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Migrating from one CRM to another should be a smooth and stress-free process, with minimal disruption to your sales efforts. Nutshell makes switching from Freshsales easy by doing the heavy lifting for you and empowering your team from day one. Here’s what you can expect when you move from Freshsales to Nutshell:
If you’re considering leaving Freshsales, you’re probably looking for a CRM that’s easier to use, easier to get help with, and easier to run your sales and marketing in one place. Nutshell checks all those boxes, and more.
It’s simple to learn, doesn’t require a dedicated admin, and every plan includes unlimited data storage and friendly, human support. In a nutshell, you get clarity, confidence, and an all-in-one platform that your team can rely on.
Switching from Freshsales doesn’t have to be stressful. Here’s how Nutshell keeps your migration simple, guided, and quick:
That’s it—you’ll be ready to pick up where you left off, with a CRM that will save your team time and make contact management easy.
Want the full step-by-step guide? Read our CRM migration support article.
Try Nutshell free for 14 days or let us show you around before you dive in.
Switching CRMs always comes with a “Wait, what do they call that?” moment. The good news is that Nutshell’s structure will feel familiar—you’ll just want a quick translation guide so your team can move fast.
Here’s how a few common Freshsales terms map to Nutshell.
In Freshsales, your pipeline opportunities live in the Deals module, where deals move through a deal pipeline and deal stages.
In Nutshell, that same pipeline opportunity is called a Lead. A Nutshell Lead is an opportunity to make a sale (it’s synonymous with a “deal”), and it stays in your pipeline until it’s won, lost, or cancelled.
In plain terms: If you’re used to working with deals in Freshsales, you’ll be working with leads in Nutshell.
Freshsales uses Leads as a type of prospect record, and when a lead is ready, Freshsales converts it into a Contact, an Account, and a Deal.
In Nutshell, your contacts live as People and Companies, and your sales opportunities live as Leads.
In plain terms:
Freshsales tracks engagement through an activities timeline, including things like emails, phone calls, appointments, and tasks. It also refers to “Sales Activities,” with default types like tasks and appointments.
In Nutshell, Activities are customer interactions you schedule or log (like phone calls and meetings), while Tasks are reminders you check off.
In plain terms: If your team is used to logging meetings/calls and tracking follow-ups in Freshsales, you’ll keep doing the same in Nutshell—you’ll just separate logged Activities from reminder-style Tasks.
Nutshell is a time-saving, supportive, value-packed alternative for Freshsales customers. We’re dedicated to making sure your switch is not only quick and painless but also gives your team a boost in productivity and happiness.
After helping numerous companies migrate from other CRMs, we’ve refined the process to minimize frustration and ensure your success.
Here’s why so many former Freshsales teams are choosing Nutshell as their new CRM home:
Very easy. You can import directly inside Nutshell by choosing Another CRM in the Import tool and selecting Freshsales. If you’d rather not do it yourself, our team can run the migration for you with free white-glove help.
Most teams can bring over everything they care about, including contacts (people), companies, leads/deals, notes, activities, and custom fields. Our importer automatically maps the standard records, and our team can assist with any unique requirements, ensuring your history isn’t left behind.
Typically 24–48 hours. We typically start with a sample import first, then complete the full migration once everything appears to be in order. You can keep using Freshsales until you’re ready to switch over.
We provide free onboarding and training, and we’ll help set up Nutshell to match the way your team worked in Freshsales. And if questions come up later, our support team is always available via chat and email.
No. Migration assistance (including white-glove import support) is included, and there are no unexpected implementation fees. Support is included with every plan, too.
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
Take our guided tour to explore Nutshell’s incredible features!
Nutshell is a fantastic product. My employer moved from an in-house CRM to Nutshell in the spring of this year. The transition was easy. The team was so supportive and helpful. No question was out of the question. We felt comfortable getting to know the program. The trial before purchase was perfect, and all the items we added during the trial carried over into the live program.
I use Nutshell every day. The reporting is fantastic. It’s easy to find products, and the easiest CRM I’ve ever used. The cost is absolutely worth the product, and I super appreciated that there was no extra cost for onboarding.
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