Nutshell
Easy to use. Easy to sell.·nutshell.com
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
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
Integrations
Complianceself-reported
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.
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)
For small teams that require more reporting power. ~4 hrs saved per month via AI outcomes. Annual billing saves $7/month per the page.
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.
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.
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.