
Nutshell CRM is customer relationship management software that helps sales teams organize contacts, manage pipelines, and automate follow-up.
Nutshell CRM is customer relationship management software for small and growing sales teams that need a shared view of prospects, customers, and deals. It provides contact and company records, sales pipelines, email and calendar synchronization, and configurable workflows to support the sales process.
Teams use visual pipeline views, automated task assignment and follow-up, customer timelines, and reporting to coordinate work and track opportunities. The CRM also includes integrations and AI-supported activities such as record enrichment, call and meeting summaries, and email drafting.


Nimble is a customer relationship management platform for small business combining contact management, email marketing, and sales automation.


Pipedrive provides a sales-focused CRM with visual pipeline management for small and midsize sales teams.


Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.



Copper CRM is a Google Workspace-native customer platform managing leads, pipelines, projects, and communication.


Follow Up Boss is a real estate CRM for agents and teams with 250+ integrations and AI features.
Surefire CRM is a mortgage CRM whose lead-routing and nurturing tools distribute lender leads to loan officers.


AI-powered CRM workspace designed for financial advisors and wealth management firms.
Nimble is a customer relationship management platform for small business combining contact management, email marketing, and sales automation.

Pipedrive provides a sales-focused CRM with visual pipeline management for small and midsize sales teams.


Web-based CRM platform purpose-built for financial advisors and wealth management professionals.



Cooby is a WhatsApp sales operations platform that syncs rep conversations to CRM systems.


Simple CRM built for small businesses with pipeline management and multichannel communication.


Scratchpad is an AI workspace that keeps Salesforce execution fast for sales teams.


Cloud CRM for sales pipeline, lead management, quoting, and project tracking with built-in AI features.

Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.

HubSpot Sales Hub is the sales software within HubSpot's customer platform.

Copper CRM is a Google Workspace-native customer platform managing leads, pipelines, projects, and communication.

Follow Up Boss is a real estate CRM for agents and teams with 250+ integrations and AI features.

Surefire CRM is a mortgage CRM whose lead-routing and nurturing tools distribute lender leads to loan officers.
AI-powered CRM workspace designed for financial advisors and wealth management firms.

Web-based CRM platform purpose-built for financial advisors and wealth management professionals.

Close CRM is a sales platform combining calling, email, SMS, pipelines, and an AI agent in one tool.

Cooby is a WhatsApp sales operations platform that syncs rep conversations to CRM systems.

Simple CRM built for small businesses with pipeline management and multichannel communication.

Scratchpad is an AI workspace that keeps Salesforce execution fast for sales teams.

Cloud CRM for sales pipeline, lead management, quoting, and project tracking with built-in AI features.

Instantly CRM is a sales CRM built into the Instantly cold email platform.
