Sales automation
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Nutshell syncs Gmail, Calendar, Drive, and Meet—auto-logging activity and unlocking AI insights—so you sell without switching tabs.
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When your CRM works hand in hand with Google Workspace, your sales and marketing teams spend less time juggling apps and more time nurturing leads. Nutshell connects with all your favorite Google Workspace tools—giving you a single home for your conversations, schedules, files, and insights.
Send and receive emails without leaving Nutshell, and automatically log every conversation to the right contact or lead. Reps who live in Gmail can keep working there. Once Gmail is connected, the emails they send and receive are saved to the matching person in Nutshell, either all of them or only the ones labeled “Nutshell”. Synced email stays private to the rep until they choose to share it. A new sender becomes a person or lead from the Nutshell sidebar in Gmail, without opening a second tab.
Nutshell’s Gmail integration keeps your inbox and CRM in perfect sync, so nothing slips through the cracks. Use personalized email templates and tracking to see who’s opening your messages and when.
Install the Nutshell for Gmail Chrome extension to keep your CRM data right where you need it—inside Gmail. Use your saved Nutshell email templates without leaving your Gmail inbox. And instantly view or update lead information alongside every conversation.
Schedule meetings, set reminders, and track events without double entry.
Nutshell integrates directly with Google Calendar so you can see your events in both places, and even send invites right from your CRM.
Create or update an event in your CRM and they’ll show up on your Google Calendar.
Import your Google Contacts into Nutshell in a few clicks.
Create Google contacts for new Nutshell people with Zapier.
Attach, share, and manage Google Drive files directly from Nutshell.
Whether it’s proposals, presentations, or contracts, you can access the right file at the right time without digging through folders.
The Google Meet notetaker logs your Meet calls as activities with a transcript and AI summary with Nutshell’s Google Meet integration. A rep who finishes a discovery call can open the lead and find the transcript and an AI summary already on the timeline, ready for the follow-up email.
Let Nutshell automatically log your call and generate an AI call summarization for instant meeting notes and action items from your recordings—No need to log calls or take notes. That way, you can focus on the conversation, not your keyboard.
Connect Nutshell and Google Sheets with Zapier.
Use Google Sheets to run quick analyses, clean up lists, or prepare reports—then send your data right back into Nutshell.
Try Nutshell free for 14 days or let us show you around before you dive in.
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Gmail syncs both ways. Google Calendar syncs from Nutshell to Google, and you can turn on two-way sync. Google Contacts can be imported once.
Absolutely. Nutshell’s mobile apps for iOS and Android support the essential Google Workspace integrations, so you can work from anywhere.
Gmail, Calendar and Meet integrations are on every plan. Some extras, like email templates in Gmail, need Business or above.
Connecting Google takes a few clicks, and your Google Workspace admin may need to approve Nutshell first. Choose what to sync, then Gmail and Calendar sync automatically after that. Our free onboarding support helps you get started quickly—most teams are up and running within days, not weeks.
Yes. Nutshell syncs your Gmail automatically. Sync everything, or only emails you label Nutshell For older emails, use our Chrome extension to import specific threads. Import your Google Contacts with the Google contacts import, or upload a CSV.
Absolutely. Turn on cloud recording in Google first. Nutshell then transcribes and summarizes your Meet calls using AI outcomes from your plan, and saves both to the contact timeline, making it easy to review key points and share insights with your team without the need for manual note-taking.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
One-click calling, AI call summaries, AI next steps, and easy scheduling.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create, send, track, and get signatures on custom quotes, invoices, and contracts directly from Nutshell.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
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.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
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.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
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