Nutshell

Nutshell is a CRM and marketing automation platform for small-business sales teams, designed to bring contact management, pipelines, email marketing, proposals, and AI-assisted selling into a single application. It aims to reduce manual data entry and keep sales and marketing workflows connected, with the company operating since 2009 and reporting support for over 5,000 companies across 50 countries.

Core capabilities include contact and company management with custom fields, drag-and-drop pipeline views, sales automation, reporting and analytics, email automation, and two-way Gmail and Outlook sync. Marketing tools cover email campaigns, landing pages, web forms, SMS marketing, web chat, and messaging apps such as Facebook Messenger and Instagram DMs. Proposals and invoices can be created, sent, tracked, and signed within the CRM. Nutshell AI provides call and meeting transcription and summarization, sales and marketing assistants, productivity summaries, website visitor identification through Nutshell IQ, and an AI sales chatbot. The platform also offers prospecting and contact enrichment, lead attribution, a meeting scheduler, a product importer, a mobile app, and access to an app marketplace with thousands of integrations, including Google and Microsoft.

Nutshell is positioned for small businesses and sales teams that want a straightforward CRM with marketing and engagement tools included. It is offered on a per-user, per-month basis with monthly and annual billing options, and multiple editions that add reporting, pipelines, admin controls, customization, AI features, SSO, SQL access, and scheduled phone support. A 14-day free trial is available without a credit card, with no seat minimums or maximums, and free live support on every plan.