Nutshell Pricing, Features, Reviews & Comparison of Alternatives

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The ability to close sales quickly and efficiently can make or break a small business. Nutshell CRM is a web-based application that helps small and medium-sized businesses grow through consolidated communications, automated sales processes, and detailed contact management.

Nutshell CRM scales with growth and provides business users with more than 40 available integrations.


The web-based platform includes features for team collaboration, integrations, reporting and sales automation. It can be used on desktop computers or mobile devices, which is useful for teams that work remotely, on-the-go or outside the traditional office environment.

Businesses that use Nutshell CRM can manage leads, close sales, and keep track of important client relationships throughout the sales pipeline. Using Nutshell CRM’s tools, businesses can also forecast future sales and learn more about their most important contacts.


Created for small businesses, Nutshell’s CRM is used by outbound sales teams in a number of industries. The solution can be used by any business that needs a more efficient way to organize its contacts and manage its sales process in a cloud-based setting.

Manage Leads

Within Nutshell CRM, sales are tracked as leads throughout the pipeline; Nutshell CRM does not separate leads from opportunities. Within a lead, you can include multiple accounts, contacts, products, competitors, sources, and assignees. To create a new lead within your

Nutshell CRM account, click “Create New” and add all the information you currently have available about that lead. Keyboard shortcuts allow you to open forms and create new leads in less time, which is especially useful in busy office environments.


Automate Sales Workflows

Automating sales workflows ensures that a company’s leads are kept on the path toward success. At its core, an effective sales workflow should tell a business’ sales representatives how to handle leads and when to take certain actions, like following up on emails or phone calls.

You can build your own sales processes within Nutshell CRM. Although the platform comes with a pre-configured sales process, most businesses will want to create their own processes based on their unique schedules and directives. Add new milestones and customize the individual steps within a larger process. With Nutshell CRM, you can also add prerequisites (steps that must be marked as complete before future steps are workable) and delays.

Capture Emails

Businesses that use Nutshell CRM can forward and BCC emails to a specific account address (bcc@nutshell.com). Doing so attaches those emails to the correct contacts or accounts automatically. Sales representatives can then open leads with their messages.

To email a colleague about an internal lead, include a keyword related to the lead (for example: Lead XYZ) in the subject line. Nutshell CRM will recognize the lead and include the email in that lead’s timeline. You can also track any incoming messages that you receive from your contacts and send messages from additional addresses.

It’s also possible to automatically sync emails from Gmail to Nutshell CRM. Contacts will be created for any email addresses that aren’t already in your Nutshell database.

Nutshell CRM features a Google Apps widget that allows you to instantly add your emails from Gmail to the Nutshell timeline of your contact, account, or lead. If you’re conversing with someone who is not yet in your Nutshell contacts, you can use the widget to quickly add them as an account or contact.

Microsoft Exchange and Outlook sync is also supported by Nutshell CRM. Activities you create can be set to synchronize automatically, and when you add teammates to an activity this will be automatically added to their calendars.


Generate Reports

Being able to generate data reports is an incredibly important feature in a CRM platform. At a glance, business owners can quickly review their company’s’ overall sales health based on leads and activities from the past 30 days, quarter, year, or a rolling period.

Filter the sales reports you generate by user, team, product, or source. You can also select your most common sources or products, and then track these metrics throughout the pipeline. Using Nutshell CRM’s analytics tools, you can track which leads are overdue based on estimated close dates.

Nutshell CRM integrates with more than 40 business applications. These applications include Mailchimp, Microsoft Exchange, Google Apps, Twitter, Wufoo, Zendesk, Zapier and others.

Nutshell starts at $19 per month per user for their “Starter” package, or $35 per month per user for their full-featured “Pro” version. (Personalized onboarding assistance can be purchased for an additional fee.) Since all of Nutshell’s CRM packages include unlimited data storage and contacts,Nutshell can scale for growing businesses without the need for customers to upgrade their plans.

• Fully customize and automate internal sales processes
• Track leads and sales with practical reporting and dashboard features
• Consolidate all business communications (emails, phone calls, meetings)
• Collaborate with teammates
• Find lead contact information on the go with native mobile apps
• Free technical support