“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
If you’re an SMB that doesn’t need ALL of the bells and whistles, than Nutshell Foundation is for you. Thousands of companies around the world use Nutshell CRM for our:
Need something with more oomph? Check out Pro, Power AI or Enterprise!
Keep reading to learn:
Design and execute a sales process 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 final negotiations, and trigger personal email sequences to your new prospects without lifting a finger.
Nothing falls through the cracks in Nutshell. When you sync your email and calendar, all of your emails and activities sync directly in Nutshell for easy record keeping and sharing amongst your team.
Nutshell offers 4 different ways to view your leads: Board, List, Map and Chart. No matter your preference we’ve got a view for you. Combine that with powerful and easy to use Tags and Filters for lead view mastery!
Nutshell lets you easily bring colleagues into the conversation, catch up on your customers’ latest interactions with your team, and stay notified of everything that needs your attention.
Nutshell comes fully loaded with a reporting suit that gives you easy to read, filter, download and share insights to improve your sales.
Plug in your team size and the plan you’re interested in, and we’ll do the math for you.
$ 192
per year
per user per month
per user per month
per user per month
per user per month
Nutshell
1 User/s $
Annual Charge $
This is the price per user at our annual rate. You can also decide to pay monthly (however, annual plans get a 15% discount)
Unlimited contact records and data storage.
Flexibility for teams who have multiple processes or to use for other objectives such as Customer Retention or Customer Success.
Automatically move your leads through your pipeline based on automated triggers.
All plans can take advantage of our countless integrations. API support offered to Enterprise customers.
Nutshell Enterprise supports the usage of multiple currencies. Enterprise Only
Track and get notified about leads that are important to you and your team. Prioritize your prospects with hot leads to identify leads that are primed to close.
Set sales and activity quotas for your team
Integrate with your phone system or preferred communication platform and call from within Nutshell.
Create roles within your organization and customize the permissions for each. The number of customizable roles available varies by plan.
Leverage SQL to extract, transform and analyze your Nutshell data for custom integrations and advanced reporting. Enterprise Only
Trace certain actions taken by users in your organization, user logins, bulk list exports, bulk edits. Enterprise Only
View changes on People, Leads and Company timelines to trace any user actions. Enterprise Only
See what companies are visiting your site and unlock that information to turn a cold website visit into a hot lead- even if they don’t fill out a lead form on your site. VisitorIQ is available to purchase as an add-on.
Used to restrict user permissions, assigning leads to multiple users at once, organizing your sales team and setting sales quotas for your team.
Connect up to a certain number of third-party forms or create up to a certain number of Nutshell Forms to collect lead data from your website and automatically enter into your CRM.
Add custom fields to People, Leads or Company records based on your specific business needs for example internal customer order numbers or important dates.
Define geographic regions and use them to auto-assign leads to the right sales rep.
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. Monitor your lead volume, identify your best lead sources, and ensure that your pipeline is always full.
Access valuable insights with a variety of reports, including forecasts, losses, activities, funnels, attribution, custom reports and more.
Easily sync your email with Nutshell for easy tracking and sharing
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.
Track engagement on the emails you send from Nutshell.
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.
Monday-Friday from 9am to 8pm eastern.
Only available to Enterprise plan customers.
Only available to Enterprise plan customers. A dedicated CRM specialist to help you onboard your team and get the most out of Nutshell. You must have a minimum of 5 users to have a Dedicated Success Strategist.
We will import your data for you, absolutely free, when you get started with Nutshell.
Enterprise plan customers can request for Nutshell to import additional data – even after the onboarding process.
We will import your email marketing data for you, absolutely free, when you get started with Nutshell Campaigns.
We will help you set up Nutshell Forms or integrate your connected forms.
We will provide API support for apps you are integrating with Nutshell.
Summarize your Lead, People and Company timelines for more efficient and effective customer relationship management.
As long as you have transcriptions enabled for Zoom, Nutshell’s AI and native Zoom integration will summarize the transcription for you.
CRM plans are priced per seat. The add-ons below are priced per company.
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