Nutshell CRM Pricing & Plans (2024 Guide)
Nutshell CRM offers a seamless experience for managing customer relationships and sales processes. Its user-friendly interface and comprehensive features make it a valuable tool for businesses aiming to enhance their sales operations.
- User-friendly interface for all.
- Comprehensive sales tracking features.
- Excellent customer support available.
- Limited customization options available.
- Integration options could be expanded.
Free plan?
YesStarting price
$13 per month per userWhat is Nutshell CRM?
How Much Does Nutshell CRM Cost?
Nutshell CRM offers a variety of pricing plans to cater to different business needs. Below is a detailed breakdown of Nutshell CRM’s plans, highlighting their key features for various business requirements.
Nutshell CRM Pricing Plans
- Contact management and communication timelines for organized interactions.
- Email and calendar sync to keep all communications in one place.
- Customizable single sales pipeline with a 100 open leads limit.
- Free live support to assist with any queries or issues.
- Sales and Activity quotas to set and achieve targets.
- Pipeline stage goals for better sales process management.
- Up to 25 custom fields for tailored data management.
- No active leads limit for unlimited potential.
- Sales automation to streamline repetitive tasks.
- Personal email sequences for personalized outreach.
- Full reporting suite including Activity, Funnel, and Forecast reports.
- Meeting scheduling software (lite version) for easy appointment setting.
- Unlimited Notetaker usage with AI-powered speech-to-text transcription.
- Meeting scheduling software (full version) for comprehensive scheduling.
- Audit log and changelog for tracking changes and accountability.
- Send email templates directly from Gmail for convenience.
- Unlimited custom fields, teams, currencies, and territories for full customization.
- Read-only SQL access for data analysis and reporting.
- API support for seamless integration with other tools.
- No limits on customization and reporting for ultimate flexibility.
Add-ons
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Nutshell CRM Pricing Plans in Detail
Foundation
The Foundation plan offers essential CRM features for small businesses, including unlimited storage, contact management, and email sync. It provides a customizable sales pipeline and free live support, making it ideal for teams looking to organize their sales processes efficiently.
Growth
The Growth plan builds on the Foundation by adding advanced reporting capabilities, sales quotas, and pipeline stage goals. It allows for up to 25 custom fields and removes the active leads limit, providing growing teams with the tools to enhance performance and scalability.
Pro
The Pro plan includes all Growth features and introduces sales automation, personal email sequences, and a comprehensive reporting suite. With 5 customizable pipelines and meeting scheduling software, it empowers advanced teams to optimize their sales strategies and improve lead conversion.
Business
The Business plan offers extensive customization options, including increased pipelines and AI-powered transcription. It features a full version of meeting scheduling software and audit logs, providing large enterprises with the tools to manage complex sales operations and ensure accountability.
Enterprise
The Enterprise plan provides unlimited customization and reporting capabilities, with features like unlimited pipelines and read-only SQL access. It supports API integration, making it perfect for organizations needing complete control over their CRM processes and data management.
Top Nutshell CRM Features
Lead Management
Managing leads effectively is crucial for any business, and with Nutshell CRM, you can do just that. I found it incredibly easy to track and organize leads, ensuring no potential customer slips through the cracks. You can customize lead stages to fit your sales process, making it a breeze to follow up and convert leads into customers. This feature truly helps you stay on top of your sales game.
Sales Automation
Sales automation in Nutshell CRM is a game-changer. It allows you to automate repetitive tasks, freeing up your time to focus on closing deals. I loved how it streamlined my workflow, reducing manual data entry and ensuring consistency across the board. You can set up automated follow-ups, reminders, and more, making your sales process more efficient and effective.
Reporting and Analytics
Having access to detailed reports and analytics is vital for making informed business decisions. Nutshell CRM offers robust reporting features that provide insights into your sales performance. I appreciated the ability to customize reports to focus on the metrics that matter most to me. This feature helps you identify trends, track progress, and make data-driven decisions to boost your sales strategy.
Team Collaboration
Collaboration is key to successful sales, and Nutshell CRM excels in this area. It offers features that enhance team communication and collaboration, ensuring everyone is on the same page. I found it easy to share information, assign tasks, and collaborate on deals, which improved our team's efficiency and effectiveness. This feature fosters a collaborative environment that drives sales success.
Email Integration
Integrating email with your CRM is essential for seamless communication, and Nutshell CRM does this beautifully. I loved how it synced with my email, allowing me to manage all communications in one place. You can track email interactions, schedule follow-ups, and ensure timely responses, all within the CRM. This feature enhances your communication strategy and keeps you connected with your customers.
Mobile Access
In today's fast-paced world, having mobile access to your CRM is a must. Nutshell CRM offers a mobile app that keeps you connected on the go. I found it incredibly convenient to access customer information, update records, and manage tasks from my smartphone. This feature ensures you're always in the loop, no matter where you are, enhancing your productivity and responsiveness.
Pipeline Management
Managing your sales pipeline effectively is crucial for closing deals, and Nutshell CRM makes it easy. I appreciated the visual pipeline view, which allowed me to track deals at every stage. You can customize your pipeline to match your sales process, ensuring you have a clear overview of your sales activities. This feature helps you prioritize tasks and focus on deals that matter most.
Customizable Dashboards
Having a customizable dashboard is a great way to keep track of your sales metrics. Nutshell CRM allows you to create dashboards that display the information you need most. I loved how easy it was to customize and rearrange widgets to suit my preferences. This feature provides a personalized view of your sales data, helping you stay informed and make strategic decisions.
Task Management
Staying organized is key to sales success, and Nutshell CRM's task management feature helps you do just that. I found it easy to create, assign, and track tasks, ensuring nothing falls through the cracks. You can set deadlines, prioritize tasks, and receive reminders, keeping you on top of your to-do list. This feature enhances your productivity and ensures you stay focused on your sales goals.
Contact Management
Managing contacts efficiently is essential for building strong customer relationships. Nutshell CRM offers robust contact management features that make it easy to organize and access customer information. I appreciated the ability to segment contacts, track interactions, and view communication history. This feature helps you maintain personalized relationships with your customers, enhancing your customer service and satisfaction.
Integration with Third-Party Apps
Integrating with third-party apps is crucial for a seamless workflow, and Nutshell CRM offers a range of integrations. I found it easy to connect with tools like Google Workspace, Mailchimp, and more, enhancing my productivity and efficiency. This feature allows you to streamline your processes and ensure all your tools work together harmoniously, making your sales operations more effective.
Role-Based Permissions
Ensuring data security and access control is vital, and Nutshell CRM's role-based permissions feature does just that. I appreciated the ability to assign roles and permissions to team members, ensuring everyone has access to the information they need. This feature enhances security and ensures your team works efficiently, with the right access to data and tools.
Who Is Nutshell CRM Best For?
Nutshell CRM is perfect for small to medium-sized businesses seeking to streamline their sales processes and improve team collaboration. With its intuitive interface and robust features, it helps businesses manage leads, track sales, and enhance customer interactions effectively.
- Great for small to medium businesses.
Nutshell CRM is designed to simplify sales management for small to medium-sized businesses. Its intuitive interface and comprehensive features make it easy to track leads, manage customer interactions, and improve team collaboration without needing advanced technical skills.
- Ideal for growing companies.
As your business expands, Nutshell CRM grows with you. It offers essential features like lead tracking, sales automation, and reporting, making it an excellent fit for businesses that need scalable solutions as their sales operations increase.
- Perfect for budget-conscious teams.
Nutshell CRM provides advanced features—such as sales automation, lead management, and reporting—at a cost-effective price point, making it ideal for businesses looking to optimize sales without breaking the bank.
Frequently Asked Questions
What pricing plans does Nutshell CRM offer?
Is there a free trial available for Nutshell CRM?
Can I switch between pricing plans easily?
Are there any hidden fees with Nutshell CRM?
Does Nutshell CRM offer discounts for annual subscriptions?
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Is there a setup fee for Nutshell CRM?
Can I customize my Nutshell CRM plan?
Does Nutshell CRM offer support for plan upgrades?
Are there any limitations on the number of users?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
