Plug in your team size and the plan you’re interested in, and we’ll do the math for you.
$ 192
per yearNutshell
1 User/s $
Annual Charge $
All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.
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.