“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
Try Nutshell free for 14 days.
Get a CRM your team will use!
For full pricing details, visit our pricing page.
Unlimited contact records and data storage.
Flexibility for teams who have multiple processes or to use for other objectives such as Customer Retention or Customer Success.
Used to restrict user permissions, assigning leads to multiple users at once, organizing your sales team and setting sales quotas for your team.
Connect up to a certain number of third-party forms or create up to a certain number of Nutshell Forms to collect lead data from your website and automatically enter into your CRM.
Add custom fields to People, Leads or Company records based on your specific business needs for example internal customer order numbers or important dates.
Define geographic regions and use them to auto-assign leads to the right sales rep
Automatically move your leads through your pipeline based on automated triggers.
All plans can take advantage of our countless integrations. API support offered to Enterprise customers.
Nutshell Enterprise supports the usage of multiple currencies. Enterprise Only
Track and get notified about leads that are important to you and your team.
Prioritize your prospects with hot leads to identify leads that are primed to close.
Set sales and activity quotas for your team.
Integrate with your phone system or preferred communication platform and call from within Nutshell.
Create roles within your organization and customize the permissions for each. The number of customizable roles available varies by plan.
Leverage SQL to extract, transform and analyze your Nutshell data for custom integrations and advanced reporting. Enterprise Only
Trace certain actions taken by users in your organization, user logins, bulk list exports, bulk edits. Enterprise Only
View changes on People, Leads and Company timelines to trace any user actions. Enterprise Only
See what companies are visiting your site and unlock that information to turn a cold website visit into a hot lead- even if they don’t fill out a lead form on your site.
Instantly view how you’re tracking against quota and previous periods, and segment by product, rep, lead source, and more to identify what’s really driving your sales. Monitor your lead volume, identify your best lead sources, and ensure that your pipeline is always full.
Access valuable insights with a variety of reports, including forecasts, losses, activities, funnels, attribution, custom reports and more.
Easily sync your email with Nutshell for easy tracking and sharing
Create and schedule one-on-one sales drips that are more likely to capture attention. Nutshell triggers a sales sequence at the pipeline stage of your choice, remembers the follow-up for you so that valuable prospects don’t float away, and stops the sequence as soon as they reply.
Monday-Friday from 9am to 8pm eastern.
Track engagement on the emails you send from Nutshell.
Nutshell Campaigns is an add-on that starts for as little as $5/mo and is based on the number of contacts. Even without adding Nutshell Campaigns, you are able to send up to a certain number of emails with Nutshell Campaigns based on your CRM plan.
We will import your email marketing data for you, absolutely free, when you get started with Nutshell Campaigns.
We will help you set up Nutshell Forms or integrate your connected forms.
We will import your data for you, absolutely free, when you get started with Nutshell.
Enterprise plan customers can request for Nutshell to import additional data – even after the onboarding process.
We will provide API support for apps you are integrating with Nutshell.
Only available to Enterprise plan customers. A dedicated CRM specialist to help you onboard your team and get the most out of Nutshell. You must have a minimum of 5 users to have a Dedicated Success Strategist.
Schedule a call with our support team for any additional assistance. Enterprise only
Summarize your Lead, People and Company timelines for more efficient and effective customer relationship management.
As long as you have transcriptions enabled for Zoom, Nutshell’s AI and native Zoom integration will summarize the transcription for you.
For marketers who care about driving sales, Nutshell Marketing is an email marketing platform that directly connects to your CRM data and helps turn more of your subscribers into buyers.
Pricing based on your team’s number of marketing contacts.
Nope! Nutshell comes standard with unlimited CRM contacts and no data limits. Nutshell Campaigns subscriptions require an additional monthly charge based on your number of marketable contacts.
Yes! We have dozens of Native Integrations that require no coding or IT. We can also integrate most applications using Zapier. Have questions? Ask our support team!
Great question! A marketing contact is a person in Nutshell that has at least one email address and hasn’t unsubscribed from your communications or bounced from previous outreach.
Only if you spill your coffee on your keyboard. Nutshell is an out-of-the-box, cloud-based tool, so there’s no need to get the techies involved. And that means you can use it from anywhere, too.
You bet it does. If you have an iPhone or Android phone, we offer apps that you can download for free in the App Store or Google Play Store.
Yep. Nutshell works with all email providers and clients, including Google and Outlook. You’ll never have to worry about your email not syncing with Nutshell.
Just contact us! We’ve got you covered. We think that every single user—whether you’re just getting started with your trial or you’re a longtime customer—deserves helpful support.
It’s hard to predict how many marketing contacts a growing business will gain over the course of a year. Instead of asking our customers to predict how many contacts they think they’ll need during an annual subscription, we think it’s easier to charge Nutshell Campaigns users month-to-month so you can increase your contact limit as needed.
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