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Use Nutshell with AI Agents
Nutshell
Customer relationship management platform that streamlines sales pipelines, automates workflows, and enhances team collaboration to drive business growth.
Nutshell is a CRM platform designed to help businesses centralize customer data, manage sales pipelines, and automate repetitive tasks to increase sales efficiency. It offers multiple pipeline views including list, board, chart, and map, enabling users to visualize and track leads and deals effectively. The platform supports team collaboration by allowing tagging of teammates, logging communications, and sharing filtered views to keep everyone aligned. Nutshell also provides marketing automation features such as targeted email campaigns, SMS sequences, and landing page management to engage prospects more personally. Additionally, it delivers insightful reporting and analytics to help businesses understand lead sources, customer behavior, and sales performance for data-driven decision making.
Agent Actions with Nutshell
These are the specific actions that AI agents can perform with this tool
Create Company
Creates a new company record in Nutshell with specified details to manage business relationships.
Create Contact
Creates a new contact in the Nutshell CRM system with specified details.
Create Lead
Creates a new sales lead record in Nutshell with relevant contact and opportunity details