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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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More Than Just CRM

Automation, Reporting & More

Choose the best plan for your team

Users:
$708 per year

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

    • Unlimited storage, contacts & accounts
    • Contact management and communication timelines
    • 5 customizable pipelines
    • Advanced sales automation
    • Personal email sequences
    • Full reporting suite, including Activity, Funnel, and Forecast reports
    • Meeting scheduling software (lite version)

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

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
  • Free scheduled phone support and API support
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Let’s Talk

Have a question? Looking for a quote? Send us a message or book a meeting with a Sales rep to start the conversation.

Enhance your CRM with Add-ons

Web forms, email marketing, landing pages and more to effectively reach your customers and leads when it matters most.

Starting at

$49 per month

  • Design emails and landing pages with no code or use our pre-built templates
  • Newsletters, Broadcasts and Automated Drip sequences
  • Easily create audiences from your CRM
  • A/B testing and reporting
  • Bulk SMS messaging
See More

Engage with website visitors, leads and customers at every stage of your sales process.

Starting at

$16 per user per month

  • Allow visitors to message you through a chat widget on your website
  • SMS messaging with automation, communication timelines and more
  • WhatsApp, FB Messenger and Instagram DMs integrations
See More

Create, send, and track the progress of quotes and invoices directly in your CRM.

$67 per month

  • Generate unlimited custom quotes and invoices directly from Nutshell
  • Set stage goals based on quote and invoice activity to automatically move leads through your sales pipeline
  • Get notified when a prospect views or accepts your quote or pays your invoice
See More
logo for Nutshell IQ

Discover and add more sales opportunities to your CRM.

Starting at

$37 per company per month

Includes features like

  • ProspectorIQ for cold outreach
  • VisitorIQ to get the contact info of people visiting your website
  • PeopleIQ to get in front of the right person to close the deal
See More

Enable Your Team with the Best CRM Features

Nutshell provides all the CRM tools you need to close more deals.

 

Sales Automation

a screenshot of a Nutshell lead in the Researching stage of the sales pipeline

Automate your sales process

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, put your email outreach on autopilot, and accurately measure the impact of your efforts.

Reporting

a screenshot of a sales report on the Nutshell dashboard showing the number of leads per month

Report on your performance

Nutshell’s easy-to-use, customizable reports give you at-a-glance insight into your business, so you can measure performance and pinpoint areas for improvement. Download presentation-ready charts and view “snapshots” of your business at different points in time so you can track progress.

Email

a screenshot of Ann New's demo pipeline for new customers

Send more emails in less time

Whether you need to contact one prospect or a long list of them, Nutshell’s email templates, automated personal email sequences, and marketing software integrations help you stay at the top of your buyers’ inboxes with a fraction of the effort.

Forms

a screenshot of Nutshell Form Builder with a form that says "connect with our sales team"

Collect leads directly from your website

Give your customers a way to get in touch. Design and embed simple web forms, track their effectiveness, and reach out to form-fillers in a few clicks.

Team Collaboration

a phone using the Nutshell mobile app with a notification that says "I can help you, Charles Berry"

Unite your sales team

Need to get everyone on the same page? Nutshell lets you easily bring colleagues into the conversation, see who’s talking to your customers outside of the sales team, and stay notified of everything that needs your attention.

Contact Management

a screenshot of a newing industries Inc. lead updates in Nutshell

Find every contact, customer, and conversation

Nutshell is your company’s central repository for customer knowledge. Store all your contact details, call notes, and email conversations in one place so everyone on your team can quickly access them.

Pipeline Management

View and track your leads

Nutshell is the most flexible CRM for sales reps, offering four ways to view and manage your pipeline. List view, Map view, Chart view and Board view (drag-and-drop) let you decide how to work your deals, save views and share with your team.

Email Marketing

Turn your subscribers into buyers

With Nutshell Campaigns, you can send beautifully designed marketing emails to thousands of contacts at once, create custom audiences from your CRM data, and instantly track the impact of your messages.

What Makes Nutshell the Best CRM Platform

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Friendly support by live chat and email

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The most powerful sales automation tools on the market

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Email marketing that seamlessly connects to your CRM data

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Fast implementation and professional onboarding services

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

 

  • Unified Customer Intelligence: Gain a 360° view with advanced contact and relationship management.
  • Intelligent Workflow Automation: Streamline complex sales processes for peak efficiency.
  • Integrated Communication Hub: Manage all interactions without switching tabs.
  • Dynamic Performance Dashboards: Customize insights for strategic decision-making.
  • Advanced Analytics & Reporting: Drive growth with granular, actionable data.
  • Dedicated Expert Support: Ensure seamless implementation and ongoing optimization.


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Reviews from G2

“Finally a CRM that a sales team loves and is simple to use!”
Steve C. Owner, Small-Business

What they love about Nutshell:

  • Easy to navigate
  • Keeps sales info organized
  • Helps them see where to improve sales processes
“A great product for any size business”
Bailey T. Channel Sales and Marketing Director, Small-Business

What they love about Nutshell:

  • Pricing for what the product gives them
  • Automation to improve follow-up
  • Easy onboarding and white-glove import
“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
“User-Friendly and robust Features”
Carol M. Analyst, Small-Business

What they love about Nutshell:

  • Easy to set up and use
  • Cost-effective
  • Reports help improve their focus on sales and lead retention