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Elevate Revenue With an Easy-To-Use IT CRM

As an IT company, you rely on tools to help you manage your operations effectively so you can provide high-quality services to your clients. Among other solutions, having a powerful customer relationship management (CRM) platform is key to business success.

Nutshell’s CRM has the robust features, intuitive interface, and support your team needs to stay on top of your leads so you can convert more of them into clients.


What CRM software can do for IT companies

Before a potential client invests in help desk, asset management, incident management, or help center services from your business, they need to be able to trust that you’ll provide high-quality work for their company. And part of winning over those clients is optimizing every interaction to create the best possible experience.

A CRM platform is designed to help you with your client relationships and sales processes so you can send the right message at the right time and close more deals with clients. CRMs also help with mission-critical tasks like reporting, sales task automation, and even managing email marketing campaigns to stay engaged with your contacts.

Here are a few benefits a CRM platform can provide your IT company:

Essential features for your IT CRM software

With so many customer and sales tracking solutions on the market, it’s critical to consider your company’s individual needs and how to best accomplish your business objectives. You need a CRM that provides the right blend of high-powered features and world-class support at an affordable price.

The best and most essential CRM features to look for include contact management, sales automation, and team collaboration. And when you add advanced tools like an online meeting scheduler, web form builder, and email marketing platform, you get the extra capabilities you need to fill your pipeline with high-quality leads.

Nutshell provides these features and many more. Whether you’re providing IT consulting, data management services, or help desk support, Nutshell has the tools you need to efficiently find and win more deals and drive revenue:

Pipeline management to streamline your sales processes

Whether your IT company provides services locally or around the globe, your team needs insight into leads and clients so you can close more deals, offer better post-sales support, and increase customer loyalty.

Nutshell’s pipeline management features make it easy for your reps to view, manage, and move leads through your pipeline so you can stay on top of sales. As the best Next Action Selling CRM on the market, helping you figure out what’s next in your sales process is at Nutshell’s core.

See how Nutshell’s pipeline management tools make it easy for your reps to manage your leads:

  • View your leads four different ways—with board, list, chart, and map views—so each rep can manage leads how they work best.
  • Customize your lead board view to show exactly the information your team needs to see at a glance.
  • Mark your most valuable potential sales as Hot so your team can easily track them wherever they appear in Nutshell.
  • Create multiple pipelines to track contacts interested in your various consulting, data engineering, asset management, and help desk services—then move them to an account management pipeline after you close the deal.
  • See every lead’s source and funnel stage, plus what action you need to take next to close the deal.

Sales automation tools to help your team get back to selling

Sales Email Drip

When your team is busy managing and providing your IT services, you need some way to put time-consuming tasks on autopilot and still do them well.

The sales automation tools in Nutshell set your team up for maximum efficiency. Create processes for guiding your team through the perfect sales process, automatically advancing leads through your pipeline, sending automatic emails, and more.

Nutshell sales automation features let you:

  • Design the ideal sales process based on the tasks and activities that work best for your company so your team can get back to their most important work.
  • Take the guesswork out of sales by providing your reps with reminders at every step of the way so no phone call or follow-up email ever slips through the cracks.
  • Auto-assign leads to the right sales rep so you can give every potential client the best chance of success.
  • Send personal email sequences based on a lead’s pipeline stage to generate more replies while avoiding all that typing.
  • Schedule automated drip sequences with Nutshell Campaigns and send the right messages at the right time.

Contact management to store, organize, and manage client information

Accurate and accessible client data is critical for effective selling. When you can track a contact’s interests, purchase history, communications, and the last time you contacted them, you can nurture relationships to close more deals.

Nutshell acts as a central repository for all your client and lead data. You can create comprehensive profiles that include more than just contact information—attach proposals and contracts, use tags to group clients by characteristics, and see a complete timeline of every relationship.

With Nutshell’s contact management features, you can:

  • Import client data, calendar events, and emails from any source, or get expert help with Nutshell’s white glove import service.
  • Organize clients along with their companies and potential sales so you have all the information you need to close a deal in one place.
  • Access clients’ deal history, invoices, contracts, addresses, and crucial notes right from their page.
  • Track every email, phone call, and conversation with clients so you can send messages that increase conversions.
  • Make phone calls directly from Nutshell with unlimited click-to-call, and record your calls for reference later.

Team collaboration tools to give everyone the right information to close the deal

Sales collaboration software team collaboration screenshot

When it comes to managing client data and streamlining your daily workflows, more collaboration is better. Your team needs access to all the relevant information about your history with a client so they can personalize their interactions and nurture relationships.

Nutshell makes it easy to share important information with your team and get help when you need it.

Nutshell’s team collaboration features give you the ability to:

  • Create a single source of truth for all client information, including communication history, client behavior, and more.
  • Track every email clients have opened and each link they’ve clicked, then optimize your engagement strategy to provide exactly the services they need.
  • Get your team members’ attention with @-mentioning in Nutshell so you can collaborate efficiently.
  • Receive in-app, email, and mobile alerts about what’s happening in your CRM so you can respond quickly.
  • Designate role-based access permissions so everyone can see the information relevant to their role.

Email marketing to attract and retain your ideal clients

an email from Charles Berry to Ann New

Driving growth for your IT company requires a steady stream of new leads for your sales team to work through your pipeline. To have the best chance of closing more deals, you need to find companies most likely to need your services and effectively build their trust.

Email marketing is a powerful tool for supercharging your IT company’s outreach efforts. And Nutshell works hand-in-hand with Nutshell Campaigns, our built-in email marketing solution. Use the drag-and-drop email editor to design professional emails, automate sending, and catch your clients’ attention at every stage of the funnel.

With Nutshell Campaigns, your team can:

  • Create targeted email marketing audiences from your CRM contacts to send the right messages to the right people.
  • Automate email campaigns to send optimized messages tailored to your audience.
  • Test your email campaign content to find the content that resonates best with your recipients.
  • Track email engagement metrics like open and click rates.
  • Combine email marketing with Nutshell’s other lead generation tools, like our online meeting scheduler, web form builder, and landing page creator, for an even stronger marketing strategy.

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

Get more from your IT CRM software with integrations

We understand that, as an IT services provider, your company relies on several platforms to accomplish daily tasks and achieve business goals. That’s why Nutshell integrates easily with thousands of other solutions, so you can more easily manage projects, contracts and proposals, sales calls, invoicing, and much more.

Here are a few types of integrations that Nutshell provides:

  • Help desk integrations: Provide the best possible client support through Nutshell’s help desk integrations with Zendesk, Intercom, Deskpro, and other platforms.
  • Collaboration integrations: Manage projects more smoothly when integrating Nutshell with systems like Jira, Wrike, Basecamp, and more.
  • 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.
  • Accounting integrations: Simplify invoicing and client profiles with accounting software like QuickBooks, FreshBooks, Sage Intacct, and Xero.
  • Email, calendar, and contact integrations: Centralize your email, calendar, and contact data by connecting Nutshell to tools like Gmail, Outlook, Google Drive, and more.
  • Custom integrations: Need a custom integration between Nutshell and the application your team already uses? Nutshell’s AppConnect is the solution for connecting your Nutshell data with the platforms you use in daily operations.

Why use Nutshell CRM to grow your IT company?

Your IT company has a lot of tasks to manage between service design, provision, and maintenance. Simplify your customer relationship management with a CRM designed to help you supercharge your growth.

Nutshell is helping thousands of businesses strengthen customer loyalty, optimize their sales and marketing strategies, and close more deals. Nutshell empowers your team with:

But don’t just take our word for it.

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like you achieve and exceed their goals!

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
a logo for Nutshell Foundation with an orange acorn

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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a Nutshell Pro logo with an orange acorn on it

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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See More
a blue and orange logo for 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 IT CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Streamline customer relationship management with the best IT CRM software

Your IT services management team relies on automation, process formalization, and transparency to provide high-quality services to your clients. And you should expect the same features from your CRM.

With extensive automation and customization options, free live customer support on all plans, and easy-to-understand pricing, Nutshell makes it easier to close more deals.

Try Nutshell free for 14 days or contact our team to discover how Nutshell transforms the way teams sell.

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