What is Nutshell?
Nutshell provides a comprehensive customer relationship management (CRM) solution designed to streamline sales, marketing, and customer engagement. It centralizes contact information, tracks leads through customizable pipelines, and automates key sales processes. Nutshell goes beyond basic CRM functionality, offering integrated email marketing tools, web form integration, and robust reporting capabilities.
The platform emphasizes user-friendliness and offers native integrations, Zapier connections, and AppConnect to seamlessly connect with other business technologies. Nutshell is committed to providing exceptional support, including data migration assistance, to ensure a smooth transition and rapid user adoption.
Features
- Contact Management: Find the info you need—fast
- Pipeline Management: Keep track of every deal
- Sales Automation: Automate the small stuff
- Marketing & Email Automation: Sales + marketing = ♥
- Reporting & Analytics: Track, view & forecast sales performance
- Team Collaboration: Store customer notes & interactions for anyone to view.
- Meeting Scheduler: Create and manage virtual meetings.
- Lead Attribution: Automatically add a channel and source data to new leads.
Use Cases
- Centralizing customer data and communication history
- Managing sales pipelines and tracking deal progress
- Automating repetitive sales tasks and follow-ups
- Creating and executing targeted email marketing campaigns
- Building landing pages to capture leads
- Analyzing sales and marketing performance metrics
- Improving team collaboration and communication
- Engaging with customers through web chat and SMS
FAQs
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Is there a limit to the number of contacts that I can add to Nutshell?
Nope! Nutshell comes standard with unlimited CRM contacts and no data limits. Email marketing subscriptions require an additional monthly charge based on your number of marketable contacts. Foundation does have a limit of 100 open leads. -
How can I import my contacts into Nutshell?
Getting your people into Nutshell from any source is simple—just put your contacts into a CSV file, select the appropriate Nutshell fields, and import away! We have a helpful video that walks through the process, or you can reach out to our support team for assistance. -
Will I need IT to implement Nutshell?
Only if you spill your coffee on your keyboard. Nutshell is an out-of-the-box, cloud-based tool, so there’s no need to get the techies involved. And that means you can use it from anywhere, too. -
Does Nutshell work on my mobile phone or tablet?
You bet it does. If you have an iPhone or Android phone, we offer apps that you can download for free in the App Store or Google Play Store. If you use a tablet (like an iPad or Surface), Nutshell is responsively designed to work smoothly from your browser. -
Does Nutshell work with my email?
Yep. Nutshell works with all email providers and clients, including Google and Outlook. You’ll never have to worry about your email not syncing with Nutshell.
