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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

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.

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$16 per user per month

Unlimited

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25

Unlimited

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2 per user per month

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$42 per user per month

Unlimited

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50

Unlimited

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2 per user per month

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$52 per user per month

Unlimited

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100

Unlimited

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50 per user per month

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$67 per user per month

Unlimited

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Unlimited

Unlimited

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100 per user per month

Lead Capture & Management

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

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$16 per user per month

Up to 5 forms

Up to 5 forms

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$42 per user per month

Up to 10 forms

Up to 10 forms

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$52 per user per month

Up to 25 forms

Up to 25 forms

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$67 per user per month

Unlimited forms

Unlimited forms

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Reporting, Dashboards & Analytics

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

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$16 per user per month
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$42 per user per month
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Nutshell Power AI logo
$52 per user per month
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$67 per user per month
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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.

Automate email sequences based on lead stage & pipeline

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$16 per user per month
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Up to 2

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$42 per user per month
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Up to 5

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$52 per user per month
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Up to 10

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$67 per user per month
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Unlimited

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Email & Calendar Integration

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

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$16 per user per month
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a Nutshell Pro logo with an orange acorn on a blue background
$42 per user per month
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Nutshell Power AI logo
$52 per user per month
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$67 per user per month
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CRM Data/File Storage

Unlimited People (contact) records

Unlimited Company records

Unlimited Lead (opportunities, prospects, etc.) records

Unlimited data storage

Unlimited file storage

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$16 per user per month
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a Nutshell Pro logo with an orange acorn on a blue background
$42 per user per month
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Nutshell Power AI logo
$52 per user per month
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a logo for Nutshell Enterprise
$67 per user per month
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Integrations

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.

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

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$16 per user per month
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$42 per user per month
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Nutshell Power AI logo
$52 per user per month
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$67 per user per month
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Email Marketing

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

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$16 per user per month
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a Nutshell Pro logo with an orange acorn on a blue background
$42 per user per month
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Nutshell Power AI logo
$52 per user per month
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$67 per user per month
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Pipeline Management

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

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$16 per user per month
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a Nutshell Pro logo with an orange acorn on a blue background
$42 per user per month
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Up to 5

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Nutshell Power AI logo
$52 per user per month
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Up to 10

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a logo for Nutshell Enterprise
$67 per user per month
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Unlimited

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