seamlessly
- AI-generated conversation starters
Make it easy to start a conversation
Offer chat, SMS, and forms in one simple on-site experience.
- Enable chat, call, text, quote, book & quote actions
- Automate lead-capturing via engagement bar actions
- Customize appearance according to your brand
Learn more about SMS messaging
One inbox for every channel
Manage chat, SMS, email, and social in one place so no leads slip through the cracks.
- Centralize messages from multiple channels.
- Assign conversations to the right agent or team.
- Track conversation history for full context.
- Collect and assign leads via your shared email inboxes.
Learn more about omni-channel inbox
Engagement reporting
The Engagement report helps you understand the impact of your chat widget on your website.
- Visualize how visitors interact with your Chat widget
- Measure impressions, opens and actions taken (chats, bookings, calls, etc.)
- Spot bottlenecks in your funnel and optimize your web chat experience
World-class live support for all customers
We want you to succeed. That’s why we don’t charge for support. Our friendly support team has your back from the moment you start your trial.
We’ll even help migrate your data so you can get up-and-running fast. Onboarding and implementation services are available if you need them.
See Nutshell in action!
Try Nutshell free for 14 days or let us show you around before you dive in.
Start 14-day free trial Book free demo
🎉 No credit card required!
How does pricing work?
- Choose your CRM plan.
- Choose included Engagement features or Upgrade to Engagement Pro ( compare plans).
- Choose how many 1:1 SMS messages you need per month.
Foundation Growth Pro Business Enterprise
$13per user / month
Pricing shown is based on annual commitment
Foundation Pro
$0per user / month
Engagement Foundation is included with all CRM plans.
Don't need more Up to 250 messages Up to 500 messages Up to 1,000 messages Up to 1,500 messages Up to 2,000 messages Up to 2,500 messages Up to 3,000 messages Up to 4,000 messages Up to 5,000 messages Up to 10,000 messages
$0
An Engagement Pro subscription is required for 1:1 SMS
See all pricing Start your 14 day free trial
Their AI chatbot is very intuitive and if I can’t figure out the answer from there, their support team is very friendly and responsive.
Peggy B. Small business (50 or fewer emp.)
Reviews4.31,458
FAQs
1. What’s the difference between Nutshell Engagement and a traditional CRM?
Traditional CRMs store customer data and manage sales processes. Nutshell Engagement goes further by enabling real-time, two-way communication across SMS, web chat, and social channels—all in one platform. It’s about actively engaging customers, not just tracking them.
2. Can I use Nutshell Engagement without purchasing separate tools for each channel?
Yes! Nutshell Engagement combines SMS, web chat, AI chatbot, and social messaging (WhatsApp, Facebook, Instagram) in one unified inbox. You won’t need to wire together multiple tools or manage separate subscriptions—everything works seamlessly within your CRM.
3. How does the AI chatbot hand off conversations to human agents?
When a visitor needs human help, your AI chatbot can instantly connect them to available team members. You control when handoffs happen by setting goals in your chatbot settings. If no one’s available, the chatbot captures their info so you can follow up.
4. What happens to my SMS messages if I reach my monthly limit?
You can purchase additional SMS message packs in increments of 250 messages (up to 10,000) directly from your Nutshell account. This ensures you never miss important conversations with leads and customers, even during high-volume periods.
5. Can I manage Instagram, Facebook, and WhatsApp messages in the same inbox as SMS and web chat?
Absolutely. Nutshell’s Engagement Inbox consolidates all your conversations—SMS, web chat, WhatsApp, Facebook Messenger, and Instagram DMs—in one place. You can assign threads, track conversations, and respond without switching between tools or tabs.