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Software product · Nutshell

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Nutshell

All-in-one CRM, email marketing, and sales automation that B2B teams set up fast and actually use to close more deals.

Open for Partnerscrmsales-automationemail-marketingpipeline-managementcontact-managementFree trial · 14 daysListed since May 2026

Partner summary

The offer at a glance

A quick read on buyer fit, pitch, economics, and promotion fit.

Best buyer

B2B small business sales teams

Main outcome

Customers report 14.9% faster close times with Nutshell.

Commission

To be confirmed

Best channels

Content Marketing, Seo, Comparison And Review Content, Email Newsletter

Terms

Founder confirmation required before promotion.

Main pitch

Nutshell is the all-in-one CRM B2B teams actually use: contact management, drag-and-drop pipelines, two-way Gmail and Outlook sync, AI notetakers, email marketing, SMS, and a...

Economics

Partner terms

Commission, pricing model, and review timing for this listing.

Commercial terms

Partner terms

Founder confirmation required before partners promote this listing.

Commission
To be confirmed
Pricing
Subscription
Duration
Review period
30 days

Pricing tiers

Foundation

Primary

$13.00/ monthly

Tracks Subscription

  • Unlimited contacts and storage
  • Contact management and communication timelines
  • Email and calendar sync
  • AI Chatbot
  • Form builder and landing pages

Growth

$25.00/ monthly

Tracks Subscription

  • Everything in Foundation
  • Activity and email reports
  • Sales and activity quotas
  • Lead assignment rules
  • Custom stage goals

Pro

$42.00/ monthly

Tracks Subscription

  • Everything in Growth
  • 5 custom pipelines
  • Sales automation
  • Advanced reporting
  • AI lead recaps and next steps

Business

$59.00/ monthly

Tracks Subscription

  • Everything in Pro
  • 10 custom pipelines
  • Advanced meeting scheduler
  • Unlimited notetaker usage
  • Audit log and changelog

Enterprise

$79.00/ monthly

Tracks Subscription

  • Everything in Business
  • Unlimited pipelines
  • Unlimited custom fields
  • Enterprise SSO
  • Read-only SQL data access

Who this converts for

The buyers this offer is shaped for. Match your reach to the strongest audience fit.

B2B small business sales teams

Help a growing B2B team capture, track, and close leads in one easy-to-use system that reps actually adopt.

Sales RepresentativeSales Manager

Pain points

  • CRMs are too complex and reps will not adopt them
  • Manual call and meeting logging wastes selling time
  • Sales and marketing tools are disconnected
  • CRM costs balloon as contacts and seats grow
  • Hard to forecast revenue and spot stalling deals

Desired outcomes

  • Faster close times
  • More leads won
  • Higher CRM adoption across the team
  • Accurate revenue forecasting
  • Less manual data entry

Growing B2B sales and marketing teams

Help a growing B2B team capture, track, and close leads in one easy-to-use system that reps actually adopt.

Sales RepresentativeSales Manager

typically small to mid-sized

Help a growing B2B team capture, track, and close leads in one easy-to-use system that reps actually adopt.

Sales RepresentativeSales Manager

Help a growing B2B team capture, track, and close leads in one easy-to-use system that reps actually adopt

Help a growing B2B team capture, track, and close leads in one easy-to-use system that reps actually adopt.

Sales RepresentativeSales Manager

Sales managers and sales leaders

Help a growing B2B team capture, track, and close leads in one easy-to-use system that reps actually adopt.

Sales RepresentativeSales Manager

SMB marketing teams consolidating tools

Help a growing B2B team capture, track, and close leads in one easy-to-use system that reps actually adopt.

Sales RepresentativeSales Manager

Why partners convert here

When to pitch this, and the outcomes the buyer actually gets.

Use cases

  • Replace spreadsheets or a legacy CRM with a CRM teams adopt
  • Replace spreadsheets or a legacy CRM with a CRM teams adopt
  • Eliminate manual call and meeting logging with AI notetakers
  • Eliminate manual call and meeting logging with AI notetakers
  • Run sales and email marketing on one platform
  • Run sales and email marketing on one platform
  • Forecast revenue and find pipeline bottlenecks
  • Forecast revenue and find pipeline bottlenecks

Outcomes

14.9 %

Faster close times

Evidence

13.4 %

Increase in leads won

Evidence

26.4 %

Increase in new sales revenue

Evidence

Faster close times

More leads won

Higher CRM adoption across the team

Accurate revenue forecasting

Less manual data entry

Rated 4.3 from 1,410 reviews

Evidence

Supporting 5,000+ companies across 50 countries since 2009

Evidence

Customer-reported performance gains

Evidence

SOC 2 audited with encryption in transit and at rest

Evidence

Free live support and white-glove data import on every plan

Evidence

Before · After

Replace spreadsheets or a legacy CRM with a CRM teams adopt

Before

Contacts and deal history are scattered across spreadsheets or a clunky CRM reps refuse to update.

After

All contacts, emails, notes, and activities live in one timeline, imported for free, with fast onboarding.

Expected outcome: Higher CRM adoption and cleaner records from day one.

What makes this different

Where this offer beats the alternatives.

  • All-in-one CRM, email marketing, SMS, and reporting in one platform

  • Unlimited contacts and storage with no seat minimums on every plan

  • Free live support and white-glove data import on every plan

  • Fast onboarding measured in days, not weeks

  • AI notetakers that eliminate manual call and meeting logging

  • Transparent per-user pricing starting at $13 per user per month

Promotion strategy

Partner playbook

Angles, questions, objections, and inputs to keep outreach sharp.

Value proposition

All-in-one CRM, email marketing, and sales automation that B2B teams set up fast and actually use to close more deals.

How to pitch

Nutshell is the all-in-one CRM B2B teams actually use: contact management, drag-and-drop pipelines, two-way Gmail and Outlook sync, AI notetakers, email marketing, SMS, and a full reporting suite, with free live support and white-glove data import on every plan. It starts at $13 per user per month, has no seat minimums, and offers a 14-day free trial with no credit card, so teams are set up in days not weeks.

Positioning

Position Nutshell as the affordable, easy-to-adopt all-in-one CRM and marketing platform for growing B2B teams that want fast setup and high rep adoption instead of expensive, complex enterprise CRMs.

Best angles to test

  • Reps actually adopt it: simple enough that sales teams use it without pushback
  • All-in-one: replace separate CRM and email marketing tools
  • AI removes manual call and meeting logging
  • Transparent affordable pricing with unlimited contacts and no seat minimums
  • Fast onboarding with free white-glove data import
  • All-in-one CRM with email marketing and sales automation for B2B teams
  • Free 14-day trial with no credit card required
  • Pricing starts at $13 per user per month with no seat minimums
  • Unlimited contacts and storage on all plans
  • Two-way Gmail and Outlook sync and 5,000+ app integrations
  • Free live support and white-glove data import on every plan
  • SOC 2 audited with encryption in transit and at rest
  • Rated 4.3 from 1,410 reviews

Angles to avoid

  • Do not claim guaranteed revenue
  • Do not claim results are typical
  • Do not claim official partnership before founder approval
  • Do not claim Stripe-verified payouts
  • Do not claim managed checkout is ready
  • Do not state a specific commission rate until the founder confirms it

Discovery questions

  • What CRM or system are you using today and why is it not working?
  • How much time do reps lose to manual call and meeting logging?
  • Are sales and marketing running in separate disconnected tools?
  • How confident are you in your current revenue forecast?
  • How many users would need access and how fast do you need to be live?

Disqualifiers

  • Large enterprises requiring a deeply bespoke
  • heavily customized CRM platform build.

Target keywords

easy to use crmcrm for small businessall-in-one crm and email marketingsales pipeline management softwareaffordable crmai crm notetakerb2b sales automation

Objections & responses

  • Our team never adopts CRMs because they are too complex.

    Response: Nutshell is built to be easy to use with no tech expertise required, includes free white-glove data import and live support, and most teams are set up in days, with reviews highlighting full team buy-in.

  • CRMs get expensive once we add contacts and features.

    Response: Nutshell includes unlimited contacts and storage on every plan with no seat minimums, transparent per-user pricing from $13 per user per month, and no setup or hidden fees.

  • We do not want to run separate tools for sales and marketing.

    Response: Nutshell combines CRM, pipeline, email marketing, SMS, forms, landing pages, chatbot, and reporting in one platform so sales and marketing work from the same data.

  • We are worried about data security and what syncs into the CRM.

    Response: Nutshell is SOC 2 audited, encrypts data in transit and at rest, and gives admins controls to block sensitive emails and limit what syncs.

  • Will it work with the email and tools we already use?

    Response: Nutshell offers two-way Gmail and Outlook or Office 365 sync, Chrome and Outlook extensions, and connects to over 5,000 apps plus ChatGPT and Claude via its MCP server.

Rules

Promotion rules

Where you can promote, what is restricted, and what the founder requires.

Allowed channels

Content MarketingSeoComparison And Review ContentEmail NewsletterSocial MediaPartner Referral ProgramWebinars

Restricted channels

Paid Brand Keyword BiddingCold Outreach Impersonating BrandUnauthorized Paid Ads
AI-generated content
Yes
Content reuse
No
Founder approval
Yes

Approved claims

  • All-in-one CRM with email marketing and sales automation for B2B teams
  • Free 14-day trial with no credit card required
  • Pricing starts at $13 per user per month with no seat minimums
  • Unlimited contacts and storage on all plans
  • Two-way Gmail and Outlook sync and 5,000+ app integrations
  • Free live support and white-glove data import on every plan
  • SOC 2 audited with encryption in transit and at rest
  • Rated 4.3 from 1,410 reviews

Claims to avoid

  • Do not claim guaranteed revenue
  • Do not claim results are typical
  • Do not claim official partnership before founder approval
  • Do not claim Stripe-verified payouts
  • Do not claim managed checkout is ready
  • Do not state a specific commission rate until the founder confirms it

Evidence

Proof & trust signals

Claims, evidence links, and operational trust signals partners can lean on.

Proof points

  • Faster close times: 14.9 %
  • Increase in leads won: 13.4 %
  • Increase in new sales revenue: 26.4 %
  • Faster close times
  • More leads won
  • Higher CRM adoption across the team
  • Accurate revenue forecasting
  • Less manual data entry
  • Rated 4.3 from 1,410 reviews
  • Supporting 5,000+ companies across 50 countries since 2009
  • Customer-reported performance gains
  • SOC 2 audited with encryption in transit and at rest
  • Free live support and white-glove data import on every plan

Proof links

About Nutshell

Nutshell is an all-in-one CRM, email marketing, and sales automation platform for B2B teams that want to get set up fast and start seeing results. It unifies contact management with unlimited contacts, drag-and-drop pipeline and lead tracking, two-way Gmail and Outlook sync, AI call and meeting notetakers, a sales chatbot and forms, quotes and invoices, email marketing, SMS, landing pages, and a full reporting suite, with Nutshell IQ for visitor identification and prospecting. Every plan includes free live support and white-glove data import, no seat minimums, and a 14-day free trial with no credit card required. Pricing is transparent and per user, from $13 to $79 per user per month.

nutshell.comListed since May 2026

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