Skip to main content ↓

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

a white background with a few white clouds on it
CRM & Sales Automation

Nutshell Pro

Automate the tasks that slow your sales team down and get all the insights you need to optimize your sales process. See why thousands of B2B companies around the world use Nutshell Pro to close more deals faster.

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

Try Nutshell Pro for Free for 14 Days

    Nutshell Pro

    a green arrow pointing to the right on a white background Supercharge Your Sales with sales automation, email sequences, multiple pipelines and more

    Keep reading to learn:

    Design the perfect sales process

    Build and automate a sales pipeline 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 closing and beyond, and accurately measure the impact of your efforts.

    SHOW ME MORE

    a screenshot of a demo pipeline for new customers on the Nutshell dashboard

    Write less email, get more replies

    Build and customize personal email sequences that inspire more of your recipients to take action. Nutshell’s email sequences can be set up to trigger automatically at the pipeline stage of your choice and they’ll shut off as soon as your prospect replies. We remember the follow-up for you, so you can focus on more important things.

    SHOW ME MORE

    a screenshot of a demo pipeline for new customers

    Tame your sales funnel

    Which sales activities are working and which are slowing your team down? Nutshell’s funnel report gives you insight on where deals are getting stuck or lost in your pipeline so you can make targeted improvements.

    SHOW ME MORE

    a dashboard for Nutshell Pro shows the funnel conversion rates

    Track your team’s effort and productivity

    An essential coaching tool, Nutshell’s Activity report gives you a detailed look at how your sales reps are spending their time, helping you fine-tune your process and provide more effective guidance.

    SHOW ME MORE

    Thousands of powerful integrations

    Dial, record, and log your calls with one click

    If your team makes a lot of outbound calls, you’ll love click-to-call. Just click a contact’s phone number, and Nutshell will connect, record, and log the call automatically. There are no limitations on minutes or the number of calls you make, and Nutshell makes it easy to take notes.

    a screenshot of a phone call with james demmuth

    Keep an eye on your hottest deals

    Nutshell Pro helps you stay focused on the opportunities that matter the most. With hot leads, you can mark any valuable opportunity “hot” in one click and it’ll stand out from the pack wherever your leads appear.

    a list of leads in Nutshell with a hot lead in the middle of the list

    Know where you stand

    How is your sales team tracking against their targets? Nutshell Pro gives you the ability to set quotas, and our Forecast report gives you a real-time look at how your sales and projected sales compare to your goal.

    a forecast page shows that sales are expected to be $ 3,127,500

    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

     

    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
    a blue and orange logo for Nutshell Foundation

    $16

    per user per month

    a blue and orange logo for Nutshell Pro

    $42

    per user per month

    $52

    per user per month

    a blue and orange logo for Nutshell Enterprise

    $67

    per user per month

    Your estimated cost

    Nutshell

    1 User/s $

    Annual Charge $

    Compare all plans

    Contact management

    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

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month

    Unlimited

    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    $52 per user per month

    Unlimited

    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    a logo for Nutshell Enterprise
    $67 per user per month

    Unlimited

    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    Lead Capture

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

    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.

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month

    Up to 5 forms

    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    $52 per user per month

    Up to 25 forms

    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    a logo for Nutshell Enterprise
    $67 per user per month

    Unlimited custom forms

    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    Pipeline management

    Customizable sales pipelines

    Drag-and-drop Board view

    Customizable Board View Admin users can easily customize lead cards per-pipeline to align with the unique needs of your team and company.

    Interactive Map view

    List view

    Chart view

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

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month

    1

    Circled Check Icon
    Circled Closed Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Closed Icon
    $52 per user per month

    10

    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    a logo for Nutshell Enterprise
    $67 per user per month

    Unlimited

    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    Communication and task management

    Communication histories

    Team @-mentioning and alerts

    Unlimited bulk email templates

    Activity reminders

    Unlimited click-to-call and phone recordings

    Custom fields

    Multiple currencies

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Closed Icon

    25

    Circled Closed Icon
    $52 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    100

    Circled Closed Icon
    a logo for Nutshell Enterprise
    $67 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    Unlimited

    Circled Check Icon

    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.

    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.

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Closed Icon
    Circled Closed Icon
    Circled Closed Icon

    2

    Circled Closed Icon
    Circled Closed Icon
    Circled Closed Icon
    $52 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    3

    Circled Closed Icon
    Circled Closed Icon
    Circled Closed Icon
    a logo for Nutshell Enterprise
    $67 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    50

    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    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 Used to restrict user permissions, assigning leads to multiple users at once, organizing your sales team and setting sales quotas for your team.

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month
    Circled Closed Icon
    Circled Check Icon
    Circled Closed Icon
    Circled Closed Icon
    Circled Closed Icon
    Circled Closed Icon
    Circled Closed Icon

    2

    $52 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    10

    a logo for Nutshell Enterprise
    $67 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    Unlimited

    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.

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Closed Icon
    Circled Check Icon
    Circled Closed Icon
    Circled Check Icon
    Circled Check Icon
    $52 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    a logo for Nutshell Enterprise
    $67 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    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 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

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Closed Icon
    Circled Check Icon
    Circled Closed Icon
    Circled Closed Icon
    Circled Closed Icon
    Circled Closed Icon
    Circled Closed Icon
    Circled Check Icon
    $52 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Closed Icon
    Circled Check Icon
    Circled Closed Icon
    Circled Check Icon
    Circled Check Icon
    Circled Closed Icon
    Circled Closed Icon
    Circled Check Icon
    a logo for Nutshell Enterprise
    $67 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    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.

    AppConnect AppConnect gives you additional flexibility to connect Nutshell with thousands of software products.

    Enterprise SSO & user/group provisioning Other SCIM provisioning available. Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    Free for teams with 5+ CRM seats

    Circled Closed Icon
    $52 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    Free for teams with 3+ CRM seats

    Circled Closed Icon
    a logo for Nutshell Enterprise
    $67 per user per month
    Circled Check Icon
    Circled Check Icon
    Circled Check Icon

    Free for teams with 2+ CRM seats

    Circled Check Icon

    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.

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

    a logo for Nutshell Foundation with a acorn on it
    $16 per user per month
    Circled Check Icon

    2 per user per month

    Circled Closed Icon
    $52 per user per month
    Circled Check Icon

    50 per user per month

    Circled Check Icon
    a logo for Nutshell Enterprise
    $67 per user per month
    Circled Check Icon

    100 per user per month

    Circled Check Icon

    Enhance your CRM

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

     

    a white background with a pattern of dots and lines

    More pipelines = more power

    If your sales team has to manage distinctly different sales efforts, a single pipeline doesn’t cut it. With Nutshell Pro, you can configure multiple sets of stages to track different types of leads. Whether your business sells products as well as services, frequently resells to existing customers, or needs to track complex enterprise sales as well as quick self-service sales, multiple pipelines are a life-saver.

    The best value in CRM, period.

    #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.

    FREE TRIAL Contact Sales

    Join 30,000+ other sales and marketing professionals. Subscribe to our Sell to Win newsletter!