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Nutshell

Easy to use. Easy to sell.·nutshell.com

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Nutshell is an all-in-one CRM and email marketing platform for B2B sales teams, combining pipeline management, contact tracking, email/calendar sync, quotes and invoices, and AI-powered automation. It offers built-in marketing tools such as email campaigns, forms, landing pages, and a chatbot, plus prospecting and reporting features. The product serves over 5,000 companies across 50 countries and is delivered via web and mobile apps.

What it's for

managing sales pipelines and leadsemail marketing campaignscapturing leads via chatbot and formstranscribing and summarizing calls and meetingscreating and sending quotes, invoices, and contractsprospecting for new leads and contactssales team reporting and forecastingSMS messaging with contacts

Features 19

  • AI call and meeting transcription and summarization
  • AI sales chatbot for lead capture
  • Audit log and changelog
  • Contact management with unlimited contacts and custom fields
  • Custom pipelines
  • Drag-and-drop sales pipeline visualization
  • Email marketing builder with segmentation and automation
  • Enterprise SSO and SQL data access
  • Form builder and landing pages
  • Lead assignment rules and custom stage goals
  • Meeting scheduler
  • Nutshell IQ website visitor identification and prospecting
  • Product Importer for bulk product/service lists
  • Quotes, invoices, and contracts with e-signatures
  • REST API and JSON-RPC API access
  • Sales automation
  • Smart/advanced reporting and analytics
  • SMS and landing pages
  • Two-way email and calendar sync with Gmail and Outlook

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
Forsmall businesses, B2B sales teams, small teams
CompanyNutshell · 2009

Integrations

GmailOutlookSlackZoomAircallWhatsAppFacebook MessengerInstagramGoogle WorkspaceMicrosoft Office

Complianceself-reported

SOC 2PCI-compliantGDPRCASA

Resources

Pricing

Prices shown are per user, per month, with no seat minimums or maximums. Add-ons (Marketing, Engagement, Email Marketing by contact tier, SMS by message tier, Prospecting by credit tier, Quotes & Invoices) are priced separately from the core CRM plans. Foundation plan is limited to 100 open leads.

Foundation$13/user/mo

For individuals or small teams getting started. ~2 hrs saved per month via AI outcomes. Annual billing saves $6/month per the page.

100 open leads (Foundation plan only)

Growth$25/user/mo

For small teams that require more reporting power. ~4 hrs saved per month via AI outcomes. Annual billing saves $7/month per the page.

Pro$42/user/mo

Most popular plan. For teams that need more pipelines and admin features. ~8 hrs saved per month via AI outcomes. Annual billing saves $7/month per the page.

Business$59/user/mo

Best value plan. For businesses that require more customization and additional AI features. ~20 hrs saved per month via AI outcomes. Annual billing saves $8/month per the page.

Enterprise$79/user/mo

For businesses needing SSO, SQL, Scheduled phone support and more. ~30 hrs saved per month via AI outcomes. Annual billing saves $10/month per the page.

Save 15% with annual billing (toggle label); individual plans also state specific per-month savings amounts when billed annually.

Last checked 29 days ago·