Skip to main content ↓

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

a light blue background with the top part of a darker blue acorn at the bottom right
Seamless Sales and Accounting

Transform Your Workflow with Xero and Nutshell Integration

  • Sync data automatically to eliminate manual transfers
  • Access up-to-date sales and financial insights in one place
  • Keep orders and contact information synchronized across platforms
  • Generate Xero invoices and quotes based on deal status in Nutshell
  • Link essential fields like names, contact details, and lead values easily
  • Free Live Support offered to all CRM users (even during your Free Trial)

Try Nutshell free for 14 days.

FREE TRIAL CONTACT SALES

Trusted by over 3,000 businesses

Reviews from G2

“I love all the automation that we have been able to incorporate into the CRM”
Daniel N. Partner, Small Business

What they love about Nutshell:

  • All the automation
  • Streamline processes
  • No additional charge that save them money
The mail automation is fantastic”
Magnus S. Small Business

What they love about Nutshell:

  • Easy to use and no fuss
  • Email automation and integration
  • Customer support is outstanding and friendly
“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

Choose the best plan for your team

Billed Annually
Billed Monthly

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
  • Customizable single sales pipeline
  • Customizable single sales pipeline (100 open leads limit)
  • And more
Start a Free Trial
See More

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
  • Pipeline stage goals
  • Up to 25 custom fields
  • No active leads limit
  • And more
Start a Free Trial
See More

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 email sequences
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Meeting scheduling software (lite version)
  • And more
Start a Free Trial
See More

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
  • And more
Start a Free Trial
See More

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
  • API support
  • And more
Start a Free Trial
See More

Head-to-head comparison vs. the top players

See why Nutshell is the better CRM platform with Xero integration.

The information below reflects Nutshell Pro and comparable plans.

PER USER COST
SALES PROCESS AUTOMATION
SALES REPORTS AND ANALYTICS
LIVE CUSTOMER SUPPORT
CONTACTS AND COMPANY RECORDS
IN-APP PHONE DIALING AND RECORDING
PIPELINE MANAGEMENT FEATURES
EMAIL TEMPLATES
NATIVE EMAIL INTEGRATIONS
PERSONAL EMAIL SEQUENCES
MARKETING EMAILS AND AUTOMATED DRIP SEQUENCES
EMBEDDABLE WEB FORMS
CALENDAR INTEGRATIONS
FREE IPHONE/ANDROID APPS
MOBILE BUSINESS CARD SCANNER
$42 -$49per month
Up to 5 customizable pipelines
Included
Online chat
Unlimited
Unlimited
Drag-and-drop board, list view, map view, chart view
Unlimited
Gmail, Exchange, Outlook
Included; personal email sequences can be set up to automatically trigger based on pipeline stage
Can send 150 emails per month for free; additional charge per contact above limit (additional 2,500 contacts for $35)
Included
Google, Microsoft 365
Yes; ability to view lead lists/segments on an interactive map available in iPhone app
Included
$30-$50 per month
2 customizable deal pipelines
10 dashboards, 10 reports per dashboard
Online chat
Up to 15 million
Limited to 500 minutes per month
Drag-and-drop board
Limited to 5,000
Gmail, Exchange, Outlook
Included
1,000 marketing contacts included; additional charge per contact above limit (additional 2,000 contacts for $50)
Included
Google, Microsoft 365
Yes; no mobile mapping features available
Included
$49-$59per month
Unlimited customizable pipelines
150 reports per user
Online chat
Unlimited
Not available
Drag-and-drop board
Unlimited
Gmail, Exchange, Outlook
Included
Available as a paid add-on
Available as a paid add-on
Google, Microsoft 365
Yes; ability to view leads on an interactive map
Not included; third-party apps available
$99-$125per month
20 customizable pipelines
Included
Online chat, phone
Up to 2 million
Unlimited
Drag-and-drop board
Unlimited
Gmail, Exchange, Outlook
Up to 300 recipients per user
Not unavailable
Included
Google, Microsoft 365
Yes; ability to view leads on an interactive map
Not included; third-party apps available

Experience Enhanced Productivity 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.

Why Nutshell is the Best CRM with Xero Integration

an illustration of a woman wearing a headset and holding a speech bubble

Free and friendly support by live chat and email.

a cartoon drawing of a person wearing boxing gloves

The most powerful sales automation tools on the market.

an illustration of a calendar that says no contracts

Month-to-month payment options with NO contracts!

an envelope with a letter in it that says to audience

Email marketing that seamlessly connects to your CRM data.

a cartoon drawing of a stopwatch with the hands on the numbers 10 and 12

Fast implementation—no IT department required.

an illustration of a laptop with a green arrow pointing up

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

See Nutshell in action. No credit card required.

    Join 30,000+ other sales and marketing professionals. Subscribe to our Sell to Win newsletter!