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The Best Hospitality CRM Solution

The key to success in the hospitality industry is providing a top-notch customer experience. A customer relationship management (CRM) platform like Nutshell is the perfect solution for nurturing guest relationships and driving repeat business.


What CRM software can do for the hospitality industry

A CRM platform is a powerful tool for nurturing customer and client relationships and driving repeat business. When you can track every interaction you’ve had with a client, send them personalized emails to keep them engaged, and streamline appointment scheduling, you can foster greater loyalty to your business and stay ahead of the competition.

Whether your business is a hotel, catering service, restaurant, or related to travel or tourism, using a CRM is a game-changer for keeping track of detailed information about guests, targeting different customer segments with your sales and marketing efforts, and improving communication so you can nurture relationships.

Here are just a few of the ways you can use a hospitality CRM to change your business for the better: 

Features you need in your hospitality CRM

With so many CRM options available for hospitality businesses, choosing the right one makes all the difference. But what features are essential for a hospitality and hotel CRM?

The best hospitality CRM solution is one that provides essential features like contact management, sales automation, and team communication, plus advanced tools like an appointment scheduler, email marketing platform, and landing page builder to give your business the edge.

Nutshell provides all of these features and many more to help your hospitality business thrive:

Multiple sales pipelines to track all kinds of leads and customers


Have a B2C and B2B operation, or use multiple sales models? Being able to work your leads through multiple pipelines enables you to create the perfect sales process for different customers and clients.

Nutshell lets you create customizable pipelines that fit your team’s needs, no matter how complicated your process or how many clients are in your funnel. You can:

  • Automatically move leads through your pipeline and send multi-email drip sequences to keep the conversation going.
  • Provide your team with guidance on exactly what to do while leads are in each stage of your pipeline.
  • Auto-assign inquiries to the right representative to provide the best guest experience possible.
  • Mark leads as Hot so everyone can keep track of your most valuable potential sales.
  • Track your leads’ location with a map view or use the board, list, or chart views.

Team collaboration tools to ensure everyone has what they need to close the deal

Sales collaboration software team collaboration screenshot

When it comes to guest data management, the more collaboration, the better. Your team needs access to all the relevant information about your history with a guest or client 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 effectively.

With Nutshell’s team collaboration features, you can:

  • Create a single guest database as your source of truth for guest profiles, needs, behavior, communication history, and more.
  • Track every email guests 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.

Appointment scheduling and web form tools to collect all the important information about guests


Whether your business caters to a large volume of customers or a handful of corporate clients, meeting their needs is vital for repeat business. Tools like online meeting scheduling software and web forms help you get all the information you need about your clients so you can create a personalized experience that keeps them coming back.

Nutshell’s native scheduling software is the perfect solution for managing all your appointments with potential clients. With Nutshell Scheduler, your team can schedule Zoom, Google Meet, or Microsoft Team meetings right from a link that you can share with anyone. Easily set up meetings with potential clients, gather their information with a form, and send automated confirmation emails that give them the ability to reschedule.

And with Nutshell Forms, you can design branded web forms to host on your website. Use forms to collect important details about potential guests, sync the information to their profile in Nutshell, and refer back to it to create the best experience.

Effective email marketing to boost customer engagement

Email campaigns are an effective way to stay in touch with guests and provide the personal touch that builds loyalty. You can send guests emails with birthday or anniversary promotions, inform them about your loyalty programs, and keep them in the loop about special offers.

With Nutshell’s built-in email marketing platform, you can create target audiences from your CRM contacts and send them beautiful and professional email broadcasts, newsletters, and drip sequences. Nutshell Campaigns includes features like:

  • Laser-focused email audience segmentation to ensure you’re sending the right messages to the right audience
  • Email automation, so you can set up a winning campaign and then put your marketing messages on autopilot
  • A/B testing that enables you to reach your audience with the messaging that resonates most
  • Email engagement metrics like open and click rate, plus more advanced insight that shows you exactly who clicked each link in your campaign

World-class support to quickly get your team back on track

Service is key to success in the hospitality industry. And your business needs a CRM that provides the same level of care for its customers.

Nutshell’s Ann Arbor-based support team provides helpful tips and technical support at no cost to all Nutshell customers, whether you’re on a free trial or our highest plan. We think it’s the best way to make sure your business can get back to providing the best customer experience around.

Nutshell offers several support services to help your team get up and running and keep working efficiently, including:

  • Free data imports during onboarding for all customers to ensure your guest information migrates smoothly
  • Help with syncing your web forms to Nutshell and importing your email marketing data
  • Free live chat and email support, plus phone support for Nutshell Enterprise customers

Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Mark M. Southwestern Scale Co.

I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Craig C. Thermal-Tec

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.

Jason C. Arrow Container Corp

Make your hospitality business more efficient with CRM integrations
Connecting your CRM with the software your business is already using keeps all your guest and booking data synced across all your apps. With your CRM at the hub of your tech stack, you can elevate the customer experience by gaining insight into all your touchpoints.

  • Lead generation integrations: In the hospitality business, generating leads through marketing is critical for success. Nutshell integrates with lead generation tools like Google Ads, Google Analytics, Reply, Linkedin, and more.
  • Accounting integrations: Simplify invoicing, data entry, and guest profiles with accounting software like QuickBooks, FreshBooks, Sage Intacct, and Xero.
  • Document management integrations: Keep track of crucial documents like proposals, quotes, and contracts, right in your CRM. Nutshell integrates with Quickbooks, PandaDoc, Dropbox, and many more.
  • Help desk integrations: Providing great customer support is key for hospitality services. When you integrate Nutshell with help desk apps like Deskpro, LivePerson, Zendesk, and Intercom, you make the most of every interaction your sales and support teams have with guests.
  • Bookings and reservations: Manage bookings and reservations seamlessly by connecting tools like Square, Checkfront, ServiceM8, and more to your Nutshell account. You’ll keep guest data synced across your tech stack for even better guest experiences.
  • Social media integrations: With Nutshell’s social integrations, your team can stay connected with guests and build a brand that keeps them coming back. Integrate with top social media platforms like Instagram, X, Facebook, and more.

Why use Nutshell CRM to manage your guest relationships?

The hospitality industry has a unique need for customer relationship management software that focuses on relationships, whether you’re a B&B owner, restaurateur, tour operator, or caterer. And Nutshell is built to help you nurture the connections that drive loyalty and growth.

When you choose Nutshell as your hospitality CRM, you empower your team with:

But don’t just take our word for it

Thousands of businesses and organizations across industries use Nutshell to strengthen relationships, close more deals, and manage their contact data.

Take a look at how Nutshell has been helping businesses like Caffè Umbria and others thrive in their hospitality operations:

Read customer stories

Explore our plans

All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.

Billed Annually
Billed Monthly
Nutshell Foundation

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

Included in all plans…

  • Unlimited Data, People, Company & Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders
  • Free onboarding white glove imports
  • Free live support
  • And more
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Nutshell Pro

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

Everything in Foundation, plus…

  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Sales quotas and activity quotas
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Click tracking notifications
  • Up to 5 Teams
  • Unlimited in-app phone dialing and recording
  • Connected form set up
  • And more
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Harness the power of artificial intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • Zoom transcription summarization
  • Click tracking notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
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Nutshell Enterprise

No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power AI, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Multiple currencies
  • Free scheduled phone support
  • Dedicated success strategist (5 user minimum)
  • And more
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When you choose Nutshell as your Hospitality CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Improve customer service and grow your hospitality business with the best hospitality CRM

Getting started with building and nurturing customer relationships can be daunting for any business in the hospitality industry. It’s an ongoing process that requires learning new software and improving your internal processes to meet your goals.

With an easy-to-use and affordable CRM like Nutshell, navigating the ropes of relationship building is made easier.

Try Nutshell free for 14 days, or contact our team to discover how Nutshell can transform the way you do business.

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