Easy to set up & use
Get set up in days, not months. A clean UI for ongoing use.
“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Manage leads, track deals, automate follow-ups, and unlock clear insights with our time-saving CRM.
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Every lead, deal, and interaction organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Get set up in days, not months. A clean UI for ongoing use.
Time-saving AI features built into your workflows.
Over 5,000+ software integrations.
Sales & Marketing automations to reduce busywork.
Customize your pipelines, tags, custom fields, lists and more.
Live chat support available for all trials and customers.
App available on iOS and Android.
Nutshell is SOC2 and GDPR compliant.
Eliminate manual data entry and creatine a single source of truth.
360° Contact, Lead & Company timelines: every call, email, text, and note in one chronological feed
2-Way email & calendar sync: real-time integration with Google and Microsoft
AI-powered data enrichment: auto-pulling social profiles and company info from the web
Custom Fields & tags: organizing data your way (e.g., “VIP,” “Lead Source”)
Import your data fast: Transfer your data instantly with our partner Import2 or have our Support team import your data for you
Define your processes → Automate the busywork → Close more deals.
Create & optimize pipelines: use our visual pipeline builder to create your exact sales process
Visual pipeline management: kanban, list, map, and chart views of every deal. See where a lead is at any timeAutomated sales sequences: drip emails that stop automatically when a lead repliesTask & workflow automation: assign tasks and activities automatically → advance a lead automatically when completedAutomated lead assignment: assign leads to the right rep based on territory, product, value, industry, or round-robin
Working smarter by letting the CRM do the busy work, while you do the selling.
AI summaries: summarize call and meeting transcripts as a saved note on the customer timelinePredictive lead scoring: AI-powered lead research and scoring to help reps prioritize leadsAI email drafting: generate personalized first-touch drafts in secondsTimeline summarizations: get caught up on the entire history of an account in secondsAI call & activity logging: log calls and activities automatically, keeping your CRM your source of truth
Create, save, and share reports that give you the data you need to scale.
Customizable sales reporting: report on new leads, won leads, lost leads and moreAccurate sales forecasting: predict future revenue based on current pipeline valueLead attribution (ROI tracking): know exactly which marketing and sales efforts generated revenueTeam performance reports: track rep activity, calls, and emails and compare against their quotaSmart reports: Nutshell AI can create reports for you or connect to your favorite LLM with our MCP server
Nutshell is more than just a CRM, we have more tools available to help you grow your business.
Live chat and AI chatbot: connect with your website visitors in real time or train your 24/7 Sales chatbotWeb forms & Landing pages: capture leads from your site and/or create unlimited custom landing pagesEmail & SMS marketing: send newsletters or marketing drips to 10 or 10,000 people at oncePersonalized meeting scheduler: branded booking pages that sync with your calendar and automate meeting creation in your CRMPersonal SMS & WhatsApp: texting leads directly from the contact record in NutshellQuotes & Invoices: create and send professional quotes and invoices directly from NutshellNative prospecting: find new leads that match your ideal customer profile without leaving Nutshell
Protecting data and connecting the tech stack.
SOC2 compliant: Industry-leading data security and privacy.Advanced permissions, roles & teams: control who can see, edit, or export whatOpen API: available to all customers that need to build custom connections.5,000+ Integrations: connecting to Slack, QuickBooks, Zapier, etc.Audit log and changelog: Seeing exactly who changed what in your CRM and when.
Award-winning support here for when you need us.
Free for everyone: live chat support is available to all trials and active customersHelpful support articles: our knowledge base is filled with “how to’s” and guides to help with all of your questionsMonthly webinars: covering how to set up and use specific features or processes in NutshellScheduled phone support: pre-scheduled calls with our support team—available for Sales Enterprise customersNutshell Advisor: Scheduled calls, tips, and more with your own dedicated CRM expert
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
I use Nutshell primarily to manage leads, automate outreach, and keep my entire sales workflow organized without drowning in menus or pointless features.
Reviews
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Ready to see real growth? Nutshell helps businesses like yours achieve significant improvements in key performance areas.
Most teams get up and running in just a few days. Nutshell’s intuitive interface and guided setup process means you can import your data, configure pipelines, and start selling quickly—without needing a dedicated IT team or months of implementation time. Check out our CRM resources for setup guides and best practices.
Yes. Nutshell supports data migration from Salesforce, HubSpot, Pipedrive, and other major CRMs. We partner with Import2 for seamless data transfers, and our support team offers free data migration assistance during your trial to ensure nothing gets lost in the switch.
Learn more about what a CRM can do →
Nutshell delivers essential sales CRM features without Salesforce’s complexity and high costs. We’re designed for small to mid-sized teams who want an intuitive, affordable CRM they’ll actually use. You get pipeline management, automation, and reporting without requiring admin support or extensive training.
HubSpot offers a free tier but charges significantly more as you scale, with advanced features requiring expensive upgrades. Nutshell provides transparent, affordable pricing with sales and marketing tools included at every level—no surprise fees or feature paywalls as your team grows.
No. Nutshell is built for business people, not IT teams. The clean interface, drag-and-drop pipeline builder, and straightforward setup mean anyone can manage contacts, track deals, and run reports without coding skills or technical expertise.
Learn more: Benefits of using CRM software
If you don’t convert to a paid plan, your trial simply ends—no automatic charges since we don’t require a credit card. Your data remains accessible if you decide to subscribe later. Want to continue? Choose a plan and your team keeps working without interruption.
