The Best CRM for B2B Companies

In B2B sales, relationships with companies and points of contact can quickly become unwieldy unless you have the right tools for managing them—especially if your sales cycle stretches over several months. Yet it’s still critical to provide a tailored experience to leads at every step of the customer journey if you want to win their business.

A CRM’s contact management features are designed to provide greater insight into customer relationships and the entire sales process, helping your team better understand customer needs and expectations so you can meet them.

With contact management features from Nutshell, you can:

• Track customer communications and interactions with every member of your team, so everyone’s always on the same page 
• Save important notes for each lead so you never miss a detail
• Maintain an organized database of customer data to better understand and meet your customers’ needs 
• Seamlessly import and export data to use it however you need 
• Automatically gather customer insights to enrich your interactions

Managing customer relationships is about more than just tracking sales—it involves running effective marketing campaigns and engaging with contacts no matter where they are in your funnel. 

As a full-featured CRM with marketing and engagement tools, Nutshell helps businesses generate more leads and monitor the health of every relationship—whether you’re talking with a website visitor or a long-term customer.

With the power of Nutshell’s marketing and engagement features, you can:

• Build and automate email marketing campaigns that convert contacts into customers 
• Host branded landing pages on your domain to improve marketing campaign performance 
• Gather important information about clients and customers through custom forms
• Send updates and reminders to customers via SMS—all without leaving your CRM
• Hold live chat conversations with website visitors to generate more leads