Nutshell CRM Overview

Nutshell is a versatile growth software that integrates CRM, email marketing, and contact management, tailored for sales teams aiming to increase deal closures. It consolidates essential sales and marketing tools into a single platform, streamlining operations and enhancing team efficiency. Sales teams benefit from features like AI email reply starters, which expedite communication, and single sign-on (SSO) for secure, convenient access. Nutshell's ability to import products seamlessly into the CRM setup further simplifies the user experience. This all-in-one solution is ideal for businesses looking to unify their sales and marketing efforts, ensuring a cohesive strategy that drives growth.

Use Cases

Customers recommend Contact List Management, Engagement Management, Communication Management, as the business use cases that they have been most satisfied with while using Nutshell CRM.

Other use cases:

  • Lead Tracking
  • Call Recording
  • Lead Management
  • Generation Of New Leads
  • Workflow Management
  • Collaboration
  • Pipeline Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Nutshell CRM.

Other priorities:

  • Increase Sales & Revenue
  • Improve ROI
  • Improve Internal Communications
  • Scale Best Practices
  • Build Brand Awareness
  • Improve Digital And Social Presence
  • Improve Brand Engagement
  • Establish Thought Leadership
  • Increase Customer Life Time Value
  • Enter New Markets Internationally Or Locally
  • Improve Stakeholder Relations
  • Launch New Products
See all business priorities See less business priorities

Nutshell CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Nutshell CRM works with different mediums / channels such as Phone Calls. and E-Mail.

Nutshell CRM's features include Personalization, Recording, Dashboard, etc. and Nutshell CRM support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Nutshell CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"There was no formal way to track our leads. We didn’t have a shared database. Everyone had individual contacts in their phone or on their computer." - Marie Franklin

Nutshell CRM, Salesflare, Horizon, Teramind, Copper, etc., all belong to a category of solutions that help Social CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Nutshell CRM offers an all-in-one growth software including CRM, email marketing, and contact management. Sales teams are helped to close more deals efficiently.

Popular Business Setting

for Nutshell CRM

Top Industries

  • Marketing and Advertising
  • Information Technology and Services
  • Computer & Network Security

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Nutshell CRM is popular in Marketing And Advertising, Information Technology And Services, and Computer & Network Security and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Nutshell CRM Use Cases

What Are the key features of Nutshell CRM for Contact List Management?

What makes Nutshell CRM ideal for Engagement Management?

Why is Nutshell CRM the best choice for Communication Management?

What solutions does Nutshell CRM provide for Lead Tracking?

How does Nutshell CRM address your Call Recording Challenges?

11 buyers and buying teams have used Cuspera to assess how well Nutshell CRM solved their Social CRM needs. Cuspera uses 5730 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Social CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Nutshell CRM testimonial

Marie Franklin

Director of Strategic Development

Caffè Umbria
There was no formal way to track our leads. We didn’t have a shared database. Everyone had individual contacts in their phone or on their computer. Testimonial By Marie Franklin
Nutshell CRM testimonial

James Miille

co-founded

Superfine! Art Fair
On a qualitative level, our fairs are more fun than traditional fairs, There are night-time parties, live music, artist Q&As, and other features that augment the experience for the fairgoer. Everything we add to the events is designed to get people interested and excited to collect art. Testimonial By James Miille
Nutshell CRM testimonial

Jennifer Acker

Executive Director

Eclectic Music
When I learned Eclectic Music’s educational philosophy, and saw the way that Casey taught, it was what I’d been looking for my whole life as a musician. Testimonial By Jennifer Acker
CUSTOMERS TESTIMONIALS
Nutshell CRM testimonial

Marie Franklin

Director of Strategic Development

Caffè Umbria
There was no formal way to track our leads. We didn’t have a shared database. Everyone had individual contacts in their phone or on their computer. Testimonial By Marie Franklin
Nutshell CRM testimonial

James Miille

co-founded

Superfine! Art Fair
On a qualitative level, our fairs are more fun than traditional fairs, There are night-time parties, live music, artist Q&As, and other features that augment the experience for the fairgoer. Everything we add to the events is designed to get people interested and excited to collect art. Testimonial By James Miille
Nutshell CRM testimonial

Jennifer Acker

Executive Director

Eclectic Music
When I learned Eclectic Music’s educational philosophy, and saw the way that Casey taught, it was what I’d been looking for my whole life as a musician. Testimonial By Jennifer Acker

Case Studies

Non-Profit Organization Management

CASE STUDY NEW

Nutshell CRM helped NEW, a nonprofit consulting firm, solve problems with their old CRM. Their previous system was hard to use and slowed down their team. With Nutshell CRM, NEW got a simple and colo...rful dashboard. Team members could track client work easily. This led to better teamwork and more useful client outreach. During the COVID-19 pandemic, Nutshell CRM helped NEW move to virtual programs and stay clear on their mission.

Read more →
Marketing and Advertising

CASE STUDY Taste the Local Difference

Nutshell helps Taste the Local Difference, a Michigan-based food marketing agency, manage relationships with over 1,700 local food partners. The team uses Nutshell to track sales, organize partner in...formation, and build strong connections. Nutshell's CRM makes it easy for TLD to support local farms, restaurants, and grocers. TLD relies on built-in reports to monitor progress and set goals. The platform fits their workflow and helps them grow their business.

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Education

CASE STUDY Eclectic Music

Nutshell CRM helped Eclectic Music, a music school in Atlanta, move from in-person to online lessons during the COVID-19 pandemic. The school used Nutshell to keep communication clear with students a...nd teachers. They sent email campaigns to explain changes and keep their community strong. With Nutshell, Eclectic Music kept 90% of their customers. Teachers also improved their teaching methods through online lessons.

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Consumer Goods

CASE STUDY MERCHtender

Nutshell CRM helped MERCHtender, a small cannabis merchandise company, manage leads and track outreach. Before Nutshell, they used manual tools like cards and ceiling tiles. With Nutshell, they strea...mlined operations and improved data management. The CRM made it easy to scale and collaborate as their team grows. MERCHtender now connects better with brand partners and customers.

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Publishing

CASE STUDY McSweeney’s

Nutshell CRM helped McSweeney’s, a small publishing house, manage donor and subscriber relationships after shifting to nonprofit status. Before Nutshell, the team used spreadsheets and struggled to k...eep up with donor communication and subscriber renewals. With Nutshell, they organized contacts, tracked communication, and improved donor nurturing. The tool made it easy to find information and manage outreach. After implementing Nutshell, McSweeney’s saw a jump in subscribers following major awards and now relies on the CRM to support growth and donor engagement.

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Publishing

CASE STUDY Wayne McFarland

Nutshell helped Wayne McFarland, an independent author, manage outreach to over 1,200 bookstores. He used Nutshell to upload contacts, tag and track calls, and send personalized emails. The CRM's fea...tures made it easy to organize and follow up with stores. Support from Nutshell was helpful when needed. As a result, Wayne saw a big increase in bookstore sales, all for just $38 over two months.

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Video

Enterprise CRM for Growing Businesses | Nutshell Enterprise

Video Thumbnail

Frequently Asked Questions(FAQ)

for Nutshell CRM

What is Nutshell CRM?

Nutshell CRM is customer relationship management and sales automation tool designed for marketing professionals to help identify the right sales model which facilitates customer relationship building and boosting sales performance.

The primary features of the tool includes sales automation, reporting & performance tracking, team collaboration, pipeline management and contact management.

Nutshell offers integration with tool like with G Suite, Microsoft Office email and calendars. It helps design and execute sales processes. The platform allows to specify the actions and follow-ups through final negotiations, and accurately measures the impact of efforts.

What is Nutshell CRM used for?

Nutshell CRM is a Social CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Contact List Management, Engagement Management and Communication Management .

What are the top features of Nutshell CRM?

Personalization, Recording and Dashboard are some of the top features of Nutshell CRM.

Who uses Nutshell CRM?

Nutshell CRM is used by Marketing And Advertising, Information Technology And Services and Computer & Network Security among other industries.

What are Nutshell CRM alternatives?

Salesflare, Horizon, Teramind and Copper are popular alternatives for Nutshell CRM.

Where is Nutshell CRM located?

Nutshell CRM is headquartered at Ann Arbor, Michigan.
lightning

Peers used Nutshell CRM for contact list management and engagement management

Nutshell CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.30/5 ★

Read Reviews (13)
Analytics

4.34/5 ★

Read Reviews (105)
Custom Reports

3.33/5 ★

Read Reviews (823)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.30/5 ★

Read Reviews (13)
Analytics

4.34/5 ★

Read Reviews (105)
Custom Reports

3.33/5 ★

Read Reviews (823)

Software Failure Risk Guidance

?

for Nutshell CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Nutshell CRM

Nutshell News

Product

Organize, Analyze, and Sell Faster With Product Categories in Nutshell

Nutshell has introduced product categories to its CRM platform, enhancing catalog organization and sales efficiency. This update allows users to group products into searchable categories, providing quick access and context for sales reps. The feature includes category-level reporting to identify trends and optimize sales strategies. Available to all Nutshell customers, it aims to streamline product selection and improve sales performance.

Read more →
Product

Nutshell Launches an AI Sales Pipeline Creator to Help Businesses Build Winning Sales Processes in Minutes - PRWeb

Nutshell has launched an AI Sales Pipeline Creator, an AI-powered tool integrated into its CRM platform, designed to help businesses quickly design and optimize sales pipelines. This new feature allows users to create customized sales processes by analyzing existing workflows and suggesting improvements, aiming to enhance conversion rates and reduce sales cycle times. The AI Sales Pipeline Creator is part of Nutshell's broader AI Agents feature set.

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Product

Generate Leads From Your Website With Nutshells AI Chatbot

Nutshell has introduced an AI chatbot as part of its Nutshell Chat feature, designed to enhance lead generation on websites. The chatbot uses generative AI to provide accurate, brand-aligned responses, schedule meetings, and capture leads 24/7. It integrates with the Nutshell Engagement suite, allowing users to customize its appearance and functionality without coding.

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Product

Nutshell Launches AI Lead Researcher as Part of AI Agents Lineup - PRWeb

Nutshell has launched the AI Lead Researcher, a new addition to its AI Agents lineup, designed to streamline lead research for sales teams. This tool provides instant insights by scanning public sources and CRM data, helping sales reps personalize outreach and save time. The AI Lead Researcher is integrated into Nutshell's platform, requiring no additional setup.

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Nutshell Profile

Company Name

Nutshell

Company Website

https://www.nutshell.com/

Year Founded

2010

HQ Location

Ann Arbor, Michigan

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

SERIES A