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Try Nutshell free for 14 days or let us show you around before you dive in.
“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
Nutshell is your company’s central repository for customer knowledge, providing you with world-class contact organization and management software. With Nutshell, effective customer database management is a breeze!
Nutshell offers free data importing assistance through our professional white glove data import service to help your team get up and running on Day One. (Yes, we really do!) You can also take advantage of our one-click import from a host of other CRMs to seamlessly bring in your data.
If you’re a Nutshell trial user, you can also automatically import a sample of data from your existing CRM directly into Nutshell, so you can use real data while you test Nutshell out. Once you become a customer, we’ll import the rest of your data for free!
See the most important and up-to-date information for every person and business your sales team interacts with via your Nutshell desktop or mobile app. This allows you to stay on top of crucial conversations and swiftly assist where needed to keep the conversation going in the right direction.
For seamless client data management, sync your phone contacts, collect leads from your website, or scan business cards on the fly. Want to add a new contact? Just snap, sync, and go.
Try Nutshell free for 14 days or let us show you around before you dive in.
Leave the Googling to us. Every time you add a contact, Nutshell scours the internet to fill in their job title, social media accounts, location, and more, giving your sales and marketing teams contact management capabilities at a whole new level.
With Nutshell’s contact management and organization software, you can pin notes to the tops of timelines. This way, your team sees important reminders any time they work with a contact or sales lead, promoting a positive customer experience at every touchpoint.
Working with an organization that has several subsidiaries? Nutshell lets you create relationships between parent and child companies for easier contact and lead management.
The company hierarchy feature is available on the Sales Pro plan and above.
Managing contacts is easy with the best next-action sales & marketing CRM on the market!
Effective client data management and organization begin with how you and your team add new Person, Company, and Lead data to your CRM. Learn how to add People and Companies to your Nutshell contact database, which allows you to organize, group, filter, and share contact data in ways that make the most sense for your organization.
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.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
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
Customer database management software, or customer information database software, is a digital tool used by businesses to store, organize, and manage their customer data. Typically, this includes company, person, and lead contact information, as well as records of contact interactions and related notes.
Storing all essential contact data in one central software hub makes it easier to access and manage company data and encourages a higher degree of data accuracy and better customer experiences.
Different CRM systems may offer different options for creating a new contact. Here are some of the ways you can add a new Company, Person, or Lead in Nutshell:
The primary features to look for when choosing the best client database software for your organization include the following:
Take our guided tour to explore Nutshell’s incredible features!
Nutshell allows us to find and contact prospects more efficiently, which in turn helps us manage and contact customers more effectively. We can now track each customer and tailor our interactions with them to their specific needs, resulting in a higher conversion rate and more money in the bank.
Muskan A – Trigent Software
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