Nutshell

The product is an AI-powered sales CRM and marketing automation platform that centralizes contacts, pipelines, communications and reporting to help teams save time, track deals and close more business. It is for sales teams and executives at small to mid-sized B2B companies that need an easy-to-use system with fast setup. It is delivered as a cloud SaaS with mobile access, 5,000+ integrations, and email/calendar sync, positioned as simple to use with quick onboarding.

Key features

• Contact and company management
• Custom fields and interaction tracking
• Email and calendar two-way sync
• Sales reporting and forecasting
• Drag-and-drop pipeline management
• Call transcription and summarization
• Chatbot and forms for lead capture
• Quotes, invoices and contracts
• Email marketing builder and automation
• SMS messaging and landing pages
• Omni-channel inbox for webchat and WhatsApp
• Prospecting for new leads and contacts
• Integrations with 5,000+ apps
• Mobile app access