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 Fields
Person, Company & Lead Tags
Free white glove imports from our support team
Our experts will import your data for you, absolutely free, when you get started with Nutshell.
Free ongoing white glove data imports
Nutshell support will import additional data upon request – even after the onboarding process.
AI timeline summarization
Summarize your Lead, People and Company timelines for more efficient and effective customer relationship management.
Unlimited
25
Unlimited
2 per user per month
Unlimited
50
Unlimited
2 per user per month
Unlimited
100
Unlimited
50 per user per month
Unlimited
Unlimited
Unlimited
100 per user per month
Custom form designer
Design simple web forms that capture customer information and automatically create new contacts and leads.
Collect leads from the forms already on your site
Lead attribution
Channel and source data will automatically be added to your new leads so you can see exactly where they came from
Customer Journey Tracking
Form performance tracking
Nutshell automatically tracks page visits, form submissions, and conversion rate from all of the webpages where the form has been embedded.
Drag-and-drop board view
Interactive map view
List view
Chart view
Hot leads
Give your high-priority leads more visibility throughout your CRM
Automatic territories & geocoding
Up to 5 forms
Up to 5 forms
Up to 10 forms
Up to 10 forms
Up to 25 forms
Up to 25 forms
Unlimited forms
Unlimited forms
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.
Losses report
Analyze lost deals to understand when and why you’re not winning business
New Leads report
Monitor your lead volume, identify your best lead sources, and ensure that your pipeline is always full.
Analytics & Lead Attribution
Forecast reports
Custom reports
Snapshot reports
Discover and track trends in pipeline growth, win rate, sales cycle size, and more.
Activity reports
Funnel reports
View conversion rates at each stage of your funnel and identify where deals are getting stuck.
Email reports
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
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.
Automate email sequences based on lead stage & pipeline
Up to 2
Up to 5
Up to 10
Unlimited
Google Workspace (all apps) 2-way sync
1-click Gmail Extension
Microsoft 365 (all apps) 2-way sync
1-click Outlook extension
Send email via SMTP
Unlimited People (contact) records
Unlimited Company records
Unlimited Lead (opportunities, prospects, etc.) records
Unlimited data storage
Unlimited file storage
Email & Calendar sync with Google Workspace & Microsoft 365
One-click integrations with dozens of popular tools
Quickbooks, Slack, Intercom, PandaDoc and many other tools in your tech stack.
One-click Zoom integration
Zapier
Connect with 6,000+ apps you already use
AppConnect
Nutshell’s team of integration engineers use tools like Zapier to set up, monitor and maintain your AppConnect integrations. AppConnect is included free with most Nutshell subscriptions.
Nutshell Forms
Nutshell Campaigns
CRM and Email Marketing with one login. Starting at $5 per company per month.
Landing Pages
Create custom landing pages with our drag-and-drop editor. Your entire team can access this add-on for just $37 per month.
Nutshell Scheduler
Streamline your processes with Nutshell’s native meeting and appointment scheduling software. Scheduler is part of our Revenue Booster add-on.
VisitorIQ
Track and identify who has visited your website even before they fill out a form. All Nutshell subscriptions include 10 free unlocks a month with additional unlocks available as an add-on.
Unlimited API access
In addition to integrating with popular email marketing platforms Nutshell offers a native email marketing solution through the Nutshell Campaigns add-on. Nutshell Campaigns seamlessly connects to your CRM data so you can target custom audiences in a snap and and turn more of your subscribers into buyers. Plans start at $5 per company per month.
Automated Drip Sequences
1-time Broadcasts
Newsletters
Drag-and-drop Email builder
Template emails available
Easily create audiences from your CRM contacts
Easily trigger emails to leads in your pipeline
Click tracking & notifications
Track engagement on the emails you send from Nutshell.
AI email writing assistant
Customizable sales pipeline
Multiple pipelines
Pipeline automation
Drag-and-drop board view
Interactive map view
List view
Chart view
Hot leads
Pipeline stage goals
Sales quotas
Watched leads
Up to 5
Up to 10
Unlimited
