Nutshell CRM Software Pricing & Features

Nutshell CRM

CRM & sales collaboration tool for small businesses

4.19/5 (335 reviews)

Nutshell CRM overview

Nutshell is the CRM that sales teams love because it takes best in class features and wraps them in an accessible, simple, and delightful user experience. We focused first on solving the challenge from which most CRMs suffer: motivating sales teams to embrace the software.

For sales reps, Nutshell drastically reduces time-wasting data entry and supports their daily workflow keeping everything in one place. With Nutshell, sales reps don't have to worry about dropping a lead or not knowing which one to focus on. Popular integrations and easy to use tools for automated follow-up, conversation tracking, lead outreach, pipeline management, and more make Nutshell a game changer for frontline sales reps.

For sales teams, Nutshell promises to help team leaders measure and improve selling techniques, team collaboration, and the overall sales process with a variety of unique tools. Multiple pipeline development, sales automation driven by sales guidance, automated tasks, and goals, and crazy powerful reporting are just part of the incredible tool kit Nutshell keeps at your fingertips.

Nutshell has helped thousands of business take their sales operation to the next level with its award-winning product and next-door-neighbor service. Let us help you.

Pricing

Starting from
$19/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe, United Kingdom

Supported languages

English
Nutshell CRM screenshot: Reporting & Performance TrackingIntroduction to NutshellNutshell CRM screenshot: Sales AutomationNutshell CRM screenshot: Team CollaborationNutshell CRM screenshot: Contact ManagementNutshell CRM screenshot: Free & Friendly Customer SupportNutshell CRM screenshot: Pipeline ManagementNutshell CRM screenshot: Sales Automation advances leads from one stage to the next

Nutshell CRM reviews

Value for money
Features
Ease of use
Customer support
  4.2
  3.8
  4.2
  4.2
Mark Talaba

I've used CRM software on Mac, PC, & midrange IBM systems. Nutshell is at the top of the heap.

Used daily for 2+ years
Reviewed 2017-05-19
Review Source: Capterra

It's CRM that actually is liked and used!

Read the full review


Nutshell CRM

CRM & sales collaboration tool for small businesses

Eugene Bodrero

Good starter CRM

Used daily for 2+ years
Reviewed 2017-05-08
Review Source: Capterra

Consolidated location for prospects and communication history.

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Nutshell CRM

CRM & sales collaboration tool for small businesses

Sebastian Sica

Nutshell is overall a great CRM that incorporates good features and provides great customer service

Used daily for 2+ years
Reviewed 2017-05-08
Review Source: Capterra

I appreciate the constant updates. Nutshell has some ways to come, so it is nice seeing changes be made. Customer service is always on spot and very friendly. Nutshell support page is great for new employees, referring them straight to there for advice. The adaptability & usability of the interface is very user friendly.

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Nutshell CRM

CRM & sales collaboration tool for small businesses

Mike Novak

Nutshell was provided to me my boss to help track and organize sales calls.

Used daily for 6-12 months
Reviewed 2017-05-08
Review Source: Capterra

I like that it holds all the information for my accounts and that I can set reminders for phone calls.

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Nutshell CRM

CRM & sales collaboration tool for small businesses

Robert Hylton

Good for most; Doesn't seem to handle recurring/subscription revenue well

Used weekly for 2+ years
Reviewed 2017-05-08
Review Source: Capterra

Better tracking of our forecast and contacts.

Read the full review


Nutshell CRM

CRM & sales collaboration tool for small businesses

Nutshell CRM pricing

Starting from
$19/month
Pricing options
Free trial
Subscription
View Pricing Plans

14-day free trial, no credit card required.
Starter: $19/user/month (billed annually) or $22/user/month (billed monthly).
Pro: $35/user/month (billed annually) or $39/user/month (billed monthly).
Pro+: $69/user/month (billed annually) or $79/user/month (billed monthly).

Pricing Comparison

How does Nutshell CRM compare with other Customer Management apps?

Subscription plan?

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Free trial?

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Nutshell CRM Pricing Reviews

Pros
  • Tagging searches price. Reporting and more
  • - design and easy to use -Colors -Simplicity -Price -Organized
  • I would say the price is great for this software! Also it is great for organizing and keeping track!
  • Colorful and easy to navigate - easy for legacy and new sales associates to use and get something out of it.
Cons
  • I would love if this product were a little bit cheaper.
  • I would like it to integrate with more of my tools, but its a small complaint
  • Functions are nice but sorted in a messy way I think. This software is not as intuitive as it should be
  • No click to dial in people listing view. Also no way to score leads sort on email read. Need to read in website log data.
94%
recommended this to a friend or a colleague

Nutshell CRM features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Automatic Reminders
Calendar Management
Contact Database
Custom Fields
Customizable Reporting
Customizable Templates
Data Import/Export
Email Integration
Reporting & Statistics
Third Party Integration

CRM Integration (125 other apps)
Customer Database (146 other apps)
Customizable Branding (180 other apps)
Electronic Payments (127 other apps)
Mobile Integration (126 other apps)
Social Media Integration (156 other apps)

Competitor Feature Comparison

Mobile apps

iOS App

126 reviews

See all iPhone Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App

193 reviews

See all Android Apps

GetApp Analysis

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.

![](https://s3.amazonaws.com/assets.getapp.com/apps/91222/853bdb40c328479a4e434e2b80381519 “”)


What is Nutshell CRM?

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.

![](https://s3.amazonaws.com/assets.getapp.com/apps/91222/aa6dc291c1fa5b2e457f84c447bf719f “”)


Who is Nutshell CRM for?

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.


Main features

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.

![](https://s3.amazonaws.com/assets.getapp.com/apps/91222/aec93473fc612487724b8f861d80d73d “”)

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.

![](https://s3.amazonaws.com/assets.getapp.com/apps/91222/535f507825aa23e1a3db0d09f13af1bc “”)

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.


Integrations

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


Pricing

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.


Bottom line

  • 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

Videos and tutorials

Additional information for Nutshell CRM

Key features of Nutshell CRM

  • Click-to-call dialing
  • Sales coaching
  • Automated task reminders
  • Call recording
  • Contact profiles
  • Communications log
  • Conversion tracking
  • Contact, calendar & email import
  • MailChimp integration
  • Pipeline management
  • Sales performance tracking
  • Sales process automation
  • Mobile alerts
  • Drag-and-drop interface
  • Sales forecasting
  • Auto-assignment of leads
  • Trend analysis
  • Board, list, map & chart pipeline views
  • Team productivity tracking
  • Colleague tagging
View All Features

Benefits

Nutshell goes beyond features, delivering the tools, tips, and support sales teams need to win more deals. The list of Nutshell benefits is pretty long (humble brag), but these are the ones you only get with Nutshell.

1. True Ease of Use: No administrator required, no coding experience necessary, no crazy long setup. Be up and running in Nutshell in a day. Nutshell makes powerful tools like sales automation, popular software integrations, and complex reporting totally accessible to users of all experience levels.

2. Affordability: One simple price per user per month. Nutshell carries no data restrictions and no hidden fees. Enjoy unlimited click-to-call, call recordings, contacts, and document uploads.

3. Service: Unlike any other CRM, Nutshell provides all our users with free access to real human support via phone, email, or chat. We're here to support your success in any way we can.

Don't take our word for it, experience the true power of Nutshell yourself. Start your free trial today!