Nutshell CRM
by Nutshell Inc.
The CRM that grows with your HVAC business
Highlights
Capabilities
Media
www.nutshell.com
About This Product
User-friendly CRM purpose-suited for small HVAC contractors seeking pipeline visibility without enterprise complexity. Includes sales automation, email marketing, contact management, and reporting. Specifically recommended in HVAC industry guides as a contractor-friendly option.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.8
Features 7.3
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Features
78 features confirmed across
13categories· Showing confirmed capabilities only
CRM & Sales22features
CRMAd Performance And ROAS TrackingLead AttributionAI Powered Business Card ScannerBusiness card scannerAutomated Customer Touchpoints And SequencesEmail AutomationBusiness And People IdentificationWebsite Visitor IdentificationWebsite Builder With ThemesLanding pagesAI Lead ScreeningLead Management
Show 14 more
Marketing ToolsSales AutomationSales AutomationInstant Web Lead Parsing And Follow UpLead data capture from website formsAutomated Localized Forms and SurveysBulk ProspectingA/B TestingEmail A/B testingAuto Create Contacts Via ZapierAdd contacts from phoneAutomated Customer TouchpointsIntelligent Follow-UpsIntelligent Lead GenerationInteraction HistoryAd ManagementCase AssignmentMap Based Property Centric View
AI & Automation13features
AI ProspectorLead researcherAI SupportAI AgentsCall SummarizationTimeline summarizationAI Email AssistantAI TranscriptionAutomation RulesAI Powered Marketing Automation for Customer EngagementAI Powered Scoring
Show 5 more
AI Follow-Up TasksAI follow-up tasksAI Automation SummaryChatbot ModulesLive and AI-powered web chatAI Chatbot AssistantAI Generated TranscriptsTimeline summarization
Customer Communication12features
AI ReceptionistAI ChatbotCustom Email Notifications with Timing RulesEmail digestsNotificationsPush notificationsOmni-Channel InboxOmni-channel inboxAI Chat ReceptionistEmail IntegrationSMS MessagingCall RecordingCall and meeting transcription and summarization
Show 4 more
VoIP Phone SystemNew phone integrationsMissed Call Text BackWeb ChatEmail BroadcastClient PortalTeam Collaboration
Platform & Customization12features
Audit TrailActivity loggingData ImportProduct ImporterDrag And Drop Form BuilderLead capture formsTeam CollaborationTeam CollaborationCustom FieldsCustom TemplatesThird-Party IntegrationCustom BrandingCustom BCC
Show 4 more
AI Document Editor With Co-AuthoringTeam CollaborationKanban ViewVisual pipeline boardAI Text Rewriting And TranslationAI Email WritingPage Editor
Reporting & Analytics5features
AnalyticsReportingReporting ForecastingReporting & ForecastingCall TrackingAutomatic call loggingCall InsightsArtificial Intelligence
Scheduling & Dispatch3features
SchedulingEmail & Calendar SyncOnline Booking
Technician Management3features
AI LogbookAI activity loggingTime TrackingActivity loggingAutomated Sourcing And Nurture Campaigns
Invoicing & Payments2features
InvoicingQuoting And Invoicing
Mobile & Field Tools2features
Digital FormsMulti-page and progressive formsLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Estimating & Quoting1feature
Quoting & Estimates
Fleet & GPS Management1feature
GPS TrackingEmail Tracking
Equipment & Asset Management1feature
AlertsTask reminders
Accounting Integration1feature
Accounting IntegrationNative Zoom integration
Integrations 66 across 9 categories
Productivity 25
123FormBuilder
Acuity Scheduling
Acuity Scheduling
Calendly
Calendly
Dropbox
Dropbox Sign
Eventbrite
Google Calendar
Google Calendar
Google Contacts
Google Drive
Google Drive
Google Sheets
Google Sheets
Google Workspace
Google Workspace
Gravity Forms
Gravity Forms
Jotform
Microsoft 365
Microsoft 365
MightyForms
Ninja Forms
Ninja Forms
PandaDoc
Paperform
PlanSo Forms
Thinkific
Todoist
Todoist
Trello
Trello
Typeform
UserVoice
Wufoo
Marketing 16
CallRail
CallRail
Facebook
Facebook Messenger
Givebutter
Givebutter
Google Ads
Google Ads
Google Analytics
Google Analytics (GA4)
Google Tag Manager
Google Tag Manager
Instagram Instagram
MODX
Mailchimp
Mailchimp
RD Station
RevenueCloudFX
SurveyMonkey
Unbounce
Unbounce
VisitorIQ
X (Twitter) Twitter
Yesware
Communication 14
3CX
3CX
Aircall
Aircall
Dialpad
Dialpad
Gmail
Gmail
Google Meet
Intercom
Intercom
Microsoft Teams
Microsoft Teams
Olark
Outlook
RingCentral
RingCentral
Slack
Slack
Textmagic
WhatsApp
WhatsApp Business
Zoom
Zoom
CRM 3
Chatsimple
ProspectorIQ
Zendesk
Zendesk
eCommerce 3
Squarespace
Squarespace
Webflow
Webflow
WordPress
WordPress
Accounting 2
FreshBooks
FreshBooks
QuickBooks Online
Quickbooks
Payment Processing 1
Stripe
Stripe
Field Service 1
Housecall Pro
Housecall Pro
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Per User
- Starting at
- $16/mo
- Notes
- $16/user/mo Foundation, $42/user/mo Pro, $52/user/mo Power AI, $67/user/mo Enterprise. Published pricing.
