## Sales and CRM, simplified

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

###### Visual lead pipeline

Track new business, trials, renewals, and upsells in separate pipelines.

###### Sales automation

Automate follow-ups, task reminders, and pipeline moves so no deal goes cold.

###### Contact & account tracking

Store every stakeholder, interaction, and account detail in one place.

###### AI-powered tools

Summarize calls, draft emails, and surface next steps automatically.

###### Email & SMS marketing

Nurture trials, onboard new customers, and run renewal campaigns from one platform.

###### Reporting & analytics

Track pipeline health, forecast revenue, and measure rep performance in real time.

###### Lead capture & web forms

Turn trial signups and demo requests into CRM leads automatically.

###### Meeting scheduler

Let prospects book product demos instantly—no back-and-forth required.

### Keep every deal on track from trial to renewal

SaaS teams don’t just manage new business—they track active trials, manage accounts, and run renewal and upsell motions all at the same time.

When a trial is about to expire or a renewal is coming up, your team gets an automatic reminder. Every stakeholder on the account is mapped, every conversation is logged, and every next step is clear—without anyone having to dig through their inbox to piece it together.

- **Multi-pipeline management:**  Separate workflows for new business, trials, renewals, and upsells
- **Stakeholder tracking:**  Map every decision-maker, champion, and contact on each account
- **Full communication timeline:**  Every email, call, and note logged automatically in one place

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

### Spend less time on admin, more time closing

Manual data entry and forgotten follow-ups are silent deal killers. Nutshell automates the repetitive work so your reps can stay focused on the conversations that actually move deals forward.

Set up your sequences once and let Nutshell handle the rest. Emails go out on schedule, tasks get assigned automatically, and every interaction is logged in the background—no manual updates, no missed steps.

- **Automated sequences:**  Triggered follow-ups and tasks fire at every pipeline stage
- **Email & calendar sync:**  Every interaction logged automatically—no manual entry required
- **AI email drafting:**  Generate personalized outreach in seconds, not minutes

[Learn more about sales automation](/content/crm/sales-automation/index.html)

### Convert more trials and demos into paying customers

SaaS buyers move fast and expect an even faster response. Nutshell helps you capture inbound interest the moment it happens—from trial signups to demo requests—and follow up before your competitors do.

Your website works around the clock to bring in leads. Nutshell makes sure none of them slip away. Web forms pull trial signups directly into your pipeline, the AI chatbot qualifies and routes visitors after hours, and the meeting scheduler lets interested buyers book a demo in seconds.

- **Lead capture & web forms:**  Pull trial signups and demo requests directly into your pipeline
- **Meeting scheduler:**  Let prospects book demos instantly—no back-and-forth required
- **AI web chat:**  Qualify visitors and route leads 24/7, even when your team is offline

[Learn more engagement tools](/content/engagement/index.html)

### Make smarter decisions with real-time data

SaaS teams live by metrics. Nutshell gives sales leaders clean pipeline data, accurate forecasting, and lead attribution reporting so you always know where revenue is coming from and where deals are stalling.

Track MRR pipeline, see which lead sources drive your best conversions, and share live dashboards with your team or leadership—without needing a data analyst or a separate BI tool to make sense of it all.

- **Revenue forecasting:**  Predict future revenue based on live pipeline data
- **Lead attribution:**  Know exactly which channels generate your best leads
- **Custom dashboards:**  Build, save, and share reports in minutes

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

### Connect with the tools you already use

Nutshell integrates with the software SaaS sales and marketing teams rely on, so your customer data stays synced across every system—no manual exports, no duplicate records.

SaaS teams run complex stacks. Nutshell sits at the center of yours. Connect your billing tools to see payment status alongside deal data. Sync your email and calendar so every touchpoint is logged automatically. Send proposals and contracts without ever leaving your CRM.

- **[Email & calendar](/content/integrations-category/communication/index.html):**  Two-way sync with Gmail and Outlook keeps every interaction logged automatically
- **[Billing & accounting](/content/integrations-category/accounting/index.html):**  Connect Stripe and QuickBooks to sync customer and payment data
- **[Contracts & proposals](/content/integrations-category/contracts-proposals/index.html):**  Send and track proposals via DocuSign and PandaDoc directly from Nutshell (or use our built-in [proposals and invoices](/content/quotes/index.html))
- **5,000+ apps via [App Marketplace](/content/integrations-category/appconnect/index.html):**  Connect your prospecting, scheduling, and marketing tools with ease

[Browse all integrations](/content/integrations-category/all/index.html)

### 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](/content/customer-support/index.html)

### 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](https://app.nutshell.com/signup) [Book free demo](/content/contact/index.html)

🎉 No credit card required!

### FAQs

- ###### 1. Does Nutshell integrate with subscription billing platforms like Stripe or Chargebee?

Yes! Nutshell integrates with both Stripe and Chargebee through our Marketplace and Zapier. These integrations keep your customer and subscription data synced across platforms, eliminating manual data entry and ensuring your sales team always has accurate, up-to-date billing information.

- ###### 2. How does Nutshell help SaaS companies reduce customer churn?

Nutshell reduces churn through automated renewal reminders, personalized email sequences, and activity tracking that helps you spot at-risk customers early. Our pipeline management lets you create dedicated workflows for renewals, while contact timelines show every interaction, helping your team deliver consistent, proactive support.

- ###### 3. Can Nutshell track trial users and automate follow-ups during the trial period?

Absolutely. Create a dedicated trial pipeline to track free trial users separately from other leads. Use Nutshell’s sales automation to trigger personalized email sequences, set follow-up reminders, and automatically move trial users through stages. Tag trial users to segment them for targeted campaigns and track conversion rates.

- ###### 4. How long does it take to implement Nutshell for a SaaS company?

Most small businesses get up and running in two to four weeks. Our free white-glove onboarding service handles data migration and setup for you, or you can self-onboard at your own pace. Start with the essentials—email sync, contact import, and pipeline setup—then add advanced features gradually.

- ###### 5. Does Nutshell track SaaS-specific metrics like MRR, ARR, or customer lifetime value?

Nutshell tracks recurring revenue through lead cloning and custom pipelines. For robust MRR/ARR tracking, we recommend integrating with dedicated subscription management software like Chargebee or using our Zapier connection to export data to Google Sheets. Our reporting suite tracks sales metrics, pipeline performance, and forecasting.

### Thousands of happy users can’t be wrong.

Reviews

4.3