“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
Try Nutshell free for 14 days.
Effortlessly store and organize all customer details, job notes, and email conversations in a centralized repository, ensuring your team stays connected and informed. With quick access to critical information, you can provide personalized experiences that keep your clients engaged and satisfied.
Craft personalized email sequences using our intuitive templates, and effortlessly close new jobs from your leads. Seamlessly integrate with your existing marketing software, so you can stay on top of your prospects’ inboxes and scale your outreach without breaking a sweat.
Use our intuitive website form builder to create & embed customizable web forms to capture leads. Track form performance and fine-tune your approach within Nutshell. With just a few clicks, your team can reach out to form-fillers promptly, creating seamless experiences that build trust and boost conversions.
Flexibility is key for HVAC companies. Whether you service residential or commercial properties, keep track of leads from first contact and job estimate to completed job.
Easily drag and drop leads between stages, mark leads as closed-won or closed-lost, and view your pipeline in a way most convenient to you: through board view, map view, list view, or more.
Our lead management is easily adopted by team members so that your HVAC team can confidently track leads and revenue, and make data-driven decisions to win more jobs.
Create custom pipelines based on your HVAC sales cycle for better tracking, better pipeline management, and easy lead management. Once your sales pipeline is in place, empower your team with automation.
Eliminate time-wasting tasks by streamlining the entire journey from resource downloads and initial booking, to follow-up appointments.
Leverage Nutshell’s built-in automation to put your sales email outreach on autopilot, enabling your team to focus on higher-value activities like job site visits and phone calls.
Book appointments directly in Nutshell to keep all customer communication in one place.
With our scheduling tool, you can sync your calendar and embed a customized booking form directly on your website.
Make it easy for prospects to book your technicians — all in one seamless Revenue Booster add-on.
Nutshell seamlessly integrates with QuickBooks Online, Xero, and other popular accounting software to help HVAC teams manage invoices or job quotes.
Sync your customer data between your invoicing software and Nutshell, reduce manual data entry, and maximize your team’s efficiency.
Empower your decision-making with Nutshell’s easy-to-use and customizable reports. Gain at-a-glance insights into your business, measuring performance and identifying growth opportunities. Presentation-ready charts and snapshots of your business at different intervals enable you to track progress effectively and strategize for future success.
Free and friendly customer support, dedicated to helping your HVAC team succeed at every step of your CRM journey. Yes, really!
Adapt your pipelines to your business’s needs, with multiple customizable pipelines included with Nutshell Pro.
Respond to seasonality with convenient month-to-month payment options. Give your team the flexibility to scale and adapt as your business changes and grows.
Access your CRM data from the field with an intuitive mobile app. Keep contact info and job details on hand, always.
Don’t spend valuable time configuring complex software. Get up in running in days, not months with quick and easy onboarding, and top-rated support.
Say goodbye to limitations. With Nutshell CRM, manage an unlimited number of CRM contacts and data (at no extra cost!), ensuring you never miss a potential lead.
– Amanda B., G2 Review
Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.
CRM, sales automation, and advanced reporting to help your team maximize every opportunity.
Harness the power of Artificial Intelligence to improve efficiency, effectiveness and revenue in your CRM.
No limits. No caps. No nonsense. Our tier that gives your team the most firepower.
I love how easy Nutshell is to use. The product is very robust and cost effective. For us, this is a dream product because of the price, performance and customer support!
– John R., G2 Review
