Find your fit
Who it is for
It fits smaller sales teams that need a consistent handoff between a contact history and an active opportunity. Pilot one real sales process with permission-safe sample records and compare lead ownership, follow-up clarity and reporting with the current spreadsheet or CRM.
Before choosing a tier, count active opportunities, distinct sales processes and the users who need automation. Unlimited contacts and a 100-open-lead Foundation limit describe different things.
The work it supports
Core capabilities
Company and person records can hold a shared timeline of emails, notes and activities. Nutshell also advertises Gmail and Outlook email/calendar sync. Connect a test mailbox first and check which customer and private messages become visible to colleagues.
The Lead Board shows pipeline stages as columns and opportunities as cards. Reps can sort by value or dates, move a lead between stages, and close it as won, lost or cancelled. Define a small set of stages and an owner for each lead before moving the sales team onto the board.
Draft pipelines can be tried on all plans without using active pipeline limits. Use them to test a renewal process or a second sales motion before paying for multiple live pipelines.
Authorized users can import companies, people and leads from CSV, map fields and preview results. A mapped legacy or Nutshell ID can update existing records. Pilot a small clean file, verify duplicate handling and lead creation, then retain the original file for rollback.
An import can be reverted, but the vendor warns that later edits to companies and people are not removed by that revert. Keep a pre-import export and review any edits made after the bulk load before using the rollback action.
List exports for companies, people and leads reflect visible columns and applied filters. Admins can limit export permission and create a fuller ZIP bundle of CSV files. Test a filtered export and an admin backup to understand what a future move would actually carry.
Understand the offer
Pricing and getting started
The Sales Suite has Foundation, Growth, Pro, Business and Enterprise tiers, with monthly or yearly billing. Official Help lists annual-billing starting prices of $13, $25, $42 and $79 per user per month for Foundation, Growth, Pro and Enterprise. Confirm the selected Business price and every checkout total from the live selector before buying.
Foundation includes contacts and a customizable pipeline; Growth adds reporting, quotas and stage goals. Pro adds five pipelines, advanced automation and email sequencing. Business lists ten pipelines with additional scheduling and audit features; Enterprise lists unlimited pipelines and custom fields. Match the tier to the workflow being piloted.
Lead-assignment rules start on Growth and automated tasks on Pro. Multiple active pipelines start on Pro. Run one sample routing/follow-up rule and confirm the exact plan gate before automating contact with customers.
Unlimited CRM contacts do not remove the Foundation limit of 100 open leads. If many deals remain active at once, count the open leads during a normal month rather than the size of the address book.
Marketing and Engagement upgrades and Proposals & Invoices have separate scope. Official Help lists Proposals & Invoices as a $79-per-company monthly add-on. Price needed email volume, messaging and quote/invoice functions with the CRM seats before comparing products.
Nutshell advertises a 14-day trial without a credit card. The pricing FAQ says it ends without an automatic charge, with a selected plan and payment details needed to continue. Schedule a sample import, lead workflow and export within that window.
Look a little closer
Before you choose
A useful acceptance test is a small CSV import, a contact-to-lead handoff, one owner and next activity, stage movement, a filtered export and an administrator ZIP backup. Verify add-on and plan terms for the exact features the team used in the test.
9 distinct sources behind this profile. Research observed Oct 18, 2026. Features and offers can change.
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