Nutshell

Rating: 4.2/5

User Satisfaction: 80%

Nutshell is a tool that provides CRM and sales automation for sales teams so they can manage leads, automate tasks, and accelerate pipeline progression.

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Overview

Nutshell is a cloud-based CRM (customer relationship management) platform designed to help sales teams organize contacts, manage pipelines, automate follow-ups, and get better visibility into performance. It also offers email/calendar sync, customizable pipelines, and integrations with other tools.

If you’re a founder, sales manager or marketing-ops person running a small or mid-sized team and feeling stuck with spreadsheets, email overload, or chaotic deal tracking, Nutshell can pull all your sales data into one place, automate repetitive tasks, and free your team to sell rather than micromanage data. Its AI features (call/meeting summaries, timeline summarization) aim to save time as well.

Details

Tool Launch / Founded Date

2009

Best for

Small to mid-sized sales teams, B2B and service-oriented businesses, startups or companies moving off spreadsheets or basic CRMs, sales managers wanting visibility and automation.

Access Type

SaaS subscription (per user / per seat) with monthly or annual billing options; free trial available.

Licensing Model

Proprietary SaaS; users get commercial rights to use the software; created content/data remain with you as part of your CRM (standard for SaaS).

Feature

Customizable sales pipelines (multiple stages, views, drag-&-drop) so you match your actual sales process.
Email & calendar sync (Gmail, Outlook) so your communications and meetings live inside the CRM.
Sales automation: rules to trigger follow-ups, move deals, notify team, etc.
Integrated AI capabilities: call/meeting transcription, timeline summarization, next-action suggestions.
Reporting & analytics: track pipeline performance, forecasting, dashboards.
Add-ons & extras: Prospecting tools (lead find), Quotes & invoices module, Engagement tools (Web chat, SMS) etc.

Pricing Tables

Sales Foundation

$13 / user/month (per G2 listing)

Includes: activity reminders, contact management, single pipeline, email/calendar sync, unlimited data/people.

Sales Growth

$25 / user/month (per G2)

Adds: team features, sales reporting & forecasting.

Sales Pro

$42 / user/month (per G2)

Adds: sales automation, multiple pipelines, territory management.

Analytics

Traffic Analysis

Domain Rating
76

Organic Traffic
95845

Majority Users
United States

Visits Over Time

No visit data found.

Traffic Sources

No traffic data found.

Last Update Date: 2025-11-26

FAQ

Can I use the output commercially / own my data? ▼

Yes — with Nutshell you retain your data and you use the CRM under subscription. It’s your contacts/deals so you own them; standard SaaS terms apply.

How many leads/deals can I manage? Any storage limits? ▼

Nutshell advertises unlimited data / contacts in many tiers (according to users/reviews) though you pay per user/seat.

Can I customize the pipelines and workflows? ▼

Yes — you can set up custom pipelines, stages, views, automation rules. If you need very many pipelines/custom fields you may need higher tiers.

Does it integrate with other tools I use (Gmail, Outlook, Slack, etc.)? ▼

Yes — email & calendar sync with Gmail/Outlook; there is an integrations marketplace.

Does Nutshell train on my content / reuse my data to train their AI? ▼

The publicly available documentation doesn’t detail a user-content training policy prominently; you should check their privacy/terms for language on data use.

What kind of support / SLA do I get? ▼

They advertise free customer support for all customers. For higher tiers you may get extra services.

What do I get on the higher plan that I don’t get on the starter plan? ▼

Higher plans unlock things like multiple pipelines, full automation, AI summarization, quotes/invoices, unlimited custom fields, territories, advanced reporting. For example, the “Enterprise” tier provides unlimited pipelines/custom fields.