Nutshell CRM Features: Sales & Marketing Automation Tools
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.
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.
Web form builder
Easily capture customer information and automatically create new contacts and leads in your CRM with Nutshell Forms.
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.
AI agents
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Team collaboration
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
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.
Email marketing
Create custom audiences and send targeted emails with your CRM data to help you close more leads.
Landing pages
Build, publish and manage landing pages for your digital marketing campaigns—no coding required. Add your forms and meeting scheduler to learn more about visitors.
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.
1:1 SMS
Send, receive and manage text messages with contacts through Nutshell SMS.
SMS marketing
Send and/or automate SMS drip sequences and broadcasts to your customers and audiences.
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.
Messaging apps
Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.
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
Compare features by plan
See what features are available on each one of our CRM tiers
All the features you need to work smarter, not harder
Nutshell Overview
This walkthrough offers an insightful look at Nutshell, a customizable CRM designed to streamline sales and marketing for B2B businesses, enhancing productivity and driving growth. Discover how Nutshell empowers your team with customizable dashboards, easy task management, and real-time reporting to efficiently track and manage leads. With powerful integrations and dedicated support, Nutshell enables businesses to maximize their sales potential. Explore the guide and see how Nutshell can transform.