“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
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.
Supercharge Your Sales with sales automation, email sequences, multiple pipelines and more
Keep reading to learn:
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.
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.
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.
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.
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.
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.
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.
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.
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