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Nutshell CRM

Nutshell CRM

AI-powered CRM and marketing automation platform built for small and mid-sized sales teams.

softwareCRM Softwaresmall-business-crmsales-pipelineemail-marketing
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What is Nutshell CRM?

Nutshell combines contact management, a drag-and-drop sales pipeline, and two-way Gmail/Outlook sync into one CRM aimed at small and mid-sized businesses. It layers in email marketing with segmentation and automation, plus quotes and contracts with e-signature support, so sales and marketing can run from a single tool.

SpecificationsAI-estimated

deploymentCloud/SaaS
open source❌ No
api available✅ Yes
support optionsEmail, live chat, scheduled support on Enterprise
key integrationsGmail, Outlook, Zapier, QuickBooks

Key Features of Nutshell CRM

Two-way email and calendar sync with Gmail and Outlook keeps contact activity current automatically.
A drag-and-drop pipeline gives visual tracking of deals from lead to close.
AI call transcription and summarization (Nutshell IQ) log meeting notes without manual entry.
Built-in email marketing supports audience segmentation and automated campaigns.
Quotes and contracts can be created, sent, tracked, and e-signed within the platform.
A 24/7 chatbot and embeddable forms capture and qualify leads outside business hours.

Use Cases for Nutshell CRM

1

Small business sales tracking

Sales teams use the visual pipeline to manage deals from first contact through close.

2

Email marketing campaigns

Marketing teams segment contacts and run automated email campaigns from the same CRM data.

3

Quote and contract generation

Sales reps create and e-sign quotes and contracts directly tied to CRM deal records.

4

Lead capture outside business hours

The built-in chatbot and forms capture and qualify leads around the clock.

Pros & Cons of Nutshell CRM

Pros

  • Affordable entry pricing for small teams
  • All-in-one CRM plus email marketing
  • Two-way sync with Gmail and Outlook
  • 14-day free trial with no credit card required

Cons

  • Top-tier AI and customization features require the Premium or Enterprise plan
  • Per-user pricing across five tiers can be confusing to compare
  • Less suited to complex multi-entity enterprise sales processes

Frequently Asked Questions

Does Nutshell offer a free trial?

Yes, all plans include a 14-day free trial with no credit card required.

Does Nutshell sync with Gmail and Outlook?

Yes, Nutshell offers two-way email and calendar sync with both Gmail and Outlook.

What is Nutshell IQ?

Nutshell IQ is the platform's AI feature set covering call transcription, sales assistants, and prospect identification.

Does Nutshell include email marketing?

Yes, Nutshell includes email marketing with segmentation and automation built into the CRM.

Pricing Overview

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Paid (Subscription)

Starter

$13

Professional

$25

Business

$42

Premium

$59

Enterprise

$79

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Best For

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About the Product

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Platforms
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Target AudienceSmall and mid-sized business sales teams

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