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CRM research record

Nutshell

A small-business CRM combining contact and pipeline management with email, reporting, automation, engagement, marketing, quoting, and progressive AI allowances.

Researched by StackFitIQ Editorial TeamOfficial-source analysis · Last checked 23 August 2026

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Test against your needs

Decision summary

Who Nutshell fits best

Small agencies that want an approachable CRM with optional marketing and engagement products from the same vendor.

Analysis scope

Official-source analysis record

This record uses dated official product evidence and transparent editorial fit factors. It is a research starting point, not a substitute for testing the product with your own data and workflow.

See how we analyze CRMs and how to run your own test →

Reasons to shortlist it

  • Low entry price
  • Progressive reporting and automation tiers
  • Optional marketing and engagement expansion

Trade-offs to test

  • Marketing, engagement, and quoting features can introduce separate add-on costs
  • Optional products and usage allowances are not included in base-seat estimates

Fit profile

Editorial fit factors

These 1–5 ratings power the transparent finder. They are editorial decision weights, not customer review scores.

Ease of adoption5/5
Automation4/5
Reporting4/5
Outreach4/5
Marketing connection4/5
Customization3/5
Project delivery1/5
Calling2/5

Technical fit

Nutshell integrations, API, and webhooks

Nutshell combines instant integrations, an app marketplace service, Zapier connections, open APIs, and outbound webhooks.

WebhooksOfficially documentedChecked 23 Aug 2026

Priority connections in our current snapshot

Google WorkspaceMicrosoft 365QuickBooksZapier
  • Nutshell distinguishes instant, marketplace-assisted, Zapier, and custom API connections.
  • AppConnect eligibility and limits can depend on CRM seat count and current commercial terms.

A listed integration does not prove two-way sync, inclusion in your plan, or zero additional cost. Verify the exact app, provider, objects, direction, limits, and pricing before committing. Compare integration access across all researched CRMs →

Price snapshot

Plans in the calculator

Foundation

$13/user/month

Monthly equivalent, billed annually.

Growth

$25/user/month

Monthly equivalent, billed annually.

Pro

$42/user/month

Monthly equivalent, billed annually.

Taxes, usage charges, add-ons, implementation, onboarding, and negotiated discounts are excluded unless a plan note explicitly says otherwise. Check current official pricing ↗

Evidence

Official sources