Nutshell Review

CRM SOFTWARE

Nutshell scores reflect first-party research — not hands-on product testing.

Last updated 2026-08-15Independent editorial review

Starting price
$13.00/user/month
Free plan
No
Free trial
14 days
Best for
Small-business sales teams

Visit Nutshell

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SoftwareGlimpse review

7.1/10

Good

Ease of use8
Pipeline management7
Sales automation7
Email capabilities7
Reporting6
Customization6

How we score →

All features

14 features

Official demos appear only beside high-value features where verified ResearchMedia is linked — not as a generic video gallery.

Contact management
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
What the demo shows
Nutshell chat setup
live chat and AI chatbot configuration as presented by Nutshell
Source: Official Nutshell
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Official vendor tutorial
Nutshell Chat: How to set up and manage your live chat and AI chatbot
What this shows
Nutshell chat setup
live chat and AI chatbot configuration as presented by Nutshell
• Nutshell chat setup
• live chat and AI chatbot configuration as presented by Nutshell
Lead management
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
SoftwareGlimpse teaching diagram: how Nutshell pipelines move deals through stages.
Screenshot source ↗
Pipeline management
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
Nutshell CRM pipelines UI from official Nutshell CRM page.
Screenshot source ↗
Deal management
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
SoftwareGlimpse teaching diagram: how Nutshell pipelines move deals through stages.
Screenshot source ↗
Email sync
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
Workflow automation
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
SoftwareGlimpse teaching diagram: how Nutshell sales automation triggers actions from deal and lead events.
Screenshot source ↗
Sales automation
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
SoftwareGlimpse teaching diagram: how Nutshell sales automation triggers actions from deal and lead events.
Screenshot source ↗
Reporting
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
Forecasting
Pro
SoftwareGlimpse assessment: Plan-dependent
What it supports
Entry point: Pro
Limitations
May require a higher plan than the entry tier
Included in
– Foundation
– Growth
✓ Pro
✓ Business
✓ Enterprise
Custom fields
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
Custom pipelines
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
Nutshell CRM pipelines UI from official Nutshell CRM page.
Screenshot source ↗
Mobile app
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
AI assistance
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
– Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise
Integrations
Foundation
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Foundation
Included in
✓ Foundation
✓ Growth
✓ Pro
✓ Business
✓ Enterprise

All features

Contact management

Nutshell Chat: How to set up and manage your live chat and AI chatbot

What this shows

Lead management

Pipeline management

Deal management

Email sync

Workflow automation

Sales automation

Reporting

Forecasting

Custom fields

Custom pipelines

Mobile app

AI assistance

Integrations