Nutshell
Nutshell
All-in-one CRM with visual pipelines, sales automation, email marketing, AI-powered lead insights, and 150+ integrations to help teams close deals faster.
Key Features
- Contact & Account Management
- Pipeline Management
- Sales Automation
- Email Marketing & Sequences
- Customizable Reporting & Dashboards
- Activity & Task Tracking
- AI Lead Scoring & Insights (Nutshell IQ)
- Web Forms & Lead Capture
- Quote & Proposal Generation
What is Nutshell?
Nutshell is an all-in-one CRM and sales automation platform designed for growing B2B teams. Founded in 2009, it unifies contact management, pipeline tracking, email marketing, and reporting into a single, user-friendly interface. With unlimited data storage and live support, Nutshell simplifies workflows so reps can focus on selling rather than busywork.
Pros and Cons
Pros:
- Intuitive visual pipelines with drag-and-drop deal management
- Built-in sales automation: lead assignment, task reminders, email sequences
- Integrated email marketing and calendar sync within CRM
- AI-powered lead scoring, visitor tracking, and sales insights (IQ)
- Customizable reports and dashboards for performance monitoring
- Web forms for seamless lead capture into pipelines
- Extensive ecosystem with 150+ native and Zapier integrations
- Mobile apps for on-the-go access and push notifications
Cons:
- Advanced features (multi-pipeline, AI, marketing) require higher-tier plans or add-ons
- No native desktop client; browser access only
- Limited built-in marketing automation compared to dedicated platforms
- Offline functionality unavailable
- Custom SQL access and advanced compliance require Enterprise tier
Who It’s For
Nutshell is ideal for small to mid-sized B2B sales teams seeking a simple, end-to-end CRM. It suits organizations wanting:
- Rapid pipeline visibility without complexity
- Integrated email campaigns and contact tracking
- AI insights to prioritize high-value leads
- Affordable, per-user pricing with clear upgrade paths
Contact & Account Management
Store unlimited contacts and companies with complete activity histories. Nutshell automatically logs calls, emails, and meetings, ensuring reps always have context at every touchpoint.
Pipeline Management
Build customizable pipelines with multiple views (Kanban, table). Drag deals between stages, set stage-based probability, and trigger automatic tasks to keep opportunities advancing smoothly.
Sales Automation
Automate routine tasks: assign new leads, advance stages, send follow-up emails, and create reminders. This reduces manual effort and enforces consistent sales processes across the team.
Email Marketing & Sequences
Design and send personalized email campaigns directly from Nutshell. Create multi-step sequences that auto-trigger based on opens, clicks, or time delays, boosting response rates.
AI Lead Scoring & Insights (Nutshell IQ)
Leverage AI to surface hottest leads, predict deal outcomes, and identify gaps in your pipeline. Nutshell IQ analyzes past activities and visitor behavior to recommend next best actions.
Customizable Reporting & Dashboards
Generate real-time dashboards and reports on sales performance, pipeline health, email metrics, and individual rep activities. Customize metrics to align with your KPIs.
Web Forms & Lead Capture
Embed customizable web forms to auto-capture leads into Nutshell pipelines. Form submissions create contacts or leads with predefined tags and assignments.
Quote & Proposal Generation
Quickly generate professional quotes and proposals within CRM. Track when recipients view documents, enabling timely follow-ups and improved close rates.
Mobile CRM Apps
Access contacts, pipelines, and tasks via iOS and Android apps. Log calls, complete tasks, and receive push notifications to stay productive on the move.
Pricing
(All plans billed annually; per user per month)
- Sales Foundation: Starting at $13 − Core CRM, single pipeline, email sync, mobile apps.
- Sales Growth: $25 − Performance reports, multiple pipelines, advanced goals, unlimited open leads.
- Sales Pro: $42 − Sales automation, personal email sequences, full reporting suite.
- Sales Business: $59 − Multiple pipelines, territories, AI-powered transcription, custom fields.
- Sales Enterprise: $79 − Unlimited pipelines, custom SQL access, granular permissions, dedicated success.
Add-ons (company-wide):
- Engagement Pro: $16 − Web chat and SMS within CRM.
- Nutshell IQ: $37 − AI lead prospector, visitor tracking, people intelligence.
- Marketing Pro: $49 − Landing pages, email marketing, web forms.
Verdict
Nutshell strikes an excellent balance between usability and capability for sales teams. Its visual pipelines, integrated automation, and AI insights deliver strong ROI with minimal training. While advanced marketing and compliance features require higher-tier plans, Nutshell’s clear pricing and live support make it a top choice for SMBs aiming to streamline sales operations and accelerate growth.
Frequently Asked Questions about Nutshell
What is Nutshell?
Nutshell is an all-in-one CRM and sales automation platform designed for growing B2B teams. Founded in 2009, it unifies contact management, pipeline tracking, email marketing, and reporting into a single, user-friendly interface. With unlimited data storage and live support, Nutshell simplifies workflows so reps can focus on selling rather than busywork.
Pros and Cons
Pros:
- Intuitive visual pipelines with drag-and-drop deal management
- Built-in sales automation: lead assignment, task reminders, email sequences
- Integrated email marketing and calendar sync within CRM
- AI-powered lead scoring, visitor tracking, and sales insights (IQ)
- Customizable reports and dashboards for performance monitoring
- Web forms for seamless lead capture into pipelines
- Extensive ecosystem with 150+ native and Zapier integrations
- Mobile apps for on-the-go access and push notifications
Cons:
- Advanced features (multi-pipeline, AI, marketing) require higher-tier plans or add-ons
- No native desktop client; browser access only
- Limited built-in marketing automation compared to dedicated platforms
- Offline functionality unavailable
- Custom SQL access and advanced compliance require Enterprise tier
Who It’s For
Nutshell is ideal for small to mid-sized B2B sales teams seeking a simple, end-to-end CRM. It suits organizations wanting:
- Rapid pipeline visibility without complexity
- Integrated email campaigns and contact tracking
- AI insights to prioritize high-value leads
- Affordable, per-user pricing with clear upgrade paths
Contact & Account Management
Store unlimited contacts and companies with complete activity histories. Nutshell automatically logs calls, emails, and meetings, ensuring reps always have context at every touchpoint.
Pipeline Management
Build customizable pipelines with multiple views (Kanban, table). Drag deals between stages, set stage-based probability, and trigger automatic tasks to keep opportunities advancing smoothly.
Sales Automation
Automate routine tasks: assign new leads, advance stages, send follow-up emails, and create reminders. This reduces manual effort and enforces consistent sales processes across the team.
Email Marketing & Sequences
Design and send personalized email campaigns directly from Nutshell. Create multi-step sequences that auto-trigger based on opens, clicks, or time delays, boosting response rates.
AI Lead Scoring & Insights (Nutshell IQ)
Leverage AI to surface hottest leads, predict deal outcomes, and identify gaps in your pipeline. Nutshell IQ analyzes past activities and visitor behavior to recommend next best actions.
Customizable Reporting & Dashboards
Generate real-time dashboards and reports on sales performance, pipeline health, email metrics, and individual rep activities. Customize metrics to align with your KPIs.
Web Forms & Lead Capture
Embed customizable web forms to auto-capture leads into Nutshell pipelines. Form submissions create contacts or leads with predefined tags and assignments.
Quote & Proposal Generation
Quickly generate professional quotes and proposals within CRM. Track when recipients view documents, enabling timely follow-ups and improved close rates.
Mobile CRM Apps
Access contacts, pipelines, and tasks via iOS and Android apps. Log calls, complete tasks, and receive push notifications to stay productive on the move.
Pricing
(All plans billed annually; per user per month)
- Sales Foundation: Starting at $13 − Core CRM, single pipeline, email sync, mobile apps.
- Sales Growth: $25 − Performance reports, multiple pipelines, advanced goals, unlimited open leads.
- Sales Pro: $42 − Sales automation, personal email sequences, full reporting suite.
- Sales Business: $59 − Multiple pipelines, territories, AI-powered transcription, custom fields.
- Sales Enterprise: $79 − Unlimited pipelines, custom SQL access, granular permissions, dedicated success.
Add-ons (company-wide):
- Engagement Pro: $16 − Web chat and SMS within CRM.
- Nutshell IQ: $37 − AI lead prospector, visitor tracking, people intelligence.
- Marketing Pro: $49 − Landing pages, email marketing, web forms.
Verdict
Nutshell strikes an excellent balance between usability and capability for sales teams. Its visual pipelines, integrated automation, and AI insights deliver strong ROI with minimal training. While advanced marketing and compliance features require higher-tier plans, Nutshell’s clear pricing and live support make it a top choice for SMBs aiming to streamline sales operations and accelerate growth.