Nutshell is a sales CRM with built-in email marketing for sales teams, priced per user with no seat minimum, and owned by digital marketing agency WebFX.
Nutshell gives a sales team one shared place to track every lead, contact and conversation, so no follow-up depends on a single rep's inbox. Nutshell, Inc. has built the product in Ann Arbor, Michigan, since 2009, and the company is now owned by WebFX, the digital marketing firm that acquired it. Pipeline management and marketing tools share the same contact records, so selling and campaigns draw on one list. AI agents work across the product and take over note-taking and summaries that reps would otherwise write by hand. Leads and pipelines show every open deal as a board, list, map or chart, and deals move between stages by drag and drop. Contact management keeps people and companies on one timeline of emails, notes, calls and tasks. Email and calendar sync logs Gmail or Outlook messages and meetings to the right record, and the Meeting scheduler shares booking links with prospects. Sales automation routes opportunities by territory, source or value and assigns tasks, while reports cover rep activity, sales quotas and a forecast weighted by lead confidence. Nutshell AI adds timeline summaries, lead recaps with next steps and activity logging in the iOS and Android apps. Sales reps, sales managers and business owners who want their pipeline and their email marketing in one account are the people Nutshell is built for. Managers who coach a team get quotas, activity reports and lead assignment rules, and larger organisations add audit logs, territories and single sign-on on the upper tiers. Pricing is per user on the Foundation, Growth, Pro, Business or Enterprise tier, with annual or monthly billing and no seat minimum. Marketing, Engagement, Prospecting and Quotes are add-ons bought on top of any tier. A trial runs without a credit card, and live support comes with every plan. Reps start from the pipeline view, where hot leads and automated task lists show what needs attention next. Emails and meetings from Gmail, Outlook and Google or Microsoft 365 calendars land on the right record without copying, and web forms and the AI Chatbot feed new leads straight into the pipeline. With the Marketing add-on, the same contacts receive email campaigns, and the Quotes add-on turns a deal into a quote, invoice or contract the customer can sign. Developers connect other systems through the REST API and webhooks, and Zapier handles the same job without code. Nutshell fits a sales team that wants its deals, its email and its campaigns working from one set of records.
Pricing
View plans-
Foundation
$19 per month
$13 per user a month billed annually, the default view; $19 billed monthly.
- No seat minimum or maximum
- 14-day trial, no credit card required
- 10 AI outcomes
- Unlimited contacts and storage
- Email and calendar sync
- AI Chatbot, form builder and landing pages
- AI Agent Marketplace
- Live support on every plan
- Add-on, any tier: Marketing (email campaigns, A/B testing, SMS marketing), priced by contact band
- Add-on: Engagement (two-way SMS, unified inbox), priced per user
- Add-ons: email marketing and SMS, priced by contact and message bands
- Add-on: Prospecting
- Add-on: quotes, invoices and contracts
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Growth
$32 per month
$25 per user a month billed annually, the default view; $32 billed monthly.
- Everything in Foundation
- 20 AI outcomes
- Activity reports and sales quotas
- Lead assignment rules
- Custom stage goals and hot leads
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Pro
$49 per month
$42 per user a month billed annually, the default view; $49 billed monthly.
- Everything in Growth
- 40 AI outcomes
- 5 custom pipelines
- Advanced reporting and sales automation
- AI lead recaps and next steps
- Meeting scheduler
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Business
$67 per month
$59 per user a month billed annually, the default view; $67 billed monthly.
- Everything in Pro
- 100 AI outcomes
- 10 custom pipelines
- Advanced meeting scheduler
- Audit log and changelog
- Email templates sent from Gmail and Outlook
- Additional teams and territories
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Enterprise
$89 per month
$79 per user a month billed annually, the default view; $89 billed monthly.
- Everything in Business
- 150 AI outcomes
- Unlimited pipelines and custom fields
- Enterprise SSO
- SQL data access
- Phone support
Features
- Included: Visual sales pipeline
- Included: Contact and company records
- Included: Two-way email sync with Gmail and Outlook
- Included: Calendar sync and booking links
- Included: Activity and task logging
- Included: CRM workflow automation
- Not included: Custom fields and objects
- Included: Lead capture web forms
- Included: Weighted pipeline forecast
- Included: Custom reports and dashboards
- Included: Quotes generated from a deal
- Included: Territory assignment rules
- Included: Duplicate detection and merge
- Included: Native mobile CRM app
- Included: Role-based record permissions
- Included: CRM REST API and webhooks
- Not included: Free CRM plan
- Included: AI-generated record summaries
Additional Features
- Board, list, map and chart pipeline views
- Drag-and-drop deal stages
- Two-way Gmail and Outlook email logging
- Meeting scheduler with booking links
- Sales automation and lead routing
- Lead assignment rules
- Sales quotas and custom stage goals
- Hot leads
Best for
- Sales teams that want email campaigns run from the same contact records as the pipeline
- Teams on Gmail or Microsoft 365 that want email and meetings logged to records automatically
- Sales managers tracking rep activity against quotas
- Growing companies that add users one at a time, with no seat minimum
- Field reps who log calls and notes from a phone
- Teams that send quotes and contracts from deals, as a paid add-on
- Businesses that want live support on every plan
Use cases
- Moving deals through pipeline stages
- Logging Gmail or Outlook emails and meetings to the right lead
- Routing new leads to the right rep by territory or source
- Capturing website leads with forms and a chatbot
- Booking prospect meetings through a shared link
- Forecasting revenue by lead confidence
- Tracking rep activity against sales quotas
- Sending email campaigns to CRM contacts
- Sending quotes, invoices and contracts for signature
- Logging calls and notes from a phone
- Reading a summary of a lead's history before a call
- Merging duplicate people and companies
- Connecting the CRM to other apps through the API or Zapier
Screenshots & Videos
Explore Nutshell in action
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