“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
If you’re an SMB that doesn’t need ALL of the bells and whistles, then Nutshell Foundation is for you. Thousands of companies around the world use Nutshell CRM for our:
Need something with more oomph? Check out Pro, Power AI or Enterprise!
Keep reading to learn:
Design and execute a sales process that reduces time-wasting tasks and helps your reps know what to do at every moment. Specify the actions and follow-ups that need to happen from initial qualification through final negotiations, and trigger personal email sequences to your new prospects without lifting a finger.
Nothing falls through the cracks in Nutshell. When you sync your email and calendar, all of your emails and activities sync directly in Nutshell for easy record keeping and sharing amongst your team.
Nutshell offers 4 different ways to view your leads: Board, List, Map and Chart. No matter your preference we’ve got a view for you. Combine that with powerful and easy to use Tags and Filters for lead view mastery!
Nutshell lets you easily bring colleagues into the conversation, catch up on your customers’ latest interactions with your team, and stay notified of everything that needs your attention.
Nutshell comes fully loaded with a reporting suite that gives you easy to read, filter, download and share insights to improve your sales.
Plug in your team size and the plan you’re interested in, and we’ll do the math for you.
$ 192
per year
per user per month
per user per month
per user per month
per user per month
Nutshell
1 User/s $
Annual Charge $
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.
Easily import your data from another CRM
Import up to 100 records during your trial. We’ll import the rest once you’re a customer!
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
Unlimited
Unlimited
Unlimited
Unlimited
Design simple web forms that capture customer information and automatically create new contacts and leads.
Design simple web forms that capture customer information and automatically create new contacts and leads.
Copy-and-paste form embed codes
Shareable URLs for forms
Form performance tracking
Nutshell automatically tracks page visits, form submissions, and conversion rate from all of the webpages where the form has been embedded.
Up to 5 forms
Up to 10 forms
Up to 25 forms
Unlimited custom forms
Customizable sales pipelines
Drag-and-drop Board view
Customizable Board View
Admin users can easily customize lead cards per-pipeline to align with the unique needs of your team and company.
Interactive Map view
List view
Chart view
Hot leads
Give your high-priority leads more visibility throughout your CRM
1
5
10
Unlimited
Communication histories
Team @-mentioning and alerts
Unlimited bulk email templates
Activity reminders
Unlimited click-to-call and phone recordings
Custom fields
Multiple currencies
25
50
100
Unlimited
At-a-glance revenue and pipeline dashboard
Keep an eye on your sales numbers, what your team is up to, and what you need to get done that day—all in one convenient place.
Sales report
Instantly view how you’re tracking against quota and previous periods, and segment by product, rep, lead source, and more to identify what’s really driving your sales.
New leads report
Monitor your lead volume, identify your best lead sources, and ensure that your pipeline is always full.
Advanced reports
Forecast report, Losses report, Activity report, Funnel report and Custom reports.
Snapshots
Discover and track trends in pipeline growth, win rate, sales cycle size, and more.
Sales and activity quotas
Customizable roles
Create roles within your organization and customize the permissions for each.
Changelog
View changes on People, Leads and Company timelines to trace any user actions.
Audit log
Trace certain actions taken by users in your organization, user logins, bulk list exports, bulk edits
Read-only SQL access
Leverage SQL to extract, transform and analyze your Nutshell data for custom integrations and advanced reporting.
2
3
3
50
Guided sales process builder
Automated lead assignment
Automated pipeline distribution
Automated lead advancement
Automated tasks
Post-sale lead management
Nurture existing customers and recapture lost prospects by creating follow-through tasks for won, lost, or cancelled leads.
Team guidance and coaching
Help new sales reps hit the ground running by providing instructions and expectations for each pipeline stage.
Teams
Used to restrict user permissions, assigning leads to multiple users at once, organizing your sales team and setting sales quotas for your team.
2
5
10
Unlimited
Send and reply to work emails directly from Nutshell
Shareable email templates
One-click bulk emailing
Personal email sequences
Create and schedule one-on-one sales drips that are more likely to capture attention. Nutshell triggers a sales sequence at the pipeline stage of your choice, remembers the follow-up for you so that valuable prospects don’t float away, and stops the sequence as soon as they reply.
Reply rate tracker and view counter
Email click tracking & notifications
Track engagement on the emails you send from Nutshell.
Email health score
150 Free Nutshell Campaigns Emails
Nutshell Campaigns is an add-on that starts for as little as $5/mo and is based on the number of contacts. Even without adding Nutshell Campaigns, you are able to send up to a certain number of emails with Nutshell Campaigns based on your CRM plan.
Email support
Chat support
Monday-Friday from 7:30 am to 10:30 pm Eastern (excluding holidays)
Free scheduled phone support
Free onboarding data importing assistance
We will import your data for you, absolutely free, when you get started with Nutshell.
Free ongoing data importing assistance
Enterprise plan customers can request for Nutshell to import additional data – even after the onboarding process.
Email marketing migration assistance
We will import your email marketing data for you, absolutely free, when you get started with Nutshell Campaigns.
Connected Form set up assistance
We will help you set up Nutshell Forms or integrate your connected forms.
API support
We will provide API support for apps you are integrating with Nutshell.
Dedicated success strategist
A dedicated CRM specialist to help you onboard your team and get the most out of Nutshell. Must have 5 users to have a Dedicated Success Strategy.
Self-service knowledge base
Native iPhone and Android apps
Email and calendar sync with Gmail, Office 365, Outlook, and Microsoft Exchange
One-click integrations with QuickBooks Online, Slack, Unbounce, Intercom and many other time-saving tools.
AppConnect
AppConnect gives you additional flexibility to connect Nutshell with thousands of software products.
Enterprise SSO & user/group provisioning
Other SCIM provisioning available. Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
Free for teams with 5+ CRM seats
Free for teams with 4+ CRM seats
Free for teams with 3+ CRM seats
Free for teams with 2+ CRM seats
Nutshell Campaigns email writing assistant
Whether you are using your 150 free Campaigns emails per month or you are a paid subscriber, our AI writing assistant is here to help get you started with your emails.
People, Lead & Company timeline summarization
Use AI to summarize long timelines to get the most important information front and center.
Zoom transcription summarization
Nutshell’s native Zoom integration allows you to save and summarize your Zoom transcriptions so that no important detail goes missed.
2 per user per month
2 per user per month
50 per user per month
100 per user per month
CRM plans are priced per seat. The add-ons below are priced per company.
Try Nutshell free for 14 days or let us show you around before you dive in.
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