Nutshell

Overview

Nutshell is a CRM built for small business sales and marketing teams, with contact and company management, unlimited contacts and storage on every plan, and email and calendar sync for Gmail, Office 365 and Outlook. It carries custom pipelines with multiple views, sales automation for repetitive tasks, and reporting and analytics that grow from activity reports into advanced reporting on the higher plans. Generative AI tools and AI agents draft emails, summarise activity and recap leads, and every plan includes a monthly allowance of AI outcomes. A developer API and 5,000+ integrations such as Slack, QuickBooks and Zapier connect it to the rest of a team's stack. It is sold in five plans: Foundation, Growth, Pro, Business and Enterprise, with no seat minimum or maximum, plus optional Marketing and Engagement add-ons.

Best for small business sales and marketing teams that want an easy-to-use CRM with pipelines, email sync and built-in AI, without seat minimums.

Nutshell is a CRM for small business sales teams, with contact and company management, unlimited contacts, custom pipelines and email and calendar sync for Gmail, Office 365 and Outlook. Sales automation, reporting and generative AI are built in, and every plan carries a monthly allowance of AI outcomes. It is sold in five plans from Foundation to Enterprise with no seat minimum, and a developer API and 5,000+ integrations connect it out.

Key Facts

Features

Contacts and companies

Yes, contact and company management with unlimited contacts and storage, plus PeopleIQ contact enrichment

Deal pipeline

Yes, custom pipelines with multiple views; more custom pipelines on the higher plans

Email and calendar

Yes, email and calendar sync for Gmail, Office 365 and Outlook

Workflow automation

Yes, sales automation and personal email sequences

Reporting and forecasting

Yes, reporting and analytics, from activity reports up to advanced reporting on the higher plans

Integrations and API

Yes, a developer API

Integrations

• Gmail
• Outlook
• Office 365
• Slack
• QuickBooks
• Zapier

Deployment and Support

Deployment

• Cloud (SaaS)
• Browser-based

Support

• Email helpdesk
• Chat
• Phone

Company size

• Freelancers
• Small and mid-sized
• Enterprise

Suitability

The table combines the industries the vendor addresses with the company sizes the tool is aimed at. An empty cell means the combination is not stated, not that it is ruled out.

Pros and Cons

Pricing

• Foundation

  $7

  Per user/month billed annually ($13 monthly). Unlimited contacts and storage, email and calendar sync, and 10 AI outcomes per month.

• Growth

  $18

  Per user/month billed annually ($25 monthly). Adds activity reports, sales quotas, lead assignment rules and 20 AI outcomes.

• Pro

  $35

  Per user/month billed annually ($42 monthly). Adds 5 custom pipelines, advanced reporting, sales automation and 40 AI outcomes.

• Business

  $51

  Per user/month billed annually ($59 monthly). Adds 10 custom pipelines, audit logs and 100 AI outcomes.

• Enterprise

  $69

  Per user/month billed annually ($79 monthly). Adds unlimited pipelines and custom fields, enterprise SSO, SQL data access, phone support and 150 AI outcomes.

Best For

• Agencies
• Consulting
• Technology

Alternatives and Comparisons

FAQ

What plans does Nutshell offer?

Nutshell is sold in five plans: Foundation, Growth, Pro, Business and Enterprise, priced per user/month with no seat minimum or maximum. Prices start at $7 per user/month on Foundation billed annually ($13 billed monthly), and each step up adds more custom pipelines, reporting and AI outcomes.

Does Nutshell have an API?

Yes. Nutshell offers a developer API for custom integrations, alongside 5,000+ integrations such as Slack, QuickBooks, LinkedIn Ads and Zapier.

What AI features does Nutshell include?

Nutshell includes generative AI tools and AI agents that draft emails, summarise activity and recap leads. Every plan includes a monthly allowance of AI outcomes, rising from 10 on Foundation to 150 on Enterprise.

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