Nutshell Review - Features, Pricing & Deals

Nutshell combines customer relationship management (CRM) and email marketing capabilities to help B2B organizations manage their sales processes more effectively. The platform offers tools for tracking sales, managing pipelines, and generating leads, all within a user-friendly interface that works for businesses of any size.

At its core, this Michigan-based company focuses on simplifying complex sales processes. Users can access their data through desktop browsers or mobile apps, while integration with common business tools like Gmail, Outlook, and Slack keeps everything connected. The platform includes features for contact management, lead scoring, and territory mapping, along with detailed analytics to track performance.

Small teams can start with basic CRM features in the Starter plan, while larger organizations might opt for the Pro plan's advanced automation and unlimited pipelines. Plans begin at $13 per user monthly, making it accessible for growing businesses.

Since its launch in 2010, Nutshell has expanded to serve thousands of businesses worldwide, with team members spread across five continents. The 2021 addition of Nutshell Marketing brought email marketing capabilities directly into the CRM environment, allowing users to manage both sales and marketing efforts in one place.

• Contact Management: Efficiently track and organize customer data with an intuitive system that keeps all interactions centralized and easily accessible.
• Lead Management: Generate and prioritize leads using custom forms, Excel imports, and a smart scoring system that helps you focus on the most promising opportunities.
• Opportunity Management: Track sales opportunities from initial contact through deal closure, providing a clear view of your sales pipeline and potential revenue.
• Sales Forecasting: Estimate future sales performance using advanced analytical tools that transform pipeline data into actionable insights.
• Territory Management: Create custom territory maps, assign leads strategically, and measure performance across different sales regions.
• Advanced Reporting: Generate detailed reports with segmentation, filtering, and custom options that help you understand your sales metrics quickly and comprehensively.
• VisitorIQ Prospecting: Identify and track website visitors, turning anonymous web traffic into potential sales leads with detailed company insights.
• Sales Automation: Streamline repetitive tasks like follow-ups and emails, allowing your team to focus on building relationships and closing deals.
• Seamless Integrations: Connect with popular tools like Google Workspace, Microsoft Office, and Slack to create a unified workflow across your business platforms.
• Team Collaboration: Enhance communication with features like teammate tagging and mobile accessibility, ensuring your sales team stays connected and productive.

• Free 14-day trial available for all CRM plans.
• Sales Foundation plan starts at $13 per user per month, designed for basic CRM needs.
• Sales Growth plan begins at $25 per user per month, offering enhanced reporting capabilities.
• Sales Pro plan costs $42 per user per month (monthly billing) or $49 per user per month (annual billing), including CRM, sales automation, and advanced reporting.
• Sales Business plan priced at $59 per user per month, providing deeper customization and AI features.
• Sales Enterprise plan at $79 per user per month, offering complete custom reporting and access controls.
• Marketing add-ons range from $5 to $37 per month, with contact-based pricing for marketing tools.
• Annual billing options provide slight discounts compared to monthly billing, requiring upfront payment for the year.

Nutshell stands out with its balance of simplicity and power. Unlike complex CRMs that need weeks to learn, you can get started with Nutshell in just a day. It offers unlimited contacts even in basic plans, which many competitors charge extra for. Nutshell also includes built-in email marketing capabilities, so you won't need to pay for a separate tool. Their approach focuses on what small and mid-sized businesses actually need without overwhelming you with features you'll never use.

Not at all! Nutshell is designed for quick setup without needing IT help. Most users can import their contacts, customize their sales pipelines, and start tracking deals within hours. The interface is straightforward, using plain language instead of complex jargon. If you get stuck, their support team offers free onboarding help. Many users mention they switched to Nutshell after getting frustrated with more technical CRMs that required constant support.

Yes, Nutshell works with many popular tools. It connects directly with Gmail, Outlook, Google Workspace, Microsoft 365, QuickBooks Online, Slack, and more. You can also link Nutshell to hundreds of other apps through Zapier connections. This means your contact info, emails, and other data can flow between systems without manual copying and pasting. The integrations are pretty easy to set up without needing a developer's help.

Nutshell's mobile app lets you manage your sales work when you're away from your desk. You can log calls, add notes after meetings, check contact details before walking into a client's office, and see your daily tasks. While it doesn't have every feature from the desktop version, it covers what most people need on the go. Some users mention the app is more basic than they'd like, but most find it works well for quick updates between meetings or while traveling.

Nutshell provides live chat support during business hours, plus email support if you prefer. Their help team is based in Michigan, not outsourced overseas. New customers get free onboarding help to set things up right from the start. They also offer a knowledge base with how-to articles, video tutorials, and step-by-step guides. Many users highlight that Nutshell's support feels more personal than what they experienced with larger CRM companies, with quick responses from people who understand your business challenges.