n-Nutshell keeps your pipeline organized. What about everything around it?
Nutshell is a sales CRM built for small and midsize B2B teams: pipeline stages, contact and company records, built-in email marketing campaigns, and reporting, all in one place. It does its own job well. What it can't do on its own is talk to your accounting software, your support desk, or whatever else runs your business. We build the connections that get Nutshell talking to the rest of your stack, so a deal closing there actually triggers something somewhere else.
What We Build on Top of Nutshell
Lead capture that doesn't wait on a person: website form submissions, chat widget leads, or leads handed off from another tool land in Nutshell as a new contact and deal automatically, instead of someone copying an email address into the pipeline by hand.
Deal-won handoffs: when a deal moves to won, we trigger the next step somewhere else, an invoice created in your accounting software, an onboarding task created in your project tool, a welcome email sent, without anyone having to remember to do it.
Two-way contact sync: we keep Nutshell's contact and company records in step with your support desk or email platform, so a sales rep and a support agent are looking at the same account history instead of two different stories.
Reporting that goes past the pipeline: Nutshell's own reports cover what happened inside Nutshell. We build dashboards that combine that pipeline data with numbers from your accounting or ops systems, so leadership gets one picture instead of stitching two together by hand.
A Real-World Scenario: Boutique Recruiting Agency
8 recruiters working placements through Nutshell, QuickBooks handling invoicing on the back end.
Before
A recruiter closes a placement in Nutshell, then switches over to QuickBooks to build the invoice by hand, re-entering the client, the fee, and the terms from memory or a sticky note. If they're out sick that day, the invoice waits.
After
The placement gets marked won in Nutshell and the matching QuickBooks invoice goes out the same day with the right fee and terms already filled in, no recruiter required to remember or retype anything.
More on Nutshell
Deeper write-ups on specific parts of Nutshell and what we build around each one.
Running your pipeline through Nutshell and still copying deal info out of it by hand?
Tell us where a deal needs to show up next, invoicing, onboarding, a Slack channel, wherever. We'll scope exactly what's worth connecting and what it'll take. And if Nutshell itself isn't actually the bottleneck, that's fine too, we automate whatever's manual in your business, not just your CRM.
Let's talk