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

Simple CRM software for marketing and advertising agencies

  • An affordable CRM and email marketing software with zero hidden costs
  • Unlimited data. Powerful features. Seamless integrations. Free Support
  • Easy to use. Easy to sell. That’s Nutshell: The CRM for agencies.

Try Nutshell free for 14 days.


a G2 review of nutshell from an advertising agency

Features That Agency-Based Clients Love

Client Management

Find every client, lead, and conversation

Nutshell CRM is the ultimate solution for agencies managing clients. Consolidate all client information, call notes, and email conversations in one accessible platform, empowering your entire team to quickly retrieve and utilize critical customer knowledge.


Send more emails in less time

Streamline your prospect outreach effortlessly with Nutshell’s email automation tools. From personalized email sequences to pre-designed templates and seamless integration with marketing software, you’ll effortlessly stay at the forefront of your prospects’ inboxes while minimizing the effort required.


Turn your subscribers into buyers

Unlock the true potential of your marketing campaigns with Nutshell Marketing. Engage thousands of contacts simultaneously through beautifully crafted emails, harness the power of custom audiences derived from your CRM data, and monitor real-time impact to optimize your messaging strategy.


Collect leads directly from your website

Foster seamless customer communication by implementing user-friendly web forms through Nutshell. Design, track, and effortlessly connect with form-fillers, providing a hassle-free way for customers to reach out to your agency with just a few clicks.

Sales Automation

Automate your sales process

Streamline your agency’s sales process with Nutshell’s comprehensive automation capabilities. Empower your sales representatives with a guided workflow, automating time-consuming tasks, email outreach, and follow-ups, while accurately measuring the success of your efforts.


Report on your performance

Gain valuable insights into your agency’s sales performance using Nutshell’s intuitive and customizable reporting features. Monitor progress, identify areas for improvement, and access visually compelling charts and “snapshots” of your business at different stages, enabling data-driven decision-making.

Team Collaboration

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.

Pipeline Management

View and track your leads

Tailor your sales pipeline management to match your preferences with Nutshell’s versatile CRM. Choose from four dynamic views—List, Map, Chart, and Board—allowing you to strategize, optimize deals, save views, and seamlessly collaborate with your team.

Trusted by over 3,000 businesses

Agency Reviews from G2

Customer Review
Customer Review
Customer Review
Customer Review


Why Choose Nutshell CRM for Your Agency?

Flexible Month-to-Month Payment Options

We understand that agency needs can change over time. With Nutshell CRM, you have the freedom to adapt and scale your CRM usage as your agency evolves, providing you with the utmost financial flexibility.

Fast Implementation, No Developers Needed

Our user-friendly interface and intuitive setup process ensure a seamless implementation, eliminating the need for developers. Start driving growth for your agency without any technical barriers.


Unlimited CRM Contacts and Data Storage

Nutshell offers unlimited CRM contacts and data storage, enabling you to manage your expanding client base and store endless amounts of valuable customer insights. Capture every opportunity and unleash your agency’s potential.


Email Marketing Driven by Sales and Pipeline Data

Leverage your CRM data to create targeted, personalized email campaigns that drive engagement and conversions. Harness the insights from your sales and pipeline data to deliver relevant messages that resonate with your audience.


Free and Friendly Customer Support

We pride ourselves on providing exceptional customer support that goes above and beyond. Our team of dedicated experts is here to assist you every step of the way, ensuring you get the most out of Nutshell CRM.


“Affordable Pricing with Exceptional Value”

Billed Annually
Billed Monthly

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

  • Unlimited Data, People, Company & Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Free live support
  • And more
Get Started for Free

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

  • Everything in Foundation, plus…
  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Sales quotas and activity quotas
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • And more
Get Started for Free

Harness the power of Artificial Intelligence to improve efficiency, effectiveness, and revenue in your CRM.

$52 per user per month

  • Everything in Pro, plus…
  • AI timeline summarization
  • Zoom transcription summarization
  • Click tracking & notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
Get Started for Free

No limits. No caps. No nonsense. Our tier that gives your team the most firepower.

$67 per user per month

  • Everything in Power AI, plus…
  • Unlimited pipelines and custom fields
  • Audit log, Changelog and Read-only SQL access
  • Role based permissions
  • Multiple currencies
  • Free scheduled phone support
  • API support
  • Dedicated success strategist (5 user minimum)
  • And more
Get Started for Free

Let’s talk

Have a question? Need a volume discount? Send us a message or book a meeting with a Sales rep to start the conversation.

Contact Sales

Nutshell’s pricing for what the product gives us is absolutely amazing. We have access to so many more CRM features that we never thought we’d be able to utilize without breaking the bank.
– Bailey T, G2 Review