How do I upgrade to Nutshell Pro?

Visit your Nutshell billing page, select the Pro plan, adjust your user count, and enter payment information. Changes take effect immediately. You can upgrade anytime during your trial or subscription, and you'll only pay the prorated difference for the current billing period.

What equipment do I need to use Nutshell's click-to-call feature?

You'll need a laptop or desktop computer with a web browser (Chrome recommended), a stable internet connection, and either your computer's built-in microphone and speakers or a USB headset. iPhone earbuds work great on Mac. No phone required—calls are made directly through your browser.

What's the difference between Nutshell Pro and the other pricing plans?

Nutshell offers five plans: Foundation ($13/user/month) for basic CRM, Growth ($25) adds reporting and quotas, Pro ($42) includes sales automation and funnel reports, Business ($59) adds AI features, and Enterprise ($79) offers unlimited customization. Pro is ideal for teams needing advanced automation and multiple pipelines.

Can I try Nutshell Pro features before upgrading?

Yes! Nutshell offers a 14-day free trial with access to all Pro features, including click-to-call, funnel reports, and sales automation. No credit card required to start. You can explore the full platform and decide which plan fits your needs before committing to a paid subscription.

Will I lose my data if I upgrade or downgrade my Nutshell plan?

No, your data is completely safe. All contacts, leads, activities, and communication history remain intact when you change plans. You'll simply gain access to new features when upgrading or lose access to advanced features when downgrading. Your core CRM data is never affected by plan changes.

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Introducing Nutshell Pro

Product Updates

Introducing Nutshell Pro

Written by

Andy Fowler CEO & Co-Founder, Nutshell

Last updated on: April 24, 2026

a colorful background with the words Nutshell Pro on it

Today we’re announcing two new features that make life easier for sales managers and sales reps, funnel report and click-to-call.

These features are included as part of Nutshell Pro, a new product plan for teams that want to sell smarter.

Funnel report shows how well your sales process is working

a diagram showing the value and volume of each stage

Ever wonder how efficiently your leads are moving between sales stages? Are you curious where most of your leads get stuck in your sales process? Do you know if you need more leads or just higher quality leads?

The funnel report answers these questions through a visual—you guessed it!—funnel. You’ll be able to see the value and volume of leads by stage over any time period. You’ll also see how many leads progress to the next stage as well as how many leads closed as won, lost, or cancelled.

Call any phone number directly from your browser with click-to-call

an illustration of a phone call being logged

Does your business rely on making phone calls to find, qualify, or close sales opportunities? Over the past few months, customers have taken advantage of Nutshell’s integrations with Skype, RingCentral, and Kixie to make it easier to initiate a phone call. Today, we’re excited to announce a major enhancement for sales teams that rely on making phone calls to do business.

With click-to-call you can call almost any phone number directly from your web browser—no phone needed! Just bring your laptop, an internet connection, and a USB headset if you have one. iPhone earbuds work great if you’re on a Mac.

Click any phone number in Nutshell and start dialing. Optionally record the call, add your own notes, and log the activity. Nutshell uses the Caller ID of whichever phone you specify (and prove you own). This makes it easy for folks to call you back.

a screenshot of a phone call with aaron fletcher

Choose a plan that fits your business

Whether you are using a CRM for the first time or you’re an experienced sales team we have a product plan for your business. Nutshell includes everything you need to track sales and share customer information with you team. Get organized, sync and share your email and calendar, and integrate with productivity tools like MailChimp, Zendesk, UserVoice, and Wufoo.

‍Nutshell Pro is for teams that are ready to sell smarter. It includes everything in Starter and adds sales process automation, activity reporting, funnel reporting, and click-to-call. Pro helps you train your sales team by automatically assigning leads and tasks, and it can adjust lead confidence based on the lead stage and activities completed. You can even add leads to MailChimp marketing campaigns at any time during the sales process.

Thanks!

Today marks an important milestone for Nutshell. Some of our customers have been with us for over four years. We sincerely appreciate your support, which we’re investing back into the product to make Nutshell even better. Let us know what you think and stay tuned—2016 has only just begun!

Nutshell staff standing in front of Nutshell office and waving

Frequently asked questions

1. How do I upgrade to Nutshell Pro?

Visit your Nutshell billing page, select the Pro plan, adjust your user count, and enter payment information. Changes take effect immediately. You can upgrade anytime during your trial or subscription, and you’ll only pay the prorated difference for the current billing period.
2. What equipment do I need to use Nutshell’s click-to-call feature?

You’ll need a laptop or desktop computer with a web browser (Chrome recommended), a stable internet connection, and either your computer’s built-in microphone and speakers or a USB headset. iPhone earbuds work great on Mac. No phone required—calls are made directly through your browser.
3. What’s the difference between Nutshell Pro and the other pricing plans?

Nutshell offers five plans: Foundation ($ $$25/ u ser / m o n t h)$ adds reporting and quotas, Pro ($ $B u s in ess ($$ 59) adds AI features, and Enterprise ($79) offers unlimited customization. Pro is ideal for teams needing advanced automation and multiple pipelines.
4. Can I try Nutshell Pro features before upgrading?

Yes! Nutshell offers a 14-day free trial with access to all Pro features, including click-to-call, funnel reports, and sales automation. No credit card required to start. You can explore the full platform and decide which plan fits your needs before committing to a paid subscription.
5. Will I lose my data if I upgrade or downgrade my Nutshell plan?

No, your data is completely safe. All contacts, leads, activities, and communication history remain intact when you change plans. You’ll simply gain access to new features when upgrading or lose access to advanced features when downgrading. Your core CRM data is never affected by plan changes.