What is Nutshell?
Nutshell combines CRM, sales automation, and email marketing in one platform. 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.
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.
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
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.
Pricing
Starts at $13 per seat per month for the Foundation plan. A 14-day free trial is available.
Frequently Asked Questions
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.
