Your dedicated Nutshell Advisor helps you continuously improve how your team uses Nutshell—saving you time and driving better results.
What’s included
Add Nutshell Advisor to any CRM plan and get dedicated guidance, unlimited scheduled phone support, and ongoing optimization
—no hidden fees, no surprises
Come ready to discuss your team’s biggest sales challenges, current workflows, and goals for the next quarter. Have your main team members available and think about what’s working (and what isn’t) in your current process. Our advisor will guide you through the rest—no prep work needed to get started.
Standard support answers your technical questions. CRM advisors do that plus help you optimize strategy. They work with you on sales pipeline design, data quality, feature adoption, and business metrics. Think of advisors as partners focused on your growth, not just troubleshooting.
Additionally, your Nutshell Advisor is your dedicated point of contact for even better support continuity.
CRMs typically deliver 3-10x ROI depending on adoption and execution. You’ll see faster deal cycles, better forecasting, reduced manual work, and stronger team alignment. The real payoff comes from actually using the system—our advisor makes sure your team gets there.
Current customers can add Nutshell Advisor from the billing page. Our support team is happy to help if you have questions before you buy. Not a customer yet? Start a free trial today.
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