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

Makes it easier to manage clients and build trust

Our Financial Advisor CRM

Try Nutshell free for 14 days.

FREE TRIAL CONTACT SALES

 

  • One-click access to import client information
  • Automate your client acquisition process
  • View and track your clients
  • Do all your email check-ins from one tool
  • Improve your data accuracy and reporting

50+ POWERFUL NUTSHELL INTEGRATIONS

Nutshell’s all-in-one CRM helps financial advisors close more deals and foster client loyalty. Here’s what we offer that nobody else does:

Industry leading security features to protect your clients financial data.

Email marketing for easy client engagement.

No IT department required so you can focus on making your clients money.

Integrated forms for capturing new client opportunities.

Month-to-month payment options with NO contracts!

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

Choose the best plan for your team

Billed Annually
Billed Monthly

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

$16 per user per month

Included in all plans…

  • Unlimited data, people, company & lead storage
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Free live support
  • And more
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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
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • And more
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Harness the power of Artificial Intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • 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
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No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power Ai, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and Read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Dedicated success strategist (5 user minimum) & Free scheduled phone support
  • And more
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Sales Automation

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

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

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

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

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

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.

Marketing

Turn your subscribers into buyers

With Nutshell Marketing, 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.

#madprops: Real quotes from real Nutshell customers