Contact management
Store unlimited contacts and companies, add custom fields, and track interaction history in one CRM record.
Nutshell
RevendiquerNutshell is an AI-powered CRM and marketing platform for small and growing sales teams, with contact management, pipeline tracking, email and calendar sync, and reporting.
What Nutshell is
Nutshell is an AI-powered CRM and marketing platform for small and growing sales teams. It combines contact management, pipeline tracking, email and calendar sync, reporting, and supporting automation tools in a single product.
The site positions Nutshell as simple to set up and easy to use, with free live support on every plan, no seat minimums or maximums, and a 14-day free trial without a credit card. Pricing is transparent across paid tiers and add-ons, including marketing, engagement, SMS, prospecting, and quoting features.
Key capabilities
Email and calendar sync
Sync Gmail or Outlook so reps can send email from Nutshell and keep calendar events connected to the right people and deals.
Leads and pipelines
Visualize deals in drag-and-drop pipelines and track where each opportunity stands.
Calls and meetings
Log, transcribe, and summarize calls and meetings so teams spend less time on manual data entry.
Email marketing
Create emails, segment audiences, automate sends, and monitor engagement from the built-in email marketing tools.
Quotes, contracts, and e-sign
Create and send quotes, invoices, and contracts from the CRM pipeline using your own templates and e-sign support.
Common ways teams use Nutshell
Centralize customer records
Keep contacts, companies, and interaction history in one place so sales reps can work from a complete account record.
Manage a sales pipeline
Track opportunities through visual stages, assign leads, and manage follow-up work as deals move forward.
Work from the inbox with CRM context
Send and receive email from the CRM while syncing calendars with Gmail or Outlook to reduce tab switching and missed follow-ups.
Collect and qualify inbound leads
Capture leads through forms, chatbot, landing pages, and scheduling tools, then route them into sales follow-up.
Move from proposal to signature
Prepare quotes, invoices, and contracts inside the pipeline and collect signatures without leaving the CRM.
Pros and Cons
Pros
- Combines CRM, email marketing, and contact management in one platform.
- Supports Gmail, Outlook, Google Calendar, and Office 365 sync.
- Includes unlimited contacts and storage on the entry plan.
- Offers guided setup, free live support, and data migration during trial.
- Provides add-ons for marketing, engagement, SMS, prospecting, and quoting.
Cons
- The publicly available pages do not spell out every integration or advanced workflow in detail.
- Feature depth varies by plan and add-on, so teams need to compare tiers before choosing a setup.
FAQ
What payment methods does Nutshell accept?
Nutshell accepts major credit and debit cards and direct bank transfers (ACH) for US-based bank accounts. It does not currently accept PayPal, checks, or wire transfers.
Does Nutshell have hidden fees or setup costs?
No. The pricing page says there are no setup fees, implementation costs, or surprise charges.
How does email marketing pricing work?
Email marketing is priced by marketing contacts. The pricing page says a marketing contact is someone in Nutshell with at least one email address who has not unsubscribed or bounced, and that you can send up to 8x your contact limit each month.
Does Nutshell support email and calendar integration?
Yes. Nutshell supports email and calendar sync with Google and Office 365, and the feature page says other providers can be connected through SMTP settings.
How quickly can teams get started with Nutshell?
The email and calendar sync feature page says most teams can be fully operational within an hour after guided setup, and the pricing page says there is a 14-day free trial with no credit card required.
Quick Facts
- Category
- CRM and sales software
- Platform
- Web app with Gmail and Outlook integration
- Primary users
- Small businesses and sales teams
- Pricing
- Paid plans with a 14-day free trial
- Notable workflow
- Contact management, pipeline tracking, email/calendar sync, and lead follow-up
- Source domain
- nutshell.com