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“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

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Nutshell AI

AI that saves you time

Stop typing notes after every call. Stop researching prospects manually. Nutshell AI handles the busywork so you can focus on selling.

Does your CRM save you time? Nutshell AI does.

Nutshell’s approach to AI

AI has come a long way in such a short term and it’s made it’s way into many software products. Unfortunately, a lot of those applications have made it hard to use or only focused on “buzz” and not the value you get from using AI.

With Nutshell AI, we’ve intentionally made AI features:

  • Accessible by giving all of our customers access to AI features, regardless of their plan.
  • Easy to use by working it intuitively into our app and your workflows.
  • Focused on value and measuring that by time saved and deals closed.

AI Assists vs AI Outcomes

Unlike tools that meter every AI action with confusing credit math, Nutshell includes unlimited AI assists and a predictable monthly pool of AI outcomes—so you can actually rely on AI day-to-day.

AI Assists

  • Quick acting AI tools that can help shave seconds off of your workflow
  • Unlimited AI Assist usage on all plans
  • Some AI Assistants are only available on our CRM Pro plan and above

AI Outcomes

  • AI features that save you 10+ minutes per use
  • Available on all CRM plans (more outcomes available on higher CRM plans)

So… What type of AI are we talking about?

AI for Sales

Boost your sales teams efficiency and close rate.

  • Automated lead researching and scoring to increase speed to lead
  • Email sequence and email reply agents to get you past your writer’s block
  • Summarize the entire lifetime of a customer timeline to get caught up quickly

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AI for Marketing & Lead Generation

Reach leads and customers faster.

  • Add an AI Chatbot to your website to capture leads 24/7
  • Write and Design an entire email broadcast with AI
  • Write complete Marketing drip campaigns with just a few prompts

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AI Notetakers

Never take notes again. Seriously.

  • Zoom, Google Meet and Microsoft Teams virtual meeting notetakers
  • Nutshell’s Click-to-call notetaker
  • RingCentral, CallRail, Aircall amd Dialpad voice call notetakers.

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Build reports with AI

Get better insights from your data.

  • Chat with Smart reports to build the exact report you’re looking for
  • Give your reps a daily (or weekly) recap email to help them hone in on their priorities
  • Get a daily (or weekly) Admin report in your inbox of an overview your reps’ activities and priorities

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AI to speed up your workflow

Whether you want to go fast or go far — go with Nutshell AI.

  • Create new pipelines by answering a few AI prompts
  • Get passed objections with our Sales objection coach
  • Built-in Lead recaps and Next action suggestions on your leads

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Nutshell MCP Server

Connect your Nutshell data to ChatGPT, Claude and more chat with your data.

  • Hey ChatGPT, show me all of our leads that we haven’t spoken to in 14 days.
  • Hey Claude, can you tell me our forecasted revenue for March based on our open leads?
  • Hey Perplexity, Can you make a list of all the customers who bought new parts last year? I’d like to add them to an audience to email them about service warranties.

What would like to know about your data? With Nutshell AI, you can find out!

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See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

World-class live support for all customers

We want you to succeed. That’s why we don’t charge extra for support. Our friendly support team has your back from the moment you start your trial.

We’ll even help migrate your data so you can get up-and-running fast. Onboarding and implementation services are available if you need them.

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FAQs about AI in CRM

  • How can AI be used in customer relationship management?

    As in many industries, applying AI in customer relationship management can help teams save time, make sense of large quantities of information, and streamline time-consuming tasks like researching contacts online.

  • What should I look for in a CRM with AI integration?

    When looking for a system that combines CRM and AI, search for a tool that isn’t just using AI as a buzzword but provides real value through capabilities like:

    • Phone call and virtual meeting summaries and transcriptions
    • Summaries of contact records and client relationships
    • Voice-to-text that streamlines email writing, note-taking, and more
    • Intelligence gathering that provides details you can use to strengthen business relationships
  • What is the future of AI-driven CRM?

    The future of AI-driven CRM is bright—AI will be an integral part of how businesses across industries optimize their sales processes. Nutshell’s already robust AI features are expanding in 2025 to include Zoom call transcription and summarization, AI-generated email reply starters, and more.

  • How quickly can my team start using AI features in Nutshell?

    Most teams start seeing AI benefits within days, not weeks. Nutshell’s AI features work out-of-the-box without complex setup—just enable them and your team can immediately use timeline summarization, meeting summaries, and AI email replies. Since our AI integrates directly into your CRM workflow (not as a separate tool), there’s no context-switching or manual data entry. Many customers report their teams are productive with AI features within the first week of onboarding.

  • How much time can AI in Nutshell save my sales team?

    Research shows AI CRM tools can save sales reps 2+ hours daily on administrative tasks like note-taking, email writing, and data entry. With Nutshell’s AI features—timeline summarization, voice-to-text notetaker, and AI email starters—your team reclaims time to focus on what matters: building relationships and closing deals. Even saving 1-2 hours per rep weekly adds up to significant productivity gains across your team, translating to faster deal cycles and higher close rates.

  • How does Nutshell’s AI compare to other CRMs like Salesforce or HubSpot?

    Unlike enterprise CRMs that layer AI on top of complex systems, Nutshell builds AI directly into an easy-to-use platform designed for sales teams. While Salesforce and HubSpot offer AI, you’ll pay premium prices and face steeper learning curves. Nutshell delivers practical AI features—call transcription, timeline summaries, AI coaching—at a fraction of the cost, with onboarding that takes days instead of months. Plus, our next-action approach keeps your team focused on the most important tasks to move deals forward.

Are you ready to save time and close more deals?

Start your 14-Day free trial and see why thousands of other businesses choose Nutshell.

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