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“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

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CRM for

Relationship-based sales

Does most of your revenue come from repeat sales to the same clients? Nutshell helps you stay close to the accounts that matter.

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Relationship-based sellers focus on customer retention and satisfaction, nurturing each buyer into a long-term revenue source.

Since it’s more cost-effective to retain existing clients than it is to continuously find new ones after each sale, relationship-based sellers generally spend more effort on customer nurturing than customer acquisition.

Relational buyers are primarily looking for a trusted advisor, and will commit once they have the confidence that they’re making the right choice. For companies that follow a relationship-based model, personal attention and expertise make the difference—buyers aren’t simply looking for the cheapest, fastest option.

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Prioritize your best clients

Nutshell’s hot leads help you focus on the prospects and customers that are most meaningful to you. Whether a lead is brand new or already in your pipeline, you can “heat it up” in one click and it’ll immediately be front-and-center on your lead views, dashboard, and to-do lists.

a list of leads with a hot lead in the middle

Find every communication

No more hunting through email inboxes and handwritten notes to remember something you discussed with a client or teammate six months ago. Nutshell’s timelines keep a chronological record of all internal and external communications, ensuring that important messages don’t get lost.

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Make repeat business simple

For companies that have recurring opportunities with customers, having to constantly re-create leads can be aggravating. Nutshell’s lead cloning feature saves you valuable time by instantly creating a detailed copy of any previous lead.

a screenshot of a lead for Zephyr Investments

Make every business trip count

Traveling for a sales presentation or networking event? Nutshell Maps shows you all of your nearby clients, so you can do some upselling in person—or just drop by for coffee. Learn more about why Nutshell Maps is an essential tool in the relational seller’s arsenal.

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