The best CRM for SMBs | Nutshell CRM
Sales and CRM, simplified
Every lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Complete Customer Profiles
See every contact, conversation, and deal history in one place.
Visual sales pipeline
Track every deal from first contact to closed, at a glance.
Sales automation
Automate follow-ups, task reminders, and lead assignments so nothing slips.
Reporting & forecasting
See pipeline health, team performance, and revenue forecasts in real time.
Never lose track of a lead or customer
Nutshell gives your whole team a single source of truth for every contact, lead, and deal. Every email, call, and meeting is logged automatically — no manual data entry, no scattered spreadsheets, no siloed inboxes.
When a new rep picks up a lead or a customer calls out of the blue, everything your team needs is right there: full conversation history, past deals, notes, and next steps — all in one place.
- Full contact timelines: Every call, email, text, and note logged automatically in chronological order
- Custom fields & tags: Organize contacts your way with searchable fields and color-coded tags
- AI data enrichment: Auto-pull social profiles and company info so records stay accurate and current
Learn more about contact management
Spend less time on busywork, more time selling
When you’re running a small business, every hour counts. Nutshell’s automation handles the repetitive work — follow-up emails, task reminders, lead routing, and pipeline updates — so your team can stay focused on conversations that actually move deals forward.
Set it up once and let it run. Automated sequences pause the moment a lead replies, so your outreach always feels personal, not robotic.
- Automated sequences: Drip emails that stop the moment a prospect replies
- Task & pipeline automations: Assign tasks and advance leads automatically when criteria are met
- Lead routing: Automatically assign new leads to the right rep by territory, value, or round-robin
Learn more about sales automation
Know exactly how your business is performing
Stop guessing and start growing. Nutshell gives SMB owners and managers a real-time view of pipeline health, team activity, and revenue forecasts — so you can make confident decisions without waiting on a report that’s already out of date.
From tracking which lead sources drive the most revenue to comparing rep performance against quota, the answers you need are always a few clicks away.
- Custom sales reports: Report on leads won, lost, and in progress — filtered any way you need
- Revenue forecasting: Predict future revenue based on live pipeline data, not gut instinct
- Lead attribution: See exactly which marketing efforts — ads, referrals, campaigns — are generating your best leads
Grow without the growing pains
Most CRMs either leave you wanting more or drown you in features you’ll never use. Nutshell is built to scale with your SMB — affordable enough to start with, powerful enough to grow into — with sales, marketing, and customer data all under one roof.
No IT team required. No six-month implementation. No surprise fees as your team grows.
- Email & SMS marketing: Reach leads and customers with targeted campaigns without switching tools
- AI-powered features: Save hours every week with AI that drafts emails, scores leads, and summarizes calls
- 5 flexible plans: Start at $13/user/month and upgrade only when you’re ready
Learn more about Nutshell Marketing
Connect with the tools you already use
Nutshell integrates with the software small and mid-sized businesses rely on every day, so your customer data stays synced and your team doesn’t have to toggle between a dozen different tabs.
Whether you’re managing invoices in QuickBooks, scheduling meetings through Google Calendar, or running campaigns in Mailchimp, Nutshell brings it all together — so nothing gets lost between tools.
- Accounting & invoicing: Sync customer data, deals, and invoices with QuickBooks and Xero
- Email & calendar: Two-way sync with Gmail and Outlook keeps schedules and conversations up to date
- Marketing tools: Connect Mailchimp, Constant Contact, and other platforms for aligned sales and marketing quotes and invoices)
- 5,000+ apps via App Marketplace: Connect virtually any tool in your tech stack — no coding required
Helpful, human customer support
Award-winning support here for when you need us.
- Free for everyone: Live chat support is available to all trials and active customers
- Helpful support articles: Our knowledge base is filled with “how-tos” and guides to help with all of your questions
- Monthly webinars: Covering how to set up and use specific features or processes in Nutshell
Learn more about our award-winning support
FAQs
1. How long does it take to get Nutshell up and running for my small business?
Most small businesses are fully operational in 2-4 weeks. Nutshell offers free white-glove onboarding services to handle data migration and system configuration, plus self-service options if you prefer to move at your own pace. You can start selling within days of syncing your email and importing contacts.
2. Do I need technical skills or IT support to set up Nutshell?
No technical skills required. Nutshell is a cloud-based, out-of-the-box solution designed for non-technical users. The intuitive interface means you can set up custom fields, import contacts, and configure pipelines yourself—no IT team needed. Our support team provides free live help if you get stuck.
3. How does Nutshell handle data migration from my current system?
Nutshell offers free data migration assistance through our white-glove onboarding service. We partner with Import2 to automatically migrate data from 25+ CRMs including Salesforce, HubSpot, and Pipedrive. The process includes a sample migration first to ensure accuracy before completing the full transfer.
4. Can Nutshell scale as my business grows from 5 to 50+ employees?
Absolutely. Nutshell’s five pricing tiers (Foundation to Enterprise) scale with your team. Start at $13/user/month and upgrade as you need more pipelines, automation, or advanced features. All plans include unlimited contacts and storage, so you won’t outgrow the platform as your customer base expands.
5. How does Nutshell compare to free CRM options like HubSpot’s free tier?
Unlike free CRMs with limited features and aggressive upsells, Nutshell includes essential tools from day one: unlimited contacts, email sync, automation, reporting, and live support—even on the Foundation plan. You get a complete, professional CRM without hitting paywalls for basic functionality.
6. What makes Nutshell different from other affordable CRMs like Zoho or Pipedrive?
Great question. Zoho and Pipedrive are both solid CRMs, but they make different tradeoffs than Nutshell.
Nutshell gives you the pipeline visibility Pipedrive offers plus email marketing, advanced reporting, AI agents, and automation—all in one platform at a comparable price point. You’re not managing multiple products; you’re managing one integrated CRM that handles sales, marketing, and customer data together.
8. Can I migrate my data from my current CRM to Nutshell without losing anything?
Absolutely. Nutshell offers free white-glove data migration as part of our onboarding service. Here’s how it works:
- Your historical data transfers completely—contacts, companies, deal history, communication logs, everything.
You won’t lose data. You won’t lose history. You won’t start from scratch.
Thousands of happy users can’t be wrong.
Reviews
4.3