Industry-Leading Channel Partner and Multi-Location CRM

When you’re working with multiple partners and locations, scattered data is the enemy of efficiency. A CRM with centralized partner and location management puts all your accounts, contacts, and location details in one secure, easy-to-access place. This ensures that every stakeholder—whether they’re in the field, at headquarters, or managing a specific region—has access to the same up-to-date information.

With this visibility, you can easily see who’s responsible for each account, monitor partner activities, and keep your brand standards consistent across all markets. No more searching through spreadsheets or chasing down updates—your team can act faster, sell smarter, and deliver a unified customer experience.

Nutshell’s contact management features offer you the ability to:

• Store complete records for each partner, location, and their associated customers
• Easily segment by region, partner type, performance metrics, or other criteria
• Quickly identify opportunities for upselling, cross-selling, or expansion
• Maintain brand consistency by centralizing sales collateral, playbooks, and templates
• Give partners controlled access to only the data they need

Consistent communication is essential for brand reputation—especially when partners are your front line in local markets. A CRM with built-in email marketing makes it easy to launch co-branded campaigns, share new product updates, and nurture leads with tailored messaging while keeping everything aligned to your brand.

Your headquarters team can supply ready-to-use templates, while partners can customize content to resonate with their local audience. Because the marketing data lives in the same system as your sales data, you can see exactly how campaigns are influencing pipeline growth and revenue.

These are just some of the things you can do with Nutshell’s Email marketing feature:

• Create and distribute branded email templates to all partners
• Schedule campaigns around product launches, promotions, or seasonal events
• Monitor open, click, and conversion rates for every location or partner
• Segment audiences for targeted outreach based on behavior or demographics
• Ensure compliance with regional marketing regulations and best practices

When your sales, marketing, and support teams are spread out across locations and time zones, keeping everyone on the same page can be a challenge. A CRM with built-in team collaboration tools ensures that communication happens in context—right alongside the customer and deal information it relates to.

By sharing notes, files, and updates directly in the CRM, you reduce the risk of miscommunication and eliminate the need to dig through long email threads. Shared calendars, task lists, and notifications keep everyone aligned on priorities, deadlines, and customer needs.

Nutshell’s robust collaboration tools allow teams to:

• Share notes, files, and updates directly within contact and deal records
• Keep everyone in sync with shared calendars and project timelines
• Assign and track tasks to ensure accountability
• House all partner and location communication in one central place
• Reduce duplicate work and missed opportunities with real-time updates