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The Leading CRM for Startups

Closing deals, building lasting customer relationships, and streamlining processes for greater productivity are the cornerstones of growth for any startup. That’s why finding a customer relationship management (CRM) system geared toward the unique needs of startups should be at the top of your to-do list.

With Nutshell, your business can reap the benefits of an easy-to-use CRM equipped with all the tools you need to increase conversions and encourage customer loyalty.


What CRM software can do for startups

A common theme among growing startups is the need for sales, marketing, and customer support team members to wear multiple hats. Cash flow is also often sticky during those early growth stages, making cash flow projection an absolute must for startups.

Without effective tools to organize and stay on top of things, your team members could find themselves missing crucial calls, meetings, emails, and more. Determining how much cash you’ll have available in the coming days, weeks, and months can be tricky without a formal process and accurate data.

Customer relationship management (CRM) software provides everything you need to keep track of tasks and activities related to capturing, nurturing, and managing leads while improving the customer experience. It also helps you accurately forecast based on detailed data and structured lead scoring.

You can even automate specific processes to increase your overall efficiency, making your team more productive and profitable. In fact, these are some of the fantastic things a great CRM like Nutshell can do for your startup:

Essential features for a CRM for startup companies

Whether you’re bootstrapping or have received funding, investing in a CRM to help your startup company grow is essential. But cost can be a deciding factor at this early stage, so it’s vital to determine the most important CRM features to help you meet your goals.

One of the core business goals for startups is to retain existing customers. At the same time, you need to generate as many leads as possible and have a system in place to qualify those prospects quickly.

You can do this and so much more with Nutshell’s CRM software, which is ideal for startups of all kinds. Nutshell delivers a host of features primed to accelerate business growth and help you make your startup vision a reality, including:

Analytics and reporting for improved sales forecasting and tracking

Nutshell's sales report

The quickest way to improve your sales and marketing approach and initiate growth is through relevant data and insightful reporting. You want a CRM that tracks useful metrics and packages that data in easy-to-understand reports that you can share with your team.

With these reports at your disposal, you can pinpoint potential problems and patterns and make predictions. This information allows you to adjust strategies swiftly in response, opening the door to growth.

Nutshell’s CRM analytics and reporting features allow you to:

  • Estimate future sales so you can plan ahead effectively and have an idea of your potential revenue and cash flow.
  • Track your sales performance over a given period and in relation to various elements, including prospect source, product, and region.
  • Monitor your team members’ efficiency and productivity, using these insights to empower your team to reach their goals.
  • Gain an overview of how many leads you have in the pipeline, how many of those are hot leads, and where your best leads come from.
  • See how effective each stage of your sales funnel is by keeping an eye on conversion rates from one stage to the next.

Team collaboration for better customer information sharing

Sales collaboration software team collaboration screenshot

Your team may still be small, but when roles are defined, departmental silos can form. These could be detrimental to your business’s growth as they often lead to teams storing information separately, often in different formats, and only sharing what’s requested by other teams.

The reality is that all customer data is useful to every department, giving team members a deeper understanding of each customer journey.

Choosing Nutshell as the CRM for your startup offers you these key team collaboration features:

  • Communicate and share information across your business from a single platform, standardizing formats and influencing greater team awareness.
  • Give teams access to customer communications, including email, call, and meeting history, as well as upcoming appointments and related notes.
  • Take advantage of Nutshell’s mobile alerts, notifying your team members of customer interactions and team communications while on the go.

Sales automation for more efficient use of your time

Your salesperson or sales team is an essential part of your business, responsible for qualifying, nurturing, and converting leads into customers. Without an effective sales team, you could find yourself without prospective customers and little to no revenue.

As such, your salespeople should focus on sales process tasks that produce the most value for your startup. Streamlining the sales process by automating non-selling tasks and activities is one way to improve productivity.

With Nutshell, you get a CRM with advanced sales automation features, including the following:

  • Set up stage goals related to activities and tasks, allowing you to automatically move your lead through your sales pipeline when your team meets those objectives.
  • Automate email drip sequences to stay in touch with prospects while you focus on other essential sales-related pursuits.
  • Ensure teams stick to a proven and consistent sales process when you have clearly defined goals indicating which task to complete to advance a lead from one stage to the next.
  • Simplify your sales team onboarding process with an automated, structured, and standardized sales process.

Email marketing to help you solidify customer relationships


While a CRM alone can do wonders for the growth of your startup, a CRM with email marketing functionality can take your sales and marketing efforts to the next level.

Sending newsletters and broadcast emails to your contacts, whether they’re existing customers or prospects, offers you an opportunity to connect with them. Email marketing gives you a chance to provide more value, instill brand trust, and promote customer loyalty.

Nutshell Campaigns connects seamlessly to your CRM, providing a formidable tool for targeting customer segments and encouraging sales. Opting for Nutshell as your CRM with our Nutshell Campaigns add-on offers you the following features:

  • A user-friendly drag-and-drop email design tool with dozens of designer templates to ensure you create striking emails that grab your audience’s attention.
  • Refine your customer segments using on-platform data and filters for more defined and impactful marketing campaigns.
  • Maximize your email open and click-through rates by using Nutshell’s email A/B testing tools to see which messages receive the best responses.
  • Monitor engagement down to each contact that opened or clicked on your email, newsletter, or broadcast and convert subscribers into leads.

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

Unify your team with CRM integrations

Finding a CRM that allows you to integrate with key operational tools in your current tech stack is the first prize. Your customer-centric business can further elevate the customer experience at every touch point using your CRM as the central hub for data sharing and inter-team collaboration.

To help you achieve this and more, Nutshell’s CRM system offers multiple integration options for your startup. In fact, if you don’t see your favorite tools listed on our extensive integrations list, our support engineering team will work with you to identify possible connection solutions.

You’ll have a broad spectrum of integrations to choose from, but some of the stand-out categories include:

  • Lead generation integrations: From our native Landing Pages integration to connections with Click Funnels, LinkedIn, and more, you’ll have all the lead generation integrations you need to bring in qualified leads.
  • Social media integrations: Level up your social campaign ROI on platforms like Facebook and Instagram with social integrations that provide you with advanced audience and lead information and insights.
  • Sales document management integrations: Keep track of crucial documentation, such as proposals, quotes, and contracts, from your CRM with Quickbooks, PandaDoc, Dropbox, and many other sales document integrations at your fingertips.
  • Automation integrations: Get plenty done with advanced automation integrations, including Marketo, Intercom, Zapier, AdRoll, and more.

Why use Nutshell CRM to manage your startup’s contacts?

Being in your early business growth stages comes with a unique set of challenges. A CRM system for startup companies that aligns with your business needs and adapts as you grow can make all the difference.

Speaking from experience, we at Nutshell understand the obstacles startups face, which is why we’ve designed a CRM to help your business achieve those initial milestones and grow.

When you choose Nutshell as the CRM for your startup, you can look forward to these incredible benefits:

But don’t just take our word for it

At Nutshell, we’re proud to have helped numerous startups reach their goals, which is why these customers have plenty to say about our potent CRM software.

Take a look at what other startups have to say about using Nutshell and the phenomenal growth they’ve achieved as a result.

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

Accelerate your growth today with the best CRM system for startups

Steer your startup onto the right growth path with Nutshell’s best-in-class CRM.

Nutshell’s industry-leading features and world-class customer support team give you everything you need to enhance your business’s productivity and profitability. Generate and nurture leads, manage contacts, automate sales processes, communicate with customers and prospects, and collaborate with your team, all from one central platform.

Try Nutshell today with a 14-day free trial, or reach out to our team to discover how Nutshell can help your startup succeed.

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