How to Migrate from Nutshell to Agiled (2026 Step-by-Step Guide)

Nutshell is an affordable, easy-to-use sales CRM with transparent pricing, no seat minimums, and free live support on every plan. So this is not a "switch because it's bad" move. People go to Agiled because Nutshell is sales-only: it has no invoicing or payments, no interactive proposals or e-signed contracts, no project management, no time tracking, and no branded client portal. Even email marketing, often expected from an "all-in-one" CRM, is a separate paid add-on. For a service business, that means bolting delivery and billing onto the CRM. Nutshell exports contacts to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Nutshell is still the right call.

Nutshell is a well-priced sales CRM. Agiled keeps a full CRM pipeline and continues through proposals, contracts, projects, time, invoicing, and a branded client portal in one tool. If you are running Nutshell plus separate proposal, project, and billing tools, this guide is for you.

Comparing first? See Agiled vs Nutshell.

Why teams move off Nutshell

• No native invoicing or payments. Nutshell does not create invoices or collect payments; you connect a separate billing tool.
• No proposals or e-signed contracts. There is no interactive proposal builder or contract e-signature workflow.
• No project management or time tracking. After a deal closes, delivery happens in other tools.
• No branded client portal. Clients do not get a single branded place to approve work and pay.
• Email marketing costs extra. Nutshell's email marketing is a separate paid add-on on top of the CRM subscription.

Agiled gives you a CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal.

The honest part: when Nutshell wins

Nutshell is a genuinely good, affordable sales CRM. Transparent per-user tiers, no seat minimums, free live support on every plan, customizable pipelines, sales automation, reporting, and a meeting scheduler make it easy to adopt and keep using. If your primary need is a focused, well-priced sales CRM, and billing and delivery live in tools you are happy with, Nutshell is a reasonable choice, especially for small sales teams. This guide is for service businesses that want CRM plus delivery and billing in one place.

What exports from Nutshell

Data in Nutshell	Can you take it?	How
Contacts / companies	Yes	Export to CSV
Leads / pipeline	Yes	Export to CSV
Activities / notes	Partial	Export where available
Files / attachments	Yes	Download from records
Automations	No	Rebuild in the workflow builder

The takeaway: contacts, companies, and leads export to CSV and files download directly, so your CRM data moves cleanly. Automations are rebuilt in Agiled.

How Nutshell maps to Agiled

Nutshell	Agiled equivalent	Notes
Contacts / companies	CRM	Full client records
Leads / pipeline	CRM	Visual pipeline and stages
Sales automation	Workflow automation	Visual triggers
(none) Projects	Projects	Kanban, Gantt, dependencies
(none) Invoicing	Finance	Invoices, recurring billing, payments
(none) Proposals / contracts	Documents	Interactive pricing + e-sign
(none) Time tracking	Time tracking	Timer to invoice
(none) Client portal	Client portal	Branded, custom domain

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your CRM (Day 2-4)

1. Export contacts, companies, and leads from Nutshell to CSV.
2. Import them into Agiled's CRM and set up your pipeline stages.
3. Download files and re-upload to the relevant clients.

Phase 3 - Add delivery and billing (Day 4-7)

1. Build proposal, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 7-9)

1. Route new leads through Agiled and convert won deals straight into projects and invoices.
2. Invite active clients to the client portal.
3. Cancel Nutshell and any separate billing/delivery tools you have replaced.

What it costs after you switch

Nutshell is per user, billed annually: Foundation at $13/user/month ($19 monthly), Growth at $25/user/month ($32 monthly), Pro at $42/user/month ($49 monthly), Business at $59/user/month ($67 monthly), and Enterprise at $79/user/month ($89 monthly), with no seat minimums. Email marketing is a separate paid add-on. On top of Nutshell, a service business adds proposal, project, and billing tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with CRM, proposals, contracts, projects, time, invoicing, and a portal all included.

Mistakes to avoid

• Comparing only the CRM price. Add the proposal, project, billing, and email-marketing add-on costs you run alongside Nutshell.
• Forgetting the email marketing add-on. Nutshell charges separately for email marketing, priced per contact.
• Skipping the CSV export. Export contacts, companies, and leads before cancelling.
• Skipping the end-to-end test.

When you should stay on Nutshell

• Your primary need is a focused, affordable sales CRM with no seat minimums.
• You value transparent pricing and free live support over an all-in-one lifecycle.
• Billing and delivery live in tools you are happy to keep separate.

If you are juggling Nutshell plus billing and delivery tools, Agiled consolidates it. See the Agiled vs Nutshell comparison.

Frequently Asked Questions

Does Nutshell include invoicing?

No. Nutshell is a sales CRM and does not create invoices or collect payments natively; you connect a separate billing tool. Agiled includes invoicing, estimates, recurring billing, and online payments built in.

Is email marketing included in Nutshell?

Email marketing is a separate paid add-on in Nutshell, priced per contact, on top of the CRM subscription. Agiled includes core client communications in its plans.

How do I move my Nutshell data into Agiled?

Export your contacts, companies, and leads to CSV and import them into Agiled's CRM, then rebuild your pipeline stages. Download your files and re-upload them. Automations are rebuilt in Agiled.

Is Agiled cheaper than Nutshell?

Once you count the full stack, usually yes. Nutshell is affordable for sales alone, but a service business adds separate proposal, project, billing, and email-marketing tools. Agiled bundles those into one plan, so consolidating typically lowers total cost.

Will I lose data if I leave Nutshell?

Not if you export first. Export contacts, companies, and leads to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Nutshell: full comparison
• Migrate from Pipedrive to Agiled
• Migrate from HubSpot to Agiled
• Migrate from Insightly to Agiled

Ready to start? Create your free Agiled account and import your contacts today.