Nutshell is a sales CRM and marketing automation platform for small businesses and small teams, delivered as a cloud service. It provides contact and company management with custom fields, two-way email and calendar sync with Gmail and Outlook, pipelines and reporting, call and meeting logging, forms and chatbots, quotes and contracts with e-signatures, and email marketing. Nutshell also offers AI tools such as meeting notetakers and a sales assistant.
Nutshell, Inc. is headquartered in the United States. Its privacy policy describes the company as a processor of customer data under a data processing agreement, and cites standard contractual clauses for transfers from the EEA, the UK and Switzerland. As a US provider, Nutshell may be subject to requests from US authorities, for example under the CLOUD Act, regardless of where data is stored. The privacy policy does not state where customer data is hosted and does not offer EU data residency. Its subprocessors are said to operate in the United States, Canada, the EEA and the UK. No open-source or self-hosted version is described.