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

Built to help you grow.

An Easy CRM To Use

If you’re an SMB that doesn’t need ALL of the bells and whistles, then Nutshell Foundation is for you. Thousands of companies around the world use Nutshell CRM for our:

  • Sales pipeline automation
  • Advanced reporting suite
  • Personal email sequences
  • And much more (keep reading…)

Need something with more oomph? Check out Pro, Power AI or Enterprise!

Easy to use. Easy to Sell. That’s Nutshell!

Keep reading to learn:

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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, and trigger personal email sequences to your new prospects without lifting a finger.

Find every contact, customer, and conversation

Nothing falls through the cracks in Nutshell. When you sync your email and calendar, all of your emails and activities sync directly in Nutshell for easy record keeping and sharing amongst your team.

View and track your leads

Nutshell offers 4 different ways to view your leads: Board, List, Map and Chart. No matter your preference we’ve got a view for you. Combine that with powerful and easy to use Tags and Filters for lead view mastery!

Get everyone on the same page

Nutshell lets you easily bring colleagues into the conversation, catch up on your customers’ latest interactions with your team, and stay notified of everything that needs your attention.

Report on your performance

Nutshell comes fully loaded with a reporting suit that gives you easy to read, filter, download and share insights to improve your sales.

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

Thousands of Powerful Integrations

 

Calculate your cost

Plug in your team size and the plan you’re interested in, and we’ll do the math for you.

Users

$ 192

per year

$16

per user per month

$42

per user per month

$52

per user per month

$67

per user per month

Your estimated cost

Nutshell

1 User/s $

Annual Charge $

Compare all plans

Per User Cost This is the price per user at our annual rate. You can also decide to pay monthly (however, annual plans get a 15% discount)
Companies, People, Leads Unlimited contact records and data storage.
Sales Pipelines Flexibility for teams who have multiple processes or to use for other objectives such as Customer Retention or Customer Success.
Sales Automation Automatically move your leads through your pipeline based on automated triggers.
Integrations All plans can take advantage of our countless integrations. API support offered to Enterprise customers.
Multiple currencies Nutshell Enterprise supports the usage of multiple currencies. Enterprise Only
Watched leads & Hot leads 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.
Sales & Activity quotas Set sales and activity quotas for your team
Click-to-call Integrate with your phone system or preferred communication platform and call from within Nutshell.
Customizable roles Create roles within your organization and customize the permissions for each. The number of customizable roles available varies by plan.
Read-only SQL access Leverage SQL to extract, transform and analyze your Nutshell data for custom integrations and advanced reporting. Enterprise Only
Audit log Trace certain actions taken by users in your organization, user logins, bulk list exports, bulk edits. Enterprise Only
Changelog View changes on People, Leads and Company timelines to trace any user actions. Enterprise Only
Free VisitorIQ unlocks per month 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. VisitorIQ is available to purchase as an add-on.
Teams Used to restrict user permissions, assigning leads to multiple users at once, organizing your sales team and setting sales quotas for your team.
Forms & connected forms 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.
Custom fields Add custom fields to People, Leads or Company records based on your specific business needs for example internal customer order numbers or important dates.
Unlimited Territories Define geographic regions and use them to auto-assign leads to the right sales rep.
New leads & new sales reports 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.
Advanced reports Access valuable insights with a variety of reports, including forecasts, losses, activities, funnels, attribution, custom reports and more.
Email sync Easily sync your email with Nutshell for easy tracking and sharing
Personal email sequences 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.
Click tracking & notifications Track engagement on the emails you send from Nutshell.
Included Nutshell Campaigns emails 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.
Live chat support Monday-Friday from 9am to 8pm eastern.
Free scheduled phone support Only available to Enterprise plan customers.
Dedicated Success Strategist 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.
Onboarding white glove imports We will import your data for you, absolutely free, when you get started with Nutshell.
Ongoing white glove imports Enterprise plan customers can request for Nutshell to import additional data – even after the onboarding process.
Email marketing migration We will import your email marketing data for you, absolutely free, when you get started with Nutshell Campaigns.
Connected form set up We will help you set up Nutshell Forms or integrate your connected forms.
API support We will provide API support for apps you are integrating with Nutshell.
Timeline Summarization Summarize your Lead, People and Company timelines for more efficient and effective customer relationship management.
Zoom transcription summarization As long as you have transcriptions enabled for Zoom, Nutshell’s AI and native Zoom integration will summarize the transcription for you.
$16/mo
Unlimited
1
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2
10
Up to 2
Up to 5
25
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150
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2 per user per month
$42/mo
Unlimited
5
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3
10
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Up to 10
50
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150
Always Free
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2 per user per month
$52/mo
Unlimited
10
✔️
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3
10
Up to 5
Up to 25
100
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150
Always Free
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50 per user per month
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$67/mo
Unlimited
Unlimited
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50
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10
Unlimited
Unlimited
Unlimited
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150
Always Free
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100 per user per month
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Enhance your CRM

CRM plans are priced per seat. The add-ons below are priced per company.

 

 

#madprops: Real quotes from real Nutshell customers

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.

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