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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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The CRM With Powerful Sales Forecasting

  • Robust and customizable forecast reports to help you analyze your progress
  • Easily automate your sales process and reduce manual entries
  • Contact management that is simple and intuitive, not complicated
  • Free Live Support offered to all CRM users (even during your Free Trial)

Try Nutshell free for 14 days!

FREE TRIAL CONTACT SALES

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Predict future sales by analyzing your team’s historical sales trends and the deals currently in the pipeline.

 

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Compare sales metrics with your quotas and performance throughout previous months, quarters, and years.

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Adjust forecasts based on lead confidence for the highest possible accuracy.

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Discover the causes of lost leads to plug any holes in your sales process.

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Filter customer data based on behaviors, sources of engagement, and demographics to forecast for specific segments of prospects.

Trusted by over 5,000 businesses

CRM Features That Lead to Better Sales Forecasts

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

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  — including Sales, Forecast, Losses, Attribution, and more — 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.

Sales Automation

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

Automate your sales process

Design and execute an automated 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.

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

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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.

Why users love our sales CRM

“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
“Intuitive CRM – 5 stars”
Lauren B. Marketing & Communications Leader, Small-Business

What they love about Nutshell:

  • Track leads that have very long sales cycles
  • Make detailed notes for Leads, Companies and People
  • Notes are accessible to the entire team
“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
“Great CRM and marketing software!”
Mike S. Small-Business

What they love about Nutshell:

  • Sophisticate our follow-up methods
  • Task out assignments and leads to sales staff
  • Marketing feature to nurture past clients and prospects
“Nutshell is a great tool without the huge cost”
Verified User in Construction Mid-Market

What they love about Nutshell:

  • Makes tracking our pipeline easier
  • Flexibility
  • Cost-effective

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: Webchat and AI Chatbot with unlimited monthly usage

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
Compare Features

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
Compare Features

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)
Compare Features
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
Compare Features

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
  • API support
Compare Features

See Nutshell in action!

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

I love how easy Nutshell is to use. The product is very robust and cost effective. For us, this is a dream product because of the price, performance and customer support!
– John R., G2 Review