Integrations Directory 
Nutshell
Nutshell is a CRM software that helps businesses streamline their sales processes and improve customer relationships.
- Contacts
- Leads
- Opportunities
- Tasks
- Emails
- Notes
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
Use Nutshell for your operation
Shipping / Receiving
Record inbound and outbound shipments, update inventory accordingly.
Module:Operations
Entity:Inventory Adjustment
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Equipment Checkout
Track the allocation and return of tools, devices, or shared equipment.
Module:Operations
Entity:Equipment Usage
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Credit Application
Apply for credit terms with vendors or financial institutions.
Module:Finance & Accounting
Entity:Custom Entity
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Payment Request
Request payment from customers or initiate payment to vendors.
Module:Finance & Accounting
Entity:Invoice
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