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Nutshell

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AI-powered CRM and sales automation platform built for small business sales teams

  • Deployment Cloud Based
  • Starting price $13/user/month
  • Free trial Available
  • Best for Freelancers, Startups, SMEs

What is Nutshell?

Nutshell is a customer relationship management platform designed for small and midsize sales teams. It combines contact and lead management, customizable sales pipelines, email and calendar sync, and reporting tools in a single system. The platform includes AI features such as lead recaps, next-step suggestions, and call summaries, along with marketing tools like email campaigns, landing pages, and web forms, letting teams manage sales and marketing activity without separate software.

Nutshell offers five paid subscription tiers priced per user per month, ranging from a Foundation plan with core CRM functionality to an Enterprise plan with unlimited pipelines, custom fields, and single sign on. Add-ons cover SMS and chat engagement, email marketing, prospecting data, and proposals and invoices. Nutshell integrates with tools like Gmail, Outlook, QuickBooks, Slack, and Zapier, and offers a 14 day free trial with no credit card required.

Key Features of Nutshell

Nutshell lists 10 documented features, including Contact and lead management with unlimited contacts and storage, Customizable sales pipelines with list, Kanban, chart, and map views and Email and calendar sync with Gmail and Outlook. The list below covers what the product does rather than how it is marketed.

  • Contact and lead management with unlimited contacts and storage
  • Customizable sales pipelines with list, Kanban, chart, and map views
  • Email and calendar sync with Gmail and Outlook
  • AI-powered lead recaps, next-step suggestions, and call/meeting logging
  • Sales automation and workflow rules
  • Built-in reporting and analytics on activity, sales, and team performance
  • Email marketing campaigns, landing pages, and web forms
  • Meeting scheduler and web chat/AI chatbot
  • 5,000+ third-party integrations including Slack, QuickBooks, and Zapier
  • Quotes, invoices, and e-signature tools via add-on

Nutshell Pricing

Nutshell lists 5 plans, from $13 to $79.

Foundation

$13/user/month

billed annually; $19/user/month billed monthly

10 AI outcomes, unlimited contacts and storage, email/calendar sync, AI chatbot, form builder, landing pages

Growth

$25/user/month

billed annually; $32/user/month billed monthly

20 AI outcomes, activity reports, sales quotas, lead assignment rules, custom stage goals

Pro

$42/user/month

billed annually; $49/user/month billed monthly

40 AI outcomes, 5 custom pipelines, advanced reporting, sales automation, AI lead recaps, meeting scheduler

Business

$59/user/month

billed annually; $67/user/month billed monthly

100 AI outcomes, 10 custom pipelines, advanced meeting scheduler, audit log, email templates

Enterprise

$79/user/month

billed annually; $89/user/month billed monthly

150 AI outcomes, unlimited pipelines and custom fields, enterprise SSO, SQL data access, phone support

Nutshell Specifications

Nutshell is available on web app and has iOS and Android apps. It offers an API and has a free trial.

Tagline:
AI-powered CRM and sales automation platform built for small business sales teams
Deployment:
  • Cloud Based
Billing cycle:
monthly
Desktop:
  • Web App
Mobile:
  • iOS
  • Android
Languages:
english
Built for:
  • Freelancers
  • Startups
  • SMEs
  • Agencies
Support channels:
  • Email
  • Phone
  • Live Support
  • Tickets
Integrations:
Integrates with 5,000+ apps including Gmail, Outlook, QuickBooks, Slack, Zapier, Mailchimp, and Intercom.
Public API:
Yes
Free trial:
Yes
Runs in a browser:
Yes
Free plan:
No
Customisable:
Yes

Nutshell Videos

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Nutshell FAQs

No, Nutshell does not have a permanent free plan, but it offers a 14-day free trial that does not require a credit card.

The Foundation plan starts at $13 per user per month when billed annually, or $19 per user per month billed monthly.

Basic email marketing tools are included in all plans, with an Email Marketing add-on and a separate Marketing add-on available for more advanced campaign features.

Yes, Nutshell connects with over 5,000 apps including Gmail, Outlook, QuickBooks, Slack, and Zapier.

Yes, Nutshell offers mobile apps for iOS and Android in addition to its web application.

AI Lead Recap generates a plain-English summary of a contact's history, including who spoke with them, what was discussed, what was promised, and the current status of the deal.