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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

The All-in-One CRM for Retail & Ecommerce

Get up and running fast with a platform built for store owners and ecommerce teams. Manage contacts, automate marketing campaigns, track what’s driving sales, and sync with your store—all in one simple platform.

Start 14-day free trial Book free demo

🎉 No credit card required!

Explore features

Sales and CRM, simplified

Every sale, lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.

Customer profiles & segmentation

Unify purchase history, engagement data, and contact details in one place.

Ecommerce integrations

Sync Shopify, WooCommerce, and BigCommerce data directly into your CRM.

Email & SMS marketing

Send targeted campaigns, abandoned cart sequences, and seasonal promos automatically.

Web Forms & Lead Capture

Capture wholesale inquiries and high-value leads from your site 24/7.

Know your customers inside and out

Nutshell gives you a complete profile for every customer—purchase history, email engagement, past conversations, and custom tags—all in one place. No more digging through spreadsheets or switching between your store platform and your inbox to piece together who someone is.

When a customer reaches out or a wholesale buyer comes back for a reorder, your team instantly sees everything: what they’ve bought, how they engage with your campaigns, and when you last connected. That context is what turns transactional relationships into loyal ones.

  • Complete purchase history: See every order, product category, and transaction linked to each customer
  • Custom tags & segments: Group customers by behavior, spend level, location, or loyalty status
  • Full communication timeline: Every email, call, and note logged automatically

Learn more about contact management

Turn one-time buyers into loyal customers

The real revenue in retail isn’t just in the first sale—it’s in getting customers to come back. Nutshell makes it easy to stay in front of past buyers with automated email and SMS campaigns that feel personal, not spammy.

Set up post-purchase follow-up sequences, seasonal promotions, and win-back campaigns that run on autopilot. Segment your list by purchase history or spend level so every message is relevant. And when a customer replies, your sequences stop automatically—so you’re never sending to someone already in a conversation.

  • Automated drip sequences: Post-purchase follow-ups, re-engagement flows, and win-back campaigns
  • Targeted promotions: Segment by purchase history or spend level for hyper-relevant offers
  • Email & SMS in one platform: Reach customers where they prefer to hear from you

Learn more about marketing features

Know exactly what’s driving sales

Are your Google Ads actually converting? Is that email campaign bringing customers back? With Nutshell’s lead attribution and reporting tools, you don’t have to guess—you get clear, actionable data on which channels and campaigns are generating real revenue.

Use real-time dashboards to track sales performance, forecast revenue, and measure campaign results. Identify your highest-ROI channels and double down on what’s working, so every marketing dollar goes further.

  • Lead attribution: Automatically track which channels bring in your best customers
  • Sales forecasting: Predict revenue based on pipeline value and historical trends
  • Campaign reporting: Measure email and SMS performance with real-time dashboards

Learn more about Nutshell’s reports

Keep your store and your CRM in sync

Your customer data shouldn’t live in five different places. Nutshell connects with Shopify, WooCommerce, BigCommerce, and the rest of your tech stack so order data, customer records, and purchase history flow into your CRM automatically.

No manual imports, no copy-pasting between tabs, no data silos. Just one clean, unified view of every customer—whether they found you through your online store, a wholesale inquiry, or a referral.

  • Ecommerce platform sync: Orders and customer data flow directly into Nutshell from your store
  • Accounting integration: Link QuickBooks or Xero to keep invoices and payment data in sync
  • 5,000+ app connections: Connect your full tech stack via AppConnect

Browse all integrations

Helpful, human customer support

Award-winning support here for when you need us.

  • Free for everyone: Live chat support is available to all trials and active customers
  • Helpful support articles: Our knowledge base is filled with “how-tos” and guides to help with all of your questions
  • Monthly webinars: Covering how to set up and use specific features or processes in Nutshell

Learn more about our award-winning support

See Nutshell in action!

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

🎉 No credit card required!

🎉 Try free for 14 days, no credit card required 🎉 Free live support on every plan 🎉 No seat minimums or maximums
$13 Per user, per month

For individuals or small teams getting started.

2 hrs saved per month
$25 Per user, per month

For small teams that require more reporting power.

4 hrs saved per month
Most popular
$42 Per user, per month

For teams that need more pipelines and admin features

8 hrs saved per month
Best value
$59 Per user, per month

For businesses that require more customization and additional AI features

20 hrs saved per month
$79 Per user, per month

For businesses needing SSO, SQL, Scheduled phone support and more

30 hrs saved per month

Not sure which plan fits? See the full breakdown or talk to one of our specialists.

FAQs

  • 1. Does Nutshell integrate with my e-commerce platform (Shopify, WooCommerce, BigCommerce)?

    Yes! Nutshell integrates with Shopify, WooCommerce, BigCommerce, and other major e-commerce platforms through our App Marketplace. These integrations automatically sync customer data and orders to Nutshell, eliminating manual data entry and giving you a complete view of customer interactions in one place.

  • 2. How long does it take to set up Nutshell with my online store?

    Most small businesses complete Nutshell setup in 2 weeks to 2 months, depending on team size and customization needs. Our intuitive interface and free live support help you get up and running quickly—often in days, not weeks—so you can start seeing value fast.

  • 3. Can Nutshell track both online and in-store sales in one place?

    Absolutely. Nutshell centralizes data from your e-commerce platform and POS system through integrations, giving you a unified view of all customer interactions. Track purchase history, order data, and customer touchpoints across channels to deliver personalized experiences whether customers shop online or in-store.

  • 4. How do I migrate my customer data from my e-commerce platform to Nutshell?

    Nutshell offers free white glove data migration support to help you safely transfer customer data. Our team guides you through cleaning your data, mapping fields correctly, and importing records—ensuring nothing gets lost. Most migrations complete smoothly with our hands-on help.

  • 5. Which Nutshell plan is best for my retail or e-commerce business?

    Start with Foundation ($13/user/month) for basic contact management. Upgrade to Pro ($42/user/month) for sales automation and multiple pipelines as you grow. Need advanced reporting and customization? Business ($59/user/month) offers unlimited features. Try our 14-day free trial to explore what fits your needs.

Thousands of happy users can’t be wrong.

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4.3Reviews(1,410)

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