Nutshell
Small-business CRM with built-in email marketing and AI notetaker
Nutshell is a CRM tool for Small businesses and Agencies, offered as paid ($19/mo). Founded in United States in .
About Nutshell
Nutshell is a sales CRM for small and mid-sized B2B teams, based in Ann Arbor, Michigan, and operating since 2009. It is owned by WebFX, the US digital marketing agency, which acquired it in 2022, and says it serves more than 5,000 companies in 50 countries. The core job is to give sales teams a simple pipeline with contacts, deals and activities, and to put the email marketing and lead capture tools those teams need in the same place.
Every plan includes unlimited contacts and storage, two-way Gmail and Outlook sync, web chat with an AI chatbot, a form builder and landing pages, and basic email marketing. Higher tiers add sales quotas and lead routing (Growth), five custom pipelines, sales automation and a meeting scheduler (Pro), audit logs and territories (Business), and SSO plus SQL data access (Enterprise). In late 2025 Nutshell added native Zoom, Google Meet and Microsoft Teams integrations that record, transcribe and summarise calls inside the CRM. Paid add-ons cover advanced marketing ($49/month), an SMS and WhatsApp inbox, prospecting and proposals. Plans run from $19 per user monthly, with about 11 to 32% off when billed annually.
Nutshell suits teams of 3 to 50 who find HubSpot too expensive and want more marketing than Pipedrive includes. Pipedrive has a larger app marketplace, Zoho CRM is more customisable at a lower price, and Close is better for high-volume calling.
Buying tip: the Foundation plan caps you at 100 open leads, so most active sales teams should budget for Growth or Pro. The 14-day trial needs no card.
Key features of Nutshell
- Drag-and-drop pipelines with custom stages and stage goals
- Two-way Gmail and Outlook email and calendar sync
- AI notetaker for Zoom, Google Meet and Microsoft Teams calls
- Built-in email marketing with segmentation and automation
- Web chat, AI chatbot, forms and landing pages on every plan
- Quotes, invoices and contracts with e-signatures as an add-on
- Lead assignment rules, sales quotas and activity reports
- SQL data access and enterprise SSO on the top tier
Pros and cons
Pros
- CRM and email marketing in one bill
- Unlimited contacts and storage on all plans
- Free live support on every tier
- Easy to learn for non-technical sales teams
- Meeting recording and AI summaries built in
Cons
- Foundation is limited to 100 open leads
- Advanced marketing, SMS and prospecting are paid add-ons
- Smaller integration marketplace than HubSpot or Pipedrive
- Per-user prices rise quickly on upper tiers
- No free plan, only a 14-day trial
Nutshell pricing
Nutshell uses a paid model. A 14-day free trial is available.
| Plan | Price | Includes |
|---|---|---|
| Foundation | $19 / user/mo | $13 billed annually; 100 open leads limit |
| Growth | $32 / user/mo | $25 billed annually; quotas, lead assignment rules |
| Pro | $49 / user/mo | $42 billed annually; 5 pipelines, sales automation |
| Business | $67 / user/mo | $59 billed annually; 10 pipelines, audit log |
| Enterprise | $89 / user/mo | $79 billed annually; SSO, SQL access, phone support |
| Marketing add-on | $49 / mo | AI campaign builder, A/B tests, SMS marketing |
Source: www.nutshell.com · checked on Oct 20, 2026
How Nutshell compares in CRM
- Rank by votes
- #2 / 19
- Starting price
- $19
- Free alternatives
- 2
0 votes from members
5% below the category median ($20/mo)
Free or open-source tools in CRM
Nutshell ranks #2 of 19 crm tools by community votes and is priced in line with the category.
Common use cases
- 1Running a B2B sales pipeline for a 10-person agency or consultancy
- 2Sending newsletters and drip campaigns to CRM contacts without Mailchimp
- 3Capturing leads from website chat and forms into the pipeline
- 4Recording and summarising sales calls automatically
- 5Routing inbound leads to reps by territory
Best for
Small B2B sales teams that want an easy CRM with email marketing, chat and forms built in and human support included.
Not ideal for
Teams needing a large app ecosystem, a free CRM or heavy outbound calling (HubSpot, Pipedrive, Close).
Integrations
- Gmail
- Outlook
- Zoom
- Google Meet
- Microsoft Teams
- Zapier
- Facebook Messenger
Our take
Nutshell is a sensible, well-supported CRM for small B2B teams that would otherwise pay for a CRM and a separate email tool. Start on Growth or Pro, since Foundation's lead cap is tight.
FAQ
- What is Nutshell?
- Nutshell is a CRM tool: Small-business CRM with built-in email marketing and AI notetaker.
- How much does Nutshell cost?
- Nutshell uses a Paid model; paid plans start at $19 per month.
- Does Nutshell have a free trial?
- Yes, Nutshell offers a 14-day free trial.
- What does Nutshell integrate with?
- Nutshell integrates with Gmail, Outlook, Zoom, Google Meet, Microsoft Teams, Zapier and more.
- Which platforms does Nutshell support?
- Nutshell is available on web, ios, android.
- Who is Nutshell for?
- Small B2B sales teams that want an easy CRM with email marketing, chat and forms built in and human support included.
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