“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 (then 80% off for 6 months)
No credit card required.
Changing CRMs is often not an easy thing to do (especially when it’s not your choice to do so). We understand this can be a stressful time and we’re here to help. When you choose to move to Nutshell, you get:
That’s on top of free live support from day 1 and everything else Nutshell has to offer.
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.
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.
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.
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.
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.
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.
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.
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.
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What they love about Nutshell:
What they love about Nutshell:
What they love about Nutshell:
What they love about Nutshell:
When you’re choosing your next CRM, don’t settle for something “less than”.
Nutshell has everything you love from Zendesk (and some more!).
Visual Pipeline Management
Nutshell has the same easy drag-and-drop functionality. Additionally, we have List view, Map view and Chart view.
Sales Automation
Automated workflows, emails, assignments, tasks and activities that help you move leads through pipelines automatically.
Full Customer View
See every interaction (calls, texts, emails, web chats, site visits, opens and more) on your People, Lead & Company Timelines.
Contacts & Records Limits
Nutshell’s only limit is 100 active leads on our Sales Foundation plan. Besides that, there is no limit on data.
Smart Lists, Saved Lists & Filters
Use Tags, Custom Fields and more in your Lists to filter down and create the exact Smart List you need. Save it and choose to share it with your team.
Zendesk Support Integration
Keep your customer support conversation integrated with your CRM records.
Live Customer Support
Live Chat is Free for ALL customers. Phone Support is included for Enterprise customers. An Extensive support center.
In-App Phone Dialing & Recording
Integrate with your phone system or preferred communication platform and call from within Nutshell.
AI Call/Meeting Summarization
Instantly summarize calls and meetings and save to your 360-Customer view.
2-Way Email & Calendar Sync
With Google and Microsoft
Email Templates & Sequences
Create templates, share them with your team, send them automatically.
SMS
Send and receive tests inside Nutshell. Automate them in your sales process.
Permissions & Custom Roles
Use our standard roles and/or add your own custom roles to control permissions and who can see/do what inside of Nutshell
Custom Fields
Each plan has a set amount of Custom Fields. Use them for the unique data that you collect on People, Company & Leads
Mobile App
Available on iPhone and Android
API Access & Integration
Our API information is readily available. Plenty of 1-Click integrations. Huge Marketplace via Zapier.
Analytics & Reporting
Out of the box and custom reports available. Install Nutshell Analytics in a few minutes.
In-Product Prospecting
Nutshell IQ is broken into 3 sub-products: ProspectorIQ (find new), VisitorIQ (found you) and PeopleIQ (find more)
Mobile Business Card Scanner
Built right into our mobile app!
Marketing Features
Nutshell has a complete Marketing Suite of tools
Price Per User
Nutshell offers 5 flexible Sales/CRM plans. Choose the plan that most fits your needs and budget.
Unlimited
Always Free
Nutshell IQ
Email marketing, Landing pages, Web forms, SMS Marketing and more all done inside Nutshell (or through third party integration)
From $13 to $89 per month
Limits Apply
Zendesk Reach
From $19 to $219 per month
See all of our features here.
And we are continually adding more and more to our product. Our continued (16 years+) investment into Nutshell is our investment in you!
We recommend Sales Foundation or Sales Growth to Zendesk Sell Team customers.
We recommend Sales Growth or Sales Pro to Zendesk Sell Growth customers.
We recommend Sales Pro or Sales Business to Zendesk Sell Professional customers.
We recommend Sales Business or Sales Enterprise to Zendesk Sell Enterprise customers.
We recommend Sales Enterprise or Sales Business to Zendesk Sell Enterprise customers.
We know transitioning to a new CRM isn’t easy, but we’re here to make the switch as seamless as possible. Start with our 14-day free trial, and we’ll help you evolve from there!
