Import your contacts, calendar, and emails from any source
Nutshell offers free data importing assistance to help your team get up and running on Day One. (Yes, we really do!) Trials can also automatically import a sample of data from over 25 CRMs directly into Nutshell, so you can use real data while you test Nutshell out. Once you become a customer, we’ll import the rest of your data for free!
Easily log communications from your desktop or phone
See the most important and up-to-date information for every person and business your sales team interacts with via your Nutshell desktop or mobile app.
Minimize manual contact organization data entry
For seamless contact management, sync your phone contacts, collect leads from your website, or scan business cards on the fly. Want to add a new contact? Just snap, sync, and go.
Automatically gather insight about every lead
Leave the Googling to us. Every time you add a contact, Nutshell scours the internet to fill in their job title, social media accounts, location, and more, giving your sales and marketing teams contact management at a whole new level.
Keep important information top of mind
With the Nutshell’s contact management and organization software, you can pin notes to the tops of timelines. This way your team sees important reminders any time they work with a contact or sales lead.
Create a company hierarchy to organize leads
Working with an organization that has several child companies? Nutshell lets you create relationships between parent and child companies for easier contact and lead management.
Managing contacts is easy with the best next-action sales & marketing CRM on the market
With Nutshell we have been able to better track our contacts, emails, and quotes, and save our employees hours of repetitive data entry!
Clinton A. COO FuelCellsEtc.
Compare features by plan
Contact records and data storage
Centralized customer database Store your customers’ contact information, order details, and communications in one place, accessible to your entire team from any device.
Automatic contact sync Synchronize your phone contacts and collect customer information instantly from website forms.
Automatic customer data scouring Nutshell Intelligence automatically searches public sources to gather information on your new leads, such as their location, job title, and social media accounts.
Intelligent search function No need to type exact names to find your clients and companies. Type in a part of it, and we’ll fill in the rest.
Business card scanner
Custom fields
Person, Company, & Lead tags
Free white glove imports from our support team Our experts will import your data for you, absolutely free, when you get started with Nutshell.
Ongoing free white glove data imports Nutshell support will import additional data upon request – even after the onboarding process.
AI timeline summarization Summarize your Lead, People and Company timelines for more efficient and effective customer relationship management.
Unlimited
25
2 per month per user
Unlimited
50
2 per month per user
Unlimited
100
50 per month per user
Unlimited
Unlimited
100 per month per user
Get an inside look at Nutshell
See Nutshell in action!
Try Nutshell free for 14 days or let us show you around before you dive in.
Join 30,000+ other sales and marketing professionals. Subscribe to our Sell to Win newsletter!
- CRM Features
- Sales AutomationPut time-wasting tasks on autopilot for max efficiency.
- Email & Calendar SyncCreate a hub for all your communications and meetings.
- Reporting & AnalyticsTrack, view & forecast sales performance.
- Email AutomationCreate email lists, drip series, & funnel-based emails.
- Team CollaborationStore customer notes & interactions for anyone to view.
- Pipeline ManagementCustom pipeline views that make it easy for your reps.
- Contact ManagementEasily add, gather, & store customer information.
- Paid Add Ons
- Artificial IntelligenceStreamline daily processes using the generative power of AI.
- Web Form CollectionCapture customer info. Automatically create new leads.
- View All Features
- Sales Automation
-
CRM Features That Simplify Your Sales Process
view all features
-
- Plans & Pricing
- FoundationSimple, Flexible CRM to organize your sales team
- ProPowerful CRM enabled with sales automation and advanced reporting
- Power AIPowerful CRM with Artificial Intelligence
- EnterpriseSales automation, advanced reporting, phone support and more
- View All Plans
- Foundation
-
See award-winning CRM and sales automation platform in action!
VIEW ALL PLANS
-
- CRM Add-Ons
- AppConnectConnect all of the apps you need to Nutshell
- CampaignsEmail marketing software starting for as little as $5/mo per company
- Landing PagesConvert more website visitors into leads with customized Landing Pages
- Revenue BoosterMultiple tools focused on organizational efficiency
- Nutshell IQBuild a prospect list, identify qualified website visitors & connect with the right point of contact
- CompetitorIQCompare your online presence to your top competitors
- View All Add-ons
- AppConnect
-
Save money without sacrificing what you need from a CRM
view all add-ons
-
- Integrations
- Google SuiteCentralize your email and calendar activities.
- Microsoft 365Access Nutshell’s key features directly from your email.
- PandaDocTrack, negotiate, and eSign sales contracts.
- DropboxEasily attach Dropbox documents to a Nutshell lead.
- QuickbooksMigrate contacts, nurture clients, & create invoices.
- SlackGet notified on new leads, pipeline progress, & wins.
- ZapierConnect with 5,000+ apps you already use.
- AppConnectLet Nutshell set up and maintain your integrations.
- All Integrations
- Google Suite
-
Dozens of integrations that you don’t even need IT to set up.
-
- Marketing Services
- Digital Marketing ServicesCustom strategies that drive more leads to your team.
- Data Enrichment ServicesLeverage data to drive more leads, sales, & revenue.
- Email MarketingGet expert help to launch effective email campaigns.
- Programmatic AdvertisingGet expert help to launch effective email campaigns.
- All Marketing Services
- Digital Marketing Services
-
Partner with a company responsible for over $3B in client revenue.
REQUEST A FREE PROPOSAL
-
- Resources
- Product Info
- Education & Guides
- Company
-
See how we stack up against the competition!
COMPARE NUTSHELL
-
- Contact Support
- Log In
- Start Free Trial