# Nutshell

Nutshell is a CRM with contact management, pipelines, two-way Gmail and Outlook sync, reporting, and quotes and contracts for small sales teams. Add-ons include email marketing, SMS, and prospecting, and AI features summarize calls and draft follow-ups. Plans are priced per user per month, with a 14-day free trial that requires no credit card.

Page: https://slateindex.ai/brand/nutshell · data of 2026-11-03

## Facts

- Founded: 2009
- Company type: Division of WebFX
- Latest funding: Series A, led by Plymouth Growth
- Deployment: Cloud-hosted on Amazon Web Services, accessed through a browser and mobile apps.
- Best for: Small businesses and small sales teams that want a simple CRM with built-in marketing.
- Compliance: SOC 2, GDPR, CCPA, CASA (App Defense Alliance)

## Products

- Nutshell CRM: Sales CRM with contact management, drag-and-drop pipelines, email and calendar sync, and reporting.
- Email marketing: Email builder with audience segmentation, automation, and engagement tracking, priced per marketing contact.
- SMS and landing pages: Text messages to contacts and landing pages that capture and track new leads.
- Nutshell AI: Call and meeting notetaking, sales and marketing assistants, and productivity summaries.
- Nutshell IQ: Visitor identification on website traffic with built-in prospecting.
- Sales chatbot: AI chatbot that engages website visitors, qualifies leads, and books meetings.

## Rankings

| Category | Rank | Visibility | Mentions |
|---|---|---|---|
| CRM | 14 of 39 | 6.0 | 7 |

## By engine

| Engine | Visibility | Mention rate |
|---|---|---|
| chatgpt | 2.3 | 4.2% |
| google_ai_mode | 1.7 | 3.7% |
| perplexity | 13.9 | 18.5% |

## Definitions

- Visibility (0–100): how often and how high AI answers name the brand, weighted by position.
- Mention rate: share of collected AI answers that name the brand.
- Share of voice: the brand's mentions as a share of all brand mentions in the category.
- Citation authority: share of answers naming the brand that cite the brand's own site.

Cite as: SlateIndex, “Nutshell AI visibility profile”, https://slateindex.ai/brand/nutshell, data of 2026-11-03. Licence: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).