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 8.4
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
82 features confirmed across
12categories· Showing confirmed capabilities only
CRM & Sales25features
CRMcontact and lead editingAd Performance And ROAS TrackingAutomated Customer Touchpoints And SequencesAutomated Localized Forms and SurveysBusiness And People IdentificationInstant Web Lead Parsing And Follow UpWebsite Builder With ThemesLead ManagementProspecting
Show 17 more
Marketing ToolsLanding Pages/Web FormsSales AutomationRobust email sequencingBulk ProspectingA/B TestingAutomated Customer TouchpointsIntelligent Follow-UpsIntelligent Lead GenerationInteraction HistoryMarketing List ManagementAd ManagementAdvanced Audience SegmentationAuto Create Contacts Via ZapierCall TaggingCase AssignmentMap Based Property Centric ViewReferral TrackingAI Lead ScreeningLead Qualification
Platform & Customization14features
Drag And Drop Form BuilderTeam CollaborationCustom TemplatesCustomizable TemplatesData ImportData Import/ExportDocument ManagementDocument StorageData ExportSearch/FilterKanban ViewVisual pipeline boardThird-Party IntegrationWhatsApp, Facebook Messenger & Instagram integrations
Show 6 more
Excel and Google Sheets IntegrationMobile-First DesignCustom BrandingWeb Form BuilderRole-Based Access ControlRole-Based PermissionsCustom FieldsCustomizable FieldsPage Editor
AI & Automation12features
AI Email AssistantEmail reply suggestionsAI SupportAI AgentsAI TranscriptionText-to-speech note transcriptionAI Follow-Up TasksAI Powered Marketing Automation for Customer EngagementAI Powered ScoringAI ProspectorCall Summarization
Show 4 more
Automation RulesAI follow-up tasksAI Automation SummaryAI Chatbot AssistantAI Powered Prompts and Reminders
Customer Communication10features
AI ReceptionistAI ChatbotAI Chat ReceptionistSMS MessagingTwo-way SMS conversationsOmni-Channel InboxCustom Email Notifications with Timing RulesEmail IntegrationUnified inbox for chat, SMS, shared inbox & social messagesNotificationsEmail digestsMissed Call Text BackWeb Chat
Show 2 more
Email BroadcastClient PortalTeam Collaboration
Reporting & Analytics5features
AnalyticsReporting & AnalyticsReportingTimeline summarizationReporting ForecastingReporting & ForecastingCall TrackingAutomatic call loggingCall InsightsArtificial Intelligence
Scheduling & Dispatch4features
SchedulingCalendar/Reminder SystemDispatchingLead AssignmentEmail & Calendar Sync2-Way Email & Calendar SyncOnline Booking
Mobile & Field Tools3features
Digital FormsMulti-page and progressive formsTechnician Mobile AppLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Equipment & Asset Management3features
Remote MonitoringMonitoringAir Filter Change RemindersAlertsactivity alerts
Invoicing & Payments2features
InvoicingProfessional quotes and invoicesQuoting And Invoicing
Estimating & Quoting2features
Quoting & EstimatesQuotes and invoicesSpecification EditorWYSIWYG Editor
Technician Management1feature
Automated Sourcing And Nurture Campaigns
Compliance & Safety1feature
GDPR Compliance
Integrations 57 across 8 categories
Productivity 21
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Acuity Scheduling
Acuity Scheduling
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Calendly
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Dropbox Sign
Eventbrite
Google Calendar
Google Calendar
Google Contacts
Google Sheets
Google Sheets
Gravity Forms
Gravity Forms
Jotform
MightyForms
Ninja Forms
Ninja Forms
PandaDoc
Paperform
PlanSo Forms
Thinkific
Trello
Trello
Typeform
UserVoice
Wufoo
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
Marketing 13
CallRail
CallRail
Facebook
Facebook Messenger
Google Ads
Google Ads
Instagram Instagram
MODX
Mailchimp
Mailchimp
RD Station
RevenueCloudFX
SurveyMonkey
Unbounce
Unbounce
VisitorIQ
X (Twitter) Twitter
Yesware
CRM 3
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ProspectorIQ
Zendesk
Zendesk
eCommerce 3
Squarespace
Squarespace
Webflow
Webflow
WordPress
WordPress
Accounting 1
QuickBooks Online
Quickbooks
Payment Processing 1
Stripe
Stripe
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.
