Nutshell Scheduler
Collect and manage bookings with contacts directly within your Nutshell CRM.
Executive Summary
Nutshell Scheduler is a built-in meeting scheduling tool that allows users to plan, schedule, and manage meetings with prospects and customers directly within the Nutshell CRM. It's designed to streamline the sales process by integrating scheduling seamlessly, eliminating the need for separate subscriptions and external tools. Included with Nutshell's Pro, Business, and Enterprise plans, the scheduler provides a comprehensive solution for sales teams to book appointments, track meeting outcomes, and manage their contacts all from one platform. All booking activities are automatically tied to contact records, ensuring a unified view of customer interactions and contributing to business growth.
Use Cases
- Scheduling sales demos with prospects to initiate new business opportunities.
- Booking follow-up meetings with existing customers for account management and retention.
- Allowing contacts to self-schedule appointments based on sales team availability.
- Managing internal team meeting schedules related to sales activities within the CRM.
Features
Visibility
- Integrated Calendar View: View all scheduled meetings directly within the Nutshell CRM calendar, alongside other CRM activities.
- Contact-Linked Bookings: Automatically link scheduled meetings to existing contact and company records for a unified view of interactions.
Technical Specifications
- Deployment
- SaaS
- API Available
- Yes
Infrastructure
- AWS
Integrations
- UserVoice
- Wufoo
Security & Compliance
Certifications: SOC 2
Encryption: Bank-grade 256-bit TLS encryption for data in transit.
Pricing
- Model
- Subscription-based, included with Nutshell CRM Pro, Business, and Enterprise plans.
- Starting Price
- $42/user/month (for Sales Pro plan, which includes Scheduler)
- Target Customer
- SMB,Mid-Market,Enterprise
- Contract Type
- Monthly
- Free Trial
- Yes
About Nutshell CRM
Nutshell is a web-based customer relationship management (CRM) and email marketing automation service that offers a user-friendly platform for B2B organizations to manage contacts, sales pipelines, and marketing campaigns. Founded in 2009 and headquartered in Ann Arbor, Michigan, Nutshell integrates with popular tools like Google Workspace, Microsoft Office, QuickBooks Online, Intercom, and Slack, providing a comprehensive solution for small to medium-sized businesses seeking to streamline their sales and marketing efforts.