
Nutshell CRM is an integrated customer relationship management platform for B2B and small-to-mid-sized sales teams. It combines sales process management, marketing automation, customer engagement, and AI features to help teams boost efficiency, streamline workflows, and drive growth.
Core features include sales pipeline management, sales automation, unified contact management, marketing automation (email, SMS, landing pages), integration with commonly used tools (e.g., Gmail, QuickBooks), and AI-driven insights and reporting.
Primarily for SMB sales teams, B2B marketing/pre-sales teams, and growing startups that need to manage sales processes, nurture leads, and integrate marketing with communications.
We offer three main subscription plans—Pro, Business, and Enterprise—with the most cost-effective option billed annually. The Pro plan starts at about $42 per user per month; all plans include a 14-day free trial with no credit card required.
Yes. All paid plans include a 14-day free trial with no credit card required. Users can sign up directly via the website or using Google/Microsoft accounts to get started.
Yes. Marketing automation features (such as CRM-driven email marketing, landing page creation, etc.) require an additional 'Nutshell Marketing' license, but all users receive 150 free test emails per month.
The platform provides role-based permissions and audit logs (on higher-tier plans), with seamless integration to Gmail, Outlook, QuickBooks, Slack, Zapier, and other popular tools to build automated workflows while ensuring data synchronization.
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