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
64 features confirmed across
13categories· Showing confirmed capabilities only
CRM & Sales18features
Ad 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 ScreeningInstant Web Lead Parsing And Follow UpLead data capture from website formsAutomated Localized Forms and Surveys
Show 10 more
Bulk 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 & Automation12features
AI ProspectorLead researcherAI SupportAI AgentsCall SummarizationTimeline summarizationAI Email AssistantAI TranscriptionAI Powered Marketing Automation for Customer EngagementAI Powered ScoringAI Follow-Up TasksAI follow-up tasks
Show 4 more
AI Automation SummaryChatbot ModulesLive and AI-powered web chatAI Chatbot AssistantAI Generated TranscriptsTimeline summarization
Customer Communication11features
AI ReceptionistAI ChatbotCustom Email Notifications with Timing RulesEmail digestsNotificationsPush notificationsOmni-Channel InboxOmni-channel inboxAI Chat ReceptionistSMS MessagingCall RecordingCall and meeting transcription and summarizationVoIP Phone SystemNew phone integrations
Show 3 more
Missed Call Text BackWeb ChatEmail BroadcastClient PortalTeam Collaboration
Platform & Customization9features
Audit TrailActivity loggingData ImportProduct ImporterDrag And Drop Form BuilderLead capture formsTeam CollaborationTeam CollaborationCustom BrandingCustom BCCAI Document Editor With Co-AuthoringTeam CollaborationKanban ViewVisual pipeline boardAI Text Rewriting And TranslationAI Email Writing
Show 1 more
Page Editor
Reporting & Analytics3features
Reporting ForecastingReporting & ForecastingCall TrackingAutomatic call loggingCall InsightsArtificial Intelligence
Invoicing & Payments2features
InvoicingQuoting And Invoicing
Mobile & Field Tools2features
Digital FormsMulti-page and progressive formsLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Technician Management2features
AI LogbookAI activity loggingAutomated Sourcing And Nurture Campaigns
Scheduling & Dispatch1feature
Online Booking
Estimating & Quoting1feature
Quoting & Estimates
Fleet & GPS Management1feature
GPS TrackingEmail Tracking
Equipment & Asset Management1feature
AlertsTask reminders
Accounting Integration1feature
Accounting IntegrationNative Zoom integration
Integrations 57 across 8 categories
Productivity 21
123FormBuilder
Acuity Scheduling
Acuity Scheduling
Calendly
Calendly
Dropbox
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
Chatsimple
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.
