Nutshell’s Customer Support is for EVERYONE!
We don’t think technical support should be an expensive add-on or available only in our top-tier packages. Free live support is included in every Nutshell package for the lifetime of your subscription.
“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Fast, friendly, and always helpful. Nutshell Support has your back. We pride ourselves on ensuring all Nutshell users (even those in a trial) have access to expert live customer service and support delivered by real people.
We don’t think technical support should be an expensive add-on or available only in our top-tier packages. Free live support is included in every Nutshell package for the lifetime of your subscription.
Connect with Nutshell’s Ann Arbor-based support team via live chat to get help from a real human being, or shoot us an email. We’ll get back to you quickly so you can get back to selling and marketing.
From the moment you start your free trial to your first day as a Nutshell customer (and beyond!), Nutshell’s support squad will be there to show you the ropes, ensure that your team is getting the most out of our product, and put out any fires along the way.
Coming over from spreadsheets or another CRM? Leave the heavy lifting to us. We’ll gladly transfer your contacts and leads to your new Nutshell account so your team can start using Nutshell within days, not weeks.
Customers on all Nutshell plans can fill out our easy white glove import service request during onboarding, and we’ll take care of importing your data for you! Nutshell Enterprise customers can also access free ongoing white glove data imports, even after onboarding!
We’ll help you set up Nutshell correctly to ensure you’re connected to your most important tools, your team has access to everything they need, and you get the most from your CRM system. After onboarding, you’ll have everything you need to start selling, marketing, and engaging with leads, prospects, and customers.
The services below are available on different plans, as follows:
Our team can provide API support for applications you want to integrate with Nutshell. With the right software connections, you can create a robust tech stack to support your operation.
Make sure all your email marketing contacts are in one place. This will allow you to segment audiences and easily send engaging newsletters, broadcasts, and drip sequences.
We’ll help you connect your web forms with Nutshell so you can capture data from new form submissions in your CRM. With connected forms, you can automatically create new leads and contacts when a form is submitted via your website.
When our customer service and support experts aren’t assisting customers, they’re hard at work creating articles and videos for our Help Center, where you can find quick answers to common problems and simple guides on how to use Nutshell from top to bottom.
Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
Our team will review your data and migrate the information into Nutshell for you. During this process, they will match existing fields and create new ones where needed to ensure your contact data populates correctly. When importing your data, we’ll make sure the information is transferred accurately, avoiding duplicates to ensure your data remains clean and ready for use.
Exporting your data from another CRM into Nutshell is easy. Our team typically only requires access to both accounts to facilitate the import.
If not exporting from an existing CRM, our team will ask you to provide the data in CSV or Excel file format. You’ll need to format the spreadsheet with different data types separated into columns following our import spreadsheet template.
The amount of data you import can affect the time it takes to appear in Nutshell. For instance, a sizable data import may take a little longer to pull through than a short list of contacts. Regardless, you can expect to see your imported data in Nutshell within 24 to 48 business hours.
Take our guided tour to explore Nutshell’s incredible features!
The Customer Support team at Nutshell has been extremely supportive in helping us to create a CRM around a complex sales pipeline that requires us to manage our customer’s service & maintenance needs post-sale. If our assigned specialist is unable to answer a question, they have additional resources available in the form of subject matter exerts, which have proved valuable to the implementation of the CRM.
Tony C. – South-Tek Systems
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