About Nutshell
Nutshell is a flexible CRM and email marketing platform built for small businesses. It helps teams manage contacts, track sales pipelines, and nurture customer relationships—all from a single, easy-to-use dashboard.
When connected to Saysimple, your team gains a complete view of each customer across WhatsApp, email, and web chat alongside their sales history, pipeline stage, and contact details. This eliminates context-switching, helps agents respond faster, and ensures no customer falls through the cracks.
Popular use cases
Instant Customer Context in WhatsApp
When a customer messages on WhatsApp, agents see their full Nutshell record—past purchases, open deals, and notes—right in the Saysimple inbox. This enables faster, more personalized responses and helps close deals without asking customers to repeat themselves.
Route Leads to the Right Sales Rep
New WhatsApp inquiries automatically sync to Nutshell and can be assigned to the appropriate sales rep based on territory or product expertise. Your team stays aligned, handoffs are seamless, and qualified leads get immediate attention.
Track WhatsApp Conversations in Your Sales Pipeline
Every WhatsApp exchange becomes part of the customer's Nutshell record, giving your sales team a complete audit trail of the relationship. Use conversation history to identify upsell opportunities and ensure continuity when team members change.
