Complete Customer Profiles
See every contact, conversation, and deal history in one place.
“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
Get up and running fast with an all-in-one CRM built for small and mid-sized businesses. Manage contacts, automate follow-ups, track deals, and run marketing campaigns—all in one simple platform.
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Every lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
See every contact, conversation, and deal history in one place.
Track every deal from first contact to closed, at a glance.
Automate follow-ups, task reminders, and lead assignments so nothing slips.
See pipeline health, team performance, and revenue forecasts in real time.
Nutshell gives your whole team a single source of truth for every contact, lead, and deal. Every email, call, and meeting is logged automatically — no manual data entry, no scattered spreadsheets, no siloed inboxes.
When a new rep picks up a lead or a customer calls out of the blue, everything your team needs is right there: full conversation history, past deals, notes, and next steps — all in one place.
When you’re running a small business, every hour counts. Nutshell’s automation handles the repetitive work — follow-up emails, task reminders, lead routing, and pipeline updates — so your team can stay focused on conversations that actually move deals forward.
Set it up once and let it run. Automated sequences pause the moment a lead replies, so your outreach always feels personal, not robotic.
Stop guessing and start growing. Nutshell gives SMB owners and managers a real-time view of pipeline health, team activity, and revenue forecasts — so you can make confident decisions without waiting on a report that’s already out of date.
From tracking which lead sources drive the most revenue to comparing rep performance against quota, the answers you need are always a few clicks away.
Most CRMs either leave you wanting more or drown you in features you’ll never use. Nutshell is built to scale with your SMB — affordable enough to start with, powerful enough to grow into — with sales, marketing, and customer data all under one roof.
No IT team required. No six-month implementation. No surprise fees as your team grows.
Nutshell integrates with the software small and mid-sized businesses rely on every day, so your customer data stays synced and your team doesn’t have to toggle between a dozen different tabs.
Whether you’re managing invoices in QuickBooks, scheduling meetings through Google Calendar, or running campaigns in Mailchimp, Nutshell brings it all together — so nothing gets lost between tools.
Award-winning support here for when you need us.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
Most small businesses are fully operational in 2-4 weeks. Nutshell offers free white-glove onboarding services to handle data migration and system configuration, plus self-service options if you prefer to move at your own pace. You can start selling within days of syncing your email and importing contacts.
No technical skills required. Nutshell is a cloud-based, out-of-the-box solution designed for non-technical users. The intuitive interface means you can set up custom fields, import contacts, and configure pipelines yourself—no IT team needed. Our support team provides free live help if you get stuck.
Nutshell offers free data migration assistance through our white-glove onboarding service. We partner with Import2 to automatically migrate data from 25+ CRMs including Salesforce, HubSpot, and Pipedrive. The process includes a sample migration first to ensure accuracy before completing the full transfer.
Absolutely. Nutshell’s five pricing tiers (Foundation to Enterprise) scale with your team. Start at $13/user/month and upgrade as you need more pipelines, automation, or advanced features. All plans include unlimited contacts and storage, so you won’t outgrow the platform as your customer base expands.
Unlike free CRMs with limited features and aggressive upsells, Nutshell includes essential tools from day one: unlimited contacts, email sync, automation, reporting, and live support—even on the Foundation plan. You get a complete, professional CRM without hitting paywalls for basic functionality.
Great question. Zoho and Pipedrive are both solid CRMs, but they make different tradeoffs than Nutshell.
Zoho CRM is very affordable ($14+/user/mo), but the interface can feel cluttered, and you often need separate modules for features that Nutshell includes. Want email marketing? That’s Zoho Campaigns (separate product). Advanced automation? Often requires Zoho Flow (separate product). You end up managing multiple Zoho apps instead of one integrated CRM.
Pipedrive excels at visual pipeline management—their drag-and-drop interface is beautiful for sales reps who think visually. But if you need email marketing, advanced reporting, or sophisticated AI tools, you’re adding other products to your stack. They’re a “sales pipeline” CRM, not an all-in-one solution.
Nutshell gives you the pipeline visibility Pipedrive offers plus email marketing, advanced reporting, AI agents, and automation—all in one platform at a comparable price point. You’re not managing multiple products; you’re managing one integrated CRM that handles sales, marketing, and customer data together.
For SMBs especially: Managing 5 different software subscriptions costs you time and money. Nutshell’s all-in-one approach simplifies your tech stack.
Salesforce’s Agentforce is impressive—if you’re a large enterprise willing to pay for it. It’s an add-on to Salesforce (which already costs $165+/user/month), so you’re looking at serious investment.
HubSpot’s AI tools are available, but many are limited to higher-tier plans, which means additional cost.
Nutshell’s AI Agents are:
Our customers consistently tell us that Nutshell’s AI agents save them 3-5 hours per week per rep. That’s real, tangible productivity at a price that makes sense for growing businesses.
Absolutely. Nutshell offers free white-glove data migration as part of our onboarding service. Here’s how it works:
You won’t lose data. You won’t lose history. You won’t start from scratch.
The only thing you’ll lose is the headache of managing a CRM that doesn’t fit your business anymore.
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