What You Need from a CRM

Unlimited contact records and data storage

Centralized customer database Store your customers’ contact information, order details, and communications in one place, accessible to your entire team from any device.

Automatic contact sync Synchronize your phone contacts and collect customer information instantly from website forms.

Automatic customer data scouring Nutshell Intelligence automatically searches public sources to gather information on your new leads, such as their location, job title, and social media accounts.

Intelligent search function No need to type exact names to find your clients and companies. Type in a part of it, and we’ll fill in the rest.

Business card scanner

Custom web form designer Design simple web forms that capture customer information and automatically create new contacts and leads.

Unlimited forms Up to 5 Forms on Foundation
Up to 10 Forms on Pro
Up to 25 Forms on Power AI

Copy-and-paste form embed codes

Shareable URLs for forms

Form performance tracking Nutshell automatically tracks page visits, form submissions, and conversion rate from all of the webpages where the form has been embedded.

Customizable sales pipeline

Unlimited pipelines 1 Pipeline on Foundation
Up to 5 Pipelines on Pro
Up to 10 Pipelines on Power AI

Drag-and-drop Board view

Interactive Map view

List view

Chart view

Hot leads Give your high-priority leads more visibility throughout your CRM

Communication histories

Team @-mentioning and alerts

Unlimited bulk email templates

Activity reminders

Unlimited click-to-call and phone recordings

Unlimited Custom Fields Up to 25 on Foundation
Up to 50 on Pro
Up to 100 on Power AI

Multiple Currencies Nutshell Enterprise supports the usage of multiple currencies.

At-a-glance revenue and pipeline dashboard Keep an eye on your sales numbers, what your team is up to, and what you need to get done that day—all in one convenient place.

Sales report 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.

New leads report Monitor your lead volume, identify your best lead sources, and ensure that your pipeline is always full.

Advanced reports Forecast report, Losses report, Activity report, Funnel report and Custom reports.

Snapshots Discover and track trends in pipeline growth, win rate, sales cycle size, and more.

Sales and activity quotas

Customizable roles Create roles within your organization and customize the permissions for each. Foundation includes two roles, Pro and Power AI include three, and Enterprise includes 50.

Changelog View changes on People, Leads and Company timelines to trace any user actions.

Audit Log Trace certain actions taken by users in your organization, user logins, bulk list exports, bulk edits

Read-only SQL Access Leverage SQL to extract, transform and analyze your Nutshell data for custom integrations and advanced reporting.

Guided sales process builder

Automated lead assignment

Automated pipeline distribution

Automated lead advancement

Automated tasks

Post-sale lead management Nurture existing customers and recapture lost prospects by creating follow-through tasks for won, lost, or cancelled leads.

Team guidance and coaching Help new sales reps hit the ground running by providing instructions and expectations for each pipeline stage.

Teams Up to 2 on Foundation
Up to 5 on Pro
Unlimited on Enterprise
Used to restrict user permissions, assigning leads to multiple users at once, organizing your sales team and setting sales quotas for your team.

Send and reply to work emails directly from Nutshell

Shareable email templates

One-click bulk emailing

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.

Reply rate tracker and view counter

Email click tracking & notifications Track engagement on the emails you send from Nutshell.

Email health score

150 Free 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.

Email support

Chat support Monday-Friday from 9am to 8pm eastern (excluding holidays)

Free Scheduled Phone Support

Free onboarding data importing assistance We will import your data for you, absolutely free, when you get started with Nutshell.

Free ongoing data importing assistance Enterprise plan customers can request for Nutshell to import additional data – even after the onboarding process.

Email Marketing migration assistance We will import your email marketing data for you, absolutely free, when you get started with Nutshell Campaigns.

Connected Form set up assistance 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.

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. Must have 5 users to have a Dedicated Success Strategy.

Self-service knowledge base

Native iPhone and Android apps

Email and calendar sync with Gmail, Office 365, Outlook, and Microsoft Exchange

One-click integrations with QuickBooks Online, Slack, Unbounce, Intercom and many other time-saving tools.