NutShell

Paid

nutshell.com

Manytools

CRM Management Tools

NutShell

Paid

nutshell.com

Discover NutShell, the all-in-one CRM designed to boost B2B sales and marketing efficiency. Streamline contact management, sales automation, and insightful reporting while enjoying top-tier customer support. NutShell - more than a CRM, a business partner.

Popularity

14% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

iOS

Android

Web

Price$19

Free

Go To Site

A Crucial Step Towards Business Efficiency

Meet NutShell, the all-in-one CRM designed to help B2B teams streamline their sales and marketing processes. Crafted to close more deals and boost business growth, NutShell offers a treasure trove of features from contact management, sales automation, insightful reporting to marketing & email automation. It's a welcome substitute for your mundane, arduous spreadsheets and other CRMs, packed with robust automation precisely designed to reduce manual tasks. Imagine having comprehensive details of your customers at your fingertips, managing pipelines effortlessly, and conducting efficient email marketing campaigns right within your CRM.

Flexibility Ensures Manageable Workload

The magic of NutShell doesn't stem only from its core CRM features but extends to its versatility in integrating with your existing tech stack. You wouldn't need to rob a bank since NutShell doesn't require an extra hefty sum to unite it with your other tech tools. Work harmoniously with native integrations, connections via Zapier, and AppConnect, and pick the most convenient route for your business. From pipeline management to actionable sales strategy, this CRM tool ensures that every step in your operations is tuned to inch your team closer to a win, propelling your business to new heights.

Practical Features Amplify The Sales Process

NutShell's practical tools were designed with the thoughtfulness of amplifying your sales process. From sending personalized emails to having automatic lead assignments and compacting all customer communication in one place, the simplicity and effectiveness of these features are truly awe-inspiring. You wouldn't have to scurry through piles of untidy notes again! What's more, NutShell's Intelligent forms lets you amass online leads onto a single platform and helps you keep track of which marketing efforts have the most profitable outcomes.

Customer Support That Feels Like A Lifeline

NutShell doesn't just provide an efficient CRM platform; it also accompanies it with world-class live customer support. With its aim for your success, the support doesn't come with added costs. Imagine getting your data migration request fulfilled as soon as you sign up, and having queries answered within a heartbeat by a friendly support team. Offering onboarding and implementation services when needed, NutShell indeed is more than just a CRM tool; it's an extension of your team, assisting and enabling your business at every step. With NutShell, you're not just purchasing a service; you're also establishing a relationship.

Pros & Cons

Pros

Offers a comprehensive CRM with features such as contact management, pipeline management, sales and marketing automation.

Provides native integrations, connecting with your tech stack without additional, excessive costs.

Includes world-class live customer support at no extra cost.

Incorporates artificial intelligence, carrying out tasks like timeline summarization and note transcription via voice command.

Cons

Additional features and add-ons such as email marketing and meeting scheduler come at an extra cost.

Using automated email sequences and drip campaigns might lead to impersonal and less effective communication.

Free tier is limited, necessitating an upgrade to paid plans for more comprehensive features.

Frequently Asked Questions

Find answers to the most asked questions below.

What is Nutshell and what can it offer to my B2B team?

Nutshell is an all-in-one CRM designed to help B2B teams close more deals. It offers core CRM features, additional features for business growth, contact management, pipeline management, and sales automation. It also supports marketing and email automation, integrations with your tech stack, and more.

How does Nutshell support sales automation and how can it help my team?

Nutshell supports sales automation by offering features such as automatic lead assignment, lead advancement, and task reminders. It reduces busy work for managers and sellers, allowing your team to focus more on building relationships.

Does Nutshell offer email marketing features?

Yes, Nutshell allows for email marketing directly within your CRM. It includes features for creating email sequences that send automatically and has webforms that automatically add leads to a pipeline and tags to contacts.

How does Nutshell support integrations with my existing tech stack?

Nutshell provides native integrations, connections through Zapier, and AppConnect. It believes in saving costs, thus it eliminates the need for spending an extra amount to enable your CRM to work with the rest of your tech stack.

Does Nutshell offer features for efficient pipeline management?

Indeed, Nutshell offers a flexible sales tracking platform with multiple ways for sales reps to view, manage, and prioritize leads. It guides you on how to build your pipeline and provides you with templates for the same.

What type of customer support does Nutshell offer?

Nutshell offers live support for all customers at no extra cost. The support team assists you when you start your trial, helps migrate your data, and provides onboarding and implementation services if needed.