
Nutshell
All-in-one CRM and marketing automation software designed for small businesses to manage contacts and close deals
Recommended for
- Idea-Stage
- Pre-Seed
- Seed
- Series A
- Scaleup

Nutshell is a CRM platform that combines contact management, sales automation, and email marketing to help sales teams streamline workflows. It offers unlimited contact storage with custom fields and interaction tracking. The platform includes two-way email and calendar sync with Gmail and Outlook. Nutshell provides visual sales pipelines with drag-and-drop functionality to track deal progress. It also features AI-powered tools like call transcription, summarization, and chatbots to reduce manual data entry. Every plan includes webchat, form builder, landing pages, and attribution reporting for marketing campaigns.
SSIE
Stage Fit Recommendations
Following data shows why Nutshell is recommended for listed teams. The Fit Score represents the percentage fit of Nutshell to each company stages, as calculated by the SSIE.
Stage
Fit Score
Fit Reasons
Idea-Stage
$0
76- Custom contracts / procurement on the Unlimited plan
- Data encryption at rest and in transit
- Data export and portability
- Syncs two-way with Gmail and Outlook
Pre-Seed
$0–$10k MRR
92- Provides quick insights into sales and team activity
- Visualizes sales pipeline with drag-and-drop simplicity
- Transcribes, summarizes, and logs calls automatically
Seed
$10k–$100k MRR
92- Captures leads and engages visitors with a chatbot
- Creates, sends, tracks, and gets signatures on quotes and contracts
- Builds emails with an intuitive builder and tracks engagement
Series A
$100k–$500k MRR
92- Single sign-on with SAML and directory provisioning
- Published uptime SLA and incident response commitments
- SOC 2 - core enterprise certification
- Third-party penetration testing
Scaleup
$500k–$2M+ MRR
76- Active security and vulnerability disclosure programme
- Texts leads and builds landing pages that capture new contacts
- Stores unlimited contacts and companies with custom fields
Pricing
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