Nutshell

The next‑action sales CRM that helps B2B teams win more deals.

CRM
★★★★☆ 4.3
2009 Founded
51-100 Employees
5,000+ Customers
Ann Arbor, Michigan, United States Headquarters

Quick Facts

✓ Free Trial
Starting Price
13
Pricing Model
per-user
Free Trial
14 days
Company Type
acquired

About Nutshell

Nutshell is a web-based customer relationship management (CRM) and email marketing platform designed to help B2B organizations work together to win more deals. Combining sales CRM, marketing automation, and engagement tools in a single interface, it gives teams a shared view of customers, pipelines, and communications so they can focus on revenue-generating activities instead of administration. Every subscription includes unlimited contacts and data storage, customizable reports, and live support, making it attractive for small and midsize businesses that want enterprise-style capabilities in a simpler package.

Founded in 2009 and headquartered in Ann Arbor, Michigan, Nutshell was launched publicly in 2010 and has steadily evolved from a lightweight sales CRM into a broader growth platform. The product now encompasses sales pipeline management, activity tracking, reporting and forecasting, email marketing, SMS, web chat, landing pages, AI-powered productivity features, and a managed integration marketplace. Native iOS and Android apps, plus a Chrome extension for Gmail and Google Workspace, ensure teams can access and update customer data from anywhere.

The company has been repeatedly recognized for usability and affordability, including Top 20 rankings from Capterra for user-friendly and affordable CRMs, high ratings on G2 and Capterra, and a 2025 Netty Award for Best CRM Software. Its focus on clarity, automation, and “next best action” guidance is designed to boost adoption: Nutshell emphasizes that the most powerful CRM is the one sales teams actually use. The platform’s visual pipelines, automation rules, and AI summaries are intended to remove busywork and surface what needs attention right now.

In October 2022, Nutshell was acquired by digital marketing agency WebFX and now operates as part of the WebFX family while continuing to develop its own product roadmap. The company reports serving over 5,000 companies in more than 50 countries across industries such as technology, professional services, manufacturing, home services, nonprofits, and education. In the crowded CRM market, Nutshell positions itself as a modern, sales-first alternative to heavyweight systems like Salesforce and HubSpot—particularly for growing SMB and mid-market teams that want an all-in-one revenue platform without the overhead of a dedicated CRM administrator.

Key Features

Sales pipeline management - Build custom pipelines with list, board, and map views to track every deal from lead to close.

Sales automation - Automate lead assignment, stage changes, task creation, and follow-up sequences so reps spend more time selling.

Contact and account management - Maintain a unified record of people and companies with full communication timelines, notes, and files.

Email and calendar sync - Bi-directional sync with Gmail and Microsoft 365 so emails, meetings, and tasks are automatically logged.

Email marketing and drip campaigns - Design and send marketing emails and multi-step sequences directly from Nutshell using CRM data.

AI-powered assistance - Use AI Agents, call transcription, and timeline summaries to capture notes and surface next-best actions faster.

Meeting scheduler - Share booking links so prospects can schedule meetings that sync automatically with reps' calendars and CRM records.

Web forms and landing pages - Build no-code forms and landing pages that instantly create contacts and leads in the right pipeline.

Quotes and invoicing - Create, send, and track quotes and invoices without leaving the CRM, including status and engagement tracking.

Reporting and analytics - Access dashboards and reports for activities, funnels, forecasts, quotas, and revenue to manage performance.

Mobile apps - Native iOS and Android apps for viewing and editing contacts, leads, activities, and maps while in the field.

SMS and messaging - Send 1:1 and bulk SMS, manage SMS drip sequences, and centralize conversations from channels like WhatsApp and Messenger.

Prospecting and visitor identification - Use tools like ProspectorIQ, VisitorIQ, and PeopleIQ to find ideal contacts and identify anonymous website visitors.

Team collaboration - Share notes, tag teammates, assign activities, and keep everyone aligned on each account and opportunity.

App Marketplace and integrations - Connect Nutshell to dozens of validated apps and thousands more via Zapier, with setup handled by Nutshell's team.

Pros & Cons

👍 Pros

  • Very intuitive, easy-to-learn interface that minimizes training time and drives high adoption among sales reps.
  • Strong pipeline and activity management tools that help teams stay organized and on top of follow-ups.
  • Responsive, friendly customer support via live chat and email that many reviewers highlight as a major plus.
  • Affordable per-user pricing and simple packaging compared with enterprise CRMs, making it attractive for SMBs.
  • Quick implementation and flexible customization of pipelines, fields, and workflows without needing a full-time CRM admin.

👎 Cons

  • Some users report occasional bugs or slow performance, particularly when working with large datasets or busy accounts.
  • Reporting and search capabilities are less deep and flexible than in enterprise CRMs, which can frustrate analytics-heavy teams.
  • Certain advanced use cases and integrations (for example, deeper QuickBooks or LinkedIn workflows) may require workarounds or third-party tools.

User Reviews

G2
4.3
★★★★☆
Capterra
4.3
★★★★☆
TrustRadius
8.4
★★★★★

Integrations

Gmail Google Calendar Google Meet Google Sheets Google Workspace Microsoft Outlook Microsoft 365 QuickBooks Online Slack Intercom Calendly Mailchimp Wufoo Unbounce PandaDoc Dropbox Dropbox Sign DocSend RingCentral Kixie 3CX UserVoice Facebook Messenger Twitter LinkedIn via LinkNut Trello Yesware Zapier Shopify

Best For

Company Size

smb mid-market

Industries

SaaS Technology Professional Services Manufacturing Home Services Marketing & Advertising

Use Cases

End-to-end sales pipeline management and forecasting Lead and contact management across email, phone, SMS, and web chat Sales automation and follow-up sequencing for outbound and inbound leads Email marketing, newsletters, and drip campaigns using CRM data Prospecting, website visitor identification, and lead attribution Account management and renewals tracking for existing customers

FAQ

What is Nutshell?

+

Nutshell is an all-in-one CRM and email marketing platform designed primarily for B2B organizations. It combines contact and account management, sales pipeline tracking, sales automation, reporting, email marketing, SMS, web chat, landing pages, and prospecting tools in a single interface. The product is built to be simple enough for small teams to adopt quickly while still providing the structure, automation, and analytics needed to manage a modern revenue operation.

How much does Nutshell cost?

+

Nutshell's Sales Suite is sold on a per-user, per-month basis with multiple tiers. Sales Foundation starts at about $13 per user per month, Sales Growth at $25, Sales Pro at $42, Sales Business at $59, and Sales Enterprise at $79, with discounts available for annual billing. There are also optional company-level add-ons such as Marketing Pro, Engagement Pro, and Nutshell IQ. All CRM plans include a 14-day free trial but there is no permanent free tier.

What are the main features of Nutshell?

+

Key features of Nutshell include customizable sales pipelines, contact and account management, email and calendar sync, task and activity tracking, sales automation, AI-assisted notes and summaries, built-in email marketing and drip campaigns, SMS and web chat, landing pages and forms, quotes and invoicing, reporting and forecasting, mobile apps for iOS and Android, and a managed integration marketplace that connects Nutshell to tools like Google Workspace, Microsoft 365, QuickBooks Online, Slack, and more.

Who are Nutshell's main competitors?

+

Nutshell most commonly competes with other SMB- and mid-market-focused CRMs such as HubSpot CRM, Pipedrive, Zoho CRM, and Salesforce Sales Cloud. Buyers evaluating Nutshell often compare it on ease of use, price, built-in marketing capabilities, and integration options relative to those platforms.

Is Nutshell good for small businesses?

+

Yes. Nutshell is particularly well suited to small and mid-sized businesses that need a sales-focused CRM with straightforward pricing and minimal setup overhead. Reviews frequently highlight its intuitive interface, quick onboarding, and responsive support. Small teams that want to consolidate CRM, email marketing, and basic engagement tools into one system often find Nutshell a strong fit, while very large or highly specialized enterprises may prefer more complex platforms with deeper customization.

Book a Call

Ready to Scale Your Pipeline?

Schedule a free strategy call with our sales development experts.

SCHEDULE A MEETING TODAY!
1
2
3
4

Enter Your Details

Select Your Meeting Date

MONTUEWEDTHUFRI

Pick a Day

MONTUEWEDTHUFRI

Pick a Time

Select a date

Confirm

SalesHive API 0 total meetings booked
SCHEDULE A MEETING TODAY!
1
2
3
4

Enter Your Details

Select Your Meeting Date

MONTUEWEDTHUFRI

Pick a Day

MONTUEWEDTHUFRI

Pick a Time

Select a date

Confirm

New Meeting Booked!