About Nutshell
Nutshell is an all-in-one CRM and sales automation platform founded in 2010 and headquartered in Ann Arbor, Michigan. It is designed for B2B small and mid-sized businesses that want a single platform covering contact management, sales pipeline management, email marketing, and customer engagement without the complexity of enterprise CRMs. As of 2026, Nutshell is trusted by over 5,000 businesses across 50 countries and holds G2 Leader status for over 20 consecutive quarters. Nutshell organizes its product into three suites: Nutshell Sales (pipeline and contact management), Nutshell Marketing (email campaigns, landing pages, attribution reporting), and Nutshell Engagement (two-way SMS, AI chatbot, webchat). Sales pipeline views include List, Map, Chart, and drag-and-drop Board views, giving reps four distinct ways to manage deals. Multiple pipelines can be configured to match different products or sales motions. AI capabilities are baked into the higher tiers. The Business plan includes timeline summarization (50 per user/month), meeting transcription and summarization for Zoom, Google Meet, and Microsoft Teams, voice-to-text notetaking, and AI-generated email replies. A late-2025 roadmap added an AI email campaign designer, draft pipelines, voice-to-notes on mobile, and URL-triggered marketing automation. The platform also offers an AI Agent Marketplace included across all plans. For integrations, Nutshell provides a REST API and continues to maintain its legacy JSON-RPC API. Enterprise plans additionally offer SQL access. Authentication uses API keys, and the developer documentation at developers.nutshell.com covers guides, an OpenAPI spec, and an llms.txt endpoint for AI agent consumption. Zapier, webhooks, and CSV export are also supported integration channels.
AI Agent Use Cases
- Sales pipeline management with four views: List, Map, Chart, and drag-and-drop Board
- Built-in email marketing with drip campaigns, newsletters, audience segmentation, and open/click tracking
- AI meeting transcription and summarization for Zoom, Google Meet, and Microsoft Teams (Business plan)
- Two-way SMS conversations via Nutshell Engagement add-on
- AI chatbot for website visitor capture with custom knowledge base
- REST API plus legacy JSON-RPC API with OpenAPI spec and llms.txt for developers
- Revenue attribution reporting linking pipeline outcomes to marketing channels
- Unlimited contacts, storage, and live human support on all paid plans
Available Actions
These are the specific actions that AI agents can perform with this tool