The Best CRM For Home Service Companies

Having accurate customer data available to your team is crucial for developing a sales approach that works. When you can track a customer’s preferences, interests, and the last time you contacted them, you can nurture relationships to achieve the best possible results.

Nutshell acts as a central repository for all your client and lead data. Create comprehensive customer profiles that include more than just contact information—attach documents, use tags to group customers by characteristic, and get a complete timeline of all your interactions.

Nutshell’s contact management features let you:

• Import customer data, calendar events, and emails from any source, or get expert help with our white glove import service.
• Organize contacts along with their companies and potential sales so you never lose that one client’s phone number again.
• Access your customers’ job history, invoices, contracts, addresses, and any crucial notes right from their page.
• See the full history of every relationship and track every email, phone call, and more so you can send messages that hit home.
• Make phone calls directly from Nutshell with unlimited click-to-call, and record calls for reference later.

When it comes to client data management, the more collaboration, the better. Your team needs access to all the relevant information about your history with a customer so they can personalize their experience and build loyalty.

Nutshell makes it easy to share important information across your team so everyone can access the notes and conversations needed to nurture relationships.

With Nutshell’s team collaboration features, you can:

• Create a single database as your source of truth for customer profiles, needs, behavior, communication history, and more.
• Track every email clients have opened and each link they’ve clicked, then optimize your engagement strategy.
• Get mobile, email, and in-app alerts for what’s happening in your CRM so you can respond quickly.

However many features a new platform offers, it’s the most helpful for your team when it’s easy to use. If a CRM is too complicated, difficult to learn, or doesn’t offer good support services, it’ll end up underutilized.

Nutshell is designed to be simple enough for any user and sophisticated enough for any business. Several Nutshell features are fully customizable so that you can tailor the platform to your team’s unique needs. And with a helpful knowledge center and free customer support for all plans, our team is here to help you optimize your Nutshell account.