Nurture your relationships with customers and prospects with the best CRM for professional services. Nutshell is an easy-to-use growth platform that manages important information like contact details, industry, and business goals so you can turn more leads into sales.
For professional services companies, like accounting and law firms, every customer is unique. Each one has different needs, preferences, and pain points.
Taking note of every detail about your prospects and customers is important so you can streamline your lead generation and sales processes. As a result, you close more deals and grow your revenue.
Switching CRMs doesn’t have to disrupt your business. Our friendly support team will help you import your customer data from spreadsheets or another CRM so you can get up-and-running fast.
Give your website visitors a way to contact your sales team or provide feedback. Nutshell’s lead generation forms can be added to your website in just a few clicks.
Track your total sales from any timeframe and filter down by attributes like product, sales rep, or lead source to see how each segment is contributing to your business.
Design a customized sales process for your business that reduces time-wasting tasks and helps your reps know what to do at every stage of the sale. See it in action here.
Which of your marketing campaigns are driving the most leads—or the best leads? Nutshell keeps track of your lead sources so you can see which efforts are moving the needle.
Professional services firms need a steady source of new customers. While having a list of leads who are interested in your services can keep your team busy, not every lead is ready to sign up. It may take months before they decide to take action.
How do you make sure your prospects never forget about you? Invest in your relationships with your customers and leads. You need a flexible CRM for professional services, so you can manage your prospects’ information and contact them at the right time with the right messages.
Nutshell can keep your company in front of valuable leads. Remind them about your services, and let them know about your latest offers. By keeping in touch with your prospects and crafting personalized, strategic touchpoints, they won’t forget about your offerings.
In addition, Nutshell can help you strengthen your relationships with existing customers. Find out their newest pain points, cross-sell other services that they may need, and keep them engaged with your business.
With Nutshell, you can:
Keep your team motivated with the best CRM for professional services. Nutshell is a user-friendly CRM that acts as your centralized source of lead data.
Too often, when team members leave, valuable information and communications with customers leave with them. With Nutshell, your valuable customer data stays with you, so your team can continue providing your services to your customers.
In addition, your team can communicate with your customers using one potent tool. With our easy-to-use email templates and email sequences feature, you can personalize your sales outreach at scale and inspire recipients to take action.
Nutshell’s native email marketing functionality also lets you design eye-catching emails for your prospects. Need marketing email templates for inspiration? Use one from our template collection, or you can build an email with our intuitive design tool.
With advanced filtering tools, you can create marketing lists based on your contacts’ attributes. Do you want to send a special offer to customers interested in a particular professional service? Or would you like to market to your contacts according to their location or how long they’ve been your customer?
With Nutshell, you empower your team members to do all these.
Nutshell is an all-in-one growth platform designed to make it easy for your professional services firm to work toward the same goal of driving revenue and growing your business.
With Nutshell, you can:
Our customers close over $7 Billion in sales each year with Nutshell!
Nutshell’s growth platform offers an affordable and easy-to-use CRM for professional services firms to help you track leads, build relationships with contacts, and close more deals.
Take the next step, and try Nutshell free for 14 days!
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