Unite Your Data & Drive More Revenue With Nutshell
Meet Nutshell — your all-in-one customer relationship management (CRM) software that powers revenue and business growth. Access deep insights into your leads, streamline your sales processes for maximum efficiency, and leverage your marketing data to drive more sales. Learn more about accessing Nutshell via MarketingCloudFX!
Why Nutshell?
Bringing Nutshell into the WebFX Family is an exciting next step in our mission to provide Digital Marketing That Drives Revenue®. For lead-based businesses, a CRM is critical — it’s where your marketing efforts culminate.
With Nutshell’s software and MarketingCloudFX integration (plus your dedicated team of WebFX experts), you unlock a CRM’s power to generate, nurture, and close more leads from digital marketing.
Explore Plans
With more than 500 five-star reviews, Nutshell is the leading revenue generation CRM. Combine with MarketingCloudFX, our marketing automation software that makes measuring ROI, determining strategy, and driving revenue easy, and you get a recipe for growing your bottom line. Learn more about accessing Nutshell, plus the revenue-generation power of MarketingCloudFX.
Foundation
$675 / month
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20,000 first-party data profiles -
10 Nutshell Pro seats
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300 calls tracked
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15 lookalike or custom audiences
Data Professional
$1,175 / month
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50,000 first-party data profiles
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20 Nutshell Pro seats
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500 calls tracked
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30 lookalike or custom audiences
Innovator
$2,500 / month
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100,000 first-party data profiles
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Up to 40 Nutshell Pro seats
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1000 calls tracked
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50 lookalike or custom audiences
Unlock your full revenue potential with Nutshell and MarketingCloudFX
MarketingCloudFX is our in-house revenue acceleration platform that helps businesses worldwide capture more traffic, leads, and sales with valuable insights from billions of data points.
And now we’re bringing you even more opportunities to maximize your revenue with Nutshell — our flexible CRM that helps you close more sales and integrates seamlessly with MarketingCloudFX.
Clients on our MarketingCloudFX Foundation plan or higher can unlock a powerful technology duo with both Nutshell and MarketingCloudFX to fuel business growth.
You’ll get access to Nutshell’s ability to generate, nurture, and convert leads alongside MarketingCloudFX’s features that help you gain deep insights into your audience and launch data-backed campaigns that drive revenue. Now that’s a match made in heaven.
Learn how MarketingCloudFX and Nutshell will grow your revenue by contacting us online today!
“The sophistication and professionalism of the team at WebFX, and the agency itself with their proprietary tools and platform, is hands down the best I’ve ever experienced. Highly recommend.”
Building Manufacturer
Browse Plans and Pricing
Explore MarketingCloudFX plans, which offer Nutshell access starting at the Foundational plan, now:
| Features | Foundation | Data Professional | Innovator | Innovator VIP |
|---|---|---|---|---|
| Customer Data Platform | ||||
| Customer360FX Unified Customer Journeys + Automated Segmentation Combines disjointed customer data into unified customer journeys enriched with additional purchased data fields for real-time audience segmentation Benchmark lift: 20% | ||||
| First-Party Data Profiles For audiences which sync to revenue driving marketing automation tools | Up to 20,000 | Up to 50,000 | Up to 100,000 | Up to 250,000 |
| CSV Upload Bulk upload CRM closed lead data for reporting and deduplicate existing clients from new lead reporting | ||||
| Lead Statuses Options such as MQL, SQL, Won/Lost to refine lead generation machines and audience segmentation | ||||
 Nutshell Pro Marketing + Sales CRM with Integrated Marketing Channel Attribution for Closed-Loop ROI Our proprietary CRM software that powers over $600 million in annual sales for clients | 10 seats | 20 seats | 40 seats | Unlimited seats |
| Nutshell Onboarding
Onboarding with a Nutshell CRM Subject Matter Expert (SME) from the Nutshell team will provide demos, build CRM workflow/pipeline stages. | Up to 4 hours of CRM Onboarding Support & Consulting | Up to 4 hours of CRM Onboarding Support & Consulting | Up to 6 hours of CRM Onboarding Support & Consulting | Up to 12 hours of CRM Onboarding Support & Consulting |
| SchedulerFX automated calendar booking system | Up to 20 Calendars | Up to 20 Calendars | Up to 50 Calendars | Unlimited Calendars |
| – IntegrationsFX Conversion Based Smart Bidding The set up, ongoing monitoring, & debugging of data pipelines to send offline conversions to Google, YouTube Ads, Bing, and/or Microsoft Ads to improve their machine learning algorithm for your campaigns, saving you ad spend budget and accelerating new customer acquisition. (Minimum of 25-30 conversions per month needed) | Available to WebFX Paid Search Clients | Available to WebFX Paid Search Clients | Available to WebFX Paid Search Clients | Available to WebFX Paid Search Clients |
| – IntegrationsFXLookalike + Custom Audiences Continually Updated The set up, ongoing monitoring, & debugging of data pipelines to send contacts to Google, YouTube Ads, Bing, and/or Microsoft Ads to create lookalike and/or custom audiences. (Minimums differ per platform, but typically 1,000 active contacts are needed to use an audience) | Available to WebFX Paid Search Clients – Up to a total of 15 audiences | Available to WebFX Paid Social Clients – Up to a total of 30 audiences | Available to WebFX Paid Social Clients – Up to a total of 50 audiences | Available to WebFX Paid Social Clients – Up to a total of 100 audiences |
| – IntegrationsFX CRM: Attribution, Closed-Loop Reporting, and Audience Segmentation Bidirectional CRM connection to append marketing data [4 fields total: source, medium, utm_parameters, and notes (to include: entry page, link to full lead journey/call transcript)] to CRM leads, and query back lead status and revenue for Customer360FX Contacts and Automated Audiences | ||||
| – IntegrationsFX CRM: New Contact Creation Bidirectional CRM connection to create New leads in CRM tracked by MarketingCloudFX, and query back lead status + revenue for Customer360FX and Automated Audiences | ||||
| IntegrationsFX: Additional Unidirectional Data Pipelines Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data into MarketingCloudFX | Up to a total of 2 Unidirection IntegrationsFX Data Pipelines | Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines | Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines | Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines |
| IntegrationsFX: Additional Bidirectional Data Pipelines Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data between MarketingCloudFX and the original MarTech tool. | Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines | Yes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines | Yes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines | |
| – IntegrationsFX ERP Closed-Loop Reporting + Audience Segmentation Additional data connectors for supported ERPs + Accounting systems such as NetSuite, Sage, Quickbooks, FreshBooks, Clover, etc. | Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations] | Yes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations] | Yes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines including Enterprise ERPs such as Oracle E-Business Suite, SAP, ADP Wisely, and Microsoft Dynamics Business Central | |
| – IntegrationsFX | Data Warehouse Synchronization Integration: AWS Redshift, Snowflake, BigQuery, etc | By Quote | |||
| Pipeline Consulting & Engineering Time Data pipeline consultant and engineering time spent building new pipelines or customizing existing IntegrationsFX data pipelines for custom client requirements. | Up to 25 hours / year | Up to 50 hours / year | ||
| Measurement, Insights + ROI | ||||
| CompanyTrackerFX Identity resolution for B2B visitors with basic data enrichment to support sales teams and smarter marketing automation campaigns Benchmark lift: 20% | ||||
| – Standard Company Enrichment 3rd party data purchased from leading providers to enrich missing or incomplete firmographic data points such as Location, Industry, Number of Employees, Domain and Annual Sales. | ||||
| New Contact & Prospect Lookup (Monthly Credits) Access professional profiles, including job title, work experience, education, LinkedIn profile, etc. Includes The ability to export resolved professional contacts. | Total of 10 credits per month (5 for ProspectorFX & 5 for CompanyTrackerFX Pro) | Total of 300 credits per month (Flexible allocation between ProspectorFX & CompanyTrackerFX Pro) | Total of 800 credits per month (Flexible allocation between ProspectorFX & CompanyTrackerFX Pro) | Total of 2,000 credits per month (Flexible allocation between ProspectorFX & CompanyTrackerFX Pro) |
| – CompanyTrackerFX Pro: Employee Resolution Contact info for ICPs working at the companies that visit your website. Average match rate of ~35% of resolved from anonymously resolved companies visiting your website, who have buying intent | ||||
| – ProspectorFX: Contact & Company Search ProspectorFX allows you to search and filter for prospective new customers from a database of over 400 million profiles based on your ideal customer persona. Use credits to reveal the phone, email, and social touchpoints of your most desired matches. | ||||
| LeadManagerFX Omnichannel lead journey tracking and scoring for form submissions, live chats, and microconversions. | ||||
| Advanced Spam Filtering Automatically filters leads from blacklisted IP addresses | ||||
| Visitor Recordings: Converted lead videos Watch the website actions prior to the visitor converting | Up to 250 web conversion journeys recorded | Up to 500 web conversion journeys recorded | Up to 1,000 web conversion journeys recorded | Up to 5,000 web conversion journeys recorded |
| LeadScorerFX Standard Close more leads in less time with lead scoring customized to your business | ||||
| CallTrackerFX: Tracked Monthly Calls Automated call tracking + recording for ROI measurement | 400 calls tracked / mo | 800 calls tracked / mo | 1,200 calls tracked / mo | 3,000 calls tracked / mo |
| CallTrackerFX: Unique Call Tracking Numbers Channel-specific call tracking numbers | 15 unique numbers | 25 unique numbers | 50 unique numbers | 125 unique numbers |
| Standard Call Enrichment Caller location for Automated Audience Creation | ||||
| Enterprise Call Enrichment Enhanced firmographic + demographic data for Automated Audience Creation such as age, employer, occupation, home value, social media profiles, etc. | ||||
AIConversationsFX  Caller and agent sentiment analysis and intent powered by Google AI | 500 enhanced calls / mo | 1,000 enhanced calls / mo | 2,500 enhanced calls / mo | |
| DataEnrichmentFX: Enriched Contacts & Leads | ||||
| – Contact & Lead Enrichment: Web Leads, Callers, Contacts, & Email Lists (Monthly Enrichments) Enhanced firmographic and demographic data to enrich incoming leads (including list uploads) for sales support and marketing segmentation. | Up to 2,000 enrichments / mo | Up to 5,000 enrichments / mo | Up to 15,000 / mo | Up to 40,000 / mo |
| – B2B-to-B2C Secondary Email Resolution & B2C-to-B2B Secondary Email Resolution | ||||
| – B2C CallTrackerFX Leads: Reverse Phone # Lookup | ||||
| LeadScorerFX Pro LeadScorerFX Pro utilizes data Enrichment fields for Enhanced lead scoring calculations and measurements. | ||||
| MROIDashboardFX ROI + CPL Dashboarding with automated ad spend tracking for cost per lead analysis per MROI Channel | ||||
| Revenue Acceleration & Forecasting | ||||
| AdTechFX Multi-device programmatic advertising based on CRM and visitor data Benchmark lift: 8% increase in closed sales | Yes – Available for WebFX Paid Search and Paid Social Clients | Yes – Available for WebFX Paid Search and Paid Social Clients | Yes – Available for WebFX Paid Search and Paid Social Clients | Yes – Available for WebFX Paid Search and Paid Social Clients |
| PlaybookFX Big data insights & PredictionGeniusFX forecasts identify the most effective path for revenue growth | ||||
| CompetitorSpyFX: Up to 5 Competitors Tracked Competitor website changes tracking and strategy monitoring | ||||
| LocalFX Location data accuracy reports for increasing maps visibility Benchmark lift: 12% increase in local leads | ||||
| EmailMarketingFX On-demand email sending with real-time audience syncing from Customer360FX Benchmark lift: 16% increase in leads | Up to 160,000 emails / mo total (Flexible allocation between LeadNurtureFX & EmailMarketingFX) | Up to 400,000 emails / mo total (Flexible allocation between LeadNurtureFX & EmailMarketingFX) | Up to 800,000 emails / mo total (Flexible allocation between LeadNurtureFX & EmailMarketingFX) | Up to 2,000,000 emails / mo total (Flexible allocation between LeadNurtureFX & EmailMarketingFX) |
| FunnelsFX Drag n drop page builder to rapidly deploy high converting landing pages Benchmark lift: 11% increase in leads | ||||
| ML, Smarter Content & Buyer Journey | ||||
| ContentAnalyticsFX Real-time insights to which content types provide the highest value for your website. | ||||
| ContentGeniusFX IBM Watson-powered, SEO content creation and evaluation tool to outrank competitors Benchmark lift: 10% increase in organic traffic | ||||
| DeepLearningFX User intent for content marketing search engine ranking analysis powered by IBM Watson Benchmark lift: 8% increase in organic traffic | 5 reports / mo | 10 reports / mo | 25 reports / mo | Unlimited reports |
| PersonalizeFX Customize demographic & firmographic audience journeys Benchmark lift: 11% increase in conversions | Up to 15 demographic, firmographic, or audience segments can be personalized | Up to 30 demographic, firmographic, or audience segments can be personalized | Up to 60 demographic, firmographic, or audience segments can be personalized | Unlimited demographic, firmographic, or audience segments can be personalized |
| ReviewAccelerationFX Boost your online credibility and local leads, and gain visibility to customer experiences through this review collection software. | Up to 3 locations | Up to 5 locations | Up to 10 locations | Up to 25 locations |
| Personalized Onboarding & MarTech Strategy | ||||
| Contacts imported from legacy software systems | ||||
| Onboarding + performance implementation w/ Strategic MarTech Specialist | 3 calls during first year onboarding and up to 10 hours of consulting, auditing, implementation and setup | 3 calls during first year onboarding and up to 15 hours of consulting, auditing, implementation and setup | 4 calls during first year onboarding and up to 20 hours of consulting, auditing, implementation and setup | 4 calls during first year onboarding and up to 30 hours of consulting, auditing, implementation and setup |
| Annual MarTech Specialist Consultations | 1 / year | 2 / year | 4 / year | 4 / year |
| On-going Data Architect Support Queue Access | Up to 4 hours / year | Up to 6 hours / year | Up to 12 hours / year | Up to 20 hours / year |
| Dedicated MarTech Expert | ||||
| Execution of MarTech FuelFX Assets | 3 per quarter / 12 per year | |||
| Standard Monthly Licensing Cost | $675 | $1,175 | $2,500 | $4,975 |
| Existing Monthly Customer Cost | $500 | $975 | $2,250 | $4,475 |
Key Nutshell features
Curious about all of Nutshell’s amazing features? We’ve got you covered.
Here’s a brief snapshot of what our CRM offers:
Sales automation
Eliminate time-consuming tasks, like manual data entry and sending emails, with Nutshell’s sales automation features.
You can automatically:
- Score leads
- Assign leads to your sales reps
- Collect lead information
- Send emails when someone completes a specific action on your site, like filling out your contact form
- And more
Reporting
Gain powerful insights into your sales processes and leads with Nutshell’s easy-to-use, customizable reports.
Nutshell’s reporting features enable you to:
- Measure your sales performance
- Forecast future sales
- Analyze lost leads
- Identify your best lead sources
- Learn which strategies need to improve to drive more sales
- And much more
Nutshell’s email features help you easily stay in touch with your prospects and current customers.
Access ready-to-send email templates, automate personal email sequences, and segment your email list to nurture your leads and up-sell your products or services to current customers.
Forms
Turn your website into a lead-generating machine with Nutshell’s handy lead generation forms.
Design and embed simple, customizable web forms and track their effectiveness in only a few clicks.
Team collaboration
Nutshell’s team collaboration features help you keep your entire sales team on the same page.
You can tag your sales team in deals when you need assistance, view the previous interactions leads have with your team, and receive instant notifications when a deal needs attention.
Contact management
Say goodbye to endless spreadsheets filled with phone numbers and email addresses, and say hello to your central repository for lead and customer information.
Nutshell enables you to store all your contact details, email conversions, call notes, and more in one place so you can easily get in touch with your leads and customers.
Pipeline management
Get a birds-eye-view of your entire sales pipeline with Nutshell’s pipeline management features equipped with four different views to customize how your view your leads:
- Board view
- List view
- Chart view
- Map view
Nutshell also enables you to quickly identify your hot leads so you can prioritize the prospects that can drive the most value for your business.
Marketing
Turn your email subscribers into paying customers or clients with Nutshell Marketing.
You can use Nutshell Marketing to send engaging emails to thousands of contacts, create custom audiences from your CRM data, and instantly track the results of your email messages.
Get started with Nutshell
We know that choosing a CRM platform is no easy feat — there’s an ocean of platforms to choose from.
We’ve been there and done that. That’s why we offer a CRM platform designed just for SMBs like yours who want a hassle-free platform with world-class customer support to maximize sales and revenue.
See for yourself how Nutshell powers more than $600 million of sales per year by contacting us or speaking to your account manager to get started!
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