Nutshell
6.3/10Sales CRM for small and mid-sized B2B teams that combines pipelines, email sync, AI call notes and optional email marketing, SMS and proposal add-ons.
Data last updated November 2026 · Our methodology
Overview
Nutshell is a CRM from an Ann Arbor, Michigan company that has sold it since 2009. It covers contact and company records, drag-and-drop pipelines, two-way Gmail and Outlook sync, and reporting. Webchat, an AI chatbot, forms, landing pages and basic email marketing come with every plan. Pro and higher plans add native click-to-call, AI call and meeting summaries, sales automation and more pipelines. Mobile apps are available for iOS and Android. Pricing is per user, and one plan applies to the whole account. There are five tiers: Foundation, Growth, Pro, Business and Enterprise. On annual billing they cost 13, 25, 42, 59 and 79 USD per user per month. Monthly billing costs 6 to 10 USD per user per month more. Foundation is capped at 100 open leads. Advanced marketing, omnichannel messaging, prospecting credits, proposals and invoices, extra email contacts and SMS are paid add-ons, so the full cost can be well above the base seat price. Nutshell suits small and mid-sized sales teams that want quick setup and live support included on every plan. Its main weakness is reporting and customization. Reviewers most often say the reports are too shallow and the configuration options run out as teams grow. SSO and SQL data access are only on the top tier.
Our Rating
CRM6.3/10
Marketing6.3/10
Who Nutshell is best for
Good fit
Low entry price, unlimited contacts and free live support with migration help suit small businesses.
Built around pipelines, quotas, lead assignment, click-to-call and AI call notes for sales reps.
Less suited
Email campaigns, landing pages, forms and attribution reporting are included, but advanced marketing features need the paid Marketing add-on.
- Mid-Market6/10
The Business and Enterprise tiers add teams, territories, audit logs and SSO, but reviewers say reporting and customization run out at larger scale.
SSO and SQL access exist only on the top tier, and reviewers report limits on customization and reporting depth.
Pros & Cons
Pros
- Every plan includes unlimited contacts plus webchat, an AI chatbot, forms, landing pages and basic email marketing.
- Free live support on all plans, with free data migration and onboarding during the 14-day trial that needs no credit card.
- Reviewers on Capterra and G2 most often praise how easily non-technical sales teams can set up and use it.
- Pro and higher plans include native click-to-call, which logs calls automatically and can add AI call summaries, so smaller teams may not need a separate dialer.
Cons
- Reporting is the most common reviewer complaint. Users say reports lack depth and flexibility once they need more detailed insights.
- Customization is limited. Unlimited custom fields and pipelines are only on the 79 USD Enterprise tier.
- Foundation is capped at 100 open leads, and click-to-call and sales automation start at Pro, so the cheapest plan is restrictive.
- Paid add-ons for advanced marketing, messaging, prospecting, proposals and SMS can push the total cost well above the seat price.
- Reviewers say the mobile app is less capable than the desktop version.
Key Features
Nutshell Pricing
Foundation
or $156/user/year (save 32%)
- Unlimited contacts
- AI chatbot and webchat
- Email and calendar sync
- Limit of 100 open leads
- 10 AI outcomes per month
- Form builder and landing pages
Growth
or $300/user/year (save 22%)
- Sales quotas
- Activity reports
- Custom stage goals
- Lead assignment rules
- 20 AI outcomes per month
- Everything in Foundation
Pro
or $504/user/year (save 14%)
- Sales automation
- Meeting scheduler
- 5 custom pipelines
- Advanced reporting
- Everything in Growth
- 40 AI outcomes per month
- Click-to-call and AI call summaries
Business
or $708/user/year (save 12%)
- Everything in Pro
- 10 custom pipelines
- Audit log and changelog
- 100 AI outcomes per month
- Advanced meeting scheduler
- Additional teams and territories
Enterprise
or $948/user/year (save 11%)
- Phone support
- Enterprise SSO
- SQL data access
- Everything in Business
- 150 AI outcomes per month
- Unlimited pipelines and custom fields
Frequently Asked Questions
On annual billing, the per-user monthly prices are 13 USD for Foundation, 25 for Growth, 42 for Pro, 59 for Business and 79 for Enterprise. Monthly billing costs 6 to 10 USD per user per month more, for example 19 USD for Foundation and 89 USD for Enterprise.
No. Nutshell's billing documentation says the plan is chosen at the company level, so every user in an account is on the same tier.
Nutshell says native click-to-call and AI call and meeting summaries are available on Pro and above. Calls are made from the browser and logged to the matching contact and lead. Integrations with RingCentral, Aircall, Dialpad, CallRail and Kixie are also offered.
Every CRM plan includes basic email marketing, landing pages and forms, along with 150 free sends per month. Larger contact lists are billed in tiers starting at 5 USD per month. Nutshell's example is 1,000 contacts for 25 USD per month. Advanced features such as A/B testing and AI campaign building need the 49 USD per month Marketing add-on.
Nutshell says it is SOC 2 compliant and publishes GDPR information. Enterprise SSO is only on the top Enterprise tier.
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