Nutshell is a CRM built for SMB sales teams, with pipeline management, sales automation and built-in email marketing. Best for small and mid-size teams that found Salesforce too heavy and want something their reps will actually adopt, at a fair price.
This is a practical, step-by-step guide. We run this exact workflow with Nutshell for clients — here is how to do it yourself.
Step 1: Import contacts
Bring in your pipeline and contacts fast.
Step 2: Set your stages
Match the pipeline to how you actually sell.
Step 3: Automate follow-up
Trigger reminders and sequences.
Step 4: Market to leads
Use built-in email to nurture the list.
Try Nutshell for yourself
We use Nutshell and set it up for clients. Start free through our link, or have us run it for you.
Common mistakes to avoid
- Fewer integrations than giants
- Not for complex enterprises
- Reporting is basic-to-mid
FAQ
Who is Nutshell for?
SMB sales teams that want an easy, affordable CRM with email marketing built in and high adoption.
Does it include email marketing?
Yes — that's a standout; you can nurture leads without a separate email tool.
Is it easy to set up?
Yes, fast setup and strong support are core strengths.
Is there a trial?
Nutshell offers a free trial — start through our link.
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