Nutshell has launched its AI Lead Researcher, the newest addition to its AI Agents lineup within the all-in-one AI-CRM platform. This new feature, powered by the same secure generative AI that supports Nutshell’s other AI agents like the email writer and sales objection coach, works by scanning publicly available information and the customer’s existing CRM data. It delivers rich, contextual insights that help sales teams significantly reduce the time spent on lead research and prepare more effectively for sales calls.
The AI Lead Researcher activates the moment a new lead is added to the system, automatically diving deep to gather updated job titles, company details, and additional contacts associated with the organization from trusted sources and the CRM history. Sales representatives can then save these summaries as notes and use AI-generated talking points to customize their outreach through emails, calls, or sequences. This capability not only restores hours previously lost to manual research but also enhances personalization, which boosts the chances of winning deals.
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Will Gordon, Nutshell’s Senior Director of Marketing, highlighted that the AI Lead Researcher was developed in response to customers’ frustrations over spending excessive time combing through LinkedIn and corporate websites. By delivering quick, relevant insights directly within Nutshell, the agent lets sales teams focus on relationship-building rather than data hunting. Early users have experienced faster preparation for first calls and richer, more informed discovery conversations, with the added convenience of not needing extra tabs or integrations since this operates fully within the Nutshell environment.
This AI Lead Researcher comes as part of Nutshell’s broader strategy of integrating intelligent assistants into CRM workflows to automate time-consuming tasks and amplify selling effectiveness. It is available on all Nutshell plans, accessible via a simple interface, and can transform how teams conduct research, allowing them to devote more effort to high-value sales activities.Nutshell, the integrated AI-powered CRM platform that combines essential sales, marketing, and engagement functionalities, has introduced its latest innovation: the AI Lead Researcher. As the newest member of Nutshell’s built-in suite of AI Agents, this feature harnesses secure generative AI technology, the same engine behind its email writer, pipeline designer, and sales objection coach. The AI Lead Researcher efficiently scours publicly available sources alongside a customer’s own CRM data to surface comprehensive, up-to-date insights, enabling sales teams to prepare calls more quickly and conduct more informed conversations.
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Upon adding a new lead into Nutshell, users can activate the AI Lead Researcher with a simple click, prompting the agent to perform a deep-dive investigation. It draws on trusted public sources and historical CRM information to update job titles, enrich company backgrounds, and identify additional contacts within the organization. Sales representatives are then able to save this research as notes or directly update lead records and use the AI-generated talking points to personalize their emails, calls, and outreach sequences.
This innovation significantly reduces the manual hours typically expended on lead research, freeing sales teams to focus on value-driven engagement and relationship building. Will Gordon, Senior Director of Marketing at Nutshell, emphasized that the tool addresses a critical pain point for customers who spend excessive time navigating LinkedIn and corporate websites for information. By delivering fast, relevant insights within the Nutshell platform without requiring extra tabs or integrations the AI Lead Researcher empowers users to tailor their sales approach and increase their chances of winning deals.
Early adopters report improved efficiency in first-call preparation and deeper, more effective discovery conversations armed with current intelligence. The AI Lead Researcher is available on all Nutshell plans and exemplifies the company’s broader mission to streamline sales workflows through intelligent automation embedded directly within their CRM system.
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