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

Save Money Without Sacrificing

What You Need from a CRM

  • A powerful and affordable CRM and email marketing plans with zero hidden costs.
  • Unlimited data. Robust features. Seamless integrations. Free support.
  • Remarkable CRM add-ons like email marketing and website visitor identification.
  • Easy to use. Easy to sell. That’s Nutshell.

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Choose the best plan for your team

Billed Annually
Billed Monthly

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

Included in all plans…

  • Unlimited data, people, company & lead storage
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Free live support
  • And more
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CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

Everything in Foundation, plus…

  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • And more
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Harness the power of Artificial Intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • Zoom transcription summarization
  • Click tracking & notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
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No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power Ai, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and Read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Dedicated success strategist (5 user minimum) & Free scheduled phone support
  • And more
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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.

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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 $

Enhance your CRM

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

 

Try Nutshell free for 14 days

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We came over from Salesforce after six years of use and our sales team couldn’t be happier.

Matthew W. SafetySync

Nutshell is hands down the most user-friendly CRM I’ve ever used. LOVE LOVE LOVE Nutshell!

Phil C. Software Consulting Services, LLC

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

Absolutely amazing customer and product support. I’m in love with Nutshell inside and out.

Mike C. Chesser Roe

Nutshell has helped my staff clear up literally 50% of their time.

Jennifer A. Eclectic Music

Thousands of Powerful Integrations

Compare plans

All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.

Contact management

  • 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

Lead capture

  • 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.

Pipeline management

  • 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 and task management

  • 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.

Reporting and performance tracking

  • 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.

Sales automation

  • 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.

Email automation

  • 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.

World-class support

  • Email support

  • Chat support Monday-Friday from 7:30 am to 10:30 pm 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

Apps and integrations

  • 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.

AI Capabilities

  • Nutshell Campaigns email writing assistant Whether you are using your 150 free Campaigns emails per month or you are a paid subscriber, our AI writing assistant is here to help get you started with your emails.

  • People, Lead & Company timeline summarization Use AI to summarize long timelines to get the most important information front and center.
    2/month/user on Foundation & Pro. 50/month/user on Power AI. 100/month/user on Enterprise

  • Zoom transcription summarization Nutshell’s native Zoom integration allows you to save and summarize your Zoom transcriptions so that no important detail goes missed.

Frequently asked questions

  • Is there a limit to the number of contacts that I can add to Nutshell?

    Nope! Nutshell comes standard with unlimited CRM contacts and no data limits. Nutshell Campaigns subscriptions require an additional monthly charge based on your number of marketable contacts.

  • How can I import my contacts into Nutshell?

    Getting your people into Nutshell from any source is simple—just put your contacts into a CSV file, select the appropriate Nutshell fields, and import away! We have a helpful video that walks through the process, or you can reach out to our support team for assistance.

  • So what’s a “marketing contact”?

    Great question! A marketing contact is a person in Nutshell that has at least one email address and hasn’t unsubscribed from your communications or bounced from previous outreach.

  • Will I need IT to implement Nutshell?

    Only if you spill your coffee on your keyboard. Nutshell is an out-of-the-box, cloud-based tool, so there’s no need to get the techies involved. And that means you can use it from anywhere, too.

  • Does Nutshell work on my mobile phone or tablet?

    You bet it does. If you have an iPhone or Android phone, we offer apps that you can download for free in the App Store or Google Play Store.

    If you use a tablet (like an iPad or Surface), Nutshell is responsively designed to work smoothly from your browser.

  • Does Nutshell work with my email?

    Yep. Nutshell works with all email providers and clients, including Google and Outlook. You’ll never have to worry about your email not syncing with Nutshell.

  • What do I do if I need help?

    Just contact us! We’ve got you covered. We think that every single user—whether you’re just getting started with your trial or you’re a longtime customer—deserves helpful support.

  • Why isn’t there an annual payment option for Nutshell Campaigns?

    It’s hard to predict how many marketing contacts a growing business will gain over the course of a year. Instead of asking our customers to predict how many contacts they think they’ll need during an annual subscription, we think it’s easier to charge Nutshell Campaigns users month-to-month so you can increase your contact limit as needed.

  • I’m not paying for Nutshell Campaigns, and yet I seem to have access to it in my Nutshell account. What’s going on here?

    Don’t worry, we’re just giving you a little taste on the house. Nutshell customers can still send 150 delivered marketing emails per month (including test messages), even without a paid subscription.

    With a paid Nutshell Campaigns subscription, your team has a monthly send limit equal to 8X your contact limit.

See Nutshell in action!

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

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