Nutshell

Manage sales, track leads, and grow revenue.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Nutshell Overview

  • Updated December 19, 2025

Nutshell is a simple yet powerful CRM platform designed for small businesses that want to streamline their sales process. It offers tools for lead management, contact organization, and pipeline tracking, which help sales teams stay focused and efficient.

The software also includes built-in reporting and email automation, which makes it easier to manage customer relationships, track performance, and close more deals with less complexity.

Key Features

  • Contact management : Nutshell keeps all customer and business details in one place, which makes it easier to organize, update, and access information. Existing lists can be imported so businesses can get started quickly.
  • Pipeline management : It offers customizable pipelines and different views that show exactly where deals stand. This helps teams focus on the right opportunities at the right time.
  • Sales automation : Routine tasks such as lead assignment, reminders, and deal progression are automated. This reduces manual work and allows sales teams to spend more time on building relationships.
  • Reporting and analytics : Real-time reports and insights provide clear visibility into sales performance, revenue forecasts, and pipeline health. These tools guide better decisions and highlight areas that need improvement.
  • Email automation : Nutshell supports drip campaigns and personalized sequences that nurture leads over time. Engagement can be tracked directly within the system.
  • Artificial intelligence : AI features assist with drafting messages, summarizing meetings, and suggesting next steps, which saves time and improves productivity.
  • Web form builder : Custom forms can be created to capture leads from websites, and all entries flow directly into the CRM.
  • Meeting scheduler : Integrated scheduling tools connect with calendars and simplify booking client meetings without long email exchanges.
  • Quotes and invoices : Sales teams can create, send, and track quotes and invoices in the same system used to manage customer interactions.
  • Team collaboration : Notes, tasks, and customer updates can be shared with colleagues, which keeps everyone aligned and informed.
  • Prospecting tools : A large contact database is available to help find and add qualified leads directly into the CRM.
  • Visitor identification : Nutshell identifies companies visiting a website, which allows quick follow-up with interested prospects.
  • Lead attribution : New leads are automatically tagged with source and channel details, which shows which marketing efforts work best.
  • Email and calendar sync : The system integrates with email and calendars to keep communication and scheduling in sync.
  • Web chat and SMS messaging : Businesses can engage visitors through live chat and send SMS messages directly from the CRM, with all activity tracked.
  • Messaging app integration : Connections with platforms like Facebook Messenger and Instagram DMs bring conversations into one place.
  • Security and support : Nutshell protects data with strong security measures and provides free live support to all users.

Price

Plan / Suite Price (per user/month, billed annually) Key Inclusions
Sales – Foundation $13 Unlimited storage, contact management, email/calendar sync, a single customizable sales pipeline, free live support, mobile apps, includes foundational Marketing & Engagement
Sales – Growth $25 All Foundation features, plus activity & email reports, quotas, pipeline stage goals
Sales – Pro $42 Adds five customizable pipelines, sales automation, email sequencing, full reporting, lite scheduler
Sales – Business $59 Includes Pro features plus AI notetaker (voice-to-text), full scheduler, audit log, changelog, Gmail templates
Sales – Enterprise $79 Adds unlimited pipelines, custom fields, teams, currencies; read-only SQL, API, dedicated phone support
Engagement – Pro $16 (with Sales subscription) Includes web chat, SMS with local number, 150 outbound messages, multi-channel messaging and automation
Marketing – Pro $49 (company-wide, with Sales subscription) Landing page/email builder, A/B testing, SMS campaigns, advanced attribution & reporting
Nutshell IQ $37 (company-wide, with Sales subscription) ProspectorIQ, VisitorIQ, PeopleIQ to find and enrich leads (typically includes credits)

Check Pricing details: https://www.nutshell.com/crm

Pros

Competitor Pros of Nutshell 
Salesforce Sales Cloud Nutshell is more affordable and easier to learn than Salesforce. It offers fast setup that works well for small teams that need a friendly, effective tool without complex training.
HubSpot Sales Hub Nutshell offers better value for small businesses. It focuses on core CRM features without overwhelming marketing tools, so teams can stay focused on sales.
Zoho CRM Nutshell is simpler to use and comes with more hands-on customer support. It lets teams get started quickly without needing deep customization or setup.
Pipedrive Nutshell offers more built-in automation and reporting. It also includes live support and a quicker onboarding process, which many small teams appreciate.
Freshsales (Freshsales Suite) Nutshell delivers an intuitive interface with strong support and fair pricing. It favors ease of use over feature overload, which suits teams that want results fast.

Cons

Competitor Cons of Nutshell 
Salesforce Sales Cloud Nutshell lacks Salesforce’s advanced customization, powerful workflow automation, and broad app ecosystem. Those features matter for teams with complex sales processes.
HubSpot Sales Hub Nutshell does not offer a free version like HubSpot, nor does it match HubSpot’s depth in combined marketing and sales tools or its widespread app integrations.
Zoho CRM Nutshell does not support as many integration options or apps as Zoho. Teams tied to other platforms may find the connection options limited.
Pipedrive Nutshell may feel heavier for users who want just a lightweight, visual pipeline tool. It also may lack the visual clarity Pipedrive provides for simple deal tracking.
Freshsales (Freshsales Suite) Nutshell’s feature set is less aggressive in AI and built-in sales campaign tools compared to Freshsales, which packs strong sales automation and predictive tools.

Verified Customer Reviews

G2 Review
PCMag Review
Gartner Review