360-degree client profiles
See every client’s full relationship history, product holdings, and banker interactions in one view.
“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
Give your relationship managers complete client visibility, automate the referrals that keep falling through the cracks, and finally get reporting your leadership team can trust.
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See every client’s full relationship history, product holdings, and banker interactions in one view.
See exactly where every loan opportunity and referral stands at a glance.
Route referrals from branch to mortgage to treasury automatically, with zero manual handoffs.
Automatically capture every call, email, and meeting with a searchable, compliance-ready audit trail.
Banking relationships span years, multiple products, and multiple team members. Nutshell gives every banker a complete, unified view of each client—interaction history, notes, products, and follow-ups—all in one place. No more digging through email threads or relying on a colleague’s memory.
Most banks still manage referrals through email, sticky notes, and spreadsheets—which means referrals get dropped, follow-ups get delayed, and no one knows what converted. Nutshell lets you build referral pipelines that automatically route leads to the right person, send reminders, and track every handoff from branch to mortgage to treasury.
One of the biggest reasons CRM adoption fails in banking is that systems feel like extra work instead of less. Nutshell is built differently.
Automation handles the busywork so relationship managers actually want to use it. Set up workflows once, and Nutshell handles follow-ups, task assignments, and pipeline updates automatically.
When retail, commercial, mortgage, and treasury teams can’t see each other’s client interactions, cross-selling suffers and customers repeat themselves.
Nutshell gives every team a shared view of the client relationship with role-based permissions that keep sensitive data secure, so your whole organization can collaborate without creating compliance risk.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
Most teams get up and running within days. Nutshell’s intuitive interface means minimal training required. For data migration from systems like Salesforce or HubSpot, we handle the heavy lifting through our Import2 partnership, starting with a sample migration to ensure accuracy before the full import.
Yes. Nutshell uses bank-grade 256-bit TLS 1.2 encryption for all data in transit and at rest. We’re GDPR-compliant, PCI-compliant for financial data, and completed a Cloud Application Security Assessment (CASA) validating alignment with industry security frameworks. Your data is stored securely on Amazon Web Services.
Absolutely. Nutshell’s custom fields feature lets you create pipeline-specific fields tailored to your products. You can set up separate pipelines for loans, mortgages, and insurance products, with custom fields visible only where needed. This keeps your team organized and focused on the right information.
Nutshell eliminates silos with centralized customer timelines where all interactions live in one place. Teams can @-mention colleagues, comment on customer records, and stay notified of updates. Role-based permissions ensure secure access, while integrations with tools like Slack keep departments connected across your tech stack.
Nutshell supports direct migrations from 25+ CRMs. We start with a sample migration to verify data mapping, then request approval for the full migration. Our support team handles the technical work, and you can monitor progress throughout. Most migrations complete smoothly without data loss, so you can transition your team with confidence.
These Marketing & Engagement features are included with every CRM subscription: Webchat, AI Chatbot, Form builder, Landing pages, Email Marketing capabilities & Attribution reporting.
An easy to use, flexible CRM for teams getting started.
Included in all plans:
For small teams that need more reporting capabilities.
Everything in Foundation, plus:
Sales automation, advanced reporting & more.
Everything in Growth, plus:
Deeper customization, change logs & more.
Everything in Pro, plus:
Access controls, SQL and all our CRM has to offer.
Everything in Business, plus:
Try Nutshell free for 14 days or let us show you around before you dive in.
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