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Nutshell CRM

by Nutshell Inc.

The CRM that grows with your HVAC business

Nutshell CRM - by Nutshell Inc. - CRM Platforms software - logo 4.8 - Fair
Per User · $16/mo Free Trial Mobile App 46 Features 1 Integrations
Visit website → Buy from Nutshell Inc.

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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.

FSH Score Breakdown

Ease of Use
5.8
Features
0.0
Support
6.5
Value
7.8
Integrations
7.0
AI Capabilities
1.5

Customer Reviews

Features

46 features confirmed across 12categories· Showing confirmed capabilities only

Platform & Customization9features

Custom TemplatesCustomizable TemplatesData ImportData Import/ExportDocument ManagementDocument StorageData ExportSearch/FilterKanban ViewVisual pipeline boardThird-Party IntegrationWhatsApp, Facebook Messenger & Instagram integrationsCustom BrandingWeb Form BuilderRole-Based Access ControlRole-Based Permissions
Show 1 more
Custom FieldsCustomizable Fields

Customer Communication7features

AI ReceptionistAI ChatbotAI Chat ReceptionistSMS MessagingTwo-way SMS conversationsEmail IntegrationUnified inbox for chat, SMS, shared inbox & social messagesNotificationsEmail digestsMissed Call Text BackWeb ChatClient PortalTeam Collaboration

CRM & Sales6features

CRMcontact and lead editingLead ManagementProspectingMarketing ToolsLanding Pages/Web FormsSales AutomationRobust email sequencingIncentive SearchWebsite Visitor IdentificationAI Lead ScreeningLead Qualification

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

AI & Automation4features

AI Email AssistantEmail reply suggestionsAI SupportAI AgentsAI TranscriptionText-to-speech note transcriptionAutomation RulesAI follow-up tasks

Mobile & Field Tools3features

Label GenerationLead GenerationDigital FormsMulti-page and progressive formsNFC TaggingTagging

Equipment & Asset Management3features

Equipment TrackingActivity TrackingRemote MonitoringMonitoringAlertsactivity alerts

Estimating & Quoting2features

Quoting & EstimatesQuotes and invoicesSpecification EditorWYSIWYG Editor

Invoicing & Payments1feature

InvoicingProfessional quotes and invoices

Fleet & GPS Management1feature

GPS TrackingEmail Tracking

Compliance & Safety1feature

EMF TestingEmail A/B testing

Integrations 1 across 1 category

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.

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