Browse Plans and Pricing
Explore Marketing Uptle plans that offer access to Nutshell, starting with the Foundation plan:
| Features | Foundation | Data Professional | Innovator | Innovator VIP |
|---|---|---|---|---|
Customer Data Platform | ||||
Customer360FX Unified Customer Journeys + Automated Segmentation Combines disconnected customer data into unified journeys enriched with additional data fields for real-time audience segmentationBenchmark lift: 20% | ||||
First-Party Data Profiles For syncing audiences to revenue-driving marketing automation tools | Up to 20,000 contacts / 160,000 emails/mo | Up to 50,000 contacts / 400,000 emails/mo | Up to 100,000 contacts / 800,000 emails/mo | Up to 250,000 contacts / 2,000,000 emails/mo |
CSV Upload Bulk upload CRM closed lead data for reporting and deduplicate existing clients from new lead reports | ||||
Lead Statuses Options like MQL, SQL, Won/Lost to refine lead generation and audience segmentation | ||||
Nutshell Pro Marketing + Sales CRM with Integrated Marketing Channel Attribution for Closed-Loop ROI Our proprietary CRM software powers over $600 million in annual sales for clients | 10 Pro Nutshell seats | 20 Pro Nutshell seats | 40 Pro Nutshell seats | Unlimited Pro Nutshell seats |
Nutshell Onboarding Onboarding with a Nutshell CRM Subject Matter Expert (SME) for demos, CRM workflow/pipeline stages setup. | 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 Setup, ongoing monitoring, and debugging of data pipelines to send offline conversions to Google, YouTube Ads, Bing, and Microsoft Ads, improving their machine learning algorithm for your campaigns, saving ad spend, and boosting customer acquisition. (Minimum 25-30 conversions per month required) | Available to Uptle Paid Search Clients | Available to Uptle Paid Search Clients | Available to Uptle Paid Search Clients | Available to Uptle Paid Search Clients |
IntegrationsFX Lookalike + Custom Audiences Continuously Updated Setup, monitoring, and debugging of data pipelines to send offline conversions to Google, YouTube Ads, Bing, and Microsoft Ads, enhancing their machine learning algorithm for your campaigns, saving ad budget, and accelerating customer acquisition. (Minimum 25-30 conversions per month required) | Available to Uptle Paid Search Clients | Available to Uptle Paid Search Clients | Available to Uptle Paid Search Clients | Available to Uptle Paid Search Clients |
IntegrationsFX Lookalike + Custom Audiences Continuously Updated Setup, monitoring, and debugging of data pipelines to send contacts to Google, YouTube Ads, Bing, and Microsoft Ads to create lookalike and custom audiences. (Minimums differ per platform, but typically 1,000 active contacts are needed to use an audience) | Available to Uptle Paid Search Clients – Up to 15 audiences | Available to Uptle Paid Search Clients – Up to 30 audiences | Available to Uptle Paid Search Clients – Up to 50 audiences | Available to Uptle Paid Search Clients – Up to 100 audiences |
IntegrationsFX CRM: Attribution, Closed-Loop Reporting, and Audience Segmentation Bidirectional CRM connection to append marketing data (4 fields: source, medium, utm_parameters, and notes) 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 Marketing Uptle, 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 Marketing Uptle | Up to 2 Unidirectional IntegrationsFX Data Pipelines | Up to 4 Unidirectional or Bidirectional IntegrationsFX Data Pipelines | Up to 7 Unidirectional or Bidirectional IntegrationsFX Data Pipelines | Up to 15 Unidirectional 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 Marketing Uptle and the original MarTech tool. | Yes – Up to 4 Unidirectional or Bidirectional IntegrationsFX Data Pipelines | Yes – Up to 7 Unidirectional or Bidirectional IntegrationsFX Data Pipelines | Yes – Up to 15 Unidirectional or Bidirectional IntegrationsFX Data Pipelines | |
IntegrationsFX ERP Closed-Loop Reporting + Audience Segmentation Additional data connectors for supported ERPs + Accounting systems like NetSuite, Sage, Quickbooks, FreshBooks, Clover, etc. | Yes – Up to 4 Unidirectional or Bidirectional IntegrationsFX Data Pipelines (Excludes Enterprise ERP Integrations) | Yes – Up to 7 Unidirectional or Bidirectional IntegrationsFX Data Pipelines (Excludes Enterprise ERP Integrations) | Yes – Up to 15 Unidirectional or Bidirectional IntegrationsFX Data Pipelines including Enterprise ERPs like Oracle E-Business Suite, SAP, ADP Wisely, and Microsoft Dynamics Business Central | |
IntegrationsFX | Data Warehouse Synchronization Integration: AWS Redshift, Snowflake, BigQuery, etc. | ||||
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 from leading providers to enrich missing or incomplete firmographic data like Location, Industry, Number of Employees, Domain, and Annual Sales. | ||||
New Contact & Prospect Lookup (Monthly Credits) | 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 at companies visiting your website. Average match rate ~35% of resolved companies visiting your website, showing buying intent. | ||||
ProspectorFX: Contact & Company Search ProspectorFX allows you to search and filter for prospective customers from a database of over 400 million profiles based on your ideal customer persona. Use credits to reveal phone, email, and social touchpoints of your best 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 visitors took before 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 like 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 enrichments / mo | Up to 40,000 enrichments / 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 Uptle Paid Search and Paid Social Clients | Yes – Available for Uptle Paid Search and Paid Social Clients | Yes – Available for Uptle Paid Search and Paid Social Clients | Yes – Available for Uptle 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 identify the highest value content 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 analysis for content marketing search engine ranking 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 with 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 |
Inside the Marketing Uptle Foundation Plan
Not currently using Marketing Uptle? No problem!
Check out what’s included in our Marketing Uptle Foundation plan:
- Unified customer journeys and automated audience segmentation from Customer360FX
- Up to 10,000 first-party data profiles
- 10 seats in Nutshell
- Omnichannel lead journey tracking and scoring for form submissions, live chats, and micro-conversions with LeadManagerFX
- Converted lead videos to watch user actions before conversion
- 300 calls tracked per month with CallTrackerFX
- Competitor website changes tracking and strategy monitoring with CompetitorSpyFX
- On-demand email sending with real-time audience syncing with EmailMarketingFX
- Real-time insights into high-value content with ContentAnalyticsFX
- IBM Watson-powered SEO content creation and evaluation with ContentGeniusFX
- And much more
Questions? Ready to get started? Chat with one of our friendly experts bycontacting us onlineor calling
What is Nutshell?
Nutshell is our CRM that helps you effectively measure the results of your sales and marketing efforts as well as generate, nurture, and convert more leads. Each year, Nutshell helps businesses generate $600 million in sales.
Without a CRM platform, it’s challenging to determine which strategies and processes generate the most leads and conversions for your company. But with Nutshell, you’ll no longer have to wonder.
You’ll have access to user-friendly, revenue-accelerating CRM software that gives you and your team all the resources you need to drive sales and revenue. Compared to other CRMs, it also takes very little time to start getting value from Nutshell.
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 improvement 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 just 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 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 you 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.
