Nutshell vs Slant
Nutshell confirms 9 of the features we check on its own site; Slant confirms 4. Starting prices: Nutshell USD 13/mo · per user, Slant USD 150/mo · per seat per month, billed annually.
Nutshell
Small sales teams that want a simple CRM with email marketing and AI built in.
Watch out: Per-user pricing in USD; reporting and automation are held for higher tiers.
Slant
Financial advisors and RIAs who want an AI-first relationship CRM with a notetaker.
Watch out: Built only for financial advisors; annual billing at $150 per seat.
| Overview & pricing | ||
|---|---|---|
| Category | CRM & Sales | CRM & Sales |
| Specialty | Sales CRM | AI CRM for advisors |
| Based in | 🇺🇸 United States | Unconfirmed |
| Best for | SMBs | All sizes |
| Starting price | USD 13/mo · per user | USD 150/mo · per seat per month, billed annually |
| Free plan | Unconfirmed | ✕No |
| Free trial | ✓14 days | Unconfirmed |
| Features confirmed on each vendor’s site | ||
| Visual sales pipeline · Core features | ✓Drag-and-drop visual sales pipeline | Unconfirmed |
| Contact & company management · Core features | ✓Unlimited contacts and companies with custom fields | ✓Client and prospect management |
| Workflow automation · Core features | ✓Sales automation | ✓Automations and follow-ups in one place |
| Quotes / proposals · Core features | ✓Create, send, track quotes and contracts | Unconfirmed |
| Lead capture forms · Core features | ✓Form builder and landing pages in every plan | Unconfirmed |
| Email sync · Core features | ✓Two-way Gmail and Outlook sync | Unconfirmed |
| Sales reports & forecasts · Core features | ✓Smart reporting and advanced reporting | Unconfirmed |
| AI assistant / AI agent · Core features | ✓AI outcomes, AI Chatbot and AI Agent Marketplace | ✓AI Chat, AI agents and AI nudges |
| Public API · Platform | ✓Open API on all plans | Unconfirmed |
| SOC 2 · Security & compliance | Unconfirmed | ✓Described as SOC 2-compliant |
| Integrations | ||
| Listed on its site | Gmail, Outlook, Zapier | Unconfirmed |
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Every ✓ / ✕ comes from the vendor’s own website (sources on each product page). Unconfirmed means the site doesn’t say — not that the feature is missing.