Nutshell CRM Review For 2025
Nutshell CRM Plans & Pricing
Nutshell Comparison
Expert Review
Pros
Cons
Nutshell CRM's Offerings
Nutshell offers three core CRM plans, all billed per user per month, with a 14-day free trial included. Annual billing saves you about 16% compared to paying month-to-month. Add-ons like Marketing Pro (billed per company) and Engagement Pro (billed per user) can be layered on as needed.
Pro Plan
$42 /user/mo (billed annually)
14-day free trial
- Unlimited storage, contacts, and accounts
- Up to 5 customizable pipelines
- Email sequences & automation
- Full reporting suite
- Suitable for small teams
Business Plan
$59 /user/mo (billed annually)
14-day free trial
- Everything in Pro, plus:
- More pipelines, markets, and team management
- Unlimited use of AI-powered Notetaker
- Audit logs
- Full meeting scheduling suite
- Ideal for growing SMBs
Enterprise Plan
$79 /user/mo (billed annually)
14-day free trial
- Everything in Business, plus:
- Customizable reporting
- Advanced access controls
- API support
- Phone support
- Designed for larger or more complex sales teams
Customer Support
One of Nutshell’s biggest strengths is its approach to customer service. Unlike many CRMs that put support behind a paywall, every plan comes with free, live human support.
Live chat
Nutshell offers real-time chat with support reps—not just bots. When I tested it, I was connected to a representative within a couple of minutes, and they were quick to walk me through a reporting setup issue.
Phone support
Phone support is included for Enterprise customers, but even Pro and Business users can schedule calls with the team. The reps I spoke with were knowledgeable, clear, and genuinely helpful.
Migration and onboarding
Nutshell stands out by offering free onboarding and migration services. Whether you’re moving from Salesforce, HubSpot, or another CRM, the team will help transfer your data and set up your pipelines at no extra cost.
Resources
Beyond live support, Nutshell has a comprehensive help center with step-by-step guides, tutorials, and videos. There’s also a self-onboarding option if you prefer a do-it-yourself approach.
Overall, Nutshell’s support is consistently praised by customers and is one of the reasons it’s often chosen over larger, more complex CRMs. For small businesses that don’t have time to wrestle with clunky systems, this level of accessible service is a real differentiator.
Features & Functionality
General Features
Nutshell CRM is built for SMBs that want power without complexity. It combines sales automation, AI tools, and intuitive design to help teams win more deals and keep customer data organized. Below is a list of the main features, which I’ll discuss further.
- Dashboards & reporting
- Pipeline management
- Contact & account management
- Mobile apps
- Integrations
- Email sync, tracking & templates
- Sales automation & forecasting
- Nutshell IQ prospecting tools
- Marketing Pro & Engagement Pro add-ons
Dashboards & reporting
Nutshell gives you visual dashboards that display pipeline health, team activity, and upcoming tasks at a glance. Reporting goes deeper with funnel, forecast, and loss reports—plus fully customizable reporting in the Enterprise plan. Reports can be scheduled or exported in presentation-ready formats, making it easy to share insights.
Pipeline management
Sales pipelines are drag-and-drop, so reps can move deals from stage to stage in seconds. Teams can set up multiple pipelines to match different products or markets, keeping sales organized without unnecessary complexity.
Contact & account management
All customer information, including communication history, notes, and activity logs, lives in one profile. This gives every rep complete visibility into the relationship, so follow-ups feel personal and timely.
Mobile apps
Available for iOS and Android, Nutshell’s mobile apps let reps check their pipeline, log notes, and manage contacts on the go. While not as full-featured as the desktop version, they provide essential access in the field.
Integrations
Nutshell connects with tools SMBs already use, like Google Workspace, Microsoft 365, Slack, QuickBooks, and Zoom. For everything else, Zapier unlocks 5,000+ additional integrations. Enterprise users also get API support for custom setups.
Email sync
Nutshell integrates seamlessly with Gmail, Outlook, and Microsoft 365 so every email exchange is logged directly into the CRM. Reps don’t need to copy and paste conversations, and managers get a full picture of all customer communication.
Email tracking
Built-in tracking shows when a prospect opens an email or clicks a link. This gives sales reps valuable context on who is engaging with their outreach and helps them time follow-ups for maximum impact.
Email templates
Teams can create reusable templates for common outreach scenarios, ensuring consistency while saving time. Reps can personalize each message, but the heavy lifting is done in advance.
Scheduled sending
With email scheduling, reps can set up messages to go out at the optimal time, even outside their working hours. It’s a simple feature that helps boost response rates without adding extra work.
Email sequences
Beyond one-off emails, Nutshell supports automated sequences that drip out over time. These cadences help nurture leads without requiring manual follow-ups at every step.
Sales
Sales AI
Nutshell’s AI tools reduce the manual work that slows down sales teams. Call and meeting summarization automatically captures key details, while AI-generated email replies and timeline overviews give reps the context they need without extra typing.
Contact and account management
Every lead, customer, and interaction is stored in one profile. Reps can quickly see past conversations, notes, and deal history, ensuring no detail is lost. This centralized view makes customer outreach more effective and personal.
Opportunity management
Nutshell makes it easy to track deals as they move through each stage of the pipeline. The drag-and-drop design gives a visual overview of progress, helping teams spot bottlenecks and keep deals moving forward.
Quotes & invoices
With the Quotes & Invoices add-on, reps can generate proposals and invoices directly from the CRM. This keeps the entire sales cycle—from first conversation to final payment—in one place.
Lead engagement
Through the Engagement Pro add-on, teams can connect with prospects via web chat or SMS. While not a full AI chatbot, this gives customers a direct line to sales reps when they’re most interested.
Lead scoring
Nutshell offers simple lead scoring so teams can focus their time on the most promising opportunities. By tracking engagement and activity, it helps prioritize which deals are most likely to close.
Automation
Workflow automation
Nutshell automates repetitive sales tasks so reps can focus on conversations, not data entry. From auto-assigning leads to creating follow-up tasks, workflows keep deals moving forward with less manual effort.
Automated emails
With email sequences, teams can set up drip campaigns that send follow-ups on a set schedule. This ensures no lead gets lost, even when reps are juggling multiple opportunities.
Automated reports
Managers can schedule recurring reports that arrive daily, weekly, or monthly. This keeps leadership informed without anyone needing to run exports manually.
Sales forecasting
Forecast reports give a clear picture of projected revenue and deal health. While straightforward compared to enterprise CRMs, it provides the level of visibility SMBs need to plan ahead with confidence.
Marketing automation
Through the Marketing Pro add-on, Nutshell supports campaign management, audience segmentation, and triggered email campaigns. While not as advanced as standalone platforms, it’s more than enough for most small business marketing needs.
Performance:
In testing, Nutshell ran smoothly across web and mobile. The web app feels responsive, with pipelines, contact records, and reports loading quickly even when handling thousands of entries. I noticed minimal lag when moving deals through stages or running multiple reports back-to-back.
Automations, such as lead assignment and email sequencing, triggered reliably without delays. Integrations with Google Workspace and Slack are also synced in real time, ensuring no missed updates between platforms.
The mobile apps (iOS and Android) are serviceable but less polished than the desktop version. They work well for checking activity, logging notes, and updating pipelines on the go, though heavier tasks like report customization are best done on desktop.
Overall, Nutshell’s performance is strong for small and mid-sized businesses. It delivers consistency and speed where it matters most, keeping sales teams moving without downtime or tech frustrations.
Ease Of Use:
Ease of use
Nutshell is built with simplicity in mind, which makes it stand out from more complex CRMs. Its clean, visual interface means sales reps don’t need weeks of training before they can start closing deals. I found the learning curve to be minimal compared to tools like Salesforce or HubSpot.
Setup
Getting started with Nutshell was quick and straightforward. Signing up took just a few minutes, and the onboarding wizard guided me through adding my first pipeline and importing contacts. For teams switching from another CRM, Nutshell includes free migration support, which eliminates a major barrier to adoption.
Navigation
The dashboard is visual and intuitive. Pipelines are laid out clearly, and it’s easy to drag and drop deals from one stage to the next. I appreciated how quickly I could access contacts, accounts, and reports without clicking through endless menus.
Mobile app
Nutshell’s mobile apps for iOS and Android are functional, though not as polished as the web version. You can track activity, check pipeline status, and log notes on the go—but some users report the experience feels more limited compared to desktop.
Automations and integrations
Once set up, automations save a lot of time. I tested email sequencing and lead assignment, both of which worked smoothly. Connecting Nutshell with tools like Google Workspace and Slack was seamless. For teams using other software, the Zapier integration opens up thousands of additional connections.
Overall, Nutshell’s ease of use is one of its biggest selling points. Small teams, especially those new to CRMs, will appreciate how approachable it feels from day one.
Uniqueness:
What makes Nutshell stand out is its focus on being approachable without being basic. Many CRMs for small businesses either oversimplify to the point of being limiting or overcomplicate with enterprise-level bloat. Nutshell finds the middle ground.
Its AI-first approach—with features like call summarization, email replies, and Nutshell IQ for prospecting—sets it apart from other SMB-focused CRMs. Add to that the option to layer on marketing and engagement tools, and you get an all-in-one platform that grows as your team grows.
Another unique differentiator is support: free, live human assistance and data migration across all plans is almost unheard of in this space. That combination of usability, AI-driven features, and customer-first service makes Nutshell a refreshing alternative to both heavyweight CRMs and barebones options.
Verdict:
Nutshell CRM strikes an excellent balance between simplicity and power. For small and mid-sized teams, it delivers the sales essentials—contact management, pipelines, automation, and reporting—without the steep learning curve that plagues many larger CRMs. Its AI-driven tools, like Nutshell IQ and call summarization, add modern efficiency without overwhelming users.
While its marketing suite isn’t as deep as dedicated platforms, the ability to layer in email campaigns, SMS, and live chat makes it a true all-in-one option for growing businesses. The real standout is support: live, human assistance included on every plan, plus free migration services, is rare in this space and a huge win for busy teams.
For SMBs that want a cost-effective CRM that “just works” without sacrificing advanced functionality, Nutshell is one of the best choices on the market in 2025.
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