What it does
Nutshell manages contacts, sales pipelines, activities and reports. Its Proposals & Invoices add-on prepares customer documents alongside the deal. CRM subscriptions include unlimited contacts and storage, with a 14-day trial; open-lead and AI allowances still depend on the edition.
A Nutshell quote can be sent from the email composer, shared as a link or downloaded as a PDF. Preview the buyer's version before sending and keep the document with the deal's follow-up. Proposals & Invoices is a separately purchased add-on.
Limits beyond contact storage
CRM plans include unlimited contacts and storage, but Foundation supports 100 open leads. AI outcomes, such as meeting summaries and lead research, draw from a shared monthly allowance. Lighter assists, including note transcription and reply suggestions, have unlimited usage.
Email marketing has a separate monthly charge based on marketable contacts, while engagement and document tools are additional purchases. Use the cost calculator to combine the required CRM edition and extras. Create an account through Free 14-Day Trial without a credit card.
Strengths
- Quotes and invoices can stay with CRM sales work
- Customer documents support link, email, and PDF delivery
Watch out for
- Proposals & Invoices carries an additional charge
- Foundation limits open leads, and AI outcomes have a shared monthly allowance
Best for
- Sales teams wanting proposals near their opportunity records
Sources
- Nutshell pricing and access (Oct 27, 2026)
- Powerful & Easy-to-Use CRM for Small Businesses | Nutshell (Oct 25, 2026)
- Quotes, Invoices & E-signing in your CRM | No Integration Needed (Oct 25, 2026)