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Harness the Power of Automation

CRM with Email Automation

Stop typing and start selling. Seamlessly set up automated email sequences in your CRM and leverage other automation to continue outreach while you focus on priority tasks and activities.

Here’s how Nutshell takes the grunt work out of email with its powerful automation features.

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Award Winning Email Automations

Scale your personal outreach

Want to get more of your email recipients to take action? Our personal email sequence tool allows you to create and schedule one-on-one sales drips that are more likely to capture attention. With Nutshell’s email automation tool, you can trigger a sales sequence at the pipeline stage of your choice. Nutshell remembers the follow-up for you so that valuable prospects don’t float away, and it stops the sequence as soon as they reply.

CRM Email Automation

CRM Email Marketing Automation

Understand what’s working to increase your success rate

Having hard data is a lot better than going with your gut. Nutshell measures the reply rates of your automated email sequences and shows you how many times each individual message has been viewed.

These metrics allow you to identify your most effective campaigns and double down on the best strategies to improve your email conversion rates.

Our email health counter even lets you know when you’re sending too many emails in a single day, which can lead to your messages winding up in the spam folder. Nutshell keeps your emails in the inbox where they belong.

How can you access Nutshell’s Email features?

The personal email sequence feature is available to Nutshell Sales customers on our Pro plan and above. Email engagement tracking is available to Nutshell Sales customers on the Pro plan and above. Customers on the Growth plan and up can take advantage of email reporting to monitor email volume, types, success rates, and more.

Save your fingers and your time

Retyping the same emails over and over again is one of the most tedious parts of a sales job. Nutshell’s sales email templates are easy to set up and even easier to deploy, so you can send the perfect response to a prospect in seconds, not minutes. Your time is valuable—let Nutshell handle the grunt work.

Sales Email Templates

CRM Email Lists

Create email lists in a flash for improved targeting

You won’t believe how easy it is to email a group of related customers in your Nutshell CRM. Just filter your contacts by location, industry, assignee, or any custom attribute, and start drafting an email to that audience with a single click. With Nutshell, your days of hunting down scattered email addresses for marketing and promotional campaigns are over.

Leverage Nutshell Email Templates Directly from Gmail

Deploy your Nutshell email templates directly in Gmail to make your outreach blazing fast—and perfectly consistent. Use the email templates you’ve already created in Nutshell along with Nutshell’s Chrome Extension to send templated emails from your Gmail composer. Plus, track your email opens and clicks, create new contacts and tasks, log notes, and view scheduled activities with contacts—all from Gmail.

Nutshell Sales customers on a Business or Enterprise plan can use Nutshell email templates directly from Gmail.

Nutshell CRM Chrome Extension

Automated Sales Email Drip Sequence

Take your email marketing to the next level

Send your prospects the right nurturing content at the right time without lifting a finger. Nutshell Marketing subscribers can use our powerful Email marketing tool to deploy automated sales email drip sequences based on pipeline stage, view the engagement of every Nutshell marketing email in real time, and quickly find every recipient who opened and clicked.

How can you access Nutshell’s Email Marketing?

Our robust Email marketing tool is available to Nutshell Marketing subscribers. However, all Nutshell users, regardless of the plan you’re on, have access to 150 free Email marketing emails per month.

#1 Next-Action CRM for Email Automation & Marketing

Nurture leads with personal email sequences and drip campaigns as your next best sales activity to close more deals

Build stronger prospect relationships through next-action-based selling with automated email sequences and campaigns. Leverage advanced automation features, customizable templates, and mailing list management tools with a CRM designed to champion your next-action-based sales process and influence more wins.

Boost your outreach with powerful email automation

Email automation is a valuable tool for putting time back into your day and providing a seamless experience for all your contacts. Explore all you can do with email automation in Nutshell through the product tours below:

Get an inside look at personal email sequences

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CRM features that boost your sales effectiveness

Sales Automation

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Pipeline Management

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Reporting & Analytics

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

Email Automation

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

Artificial Intelligence

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Meeting Scheduler

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Quotes

Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.

Team Collaboration

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

Contact Management

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Prospecting

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Lead Attribution

With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.

Free Customer Support

Connect with our world-class support team to get fast, friendly, and free support when needed.

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

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Security

We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.

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Integrate Nutshell with the rest of your tech stack

See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

CRM with email automation FAQs

  • 1. Can a CRM send automated emails?

    A CRM like Nutshell can send automated emails to contacts based on criteria that you choose, like similar characteristics or a contact’s stage in your sales process. Using a CRM with email automation is a strategic way to put more time back into your team’s day and ensure communications are consistent.

  • 2. Do CRMs include email marketing capabilities?

    Some CRMs, including Nutshell, provide email marketing tools to help teams generate more leads and sales. If you’re looking for a CRM with email marketing features, keep an eye out for a tool with:

      <li”>A no-code email builder

    • Marketing email automation for each stage of your pipeline
    • Email conversion rate reporting and A/B testing
    • Interconnected sales and marketing data so you can see how contacts interact with your emails
  • 3. How do I find the best CRM with automated email sequence tools?

    The best CRM with email sequence capabilities will include features that help you communicate at scale, automatically adjust to your audience’s responses, and are easy for your team to start using in their daily workflows. Nutshell’s email automation features are designed to help you reach these goals, wherever your company is in its growth.

For me, sending emails or templated emails from within Nutshell has saved so much time from using a 3rd party email program and then having to mark the activity. Automated follow-ups, reminders, and lead assignments have also saved time. Other CRMs may have these features, but they go about it in a more cumbersome way – too many clicks, etc.

Frank P. Enterprise Account Executive

 

Discover the latest in email marketing

Stay ahead in the sales game with our recent blog posts, offering insights and strategies to enhance your email marketing efforts for optimal engagement and success.

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