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The SMB CRM That Drives New Leads and Conversions

Small and mid-sized businesses span innumerable industries and, as a result, may require vastly different tech solutions. However, when it comes to CRMs, your SMB needs a flexible solution that offers a broad selection of features and can scale as your business grows.

If you’re looking for the best customer relationship management (CRM) tool for your small or mid-sized business, we have the solution for you. Nutshell is a top-tier CRM for SMBs. Read on to learn more about our incredible software and how to get started with your free trial today.

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What CRM software can do for SMBs

You may wonder what makes a CRM valuable to small and mid-sized businesses. The main reason is that CRMs help you get a clearer picture of your audience. They let you view and analyze data about your customers to see what kinds of people buy from you and what they want.

Why is this helpful? Simple: By learning more about your buyers, you can figure out how to market to them more effectively down the road. With historical data about your customers and communication tools available in your CRM, you can improve your interactions with your customers and leads. That helps you manage your SMB sales pipeline effectively and drive more successful sales, earning you far more revenue.

In addition, SMB CRMs are helpful for several workflow automations, which frees you and your team up to spend more time on sales-related activities. In fact, investing in a robust CRM system like Nutshell offers you the following standout benefits:

Vital CRM features for small and medium-sized businesses

Perhaps you’re about to invest in your first official CRM system. Or maybe you’re looking to upgrade your current system for one that can better support your operation. No matter the reason, finding a great CRM solution that can support your processes and help you achieve your company goals is a must.

You need a CRM that can help you generate new business while assisting with customer retention efforts. And sourcing a system that can adapt to your unique business approach and bring your team and departments together can make all the difference.

Nutshell delivers in each of these areas with the ultimate all-in-one CRM solution for sales, marketing, and support teams. Regardless of your type of SMB, your organization is guaranteed to benefit from these core features:

Easy-to-use contact management to improve data organization and sharing

High-level contact management and organization strengthen client relationships. This is because customer and prospect data is stored in a central hub for anyone in your company to access. Therefore, every colleague has the same accurate and useful information on the customer at every possible touchpoint, influencing positive experiences.

One reason Nutshell is a great CRM for SMBs is that it offers exceptionally user-friendly contact management features. The dashboard is clean and attractive, the features are very intuitive, and everything is clearly organized and navigable.

Nutshell automatically divides your prospects into three separate groups: People, Leads, and Companies. Each group receives its own tab within the CRM, so you can quickly switch between them. With Nutshell, contact management is simplified with the following features:

  • Create custom fields to add and save the data you need for your operational needs.
  • Apply color-coded tags to contacts as a means of segmenting them.
  • Use the search bar, which offers detailed filtering capabilities, to find Companies, People, and Leads using several different data variables, including tags.
  • Pin important notes to your contact records as reminders for future interactions, and take advantage of Nutshell’s conversational AI Notetaker to make the process even easier.
  • View a comprehensive timeline of every engagement with the contact, including emails, calls, and meetings.

Sales task automation to maximize your time

Sales Email Drip

One of the many benefits of using a CRM is that it can automate day-to-day tasks for you. These are generally administrative tasks and non-selling activities that take time away from client engagements and relationship-building activities.

With great automation features, your sales, marketing, and support teams can focus on their core responsibilities rather than wasting time on these mundane tasks.

Many CRMs possess this feature, but Nutshell truly goes above and beyond when it comes to automating sales and marketing processes. This frees you to spend more time optimizing other aspects of your company since you don’t have to spend as much time on mundane tasks.

There are several different tasks you can choose to automate in Nutshell, including the following:

  • With Nutshell’s email marketing tools, you can set up emails to send out automatically when users take a particular action.
  • You can automate the assignment of leads to a pipeline of your choosing.
  • Send out automated reminders and alerts when specific actions or triggers occur.
  • Automatically populate a contact or lead record when someone completes your embedded Nutshell Web Form.
  • Move leads from one pipeline stage to the next when certain pre-determined criteria are met.

Analytics and reports to support data-driven decision-making

a screenshot of a sales report showing a stacked bar graph

Irrespective of your small or mid-sized business activities, you’ll need a CRM that allows you to draw the figures and reports you need to make critical business decisions. Comprehensive data-driven reports encourage informed decision-making and forecasts, and ensure you have the necessary information to make swift adjustments in response to market changes.

SMB CRMs are all about helping you gather data about your audience, activities, and performance. Without a modern CRM system, determining these metrics takes time and effort. But with a CRM in the fold, you can easily gather and organize data.

Analytics is another crucial aspect SMBs need to get right. Believe it or not, many CRMs don’t prioritize analytics—Instead, they gather data and leave you to analyze it on your own. Not Nutshell.

Nutshell offers the ability to create custom reports on just about every sales metric you can think of, allowing you to gain in-depth insights about your customers and your sales. All these reports can be conveniently found in Nutshell’s “Reports” tab. By analyzing your customer data, you can determine precisely how to market to them more effectively and drive more sales.

Email marketing tools to reinforce client relationships

nutshell campaigns email marketing templates

One of the many benefits of choosing Nutshell as your SMB CRM is that you’ll have access to some of the best email marketing tools available. Pairing email marketing functionality with a top-tier CRM is the best way to align your sales and marketing efforts.

With the Nutshell Campaigns add-on, you can send newsletters, broadcasts, and strategic drip sequences to prospects and customers for increased visibility and engagement. And you’ll have access to professionally designed templates to ensure your email campaigns hit the mark.

Having your email marketing tools tied to your CRM software makes for easier audience segmentation and targeting. It’s also a great way to bring marketing and sales together for more significant and impactful growth strategies.

Opting for Nutshell’s email marketing resources gives you the following unique features:

  • An easy-to-use drag-and-drop interface with loads of amazing templates to help you design captivating emails that inspire action.
  • Next-level data organization that makes it easy to sort and filter People, Company, and Lead contact information for better audience segmentation.
  • Essential A/B testing tools to test and optimize your email campaigns and improve open and click-through rates.
  • Campaign tracking tools that allow you to keep an eye on email engagement data to help you turn subscribers into customers.

Award-winning customer service to help you get the most from your CRM

a group of Nutshell employees are posing for a picture on a yellow background

The final reason to choose Nutshell as your small business CRM is that we make you, the client, our top priority. Some companies simply provide the CRM and then leave you to fend for yourself, but not us. We’ll stick by you for as long as you use our CRM.

Our customer service team is truly top-of-the-line in more than one way. Not only are we friendly and helpful, but we’re also highly effective at solving any issues you may have, and we’re readily available—we won’t leave you on hold for hours on end.

If you have questions or problems related to Nutshell, just contact us. We’ll quickly respond with the answers you need.

The Best Next-Action Sales & Marketing CRM

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

Boost your SMB with powerful CRM integrations

Your small or mid-sized business likely already has a few different apps and tools that make up your SMB tech stack. While a great CRM system could possibly eliminate a few of those tools, there are some you’ll need to hold onto.

But at Nutshell, we like to ensure our customer’s processes and workflows are as streamlined as possible. That’s why we offer thousands of integration options, letting you connect your CRM data hub with all the other software you need to operate your business.
Nutshell provides a wide range of integrations to bring all departments and functions together, including:

  • Document storage and sharing: Ensure optimal and secure management of critical documentation, such as contracts, proposals, policies, and more.
  • Lead generation and capture: From Nutshell’s native web form builder and landing page tools to integrations that source and import lead data into your CRM, you’ll always have new prospects to help you boost sales and revenue.
  • Advanced automations: Over and above your standard automation options inside Nutshell, you’ll also have the chance to connect other apps and opportunities to automate processes across your organization.
  • Team collaboration: Ensure your teams across departments have access to the same customer data, project information, documentation, and more.
a graphic showing various logos connected to one for Nutshell

Nutshell is the optimal CRM for your SMB


Now that you understand the general benefits of using a CRM for SMBs let’s discuss what makes our CRM stand out from the competition and how it can benefit your company.

Simply put, Nutshell is built to help businesses succeed. We’ve poured our hearts and souls into creating the ideal CRM solution that simplifies and supports your sales and marketing activities. Our software is here to help you generate new business, win more deals, and build long-lasting client relationships.

With Nutshell, you get:

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 a blue background

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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See More
Nutshell Power AI logo

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
Compare plans
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 Industrial CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Let Nutshell send your SMB’s revenue through the roof

The quality of Nutshell’s CRM for SMBs is something you’d be hard-pressed to find elsewhere. Not to mention, our customer service and free data migration assistance are second to none.

Because it’s so easy to learn, you can start using our award-winning CRM platform and supercharge revenue growth for your small business in days, not weeks.

Ready to give Nutshell a try, with no commitment required? Start your free 14-day trial of Nutshell today!

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