“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Do your biggest wins come from repeat customers and referrals? Without the right CRM, even your best relationships can stall. Learn how Nutshell’s relationship-based sales CRM helps your team stay organized, personalize every interaction, and maximize long-term revenue.
Relationship-based selling is a sales strategy focused on building trust, loyalty, and long-term partnerships with customers. Instead of treating every deal as a one-time transaction, relationship-based sales teams invest time in understanding customer needs, anticipating challenges, and delivering personalized value over the long haul.
Strong relationships drive measurable results: 65% of a company’s business comes from existing customers, and implementing CRM software can increase retention rates by up to 27%. That’s why relationship-based sellers need the right tools to nurture loyalty and protect their most important accounts.
Companies that use CRM see, on average, a 29% increase in sales revenue and a 34% boost in productivity. But for relationship-driven teams, some features matter more than others:
Nutshell is the all-in-one CRM designed to help sales teams build trust, strengthen client partnerships, and unlock more repeat business.
Nutshell’s contact management tools give you a 360° view of every customer—emails, calls, notes, meetings, and purchases—all in one place. With full context at your fingertips, every rep can pick up the conversation seamlessly.
Set automated reminders and workflows that prompt your team to check in, schedule renewals, or celebrate milestones. Nutshell ensures every relationship gets the attention it deserves.
Nutshell’s hot leads help you focus on the prospects and customers that are most meaningful to you. Whether a lead is brand new or already in your pipeline, you can “heat it up” in one click and it’ll immediately be front-and-center on your lead views, dashboard, and to-do lists.
Use @mentions, shared tasks, and collaborative notes to keep sales, customer success, and support teams aligned. With Nutshell, clients get a consistent, personalized experience no matter who they talk to.
Custom pipelines and reports make it easy to track renewals, expansions, and repeat orders. With Nutshell, you’ll spot growth opportunities early and turn loyal customers into even bigger revenue drivers.
Try Nutshell free for 14 days or let us show you around before you dive in.
Nutshell’s suite of AI tools helps relationship-based sellers work smarter. Summarize past conversations before a call, generate tailored email sequences, or research key decision-makers automatically—so your outreach always feels personal.
With Nutshell’s mobile app, you can pull up client history, log meeting notes, or schedule follow-ups right after a conversation—whether you’re at a client site, on the road, or working remotely.
No more hunting through email inboxes and handwritten notes to remember something you discussed with a client or teammate six months ago. Nutshell’s timelines keep a chronological record of all internal and external communications, ensuring that important messages don’t get lost.
For companies that have recurring opportunities with customers, having to constantly re-create leads can be aggravating. Nutshell’s lead cloning feature saves you valuable time by instantly creating a detailed copy of any previous lead.
Track the metrics that matter for long-term growth: customer retention rates, repeat revenue, and customer lifetime value. Nutshell’s reporting and dashboards give managers a clear view of how relationships impact the bottom line.
Nutshell’s comprehensive range of integrations allows you to sync your CRM with your email, calendar, marketing tools, and much more. From Gmail and Outlook to Slack, QuickBooks, and Mailchimp, Nutshell keeps your stack connected.
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
A relationship-based sales CRM is software designed to help teams build and maintain long-term client partnerships. It organizes account history, automates follow-ups, and provides reporting on retention and loyalty.
Nutshell combines contact management, task automation, and AI features so reps never miss a follow-up and always have the right context. Teams can collaborate seamlessly, keeping clients engaged and satisfied.
Unlike complex enterprise CRMs, Nutshell is simple to use, affordable, and built for relationship-driven teams. You get automation, AI insights, and reporting in one easy-to-adopt platform.
Take our guided tour to explore Nutshell’s incredible features!
The interface is remarkably intuitive, with a clean and navigable display that’s perfectly suited for pipeline management, marketing tracking, and client follow-ups. Overall, Nutshell has exceeded my expectations, and I’m excited to continue exploring its features.
Sarah S. – Executive Assistant
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