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Nutshell

Use Nutshell with AI Agents

Nutshell

Customer relationship management platform that streamlines sales pipelines, automates workflows, and enhances team collaboration to drive business growth.

CRMOne click sign inVerified

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.

AI Agent use cases for Nutshell

AI agents can autonomously update and manage sales pipelines in Nutshell by analyzing deal progress and moving leads through stages based on interaction data. They can automate personalized outreach by generating and sending targeted email and SMS campaigns using CRM contact data and engagement history. Furthermore, AI agents can generate custom reports and insights from Nutshell’s data to identify high-value leads and recommend strategic actions, reducing manual workload and accelerating sales cycles.

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.

8 inputs

Create Contact

Creates a new contact in the Nutshell CRM system with specified details.

9 inputs

Create Lead

Creates a new sales lead record in Nutshell with relevant contact and opportunity details

5 inputs