The best CRM for professional services | Nutshell

Sales and CRM, simplified

Every lead, client, and engagement is organized, automated, and tracked so your team can build relationships and bill more hours, not chase busywork.

Complete client profiles

Track engagement history, key contacts, documents, and every conversation.

Visual pipeline management

Track every opportunity from first inquiry to signed engagement.

Sales automation

Automate follow-ups, task reminders, and pipeline updates so no lead goes cold.

Email & calendar sync

Every client email and meeting auto-logged. No manual entry, ever.

Never lose track of a client

Every client your firm works with has a history — past engagements, key contacts, documents exchanged, and dozens of emails and calls. Nutshell brings all of it together in one complete client profile so anyone on your team can step in with full context.

When a senior partner hands off an account or a long-term client calls with a question, your team sees the full picture instantly — no digging through inboxes, no “let me check with so-and-so.” That’s the kind of seamless service that turns one-time engagements into decade-long relationships.

Full engagement history: Every past project, proposal, and conversation logged in one place
Team visibility: See who’s working with which clients and when they last connected
Custom fields: Track service type, contract value, renewal dates, and any detail that matters to your firm

Learn more about contact management

Protect your billable hours

Every minute your team spends on manual follow-ups, data entry, and chasing proposals is a minute they’re not billing. Nutshell’s automation handles the repetitive work so your professionals stay focused on the client work that actually generates revenue.

Set up automated email sequences that trigger when a prospect goes quiet. Let AI log your calls and summarize your meetings the moment they end. Every client email syncs automatically — no copy-pasting, no manual logging, ever.

Automated follow-ups: Sequences that trigger based on pipeline stages, deadlines, or client actions
AI call summaries: Calls and meetings logged and summarized automatically to client timelines
Two-way email sync: Every client email captured and saved without manual effort

Learn more about sales automation

Win more business without dropping the ball

Most professional services firms lose new business not because they’re not good enough — but because a proposal went cold while everyone was deep in client work. Nutshell’s visual pipelines keep every opportunity organized from first inquiry to signed engagement, even during your busiest seasons.

Use web forms to capture inbound leads automatically. Route new inquiries to the right team member instantly. Then track every opportunity so no potential client slips away while your team is heads-down on delivery.

Custom pipelines: Separate workflows for different service lines, client types, or practice areas
24/7 lead capture: Web forms and AI chatbot capture and qualify inbound leads around the clock
Automated lead routing: New inquiries assigned to the right person immediately

Learn more about pipeline management

Turn past clients into long-term partners

The easiest new business is repeat business — but it only happens if you stay in touch. Nutshell makes it easy to re-engage past clients and nurture prospects through long sales cycles with email and SMS campaigns, all from the same platform where you manage your pipeline.

Send thought leadership newsletters to stay top-of-mind. Reach out to past clients when new services launch. Automate check-ins after project completion to surface upsell opportunities and referrals — without adding to anyone’s to-do list.

Targeted campaigns: Segment by service type, industry, or engagement history
Automated nurture sequences: Keep prospects warm through long sales cycles without manual effort
Email & SMS: Reach clients where they prefer to communicate

Learn more about our email automation

Connect with the tools you already use

Nutshell integrates with the software professional services firms rely on, so your client data stays synced across all your systems.

Connect your accounting software to keep billing and client records aligned. Link Google Workspace or Microsoft 365 so every email and meeting is logged automatically. Integrate with proposal tools so you can send, track, and follow up on engagements without leaving your CRM.

Accounting & billing: Sync client data and invoices with QuickBooks, FreshBooks, and more
Contracts & proposals: Send, sign, and track engagement letters and proposals directly from Nutshell (we also have our very own quotes and invoices)
Email & calendar: Two-way sync with Google Workspace and Microsoft 365 keeps communications logged automatically
5,000+ apps via App Marketplace: Connect project management, time tracking, and collaboration tools

Browse all integrations

Helpful, human 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-tos” and guides to help with all of your questions
Monthly webinars: Covering how to set up and use specific features or processes in Nutshell

Learn more about our award-winning support

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!

🎉 Try free for 14 days, no credit card required🎉 Free live support on every plan🎉 No seat minimums or maximums

Monthly AnnualSave 15%

$13Per user, per monthSave $6/month with annual billing

For individuals or small teams getting started.

2 hrs saved per month

$25Per user, per monthSave $7/month with annual billing

For small teams that require more reporting power.

4 hrs saved per month

FAQs

1. How long does it take to implement Nutshell for a professional services firm?

Most small to mid-sized professional services firms can implement Nutshell in 2 weeks to 2 months. Nutshell’s intuitive interface and free onboarding support help you get up and running quickly—unlike complex platforms like Salesforce that can take a year to fully implement.

2. Can Nutshell import data from my current CRM?

Yes. Nutshell offers free white glove data import services for all customers during onboarding. We’ll migrate your contacts, leads, and communication history from your existing CRM—no matter which platform you’re currently using—so you don’t lose valuable client data.

3. Does Nutshell integrate with accounting software like QuickBooks or Xero?

Absolutely. Nutshell integrates seamlessly with popular accounting platforms including QuickBooks Online, Xero, and FreshBooks. These integrations help you sync client data, streamline invoicing, and manage your financial workflows without switching between multiple systems.

4. Can Nutshell track billable hours and manage client retainers?

While Nutshell doesn’t have built-in time tracking, it integrates with specialized time tracking and billing software like Harvest, FreshBooks, and Hubstaff. You can also use Nutshell’s Quotes & Invoices add-on to create and manage recurring invoices for retainer-based clients.

5. Is Nutshell easier to use than Salesforce for professional services teams?

Yes. Nutshell is designed for ease of use with a modern, intuitive interface that doesn’t require extensive training or IT support. Customers report Nutshell is 10 times more affordable than Salesforce and significantly faster to implement, with better support included at every plan level.

Thousands of happy users can’t be wrong.

Reviews

4.3

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