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Nutshell Review

Nutshell
Nutshell

Sales Automation CRM & Email Marketingfor B2B teams

Claim the ProductGet Nutshell
Nutshell CRM helps B2B teams close more deals by providing an all-in-one CRM for stress-free sales and marketing. It achieves this by offering pipeline and contact management, sales and marketing automation, team collaboration, and integrations to streamline sales processes.
CRMs
B2B CRM Software
Deal Management Software
Sales Process Automation Software
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Nutshell Core Capabilities
Sales automation
Pipeline management
Contact management
Links
Visit Website
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Pricing
From$13.00/mo
BillingPer seat
TrialAvailable
Who is Nutshell for?
Startups
SMBs
Mid-market
Is Nutshell easy to use?
Who uses Nutshell?
Apollo
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Cobl

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Proposals that win, built from your real sales context.

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Memory & Knowledge reuse
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Verified company and profile data
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What is Nutshell

Nutshell is an AI-first CRM platform designed for sales, marketing, and customer engagement. It combines multiple business tools into one easy-to-use, cost-effective system. Businesses use it to manage contacts, automate emails, and track deals efficiently. Nutshell stands out for its clean interface and strong automation features that save time and boost productivity. The tool works best for teams needing simple lead tracking, pipeline management, and sales automation. Users can see faster results with quicker deal closes and more leads won in just weeks. It’s ideal for companies moving from spreadsheets or other CRMs who want a straightforward transition with live support. Nutshell fits into a company's go-to-market stack as a CRM with built-in email marketing and sales automation. It also supports quotes and customer data enrichment. However, it’s not a full ERP or standalone email marketing platform, so larger enterprises might need additional tools for complex workflows. Overall, it’s a solid choice for small to midsize businesses aiming to grow faster.

Ideal Customer Profile

Nutshell is recommended for businesses looking for an easy-to-use, all-in-one CRM with sales, marketing, and engagement tools. It helps teams close deals faster, manage contacts, and automate tasks without extra costs.

Startups
SMBs
Mid-market

Key Features

Sales automation
Pipeline management
Contact management
Email automation
Quote tracking
Customer support

Pricing

Nutshell CRM pricing starts at $13 per user/month with the Foundation plan offering unlimited storage, contacts, email/calendar sync, and AI Agents, scaling up to $79 for the Business plan, which adds unlimited pipelines, custom fields, SQL access, phone support, and API access. Key tiers include Grow ($25) for enhanced reporting and lead management, Pro ($42) for sales automation and multiple pipelines, and Best Value ($59) adding increased pipelines, AI Notetaker, and Gmail email templates. Marketing and Engagement add-ons range from free basic tools to advanced SMS marketing at $16 per user/month and marketing suites up to $49 per workspace/month, all with a 14-day free trial.

Starting price$13.00
TrialAvailable

Foundation

$13.00

Per User, Monthly

It includes

  • Unlimited storage
  • Contacts & accounts
  • Email/calendar sync
  • Free live support
  • AI Agents included
  • App connections

Grow

$25.00

Per User, Monthly

It includes

  • Includes Foundation
  • Activity/Email reports
  • Sales quotas
  • Lead assignment rules
  • Pipeline stage goals
  • Hot Leads

Pro

$42.00

Per User, Monthly

It includes

  • 5 customizable pipelines
  • Sales automation
  • Personal email sequences
  • Full reporting suite
  • Meeting scheduler lite
  • Multiple pipelines

Best Value

$59.00

Per User, Monthly

It includes

  • Includes Pro features
  • Increased pipelines
  • Unlimited Notetaker
  • Full meeting scheduler
  • Audit log & changelog
  • Gmail email templates

Business

$79.00

Per User, Monthly

It includes

  • Includes Best Value
  • Unlimited pipelines
  • Custom fields & teams
  • Read-only SQL access
  • Scheduled phone support
  • API support

Marketing Foundation

Free

Per Workspace, Monthly

It includes

  • Website buyer journey
  • Basic lead attribution
  • Email marketing
  • No-code email builder
  • No-code landing pages
  • Nutshell branding

Marketing Advanced

$49.00

Per Workspace, Monthly

It includes

  • Includes Foundation
  • A/B email testing
  • Advanced attribution
  • Higher webform limits
  • SMS marketing 150 credits
  • Advanced forms reporting

Engagement Foundation

Free

Per User, Monthly

It includes

  • Unlimited webchat
  • AI Chatbot unlimited
  • Start chats on site
  • Visitor info forms
  • Assign chat threads
  • Chat save & manage

Engagement SMS

$16.00

Per User, Monthly

It includes

  • Includes Foundation
  • Two-way SMS chats
  • Local phone number
  • 150 free messages
  • SMS automation
  • Social media integrations

How simple is Nutshell setup?

Complexity
Advanced

Setting up Nutshell involves creating an account, adding your contacts, and customizing your sales pipeline and email automation in a few hours using the intuitive interface and light documentation. You can handle it solo by configuring workflows and integrations tailored to your business needs without lengthy onboarding.

Frequently Asked Questions

How to use Nutshell?
Use Nutshell to manage contacts, automate sales, engage customers via marketing and chat, and track deals in customizable pipelines.
How much is Nutshell?
Nutshell pricing starts at $13/user/month, with plans up to $79/user/month offering advanced CRM, AI, and full reporting features.
Why choose Nutshell?
Choose Nutshell for its easy-to-use, all-in-one CRM platform with sales automation, AI-powered tools, and live customer support.
How does Nutshell work?
Nutshell organizes contacts, automates sales workflows, integrates marketing, and supports team communication to increase leads and sales.
Is Nutshell free?
Nutshell offers a free 14-day trial with full access, but ongoing use requires a paid subscription starting at $13/user/month.
Is Nutshell a partner?
Yes, Nutshell partners with businesses by providing integrations and customization to grow sales and marketing capabilities.
How to learn Nutshell?
Learn Nutshell via live support, onboarding help, online resources, and trial experience to quickly master its features.
What are Nutshell alternatives?
Alternatives to Nutshell include Salesforce, HubSpot, and Zoho CRM, which offer varying automation and customization.
What are Nutshell reviews?
Users praise Nutshell for its user-friendly interface, automation, and excellent customer service, helping teams save time.
Does Nutshell have an API?
Yes, Nutshell offers API access for custom integrations and expanded functionality within your sales and marketing systems.
Does Nutshell have a trial or a demo?
Nutshell provides a free 14-day trial and offers demos to help you explore all platform features.

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