The Best CRM for B2B Companies
B2B sales, finally simplified
Sales automation
Automate follow-ups, task reminders, and pipeline updates so no deal goes cold.
Contact & account tracking
Store every stakeholder, interaction, and account detail in one place.
AI-powered tools
Summarize calls, draft emails, and surface next steps with practical AI assistance.
Reporting & analytics
Get real-time pipeline visibility, forecasts, and rep performance at a glance.
Keep every deal organized and on track
B2B sales cycles are long, complex, and involve a lot of moving parts—multiple stakeholders, multiple conversations, and multiple stages happening at once. Nutshell gives your entire team a shared, real-time view of every opportunity so nothing slips through the cracks.
Run separate pipelines for new business, renewals, and upsells. Map every decision-maker on an account. See the full history of every interaction, no matter who on your team handled it last.
- Custom pipelines: Track new business, renewals, and upsells in separate workflows
- Stakeholder tracking: Map every decision-maker, champion, and blocker on each account
- Full communication timeline: Every email, call, and note logged automatically in one place
Learn more about pipeline management
Spend less time on admin and more time selling
The number one reason CRMs fail is that reps don’t use them. Usually, that’s because updating the CRM feels like a second job. Nutshell is built to minimize that friction—automatically logging emails, syncing your calendar, and capturing activity in the background so your data stays clean without extra effort from your team.
The result? A CRM your reps will actually use, and data your managers can actually trust.
- Email & calendar sync: Every interaction logged automatically—no manual entry required
- AI call logging: Meetings and calls summarized instantly with next steps surfaced
- Mobile CRM: Update deals, log notes, and respond to leads from anywhere
Learn more about sales automation
Never let a deal go cold
When you’re managing a long sales cycle, follow-ups fall through the cracks—especially when reps are juggling dozens of active opportunities at once. Nutshell keeps every deal moving with automated sequences, triggered reminders, and AI-powered next-step guidance so your team always knows exactly what to do next.
- Automated sequences: Triggered follow-up emails and tasks at every pipeline stage
- Task reminders: Next actions surfaced automatically so no opportunity gets forgotten
- AI next steps: Smart recommendations that keep deals progressing toward close
Learn more about our email automation
Close faster with better visibility
Sales leaders need pipeline data they can actually trust—not stale forecasts built on guesswork. Nutshell gives managers real-time deal health, rep activity tracking, and accurate revenue forecasts in one dashboard.
And because Nutshell combines CRM with built-in email marketing, your sales and marketing teams finally work from the same platform. No more disconnected data, no more duplicate outreach, no more arguing about lead quality.
- Pipeline reports: See deal health, forecast revenue, and spot risk in real time
- Rep performance: Track activity, conversion rates, and quota progress across your team
- Email marketing: Run nurture campaigns and sequences from the same platform as your CRM
Connect with the tools your sales team already uses
Nutshell integrates with the software B2B teams rely on across the full sales cycle, so your data stays synced from first touch to closed deal—without anyone manually updating two systems.
Whether you’re pulling leads from LinkedIn, sending proposals through DocuSign, or booking discovery calls via Calendly, Nutshell keeps everything connected in one place.
- Email & calendar: Two-way sync with Gmail and Outlook keeps every touchpoint logged automatically
- Contracts & proposals: Connect DocuSign and PandaDoc to send and track proposals directly from your pipeline
- Scheduling: Sync Calendly so booked meetings flow straight into Nutshell without manual entry
- Lead generation: Connect LinkedIn Ads and other lead sources so new contacts land directly in your CRM
- 5,000+ apps via App Marketplace: Link your entire sales stack—marketing tools, collaboration platforms, and more
Live customer support
Award-winning support here for when you need us.
Getting a B2B sales team fully up and running in a new CRM can feel daunting—but it doesn’t have to be. Nutshell’s support team is with you from day one, whether you’re migrating data, building out your first pipeline, or training new reps.
- Free for everyone: Live chat support is available to all trials and active customers—no paid tier required
- Helpful support articles: Our knowledge base covers everything from pipeline setup to automation workflows, in plain language
- Monthly webinars: Join live sessions covering how to set up specific features and get the most out of Nutshell for B2B sales
Learn more about our award-winning support
See Nutshell in action!
Try Nutshell free for 14 days or let us show you around before you dive in.
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Frequently asked questions
1. How long does it typically take to implement Nutshell CRM for a B2B sales team?
Most B2B teams can get Nutshell up and running in 2-4 weeks. The timeline depends on your team size and data complexity—simple setups with basic workflows take less time, while teams with multiple integrations or custom processes may need 6-8 weeks. Nutshell’s intuitive interface and free support help accelerate implementation compared to complex platforms like Salesforce.
2. How does Nutshell compare to Salesforce and HubSpot for B2B companies?
Nutshell is significantly more affordable and easier to implement than both. For a 10-person team, Nutshell costs $9,480 annually, compared to $18,000 for HubSpot and $19,800 for Salesforce. Plus, Nutshell includes unlimited storage and no mandatory onboarding fees. Users also consistently rate Nutshell higher for ease of use and support quality.
3. What’s the best way to ensure my B2B sales team adopts Nutshell?
Start by involving your team in the selection process and clearly explaining how Nutshell makes their jobs easier. Provide hands-on training in multiple formats, identify team champions to advocate for adoption, and automate repetitive tasks so reps spend less time on data entry. Target 80% adoption within 30 days by celebrating early wins and resolving technical issues within 24 hours.
4. Can Nutshell handle complex B2B sales cycles with multiple decision-makers?
Yes. Nutshell is built for B2B complexity. You can create multiple custom pipelines for different sales processes, set up per-pipeline custom fields to track deal-specific information, and map all stakeholders involved in the decision-making process. Nutshell’s contact management lets you track individual concerns and preferences for each decision-maker, while automation ensures timely follow-ups throughout extended sales cycles.
5. What integrations does Nutshell offer for B2B sales workflows?
Nutshell integrates with 500+ tools, including Gmail, Outlook, Slack, Zapier, Calendly, Mailchimp, and LinkedIn Ads. Key B2B integrations include collaboration tools (Google Workspace, Microsoft Teams, Asana), lead generation platforms (Facebook Ads, LinkedIn Ads), contract management (DocuSign, PandaDoc), and scheduling software (Calendly, Acuity). Most integrations are native or available through Zapier for seamless workflow automation.