Nutshell

Nutshell is a comprehensive, user-friendly Customer Relationship Management (CRM) and email marketing platform built to help B2B sales and marketing teams grow their revenue. It stands out for its simplicity, powerful automation capabilities, and integrated AI features, making it an all-in-one solution that eliminates the need for multiple disparate tools. With an intuitive interface and a short learning curve, Nutshell ensures that teams can get up and running quickly, focusing on building relationships and closing deals rather than wrestling with complex software.

The platform is infused with Artificial Intelligence to boost productivity. AI Agents can accelerate revenue-driving tasks, while the AI Notetaker provides speech-to-text transcription for meetings, ensuring no detail is lost. These features, combined with robust sales and marketing automation, allow teams to put time-wasting tasks on autopilot and focus on what matters most: their customers.

How to use Nutshell

Getting started with Nutshell is a straightforward process designed for quick adoption:

1. Sign Up & Import Data: Begin with the 14-day free trial. Easily import your existing contacts, accounts, and leads from spreadsheets or other CRMs.
2. Customize Your Pipeline: Set up and customize your sales pipelines to perfectly match your unique sales process. Use the intuitive drag-and-drop board view to manage deals as they move through stages.
3. Centralize Communications: Sync your email and calendar to log all conversations and appointments automatically. Manage all customer interactions—emails, calls, notes, and chats—in one central timeline.
4. Automate Your Workflow: Use the sales automation builder to create personal email sequences for lead nurturing, set up task reminders for follow-ups, and automate stage progression in your pipeline.
5. Engage with Leads: Leverage the integrated Marketing and Engagement suites. Send email marketing campaigns, build landing pages, chat with website visitors in real-time, and use SMS for direct communication.
6. Utilize AI Features: Activate AI Agents to streamline daily activities. Use the AI Notetaker during calls for automatic transcription and summaries.
7. Track and Analyze Performance: Dive into the reporting suite to monitor team activity, track sales performance against quotas, analyze your sales funnel, and generate forecasts to make data-driven decisions.

Core Features of Nutshell

• AI-Powered CRM: Includes AI Agents to accelerate tasks, an AI Notetaker for speech-to-text transcription, and generative AI to simplify sales activities.
• Sales Automation: Automate personal email sequences, task assignments, and lead distribution to ensure timely follow-ups and efficient lead nurturing.
• Pipeline Management: Create unlimited customizable sales pipelines with multiple views (board, list, chart, map) to track deals at every stage.
• Contact Management: A unified database for all your contacts and communication history, with email and calendar sync from Google Workspace and Microsoft 365.
• Reporting & Analytics: In-depth reports on sales, activities, forecasts, and funnels to provide actionable insights into your team's performance.
• Marketing Suite: Tools for email marketing (broadcasts, newsletters, drip campaigns), a no-code landing page builder, and web forms to capture leads.
• Engagement Suite: Engage customers through web chat, 1:1 SMS, SMS marketing campaigns, and integrations with Facebook Messenger and Instagram DMs.
• Productivity Tools: Native meeting scheduler, quotes and invoices creation, product list importer, and seamless integrations with other business tools.
• Prospecting Tools: Identify website visitors (VisitorIQ), enrich contact data (PeopleIQ), and find new prospects (ProspectorIQ) to fill your pipeline.

Use Cases for Nutshell

Nutshell is versatile and ideal for various business needs:

• B2B Sales Teams: To manage complex sales cycles, automate lead follow-up, track pipeline progress, and collaborate effectively on deals.
• Marketing Departments: For creating and executing targeted email campaigns, building high-converting landing pages, and tracking lead sources to measure marketing ROI.
• Small to Medium-Sized Businesses (SMBs): As an affordable, all-in-one platform that combines sales, marketing, and customer service functions, providing a single source of truth for all customer data.
• Service-Based Companies: To manage client relationships, send quotes and invoices, and schedule appointments, all within a single integrated system.

Advantages of Nutshell

Nutshell offers significant advantages over other CRMs:

• All-in-One Solution: It consolidates CRM, sales automation, and marketing tools, reducing costs and simplifying your tech stack.
• User-Friendly Interface: Highly praised for its clean, intuitive design, which minimizes training time and boosts user adoption.
• Exceptional Support: Offers free, unlimited, and friendly live customer support, ensuring users get the help they need quickly.
• Transparent Pricing: Features straightforward, affordable pricing plans with no hidden fees or user minimums.
• Powerful Integrations: Seamlessly connects with popular tools like Google Workspace, Microsoft 365, QuickBooks, Slack, and Zapier.

Pricing and Plans

Nutshell offers flexible and scalable pricing with a 14-day free trial. Plans are billed per user for the Sales Suite and per company for the Marketing Suite.

• Sales Suite (Billed Annually):
  • Foundation: $19/user/month. Includes contact management, a single pipeline, and email/calendar sync.
  • Growth: $32/user/month. Adds activity reports and sales quotas.
  • Pro: $49/user/month. Adds sales automation, 5 pipelines, and a meeting scheduler.
  • Business: $67/user/month. Adds AI Notetaker, more pipelines, and advanced features.
  • Enterprise: $89/user/month. Unlimited pipelines, custom fields, and API support.
• Marketing Suite (Per Company):
  • Foundation: $0/month (included with any Sales plan). Basic email marketing and forms.
  • Pro: $49/month. Adds A/B testing, SMS marketing, and advanced reporting.
• Engagement Suite (Per User):
  • Foundation: $0/user/month (included with any Sales plan). Includes web chat.
  • Pro: $16/user/month. Adds 1:1 SMS and messaging app integrations.
• Add-Ons (Per Company):
  • Quotes & Invoices: $67/month.
  • Prospecting Suite: $37/month for 100 credits.