Instead of Nutshell
Stop renting Nutshell. Own your sales records.
Enterprise DNA shapes a CRM around the way your team chases and closes leads, carries your Nutshell history across, and keeps it running. Pipelines, custom fields and people are not counted against a plan.
Nutshell lists Foundation at US$13, Pro at US$42, Business at US$59 and its top plan at US$79 per user a month on monthly billing, with an annual discount on each.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
How Nutshell charges
Five tiers, and each one hands back a little more of your own pipeline
On monthly billing one Pro user comes to US$504 a year and one user on the top plan to US$948. The price per head rises with each tier, and the tier decides how many pipelines and fields you may keep.
Pipelines counted out by plan
Pro allows 5 custom pipelines and Business 10. Unlimited pipelines only come with the top plan at US$79 per user a month.
A cap on open leads at the bottom
Foundation, the US$13 plan, holds 100 open leads.
Automation waits for Pro
Sales automation, advanced reporting and the meeting scheduler are listed from Pro at US$42 per user a month.
Reaching your own data is a top-plan feature
Direct access to the data underneath, unlimited custom fields and single sign-on appear only on the top plan.
Messaging and marketing bill on top
Marketing is US$49 a month and Engagement, for SMS and a shared inbox, is US$16 per user a month, added to whatever plan you are on.
Only an admin can take it all out
A full backup of accounts, contacts, leads, activities and notes can only be created by an administrator, and admins can switch off exports for everyone else.
Your own CRM
What your team asks for, answered from your own records
Leads
Every lead in one place, however many you run
New business, renewals, partner referrals or one pipeline per product: add another whenever the business changes, at no extra cost.
- check As many pipelines and stages as you need
- check Leads by stage, owner and value, on request
- check Which leads have not moved in two weeks
- check Any question you can phrase, such as win rate by referral source
Activity
Calls and notes logged in a sentence
Tell it who you spoke to and what was agreed, and it lands on the right person, company and lead.
- check Log a call, meeting or note in plain words
- check Tasks set and chased without opening a screen
- check A list of who is overdue a reply
- check Draft follow-ups written from the whole history, kept for you to send
Reporting
Monthly numbers without a reporting tier
Closed revenue, conversion and time in stage come from the same records the team works from, not from a plan upgrade.
- check A Monday sales summary written for you
- check Revenue closed by month, person and product
- check Average days from new lead to won
- check New reports by asking, not by moving up a tier
Ownership
The records stay with you
Your Nutshell accounts, contacts, leads and notes come across once and then sit in a database your business controls.
- check Nutshell history moved over and checked against your lead counts
- check Anyone in the business can read the records, not only the admin
- check Open source, so nobody can raise the price on it
- check Linked to your accounts or job system when you are ready
Make it yours
Design your own Nutshell replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Nutshell. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Nutshell data across and run it for you.
Switching
How to switch from Nutshell
A move involves exporting your Nutshell records, matching its columns to the new database, checking the imported data, and deciding which history and processes to keep.
- 1
Export your Nutshell records
Ask a Nutshell administrator to create a full export from the account settings. It arrives as a ZIP of spreadsheet files covering accounts, contacts, leads, activities, notes, tasks and products. Emails are shortened in the export. If you are not an administrator, ask whoever manages the account to create it, since list exports may be disabled for other users.
- 2
Map and load the records
The free version reads Pipedrive export files, so Nutshell’s different column names need to be matched before loading. You can ask Claude Code to match them up, or have Enterprise DNA map them when building your version. If your import offers a test run, use it before loading the full set. Include the records you want to carry forward from the export.
- 3
Review what the import flags
Check any warnings or records the import marks as unmatched, skipped or needing attention, and resolve what matters before relying on the new database. Compare the lead and contact counts with Nutshell. Enterprise DNA checks those counts when it maps the data. Also review whether the shortened emails and the history you chose to export meet your needs.
- 4
Run both side by side
Keep Nutshell available while you check the new database against your day-to-day work. Use the new CRM for a short period alongside Nutshell, and confirm that the leads, contacts, activities and follow-ups you need are present and usable. Decide which system your team should update during this period so records do not drift apart.
- 5
Switch off Nutshell
Once you have checked the imported records and your team is ready to work from the new database, make it the system you use for sales records and follow-ups. Confirm that anything you still need from Nutshell has been exported or kept elsewhere before ending access. If you rely on Nutshell campaigns or SMS, keep those running alongside or connect a sending service you choose.
Where the real effort goes
The real work is usually matching Nutshell’s columns to the database, adapting your own fields and rules, and deciding how much history to bring across. Emails in the export are shortened, so factor that into your history decision. The free version needs the column mapping. Enterprise DNA handles the mapping and checks lead and contact counts when you have them run it.
Not ready for a call?
Get your Nutshell switch plan by email
We will send you the step-by-step plan for moving your business off Nutshell, what the move really involves, and how we would do it for you.
Sent. Check your inbox.
Your Nutshell switch plan is on its way.
Rather talk it through? Book a call arrow_forwardThree ways to own it
Run it yourself, have it shaped to you, or have it looked after
Open source
Do it yourself
Free, open source
- 1 Download CRM for Claude Code from GitHub and run npm install
- 2 Run npm run demo to see it with sample records
- 3 Ask your Nutshell admin for the full export, then have Claude Code map its columns to the import
- 4 Move to a shared database once more than one person uses it
Built around your business
We customise it
One setup fee, then a retainer for ongoing work
- check Your pipelines, stages and fields, with no limit on any of them
- check Your Nutshell accounts, contacts, leads and notes brought across and reconciled
- check Email and calendar connected so calls and meetings record themselves
- check A screen for the team if they would rather click than ask
Omni by Enterprise DNA
We run it for you
One setup fee, then a retainer
- check Set up with logins, access rules and backups
- check The Monday summary and stalled-lead list ready before the week starts
- check Changed as your sales process and team change
- check Run inside Omni by Enterprise DNA, next to the rest of your business
Questions
Instead of Nutshell, answered
Nutshell starts at US$13 a user. Why would we leave? expand_more
The entry plan holds 100 open leads and has no sales automation. Teams that need automation move to Pro at US$42 or above, and the bill then moves with every person you add and every add-on you switch on. Owning the system means more pipelines, fields or people do not change the price.
How do we get our records out of Nutshell? expand_more
An administrator creates a full export from Nutshell's settings, which arrives as a ZIP of spreadsheet files: accounts, contacts, leads, activities, notes, tasks and products. Emails come out shortened. If you are not the admin, ask whoever is, because list exports can be switched off for other users.
Will that export load as it is? expand_more
Not straight away. The free version reads Pipedrive's export format, and Nutshell's files use different column names. You can ask Claude Code to match them up, or Enterprise DNA maps them and checks the lead and contact counts against Nutshell when we build your version.
We use Nutshell for email campaigns and SMS. What happens to those? expand_more
The free version handles sales records, activity and follow-ups, not bulk email or text messaging. If your team relies on campaigns or SMS, we connect your version to a sending service you choose, or keep those running alongside.
Who on our team has to understand the technical side? expand_more
Nobody. Salespeople ask in ordinary sentences and get short answers back, and nothing goes to a customer until someone approves it. When we run it for you, we look after the database, backups and changes.
Bring your Nutshell invoice to a 30-minute call
Talk it through with Sam for 30 minutes. Bring your Nutshell invoice, the plan you are on, your user count and any add-ons. We will add up the year, look at which features the team really uses, and sketch what your own CRM would hold. If Nutshell is the right fit for you, we will tell you.
CRM for Claude Code is free and open source, published by Enterprise DNA.
Done paying for Nutshell?
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