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Best HubSpot Alternative? Nutshell CRM Review & Tutorial (Beginner Guide)

18 views· 9:34· Mar 20, 2026

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👉 Try Nutshell CRM (Free Trial):https://bit.ly/4uMmRlm Looking for a simpler and more affordable alternative to HubSpot? In this video, I’ll walk you through Nutshell CRM step by step and show you why it might be the perfect solution for beginners, freelancers, and small businesses. If HubSpot feels too complex or expensive, Nutshell focuses on what actually matters — managing contacts, tracking leads, and closing deals without the overwhelm. 📚 What You’ll Learn: What Nutshell CRM is and how it works Why it’s a great alternative to HubSpot How to add and manage contacts How to build and use a sales pipeline How to use Nutshell AI features How to create email campaigns & newsletters How to automate follow-ups and tasks Nutshell pricing and whether it’s worth it ⚡ Why Choose Nutshell Over HubSpot? Simpler and easier to use More affordable for small businesses Built-in email marketing tools AI features to speed up your workflow Clean and beginner-friendly dashboard 🛠️ Best For: Small business owners Freelancers Sales teams Beginners looking for a simple CRM Anyone overwhelmed by HubSpot ⏱️ Timestamps: 0:00 Intro 0:30 What is Nutshell CRM 1:10 Why Choose Nutshell Over HubSpot 2:00 Dashboard Overview 2:30 Adding Contacts 3:20 Sales Pipeline Setup 4:30 AI Features Explained 5:40 Email Marketing + Canva Hack 7:30 Tasks & Follow-Ups 8:30 Engagement Inbox 9:10 Pricing 9:40 Final Thoughts 💡 Pro Tip: Use Canva to design professional email templates and embed them directly into Nutshell — this gives you much better-looking campaigns than the default templates. FOR BUSINESS INQUIRIES CONTACT ME AT tutorialsjason24@gmail.com Disclaimers: Some Links Above include Affiliate links, I may earn a commission if you use my link. I'm Not a financial advisor, our videos are for educational purposes only.

About This Video

If you’ve looked into HubSpot but it feels too complex or too expensive, this video is my full beginner walkthrough of Nutshell CRM and why I think it’s a solid HubSpot alternative for small businesses. I break down what Nutshell is (a simple CRM to manage contacts, track leads, organize your pipeline, and close deals) and then I tour the dashboard so you can see your leads, recent activity, and pipeline at a glance. I also show exactly how to add contacts—either by importing a CSV/another CRM or adding people manually with notes and company details. From there, I build out a sales pipeline (using templates or starting from scratch) and show how easy it is to drag-and-drop deals through stages like new lead, contacted, proposal sent, and closed. I also cover Nutshell AI agents—like the email sequence writer, lead research, objection coach, and pipeline designer—so you can speed up email writing and stay on top of your workflow. Finally, I walk through the built-in email marketing tools (broadcasts, newsletters, drip sequences), my Canva HTML embed “hack” for better-looking newsletters, plus tasks/follow-ups and the engagement inbox that pulls messages from multiple channels into one place. I wrap up with pricing: you can start free, and paid plans begin around $19/month.

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