Nutshell

Nutshell combines CRM, sales automation, and email marketing in one platform.

Updated April 2026

CRMSales Tools

Overview: What is Nutshell?

Teams manage contacts, track pipelines, and run outreach without switching tools. It targets B2B organizations that want simplicity over complexity.

Nutshell provides a unified workspace for managing sales pipelines, automating repetitive tasks, and running email campaigns. Users can customize multiple pipelines to match different sales processes. Built-in engagement features include webchat, SMS, and an AI chatbot. Reporting covers activity tracking, email performance, and sales quotas. The platform syncs with email and calendar applications out of the box. Live support is included across all paid tiers.

Fit: Ideal customer profile.

B2B teams at startups and small to mid-market companies that want an easy-to-use CRM with integrated marketing and engagement capabilities.

Seed
SMB
Mid-market

Capabilities

Key features.

Customizable sales pipelines

Contact and account management

Email and calendar synchronization

Personal email sequence automation

No-code email builder for campaigns

Built-in webchat and AI chatbot

Two-way SMS messaging

Sales quota and goal tracking

Lead assignment and routing rules

Full reporting suite with attribution

Usage

How to use Nutshell.

Teams import contacts, configure pipelines, and set up automation sequences to handle follow-ups. Reps log activities manually or let the platform capture them through email and calendar sync. Managers monitor pipeline health and team performance using built-in reporting dashboards.

Cost

Pricing.

$13/ Per seat

Starts at $13 per seat per month for the Foundation plan. A 14-day free trial is available.

Foundation

$13.00

Unlimited storage
Contacts & accounts
Email/calendar sync
Free live support
AI Agents included
App connections

Grow

$25.00

Includes Foundation
Activity/Email reports
Sales quotas
Lead assignment rules
Pipeline stage goals
Hot Leads

Pro

$42.00

5 customizable pipelines
Sales automation
Personal email sequences
Full reporting suite
Meeting scheduler lite
Multiple pipelines

Best Value

$59.00

Includes Pro features
Increased pipelines
Unlimited Notetaker
Full meeting scheduler
Audit log & changelog
Gmail email templates

Business

$79.00

Includes Best Value
Unlimited pipelines
Custom fields & teams
Read-only SQL access
Scheduled phone support
API support

Marketing Foundation

$0.00

Website buyer journey
Basic lead attribution
Email marketing
No-code email builder
No-code landing pages
Nutshell branding

Marketing Advanced

$49.00

Includes Foundation
A/B email testing
Advanced attribution
Higher webform limits
SMS marketing 150 credits
Advanced forms reporting

Engagement Foundation

$0.00

Unlimited webchat
AI Chatbot unlimited
Start chats on site
Visitor info forms
Assign chat threads
Chat save & manage

Engagement SMS

$16.00

Includes Foundation
Two-way SMS chats
Local phone number
150 free messages
SMS automation
Social media integrations

At a glance

Quick facts.

Stack position: CRM
Category: Sales Tools
Best for: Seed, SMB, Mid-market
Pricing: From $13/Per seat

Subcategories

CRMs

Follow Nutshell

Questions

Frequently asked.

What can you do with Nutshell?

You can manage contacts, automate sales workflows, run email campaigns, and track deals across customizable pipelines. The platform also supports customer engagement through webchat and SMS.

How much does Nutshell cost?

Paid plans start at $13 per user per month and go up to $79 per user per month. A 14-day free trial gives full access before committing.

Why should teams pick Nutshell?

It bundles CRM, marketing, and engagement tools into one straightforward interface. Live customer support is included at every tier.

How does Nutshell organize sales work?

It centralizes contacts, automates follow-up sequences, and visualizes deals in customizable pipelines. Teams also get reporting on activities, quotas, and email performance.

Is there a free version of Nutshell?

There is no permanent free plan, but the platform offers a 14-day trial with full feature access. After the trial, a paid subscription is required.

Does Nutshell offer partnerships or integrations?

The platform supports integrations with common business tools and offers API access on higher tiers. These connections let teams extend their sales and marketing workflows.

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