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Nutshell is both simple and powerful

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The Best Tech CRM to Your Grow Sales and Leads

Whether your business sells hardware, software, or software as a service (SaaS), customer interactions are at the pinnacle of business growth and success. With a powerful CRM for tech companies as part of your tech stack, you’ll have everything you need to elevate those interactions and build lasting relationships.

To grow your tech company, you also need a continuous flow of leads, an efficient sales process, and advanced customer data management capabilities. Nutshell’s customer relationship management (CRM) platform helps you achieve these and more.


The benefits of CRM software for tech companies

Tech companies like yours need a steady customer base to drive revenue and grow. With other technology giants competing for your audience’s attention, you’ll need to build strong relationships with your audience to encourage them to choose your company over one of your competitors.

A tech-specific CRM can help by bringing all your data into a central platform, accessible to all team members across departments. This way, you ensure every team member and customer touchpoint has the same accurate information, that they can access quickly when interacting with the customer.

A CRM built for the tech environment will also help you generate more leads and provide you with the tools needed to design a tailored and highly effective sales process. In fact, you can look forward to the following perks when you select the right CRM for your tech business:

Essential features of a CRM for tech companies

As a tech company, you understand the importance of a constructive tech stack to improve processes and encourage growth. Your CRM platform is at the heart of that business tech stack and acts as a nucleus, bringing all your other productivity tools into one synchronized system.

Finding a CRM solution with all the latest features is just as important as sourcing one you can adapt to suit your operational needs and objectives. And a great customizable, cutting-edge CRM option that is ideal for your tech company is Nutshell.

Using a CRM like Nutshell that meets your tech company’s unique needs can increase your conversion rates by more than 300% and improve your revenue by over 245%.
If those sound like numbers you want to achieve, keep reading for a snapshot of how Nutshell can help grow your tech company!

Pipeline management for better lead nurturing

For your tech company to grow, you need to build strong relationships with potential buyers to encourage them to become paying customers. If you have multiple prospects at different stages of your sales funnel, it can be tricky to keep track of each one. Enter Nutshell.

Nutshell gives you a complete bird’s-eye view of your entire sales pipeline so you can easily keep track of all your leads as they progress through your funnel.

lus, our software sends you and your team reminders and guidance on the next steps to ensure that none of your leads fall through the cracks. In fact, with Nutshell’s pipeline management features, you can expect the following:

  • When a prospect fills out your web or contact form, Nutshell automatically pulls and stores that information, including their contact details, into your CRM.
  • Track your leads’ progress through your sales funnel every step of the way and ensure your team doesn’t miss any opportunities.
  • Send the right messages to prospects at the right time with email drip sequences to keep them engaged, build relationships, and earn more sales.

Task automation for a streamlined sales process

a screenshot of a demo pipeline for new customers on the Nutshell dashboard

Nutshell helps your sales team implement a custom sales process with automated tasks as needed. This boosts productivity and efficiency, so your team can spend more time focused on sales and less on mundane, time-consuming tasks.

With our CRM for technology companies, you will have a vital productivity tool for your business. You can say goodbye to manually entering data each time a customer purchases one of your tech products or signs up for a demo of your software.

With Nutshell, you can:

  • Automate repetitive emails when a potential customer registers for a demo or asks for more information.
  • Set up personalized and automated emails when someone completes a specific action, like signing up for a free trial.
  • Automatically move leads to the next stage of your pipeline when a particular task or activity is completed, such as a discovery call.

Reporting and analytics to track your KPIs

a screenshot of a sales report on the Nutshell dashboard showing the number of leads per month

You need to make data-backed decisions to improve your marketing and sales strategies and drive the most sales and revenue for your tech company.

And that’s exactly what Nutshell can help you do with our easy-to-understand reports.

With our in-depth reporting features, you can:

  • Instantly view and track the sales performance of your products or services
  • Track your team’s productivity and effort
  • Forecast your future sales
  • Monitor your lead volume and sources
  • Analyze lost sales and deals
  • View how leads progress through your sales funnel
  • Track your conversion rates
  • Download presentation-ready charts and graphs
  • And more

Nutshell makes it easy to track the data that matters most to your bottom line. With our CRM for technology companies, you can gain valuable, in-depth insights into your leads and current customers, like their location, age, job title, and how they interact with your website.

As a result, you can learn which processes and strategies drive the most leads and conversions for your tech company. That means you make data-driven decisions to optimize your strategy, helping you earn more sales and a higher return on investment (ROI) in the long run.

Team collaboration for improved customer experiences

a screenshot of a lead called Newing Industries Inc. in Nutshell CRM

Customer experiences take place at every company touchpoint and are influenced by two vital elements: centralized access to accurate and organized customer data and unhindered team collaboration. When teams can find and share data seamlessly, it provides the building blocks for a system prioritizing customer satisfaction.

Sales, support, and marketing teams can access pertinent customer information to create personalized experiences with each interaction. Sourcing and sharing the correct information quickly and easily also reduces customer call wait times.

With Nutshell as your tech company CRM, you can look forward to improving team collaboration in the following ways:

  • Interact with customers and team members on the Nutshell platform through email synchronization for streamlined communication.
  • Add notes to customer records for team members to keep them in the loop and enhance personalization levels.
  • Take advantage of the Nutshell mobile app, which lets you collaborate and receive notifications while on the go.

We see Nutshell as a “team member” in growing our company.

Dirk E. Global CIF, LLC

Great way to track management with clients. Love that I can BCC and the email from my google account goes right into the right account in Nutshell. Also love that I can set tasks to remind myself to follow up

Holly C

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

Nutshell gives us insights into our business through their reporting, and the CRM is easy fr our sales and onboarding teams to use. I highly recommend them for a growing Saas.

Brian S. Testimonial Tree

Nutshell has helped my staff clear up literally 50% of their time.

Jennifer A. Eclectic Music

Nutshell is simple. It’s as user-friendly as it gets and new sales reps pick it up more quickly than any other CRM we’ve tried.

Chris J. Joffe Emergency Services

Boost operations with CRM integrations

Whether your tech company sells physical or digital products and services, ensuring your tech stack components work together harmoniously is crucial. Nutshell makes this easy, offering thousands of integrations to support your favorite tech-centric tools and centralize day-to-day tasks and activities.

Choosing Nutshell as your tech company CRM means you can look forward to these cutting-edge integrations and more:

  • Help desk integrations: Integrate your favorite help desk apps with Nutshell, including Intercom, Zendesk, and Deskpro, to reinforce and simplify your tech support efforts.
  • Communication integrations: From Zoom to Wrike, RingCentral, Kixie, Slack, Twilio, and more, Nutshell communication integrations let you communicate with your customers where they are.
  • Accounting integrations: Make sure you have all your financial figures on hand and aligned with your customer records and sales reports, leveraging integrations with Sage, Xero, Quickbooks, Freshbooks, and more.
  • Company-specific integrations: We understand that your tech business processes are unique, which is why we offer a Zapier integration and AppConnect service to connect your Nutshell system with the precise applications you need.
a graphic showing various logos connected to one for Nutshell

Why Nutshell is the best CRM for tech companies

The constantly evolving world of technology calls for tech companies to inspire trust and deliver exceptional customer experiences to set themselves apart. With a world-class CRM like Nutshell at the epicenter of your tech stack, you can achieve this and more.

Nutshell comes with a host of incredible features ideal for tech companies. These features are designed to aid sales, marketing, and support teams and help your business grow.

This is how your tech company can benefit from Nutshell’s unparalleled features and services:

  • Features that help uplift customer experiences
  • Pricing to suit your business’s budget
  • Thousands of helpful app integrations
  • Highly-rated, free customer support for all customers
  • Marketing tools to improve customer engagement

Hear what our customers have to say about Nutshell

Don’t just take our word for it. Businesses and organizations that use Nutshell have a lot of good things to say. Read our customer stories to see how Nutshell gives businesses like yours the boost they need to reach 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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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
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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 CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Drive more sales and revenue with the best CRM for tech companies today

If you’re ready to start bringing in more sales for your business, Nutshell’s CRM for technology companies is here to help.

Nutshell is an easy-to-use, hassle-free CRM platform that helps you implement the processes you need to sell more of your products and services. It also offers you all the tools you need to create optimal customer experiences for better trust, loyalty, and retention.

On top of that, our customer service team is here to help you every step of the way on your path to growing your tech company.

Try our CRM out for yourself by signing up for your 14-day free trial, or get in touch with our team to find out more!

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