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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

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Maximize your team's time

Easy to use AI-powered CRM

  • Spend less time on admin & more time selling: AI-powered notetaking, call-logging, and meeting summarization
  • Move leads down the funnel faster: AI-powered lead research, email writing assistance, and timeline summarization
  • Improve your sales process: AI-powered sales objection coach and sales pipeline designer
  • Engage with customers 24/7 with our AI-powered chatbot that automatically captures leads around the clock

 

Try Nutshell free for 14 days.

    Trusted by over 5,000 businesses

    Powerful CRM with AI features

    Meeting & call summarization

    AI Zoom Transcriptions

    No more taking notes

    With Zoom, Google Meet, and Click-to-Call transcriptions enabled, Nutshell’s AI will generate summaries of your call transcripts. Share the summaries with your team so everyone gets the relevant information they need to move the sale forward.

     

    Lead research assistant

    Nutshell's AI Agents - Lead Research Agent

    Lead insights at your fingertips

    Surface lead insights right from the Lead page. With Nutshell’s lead research assistant, understand the lead’s business, uncover additional contacts at that company, and get talking points with the press of a button.

     

    AI chatbot

    Boost booking rates with a built-in AI chatbot meeting Scheduler

    Engage visitors 24/7

    Nutshell’s AI chatbot engages visitors, answers questions, books meetings, and captures contact details—so your pipeline keeps growing even when your team isn’t online. To train your chatbot, just point it to your site’s URLs or upload PDFs, and it instantly learns your products, pricing, and FAQs—no coding required.

     

    Integration with ChatGPT

    Nutshell MCP Server linking ChatGPT to your CRM data - Nutshell CRM

    Work with your favorite AI assistants

    Nutshell effortlessly integrates with AI assistants like ChatGPT and Claude—no coding needed. With a single-click setup, you can start getting AI-powered insights on your CRM data.

     

    Sales objection coach

    Nutshell's AI Agents - Sales Objection Coach

    Overcome common objections

    Confidently overcome lead objections with our built-in sales objection coach. Just ask the coach for help, and you’ll get persuasive, role-specific response options to help you keep opportunities alive.

     

    AI writing assistant

    Ensure smart, relevant replies with AI email reply starters in your CRM

    Send more emails in less time

    Use Nutshell’s AI email starters to instantly generate a thoughtful response to keep your lead engaged and cut email writing time by up to 50%. Plus, our AI writing assistant built into Nutshell Marketing lets you check grammar, change the tone, or translate the message in just a couple of clicks.

     

    Lead timeline summaries

    CRM Timeline Summarization

    At-a-glance lead summaries

    Never sift through years of notes on your customers again. Get a quick and accurate summary of your contact history, complete with frequent talking points, a summary of your interactions, and potential conversation starters.

     

    Voice-to-text notetaker

    AI Voice-to-Text Tool

    Spend less time typing, more time closing

    Use Nutshell’s voice-to-text tool to quickly take notes, collaborate with team members, and write emails—no typing required. Notetaker uses conversational AI to generate highly accurate text from your voice, so you can save time on routine tasks.

     

    See Nutshell in action. No credit card required

    Hear from our customers

    “The automations and AI features are helping us in big ways!”
    Richard G. CEO, Hospitality

    What they love about Nutshell:

    • Pipeline & revenue boards motivate the team
    • Syncs to their email
    • Tracks all contacts
    “strong contender in the productivity and AI-assistance space”
    Mnjunatha M. Senior Business Consultant

    What they love about Nutshell:

    • Helps users process information quickly & efficiently
    • Easy to use
    • Fast & accurate
    “Nutshell is a huge part of our business productivity!”
    Kenna K. Digital Media Systems Lead

    What they love about Nutshell:

    • Super helpful support team
    • Intuitive platform
    • Customizable and suits many needs
    “Easy to use and…wait for it…100% buy in!”
    Steve C. CEO, Small Business

    What they love about Nutshell:

    • Simple for sales team to use
    • Valuable insights into what’s working and how to improve
    • Single source of truth

    Choose the best plan for your team

    Nutshell Sales is our flagship product featuring a robust CRM. Higher tiers include additional features like personal email sequences and scheduling software to help your business close more deals. All Sales plans include free access to:

    Nutshell Marketing Foundation: Form builder, Landing pages, Email Marketing & Buyer journey channel attribution reporting

    Nutshell Engagement Foundation: AI Chatbot, Webchat & Multi-Channel Communication Inbox (SMS, Facebook Messenger, Instagram DMs & WhatsApp)

    Users:
    Your Estimated Cost $504 per year

    An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

    $13 per user per month

    Included in all plans:

    • Unlimited storage, contacts & accounts
    • Contact management and communication timelines
    • Email and calendar sync
    • Free live support
    • AI Agents
    • ChatGPT & Claude App Connections
    Start Free Trial

    Perfect for small teams that need more reporting capabilities to help improve performance.

    $25 per user per month

    Everything in Foundation, plus:

    • Activity and Email reports
    • Sales and Activity quotas
    • Lead assignment rules (i.e. Round robin)
    • Pipeline stage goals
    • Hot leads
    Start Free Trial

    For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

    $42 per user per month

    Everything in Growth, plus:

    • 5 customizable pipelines
    • Sales automation
    • Personal email sequences
    • Full reporting suite, including Activity, Funnel, and Forecast reports
    • Meeting scheduling software (lite version)
    Start Free Trial
    Best Value

    For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

    $59 per user per month

    Everything in Pro, plus:

    • Increased pipelines, territories, markets, teams and more
    • Unlimited Notetaker usage (AI powered speech-to-text transcription)
    • Meeting scheduling software (full version)
    • Audit log and changelog
    • Send email templates directly from Gmail
    Start Free Trial

    For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

    $79 per user per month

     

    Everything in Business, plus:

    • Unlimited pipelines
    • Unlimited custom fields, teams, currencies and territories
    • Read-only SQL access
    • Multiple currencies
    • Free scheduled phone support
    • API support
    Start Free Trial

    See Nutshell in action!

    Try Nutshell free for 14 days or let us show you around before you dive in.

    Nutshell’s AI CRM software helps businesses close more deals. Here’s how:

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    Free and friendly support by phone, email, and chat.

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    The most powerful sales automation tools on the market.

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    Month-to-month payment options with NO contracts!

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    Email marketing that seamlessly connects to your CRM data.

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    Fast implementation—no IT department required.

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    Unlimited CRM contacts, unlimited data storage, and no user caps.

    See Nutshell in action. No credit card required.