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The Best CRM for Non-Flower-Touching Cannabis Businesses

There’s no doubt that the cannabis industry is in full bloom, with an ever-increasing market of people looking for medical and recreational cannabis. But to keep up with the industry’s immense growth, you need to ensure you understand your audience and how to reach them. That’s where customer relationship management (CRM) for non-flower-touching cannabis businesses comes in.

Nutshell gives you everything you need to build a CRM system that makes managing leads, contacts, customer requests, responses, and inventory a breeze. Plus, you’ll have some of the best marketing features at your fingertips to promote your products and services.


The power of CRM software for the non-flower-touching cannabis industry

The main benefit of having a CRM for B2B cannabis companies is that it can help you better understand your audience and establish strong brand awareness.

A cannabis CRM can gather data about your leads and clients that help you get a clearer picture of exactly who those clients are. That allows you to go back and refine your marketing to better reach more of those people in the future.

On top of that, a CRM can help you automate tedious day-to-day tasks so you can spend more time working on things that require your focus. That’s a point we’ll come back to in a moment.

As a cannabis product supplier with a great CRM system as part of your arsenal, your business can benefit in the following ways:

Critical CRM for non-flower-touching cannabis business features

There’s a lot to keep track of as a cannabis vendor. Even though cannabis was legalized in most US states by 2016, the industry is still green and heavily regulated. Keeping business-related information secure is also vital, as customer engagement still demands discretion.

As such, you need a centralized system that helps you keep track of your licenses and certifications. You also need a way to manage and organize contacts and prospects and track their behavior online to optimize your approach.

Now that we’ve established the benefits of having a CRM for non-flower-touching cannabis businesses let’s discuss what makes Nutshell the ideal CRM for you. We stand out from the competition in several ways, and we’ll cover four of those ways below.

Simplified data management for easy access to information

You’ll be amazed by how easy it is to use Nutshell to find and store the information you need. Nutshell prioritizes user-friendliness, featuring a highly intuitive dashboard and a clearly organized structure that you’ll have an easy time navigating.

At Nutshell, you can easily customize your dashboard to show the features and metrics you’re most concerned with. We also make it easy to jump between different sales funnel stages, categorizing prospects into three separate tabs: People, Leads, and Customers.

Nutshell’s easy-to-use contact management features help you organize your data in the following ways:

  • Effortlessly import your data, including contacts, calendars, and emails, to Nutshell or opt for our free white-glove data importing service.
  • Receive real-time notifications on your PC or mobile device to monitor team interactions as they happen.
  • By syncing Nutshell with your phone’s contacts and website forms for automatic data transfer, you can reduce the time you spend entering customer information.
  • Quickly upload prospect contact information on the go with Nutshell’s advanced business card scanner.
  • Let Nutshell accumulate essential contact data from across the web to fill in the blanks and ensure comprehensive records.

Task automation so you can focus on what’s important

Sales Email Drip

The last thing you want is to spend all day going through mundane tasks like categorizing leads and sending out individual emails. That’s why Nutshell goes out of its way to help you automate those tasks.

Nutshell can perform various sales tasks automatically, so you don’t have to handle them manually. The best example of this is email marketing—instead of sending out each one manually, Nutshell can automatically shoot off emails and drip sequences whenever a customer completes a particular action.

Our CRM will also automatically categorize leads and customers as you add them to the platform, dividing them based on factors like location and where they are in the sales funnel. Nutshell’s automation features give you the ability to do the following:

  • Create a custom sales process and workflow that takes advantage of our task automation features and enhances team efficiency.
  • Spend less time on mundane tasks and more time engaging with customers and prospects.
  • Set up automated reminders to ensure your team knows precisely what to do next and that leads aren’t overlooked.
  • Use our automated, personalized email sequences to follow up with prospects and keep the conversation going while you focus on selling.
  • Measure the success of each stage in your pipeline to ensure your sales process is as effective as possible and to adjust where needed.

Sales reports for detailed metrics and customer insights

a screenshot of a sales report showing a stacked bar graph

A CRM for your cannabis product supply company would be useless if you didn’t take the time to gain insights from the data you gathered. That’s the whole point of the tool. For that reason, your CRM must provide advanced analytics and reporting functionalities—and Nutshell delivers.

The Nutshell app has an entire “Reports” tab dedicated solely to letting you view metrics related to your customers and sales. You can create custom reports on virtually any metric of your choosing, comparing different groups and seeing changes in your sales over time.

For example, maybe you want to compare the medical and recreational cannabis segments to see which one is more profitable and which one distributors and growers focus on the most. You could create a report to view that comparison quickly and easily.

You can then turn around and apply all the insights you gain to your marketing so you can drive sales more effectively. Nutshell’s reporting and analytics feature offers you the following and more:

  • Track and compare sales metrics over different periods by lead source, sales representative, product, and more.
  • Monitor team performance and productivity in relation to team goals and quickly identify areas for improvement.
  • Generate sales estimates based on existing data for more accurate forecasting.
  • Pinpoint your most profitable lead sources and double down on those for more quality leads.
  • Evaluate lost sales and determine the reasons they failed to convert into customers.

Email marketing tools for increased leads and engagement

a screenshot of an email from Charles Berry to Ann New

Marketing is essential for any business. With the right marketing tools, you can elevate your ability to connect and build relationships with your audience. Fortunately, Nutshell is more than just a powerful CRM—Our platform includes industry-leading email marketing features that take lead generation and customer engagement to a whole new level.

Through Nutshell Campaigns, you can design custom newsletters, broadcast emails, and automated drip sequences. This way, you can stay in touch with your customers and prospects, maintain brand salience, and nurture leads through every stage of your sales pipeline.

The beauty of having a top-level email marketing tool built into your CRM is that you can manage your mailing lists from your customer database. There’s no need for a third-party email marketing tool, and everything is streamlined into one easy-to-manage platform.

Gain access to Nutshell’s unparalleled email marketing features and discover the following benefits:

  • Create attractive, professional, branded emails with our intuitive email builder tool.
  • Filter and segment your audience straight from your CRM contact database for more targeted marketing.
  • Set up advanced drip sequences that deliver the right message to your buyers based on where they are in the sales funnel.
  • See all customer or prospect emails sent and received in a sleek, uncluttered timeline view within each contact record.
  • Find out how successful your email campaigns are with incredible email tracking and reporting tools.

What’s more, Nutshell Pro plan members get three marketing-only seats with access to all Nutshell Campaigns marketing features at no additional cost. These marketing features include Nutshell Forms, Landing Pages, PeopleIQ, and CompetitorIQ.

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

Enjoy the power of CRM integrations with Nutshell

Nutshell is a formidable all-in-one CRM platform, but we understand there are other tools essential to your sales, marketing, and customer support processes. Bringing all your essential cannabis business tools into one platform makes for more efficient processes and a higher level of productivity.

This is where Nutshell’s integrations come into play. Integrate your favorite apps with Nutshell and bring your core sales, marketing, and support operations onto the same platform.

Running all your information and activities through a central system allows teams across departments to collaborate and share the same information with ease. And when teams can quickly access accurate customer data and critical information, it makes for better customer experience and satisfaction.

These are just a few of the thousands of integration options available to you when you choose Nutshell as your non-flower-touching cannabis CRM:

  • Website creation integrations: Connect Nutshell with your website, such as an online store via WooCommerce or Shopify, or web pages built using Webflow, WordPress, Unbounce, and more.
  • Communication integrations: Stay in touch with customers and prospects the way you prefer to, with integrations for Twilio, Klaviyo, Wrike, Zoom, and many more.
  • Social media integrations: Sync your Facebook, Twitter, and Instagram accounts with Nutshell to automatically capture leads from social media to your CRM.
  • Advanced automation integrations: Automate more than your sales activities and email campaigns from your CRM through integrations with Zapier, Marketo, Chargebee, Slack, and plenty more.
a graphic showing various logos connected to one for Nutshell

Why use Nutshell CRM for non-flower-touching cannabis operations?

Staying on top of leads, customers, inventory, orders, deliveries, and marketing can be complex and incredibly time-consuming. Without a proper system to store and organize information and interactions, you could end up with inaccurate data, missed opportunities, and financial loss.

Nutshell stands head and shoulders above most in the world of customer relationship management when it comes to non-flower-touching cannabis CRMs. Why? Because with Nutshell, you receive all the tools you need to sustain a successful, growing cannabis business, and then some.

Not to mention, our award-winning Ann Arbor-based customer support team is ready to answer your questions and assist with technical guidance free of charge, regardless of whether you’re on a Nutshell plan or a free trial. That’s just how we roll.

Choosing Nutshell means you can look forward to:

But don’t just take our word for it.

We understand that committing to a tool you haven’t yet had the opportunity to try out isn’t easy. That’s why we’d like to show you how we helped another cannabis company increase its profits exponentially. Rest assured, we can do the same for you!

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
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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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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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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 non-flower-touching cannabis CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Boost your growth with the best CRM for non-flower-touching cannabis businesses

With so many standout features and benefits, it’s easy to see why Nutshell is the top CRM for non-flower-touching cannabis businesses like yours. For that reason, you might be excited to try Nutshell out and experience the features for yourself.

You can give Nutshell a try on our free 14-day trial—no credit card required. Or sit in on a 30-minute live demo to see Nutshell in action and ask questions before you dive in yourself. Get started today to see for yourself what makes Nutshell so great!

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