AI TOOL PROFILE
Nutshell CRM: Sales and Marketing Automation for Small Businesses
Pricing
Monthly plans range from $13 to $79 per user. Optional add-ons include email marketing ($49/month), SMS ($16/user/month), prospecting ($5/month), and quotes/invoices ($67/month).
At a glance
- Best for
- Small business owners, Sales teams, Mid-market companies
- Key use cases
- Quote and Invoice Management, Sales Pipeline Tracking, Lead Research, Customer Communication
- Integrations
- Gmail, Google Calendar, Outlook, Calendly, Facebook Messenger
- Official website
- Visit Nutshell Crm official website
How AI is used
Nutshell is a sales CRM for small businesses and mid-market companies. It includes tools to help reduce manual administrative work using AI for call transcription, meeting summarization, and lead research.
Key Features
Contact Management
Supports unlimited contacts and companies with customizable fields to track interactions.
Email and Calendar Sync
Provides two-way synchronization with Gmail and Outlook.
Pipeline Visualization
Includes a drag-and-drop interface to monitor where deals stand in the sales process.
AI Notetakers
Designed to transcribe, summarize, and log calls and meetings.
Lead Capture Tools
Includes an AI chatbot, web forms, and landing page creation to capture new leads.
Quotes and Invoices
Supports creating and sending custom quotes and invoices directly from the CRM pipeline.
Use Cases
Quote and Invoice Management
Using the quotes and invoices tool to send professional documents to prospects.
Sales Pipeline Tracking
Monitoring deal progress using drag-and-drop stages to manage lead flow.
Lead Research
Using AI tools to identify website visitors and find prospect contact information.
Customer Communication
Syncing Gmail or Outlook and using SMS capabilities to maintain communication records.
Integrations
- Gmail
- Google Calendar
- Outlook
- Calendly
- Facebook Messenger
- Google Sheets
- Google Meet
- Dropbox
- Dropbox Sign
FAQ
Does Nutshell offer a free trial?
- Yes, Nutshell provides a 14-day free trial that does not require a credit card to start.
Is there a limit to how many contacts I can add?
- Nutshell includes unlimited CRM contacts and storage as standard across its plans.
How does the AI functionality work in Nutshell?
- AI features are divided into 'AI outcomes,' which use a monthly shared usage bucket based on the plan, and 'AI assists,' which are available for unlimited use.
Does Nutshell integrate with my existing email?
- Yes, it supports two-way synchronization with both Gmail and Outlook.
Source category: Sales
Source subcategory: CRM
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