Nutshell 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

Nutshell

4.4

(616)

FrontRunner 2026

Pricing

Starting at $13.00 per month

About Nutshell

Nutshell is a comprehensive sales, marketing, and engagement platform designed to help B2B organizations collaborate and close more deals. Built to be intuitive for any user yet powerful enough for any business, Nutshell is ideal for teams looking to streamline their sales and marketing efforts without the need for a full-time software administrator. Each Nutshell subscription includes unlimited CRM contacts, seamless data migration assistance, and exceptional live support—all at a highly affordable price.

Nutshell goes beyond being just a CRM. Its powerful marketing tools allow you to run email campaigns, design forms, build landing pages, and more—helping you connect with and convert your audience effectively. Additionally, Nutshell's engagement features let you send text messages and manage web chats seamlessly, all within the platform.

Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack.

Launched in 2010, Nutshell serves thousands of businesses around the world and has been named a top CRM for both user-friendliness and affordability. Nutshell has been honored...

Nutshell Screenshots

Nutshell Pricing and Plans

Starting price: $13.00 per month

Free Trial

Free Version

Sales Foundation

$13.00

per user, per month

Plan includes:

Activity Reminders
Contact Management and Communication Timelines
Customizable Single Sales Pipeline
Drag-and-Drop Pipeline Board and Interactive Lead Map
Email and Calendar Sync
Embeddable Web Forms
Sales Reporting and Forecasting

Sales Growth

$25.00

per user, per month

Plan includes:

Activity Reminders
Activity Reporting
Email report
Teams
Sales Reporting and Forecasting
Contact Management and Communication Timelines
Customizable Single Sales Pipeline
Drag-and-Drop Pipeline Board and Interactive Lead Map
Email and Calendar Sync
Embeddable Web Forms

Sales Pro

$42.00

per user, per month

Plan includes:

Sales Automation
Multiple customizable pipelines
Territories
Funnel Reporting
Custom / Loss / Forecast / Snapshot Reporting
Unlimited click-to-call
Bulk Personal Emails
Personal Email Sequences
Customizable Lead Board View
Company Hierarchy

Sales Business

$59.00

per user, per month

Plan includes:

Markets / Currencies
AI-Powered Voice-to-Text Transcription
AI-Powered Timeline Summarizations
Nutshell Scheduler (Full)
Per-User Changelog
Account-Wide Audit Log
Email Templates in Google

Sales Enterprise

$79.00

per user, per month

Plan includes:

Unlimited Customizable Pipelines
Unlimited Custom Fields
Unlimited Teams
Unlimited Nutshell Forms and Connected Forms
Unlimited Markets / Currencies / Territories
Read-Only SQL Access
Phone Support
API Support

Marketing Pro

$49.00

flat rate, per month

Plan includes:

Embeddable Web Forms
Email marketing
Bulk Personal Emails
Email report
Advanced lead attribution
No code email and landing page builder
Email campaigns with reporting
A/B testing for email campaigns

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Nutshell Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Nutshell
A/B Testing
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Batch Processing
Calendar/Reminder System
Calendar Sync
Campaign Analytics
Campaign Management
Campaign Scheduling
CAN-SPAM Compliance
Click Tracking
Client Management
Collaboration Tools
Contact Database
Contact Management
CRM
Customer Database
Customer Segmentation
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Storage
Drag & Drop
Drip Campaigns
Email Campaign Management
Email Marketing
Email Sequences
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Forecasting
For iPad Devices
For Startups
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Scoring
Lead Segmentation
List Management
Marketing Automation
Mobile Access
Mobile App
Mobile Optimization
Monitoring
Opportunity Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Process/Workflow Automation
Prospecting Tools
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Activity Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Shared Contacts
Social Media Integration
Source Tracking
Subscriber Management
Tagging
Template Management
Third-Party Integrations
Web-based Deployment
Web Forms
WYSIWYG Editor

Nutshell Integrations

Microsoft Outlook

Integration rated 4.7 from 23 reviews

Gmail

Integration rated 4.7 from 18 reviews

Zapier

Integration rated 4.5 from 10 reviews

QuickBooks Online

Trello

Box

See all 95 integrations

Nutshell User Reviews

Overall Rating

4.4

Ratings Breakdown

52%

36%

10%

Secondary Ratings

Ease of Use

4.4

Value for money

4.4

Customer support

4.4

Functionality

4.1

Garret W.

Verified reviewer

Public Safety

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

Great system for growing businesses

We've been using Nutshell for 4.5 years, and it's been pivotal in growing our business and connecting with our customers.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There is quite a bit of customization with Nutshell and it serves very well as a platform for goods/retail services. Personally I like the ability to do Marketing and drip campaigns within the system, as well as making/logging calls within the system.

Cons:

Unfortunately for my team, Nutshell is geared more towards products than services. We've had several custom requests or ideas come up over the year that Nutshell can't/hasn't put in, so we're forced to either shelf the idea or come up with a substitute.

Reasons for choosing Nutshell

Price and the status of our company at the time we were in need of a new CRM.

Reasons for switching to Nutshell

Needed an easier way to run reports, and we had a desire to communicate with our customers inside a CRM instead of copy-pasting emails and calls into the Notes/Timeline.

Daniel N.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Wish we had found Nutshell sooner

Nutshell has been a significant upgrade from our previous CRM. We can use the features without constantly feeling nickel-and-dimed. Yes there are features you have to pay extra for, but the base plans include more than their competitors.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love all the automation that we have been able to incorporate into the CRM, Pipeline, and back office operations team. Nutshell has allowed us to streamline processes. Nutshell includes many features at no additional charge, saving us money because we do not need to purchase them from other companies. Customer Support is USA-based and usually prompt. We manage newsletters, drip campaigns, follow-up sales emails, as well as pipeline and CRM, all in one tool.

Cons:

It lacks a feature to create your own workflow from scratch. Nutshell would be better if it had a more user friendly mobile app.

Reasons for choosing Nutshell

The cost was more attractive and we got more users without having to pay user by user.

Reasons for switching to Nutshell

Features, benefits and cost. Nutshell offered more value.

Rebecca M.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

Nutshell Update

It is still an incredible tool to aid in business growth and development. I recommend Nutshell to any small business looking for a great CRM.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is still incredibly user friendly, easy to understand, and simple to use for everyday tasks without feeling overwhelming.

Cons:

While it is easy to use, the simplicity can sometimes feel limiting, with fewer advanced features and customization options for users who want more control or flexibility.

Jeff B.

Verified reviewer

Human Resources

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Nutshell is a hidden gem in the CRM space

My overall experience with Nutshell CRM has been excellent. It’s genuinely easy to use, which means I spend less time clicking around and more time selling. The interface is clean, modern, and intuitive, and I can see exactly where deals sit in the pipeline at a glance. Forecasting feels straightforward, not like a separate project, and the visibility it gives my team into next steps and momentum is a big win. It doesn’t feel bloated or overly complex, yet it covers what most teams actually need day to day. Honestly, it’s a hidden gem.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I like best about Nutshell CRM is how easy it is to use. The UI is clean and intuitive, and it gives me great visibility into my pipeline and forecast without feeling cluttered or complicated. Overall, it’s definitely a hidden gem for teams that want clarity and speed without a big learning curve.

Cons:

What I liked least about Nutshell CRM is that it can feel a bit limited when you’re looking for deeper customization or more advanced, enterprise-style reporting. Some workflows and fields don’t always flex as much as you’d want if you’re trying to match a very specific sales process. A few features may require workarounds or integrations rather than being built in the exact way you expect. Also, if your team is coming from a bigger CRM, there can be a short adjustment period where certain options you’re used to aren’t in the same place or aren’t as robust. Still, the simplicity is usually worth it.

Reasons for switching to Nutshell

I switched from HubSpot to Nutshell because I wanted a CRM that felt simpler and more focused on sales execution. HubSpot is powerful, but for my day to day use it felt heavier than it needed to be and sometimes slowed the team down. Nutshell gave me a cleaner UI, faster workflow, and clearer visibility into pipeline and forecasting without all the extra complexity. It also felt like better value for what I actually needed, and adoption was easier because the learning curve was minimal.

Verified

Reviewer

Wholesale

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

Nutshell is Great!

I'm very happy with Nutshell. It's affordable, easy to use, and the customer support is great. It seems like they're constantly investing in themselves, too.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Nutshell is very easy to use. It's easy for people to learn, and it's easy to self-navigate. Creating email templates is quick, too. It's also very affordable.

Cons:

Nutshell is very simple, which can be frustrating. There are time we want it to do things like creating different outcomes in the lead stages, but it can't do that for us.

Reasons for choosing Nutshell

Primarily cost, plus there is a steeper learning curve with Salesforce

Sibusiso M.

Verified reviewer

Education Management

51-200 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Admissions Consultant Nutshell Review

Overall, my experience with Nutshell has been positive. It’s a reliable CRM that supports day-to-day admissions and sales activities effectively. With some improvements around automation and reporting, it has the potential to be an even stronger tool for admissions consultants working in fast-paced, target-driven environments.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I liked most about Nutshell is how intuitive and user-friendly the platform is. It makes it easy to manage leads, track communication, and stay organised throughout the admissions and follow-up process. The clear pipeline view and activity tracking help ensure that no prospective student is missed, which supports both productivity and conversion goals.

Cons:

One challenge is that some processes could be more streamlined or automated, especially when handling high lead volumes. Certain actions require multiple steps, which can slow down workflow during peak periods. Additional automation and customization options would improve efficiency. Also the mobile version is very non-user friendly.

Reasons for switching to Nutshell

Change of Roles and switch to a new organisation.

Jody F.

Verified reviewer

Electrical/ Electronic Manufacturing

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2025

Nutshell is the BEST

FAR exceeded our expectations coming over from ACT that we had used for 20 years. We can't say enough how much we enjoy working with, and benefit from using, Nutshell.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Where to start: 1. Database filtering is awesome 2. Emarketing tools are easy to use 3. Marketing metrics capture is very helpful 4. Customer support is outstanding, whether same day online chat, or easily setting up a video call back

Cons:

1. Some of the canned reports could have broader functionality 2. Would like to see an ability to create custom reports. All of the data is there, but extracting it in a customizable, meaningful report format is lacking.

Reasons for choosing Nutshell

Primarily due to the email marketing capabilities and metric tracking.

Reasons for switching to Nutshell

ACT sucked. Our entire team was frustrated with using it. Nutshell was recommended to us by one of our principals.

Alan A.

Verified reviewer

Hospitality

11-50 employees

Used daily for less than 12 months

Review source

Reviewed December 2025

Look no further!

Nutshell has been great to keep track and follow up all the leads as a team. It also allows us to know how much customers interact with our material.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to track all the customer activity while they use our website. The technical team is also great and not usually found in other CRMs

Cons:

The Ai features are ok, but I would like to be able to toggle them on/off. Sometimes they just get in the way as I write emails for customers

Reasons for choosing Nutshell

How robust the CRM is and the fact it connects with WebFX services

Reasons for switching to Nutshell

Previous software did not have the features we needed

Sawyer D.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Came From Salesforce Never Going Back

Overall, Nutshell provides a great product at a very reasonable price. Nothing but good things to say about this tool.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Coming from Salesforce, the ease of use and plug and play aspect of this CRM is a breath of fresh air. It has made our lead management and sales funnel a breeze. Anytime we have approached their team with an issue its always a solutions first upsell never type of approach.

Cons:

Its frequent GUI changes causes confusion from time to time with our older employees. They do adjust, but it is tiring finding the same button you taught them how to use last week.

Reasons for switching to Nutshell

The pricing was too high for the product we received.

Casey O.

Verified reviewer

Higher Education

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed December 2025

Solid CRM for our small businesses

Overall I am a fan and use it as a consultant with two difference companies. Again, it is a nice way to have a lot of automation for a small company without having to spend a lot on one of the "big" CRM tools which can be too complex and too big (and too much money!)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like Nutshell because it is a great way for small businesses to have powerful tools without breaking the bank. It has offerings in all the main areas of a CRM that we need including, contact management, lead management, email management, sales pipeline management and more.

Cons:

I feel Nutshell could go deeper on some of the offerings, including email cadences and drip campaigns.

Reasons for switching to Nutshell

Price and less complex offerings. Sometimes less is more.

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