Nutshell

Nutshell is a cloud-based customer relationship management platform for sales and marketing teams. It organizes companies, people, leads, activities, communications, and sales opportunities in shared customer records.

The platform includes customizable sales pipelines, contact timelines, reporting, email and calendar synchronization, automation, forms, landing pages, webchat, and marketing capabilities. Nutshell also provides native iOS and Android applications.

Nutshell supports more than one deployment surface through its web application, mobile apps, integration marketplace, REST API, and legacy JSON-RPC API. The company operates from offices including Ann Arbor, New York, Cape Town, and Sydney.

Nutshell provides visual sales pipelines with customizable stages, multiple views, lead assignment rules, stage goals, and sales automation. Higher plans add additional pipelines, advanced reporting, audit logs, territories, and enterprise controls.

Contact records can contain company, person, lead, activity, email, calendar, text, and note history. Google and Microsoft synchronization connects email and calendars with CRM records.

Marketing functions include forms, landing pages, email marketing, attribution reporting, and campaign tools. Engagement features include webchat, an AI chatbot, SMS conversations, and integrations with Facebook, Instagram, and WhatsApp Business.

AI features include activity and meeting summaries, lead research and scoring, email suggestions, voice-to-text activity logging, lead recaps, and campaign generation. Usage limits vary by plan through monthly AI outcome allowances.

Nutshell supports integrations with Google, Microsoft, QuickBooks Online, Slack, Unbounce, Intercom, Zapier, and other applications. Its REST API provides access to CRM data for custom integrations, automation, synchronization, and reporting applications.

Nutshell offers five CRM plans with annual-billing starting prices. Foundation starts at $13 per user monthly, Growth at $25, Pro at $42, Business at $59, and Enterprise at $79.

All CRM plans include unlimited contacts and storage, email and calendar synchronization, an AI chatbot, form builder, landing pages, and selected AI capabilities. Higher tiers add reporting, automation, custom pipelines, audit logs, enterprise single sign-on, SQL access, and phone support.

Nutshell offers a 14-day free trial without requiring a credit card. Optional products include Marketing, Engagement, Nutshell IQ, and Proposals & Invoices. Proposals & Invoices is listed at $79 per company monthly, while Nutshell IQ starts at $37 per company monthly.

Pros

• Clear tiered pricing with a low starting entry price.
• Combines CRM, pipeline management, marketing, and engagement tools.
• Native iOS and Android apps are included with Sales plans.
• API access is available to customers across plans.
• Third-party reviews report strong ease of use and customer service.
• Unlimited contacts and storage are included with CRM subscriptions.

Cons

• Advanced capabilities require higher-priced plans or add-ons.
• Marketing, engagement, prospecting, and quoting can increase total cost.
• The mobile apps require an active subscription and internet connectivity for synchronization.
• Enterprise CRM requirements such as SSO, SQL access, and phone support are reserved for the highest tier.
• Organizations needing highly complex workflows or extensive enterprise customization may require a larger CRM platform.

HubSpot CRM is a comparable option for teams seeking a broader free CRM ecosystem and extensive marketing tools. Pipedrive is a common alternative for teams prioritizing visual pipeline management and sales activity tracking.

Zoho CRM offers a broad business application ecosystem and extensive configuration options. Freshsales combines CRM, sales automation, and communication functions for growing teams. Salesforce Sales Cloud targets organizations needing deeper enterprise customization, administration, and ecosystem coverage.

Does Nutshell offer a free plan?
Nutshell offers a 14-day free trial. The researched pricing pages do not list a permanent free CRM plan.

How much does Nutshell cost?
Annual-billing CRM prices start at $13 per user monthly for Foundation. The highest listed Enterprise starting price is $79 per user monthly.

Which platforms does Nutshell support?
Nutshell supports a web application and native mobile applications for iOS and Android.

Does Nutshell have an API?
Yes. Nutshell provides a REST API and continues to support its JSON-RPC API. API access is available to all customers.

What integrations does Nutshell support?
Examples include Google, Microsoft, QuickBooks Online, Slack, Unbounce, Intercom, Zapier, and social messaging services. Availability and setup can vary by integration.

Who is Nutshell best suited for?
Nutshell is best suited to small and growing sales or marketing teams that want CRM, pipeline, reporting, and engagement functions in one cloud platform.