Nutshell CRM: Sales and Marketing Automation for Small Businesses
Nutshell helps small businesses and sales teams manage pipelines and reduce manual data entry. It is designed for teams requiring a centralized system for contact management and lead tracking.
At a glance
- Category
- Sales
- Best for
- Small business owners, Sales teams, Mid-market companies
- Pricing
- Monthly plans range from $13 to $79 per user. Optional add-ons include email marketing ($49/month), SMS ($16/user/month), prospecting ($5/month), and quotes/invoices ($67/month).
- Key use cases
- Quote and Invoice Management, Sales Pipeline Tracking, Lead Research, Customer Communication
- Integrations
- Gmail, Google Calendar, Outlook, Calendly, Facebook Messenger
- Official website
- www.nutshell.com
Nutshell is a sales CRM for small businesses and mid-market companies. It includes tools to help reduce manual administrative work using AI for call transcription, meeting summarization, and lead research.
Key Features
Supports unlimited contacts and companies with customizable fields to track interactions.
Provides two-way synchronization with Gmail and Outlook.
Includes a drag-and-drop interface to monitor where deals stand in the sales process.
Designed to transcribe, summarize, and log calls and meetings.
Includes an AI chatbot, web forms, and landing page creation to capture new leads.
Supports creating and sending custom quotes and invoices directly from the CRM pipeline.
Use Cases
Using the quotes and invoices tool to send professional documents to prospects.
Monitoring deal progress using drag-and-drop stages to manage lead flow.
Using AI tools to identify website visitors and find prospect contact information.
Syncing Gmail or Outlook and using SMS capabilities to maintain communication records.
Best For
Integrations
Pricing
Monthly plans range from $13 to $79 per user. Optional add-ons include email marketing ($49/month), SMS ($16/user/month), prospecting ($5/month), and quotes/invoices ($67/month).
FAQ
Yes, Nutshell provides a 14-day free trial that does not require a credit card to start.
Nutshell includes unlimited CRM contacts and storage as standard across its plans.
AI features are divided into 'AI outcomes,' which use a monthly shared usage bucket based on the plan, and 'AI assists,' which are available for unlimited use.
Yes, it supports two-way synchronization with both Gmail and Outlook.
Source category: Sales
Source subcategory: CRM
