Nutshell

What is Nutshell?

Nutshell is an AI-powered sales CRM and marketing automation platform designed for small businesses and teams. It combines contact management, pipeline tracking, email marketing, and call transcription into a single system available via web and mobile apps. A 14-day free trial is offered without requiring a credit card.

What are the features of Nutshell?

• Contact and pipeline management

  Stores unlimited contacts and companies with custom fields, and visualizes deals using drag-and-drop pipelines.
• Call transcription and logging

  Automatically transcribes, summarizes, and logs calls and meetings to reduce manual data entry.
• Email and calendar sync

  Provides two-way synchronization with Gmail and Outlook to keep emails and events connected.
• Marketing tools

  Includes an email builder with audience segmentation, SMS messaging, landing pages, and lead capture forms.
• Quotes and contracts

  Creates, sends, tracks, and collects signatures on quotes, invoices, and contracts using user templates.
• Visitor identification (Nutshell IQ)

  Identifies anonymous website visitors to support prospecting and outreach.

What are the use cases of Nutshell?

• Offline lead capture

  Uses chatbots and forms to engage website visitors, qualify leads, and book meetings when staff are unavailable.
• Sales follow-up automation

  Generates emails and campaigns while automating follow-ups to maintain outreach momentum.

Nutshell Pricing Information:

• Free trial

  14 days of access with all features included; no credit card required. Free live support and data migration during the trial.
• Starter plan

  $13 per user, per month (monthly billing), or $6 less per month with annual billing. Intended for individuals or small teams getting started.
• Growth plan

  $25 per user, per month (monthly billing), or $7 less per month with annual billing. Intended for small teams requiring more reporting power.
• Pro plan

  $42 per user, per month (monthly billing), or $7 less per month with annual billing. Intended for teams needing more pipelines and admin features.
• Business plan

  $59 per user, per month (monthly billing), or $8 less per month with annual billing. Intended for businesses requiring more customization and additional AI features.
• Enterprise plan

  $79 per user, per month (monthly billing), or $10 less per month with annual billing. Intended for businesses needing SSO, SQL, and scheduled phone support.
• No seat minimums or maximums apply across plans.