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Home› AI Tools › AI CRM Assistant ›Nutshell CRM

Nutshell CRM

✓ Verified
★★★★★
(4.3) $13/month Paid ✓ Free Trial Available
Web Mobile API Extension

All-in-one CRM with AI assistants, email marketing, and sales automation built for small B2B teams.

Best For: Small businesses that want CRM, email marketing, and AI guidance in one subscription

The Verdict: Nutshell CRM

Nutshell is a solid all rounder for small teams that want CRM plus marketing without juggling vendors. The guided selling approach helps inexperienced reps, unlimited contacts on every plan is generous, and free support on all tiers is rare. The AI quota system needs attention. Ten AI outcomes a month on Foundation runs out fast for active teams, pushing you toward pricier tiers. Marketing features cost extra, so the real monthly bill exceeds the $13 headline. If you need the bundle and understand the quotas, it delivers. If you want unlimited AI, compare carefully.

What is Nutshell CRM?

Nutshell is an all-in-one CRM, email marketing, and sales automation platform built for small B2B teams. It combines pipeline management with AI assistants that take meeting notes, summarize calls, draft follow-ups, and tell reps what to do next, all inside one subscription. The platform works by guiding sellers instead of just storing data. Pipelines come with starter packs so teams launch in hours, the AI Pipeline Designer builds stages from a description, and automation moves deals, assigns tasks, and sends emails on triggers. Nutshell IQ identifies website visitors for prospecting while the AI chatbot qualifies them around the clock. Email marketing, SMS, and invoicing attach as add-ons when teams need them. Nutshell fits small businesses, agencies, and B2B teams that want marketing and sales in one place. The 5,000 plus companies using it across 50 countries tend to be teams that outgrew spreadsheets but find Salesforce overkill. Free onboarding and migration lower the switching risk.

Who is Nutshell CRM Best For?

Small businesses that want CRM, email marketing, and AI guidance in one subscription

Nutshell CRM Key Features

Customizable pipelines with Board, List, Map, and Chart views
Pipeline starter packs with pre built stages, goals, and tasks
Sales Pipeline Designer AI Assistant builds pipelines for you
Sales automation triggers tasks, emails, and stage changes
Nutshell AI call and meeting notetakers with transcription
Sales and marketing AI assistants for follow ups and campaigns
AI lead recaps and next steps on Pro and above
Nutshell IQ identifies anonymous website visitors for prospecting
AI sales chatbot qualifies visitors and books meetings around the clock
Meeting scheduler with calendar sync and booking links
Email marketing campaigns and drip sequences as add on
SMS messaging for one to one and bulk texts as add on
Quotes, invoices, and contracts as add on with unlimited documents
Webchat, form builder, and landing pages included on every plan
Lead attribution auto tags channel and source on every lead
Advanced reporting with forecasts, funnels, and sales quotas
App Marketplace with Gmail, Outlook, Slack, and QuickBooks integrations
Free live support, free onboarding, and free data migration on every plan

Nutshell CRM Pricing & Plans

Nutshell CRM Pricing Plans and Details

Nutshell CRM Review Summary

Performance ScoreB
Content QualityPricing page clearly explains the AI quota model and add on costs.
InterfaceFriendly pipeline interface with multiple views and starter templates.
AI TechnologyAI notetakers, chatbots, lead recaps, and pipeline designer across plans.
PurposeGive small B2B teams CRM, marketing, and AI guidance without enterprise complexity.
CompatibilityWeb, Mobile, API, Extension
Pricing SummaryStarts at $13 per user per month with no free plan, and marketing features cost extra as add ons.

Nutshell CRM Pros & Cons

✅ Pros

  • No seat minimums or maximums on any plan
  • Unlimited contacts and storage included everywhere
  • Free onboarding, live support, and data migration on all tiers
  • AI included on every plan with unlimited lighter AI assists
  • Cancel anytime with no long term contracts

❌ Cons

  • No free plan, only a 14 day trial
  • AI outcomes capped monthly at 10 on Foundation, forcing upgrades for heavy users
  • Email marketing, SMS, prospecting, and invoicing cost extra as add ons
  • Foundation limited to 100 open leads which growing teams outgrow fast

FAQs

How much does Nutshell cost?

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Foundation is $13 per user per month, Growth $25, Pro $42, Business $59, Enterprise $79. Add ons for email marketing, SMS, prospecting, and invoicing cost extra.

Does Nutshell have hidden fees?

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No. The official site states no setup fees, implementation costs, or surprise charges. Add on pricing is shown before you buy.

What happens after the Nutshell free trial?

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The 14 day trial ends automatically with no charges since no credit card is collected. Choose a plan to continue and all your data is kept.

Is there a contact limit in Nutshell?

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No. All plans include unlimited CRM contacts and no data limits. The Foundation plan caps open leads at 100.

What is the difference between AI outcomes and AI assists?

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AI outcomes like call summarization and lead scoring draw from a monthly quota of 10 to 150 depending on plan. AI assists like note transcription and reply suggestions are unlimited on all plans.

Does Nutshell work with Gmail and Outlook?

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Yes. Nutshell works with all email providers including Google and Outlook, with free iPhone and Android apps available.
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