Nutshell CRM
Nutshell CRM is a user-friendly platform with stress-free sales tools, email automation, and advanced analytics. It stands out for contact management and human-centric design, offering seamless transitions for businesses of all sizes.
What is Nutshell CRM?
Nutshell CRM is a super user-friendly and intuitive platform that offers simple pipeline and contact management. The website features stress-free sales and marketing tools that help B2B teams close more deals. With Nutshell CRM, you can easily find the information you need, keep track of every deal, and automate sales tasks. The platform also offers marketing and email automation, integrations with other tools, and advanced reporting and analytics.
Moving on from spreadsheets or another CRM to Nutshell CRM is seamless, as the platform offers all the core CRM features you need, along with additional features to accelerate your business growth. Nutshell CRM stands out for its contact management capabilities, flexible pipeline management, and sales automation tools. The platform also offers email marketing features, integrations with other tech tools, and add-ons like AI-powered services and online meeting schedulers.
What sets Nutshell CRM apart from other CRMs is its focus on human-centric design and functionality. The platform is designed to make CRM software accessible and usable for all users, regardless of their technical background. Nutshell CRM prioritizes user experience and offers world-class live support to all customers without any extra charge. Whether you're a small startup or a large enterprise, Nutshell CRM provides the tools and support you need to succeed in sales and marketing.
How to Use Nutshell CRM?
Step 1: Sign Up for Nutshell CRM- Visit the Nutshell CRM website.
- Click on the 'Try it For Free' button.
- Fill out the form with your full name and work email.
- Click on 'Start Free Trial'.
- Log in to your newly created Nutshell CRM account.
- Navigate to the 'Contact Management' section.
- Click on 'Import Data'.
- Choose your data source (spreadsheet or another CRM).
- Follow the instructions to upload your data.
- Navigate to the 'Pipeline Management' section in Nutshell CRM.
- Click on 'Create Pipeline'.
- Follow the guided steps to customize your pipeline using the provided templates.
- Arrange pipeline stages and prioritize leads as needed.
- Go to the 'Sales Automation' section in Nutshell CRM.
- Set up automatic lead assignment by defining criteria for lead distribution.
- Configure lead advancement rules to automate progression through the pipeline.
- Set task reminders to ensure timely follow-ups with leads.
- Access the 'Marketing & Email Automation' section in Nutshell CRM.
- Set up web forms to automatically add leads to your pipeline.
- Create email sequences to increase reply rates and automate sending.
- Use the built-in email marketing tools to send promotional emails.
- Head to the 'Integrations' section on Nutshell CRM.
- Select the integrations you need from the available options like Zapier, Google Suite, and Microsoft 365.
- Follow the instructions to connect these tools to your Nutshell CRM account.
- Verify the connections to ensure seamless synchronization.
- Navigate to the 'Reporting & Analytics' section in Nutshell CRM.
- Select the type of report you want to generate (e.g., sales performance, activity reports).
- Customize the report using the available filters and settings.
- Generate and review the report to gain insights into your sales process.
- Go to the 'Team Collaboration' section in Nutshell CRM.
- Share customer notes and interactions to keep everyone on the same page.
- Assign tasks and activities to team members based on their roles.
- Use the collaboration tools to discuss strategies and follow up on leads.
- Click on your profile icon and navigate to 'Settings' in Nutshell CRM.
- Adjust your account settings and preferences to suit your workflow.
- Set up notifications to stay informed about important activities.
- Review and update your settings periodically to ensure optimal usage.
Nutshell CRM Features
Contact Management
Contact management in Nutshell CRM allows users to find the necessary information quickly and efficiently. It provides a centralized location for all the important and up-to-date information for every person and business the sales team interacts with.
Function Detail
- Users can easily import their data from a spreadsheet or another CRM when signing up for Nutshell CRM.
- The platform offers a user-friendly interface for easy access to contact information.
- Contacts can be categorized, organized, and updated with ease.
Pipeline Management
Nutshell CRM provides a flexible sales tracking platform for efficient pipeline management. Users can keep track of every deal and prioritize leads effectively.
Function Detail
- Sales reps have multiple ways to view, manage, and prioritize leads within the platform.
- Nutshell CRM offers templates and guidance on how to build the perfect pipeline for individual needs.
- Users can easily track the progress of deals and leads through the pipeline.
Sales Automation
Nutshell CRM offers sales automation features to streamline repetitive tasks and reduce manual work for managers and sales representatives.
Function Detail
- Automated lead assignment and advancement help sales teams focus on building relationships rather than administrative tasks.
- Task reminders and notifications ensure that important actions are not overlooked.
- Nutshell CRM integrates automation into the sales process to increase efficiency and productivity.
Nutshell CRM Pricing
-
Foundation
Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.
$16 per user per month
Get StartedUnlimited data, people, company & lead storage
Contact management and communication timelines
Email and calendar sync
Customizable single sales pipeline
Free live support
-
Pro
CRM, sales automation, and advanced reporting to help your team maximize every opportunity.
$42 per user per month
Get StartedEverything in Foundation, plus…
Sales automation
Multiple pipelines
Personal email sequences
Full reporting suite, including Activity, Funnel, and Forecast reports
-
Power AI
Harness the power of Artificial Intelligence to improve efficiency, effectiveness and revenue in your CRM.
$52 per user per month
Get StartedEverything in Pro, plus…
50 AI timeline summarizations per user each month
Zoom transcription summarization
Click tracking & notifications (also in Pro)
Connected form set up (also in Pro)
Unlimited in-app phone dialing and recording (also in Pro)
-
Enterprise
No limits. No caps. No nonsense. Our tier that gives your team the most firepower.
$67 per user per month
Get StartedEverything in Power AI, plus…
Unlimited pipelines and custom fields
100 AI timeline summarizations per user each month
API support, Audit log, Changelog and Read-only SQL access
Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
Dedicated success strategist (5 user minimum) & Free scheduled phone support
-
Foundation (Annual)
Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.
$19 per user per month
Get StartedSave 15% on an Annual Plan
Unlimited Data, People, Company, Leads
Contact management and communication timelines
Email and calendar sync
Customizable single sales pipeline
Free live support
-
Pro (Annual)
CRM, sales automation, and advanced reporting to help your team maximize every opportunity.
$49 per user per month
Get StartedSave 15% on an Annual Plan
Everything in Foundation, plus…
Sales automation
Multiple pipelines
Personal email sequences
Sales quotas and activity quotas
Full reporting suite, including Activity, Funnel, and Forecast reports
-
Power AI (Annual)
Harness the power of Artificial Intelligence to improve efficiency, effectiveness and revenue in your CRM.
$59 per user per month
Get StartedSave 12% on an Annual Plan
Everything in Pro, plus…
50 AI timeline summarizations per user each month
Zoom transcription summarization
Click tracking & notifications (also in Pro)
Connected form set up (also in Pro)
Unlimited in-app phone dialing and recording (also in Pro)
-
Enterprise (Annual)
No limits. No caps. No nonsense. Our tier that gives your team the most firepower.
$79 per user per month
Get StartedSave 15% on an Annual Plan
Everything in Power AI, plus…
Unlimited pipelines and custom fields
100 AI timeline summarizations per user each month
Audit log, Changelog and Read-only SQL access
Multiple currencies
Free scheduled phone support
Ongoing white glove imports
API support
Nutshell CRM Frequently Asked Questions
What are the core features of Nutshell CRM?
Why do customers recommend Nutshell CRM?
How does Nutshell CRM compare to other CRMs?
What pricing plans does Nutshell CRM offer?