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Effortlessly Add, Manage, Outreach, and Export

CRM-kontaktadministrasjon

Nutshell is your company’s central repository for customer knowledge, providing you with world-class contact organization and management software. With Nutshell, effective customer database management is a breeze!

Kontakt salgsavdelingen Start en gratis prøveperiode

HAR LEVERT INTUITIVE CRM-LØSNINGER SIDEN 2009

Effortlessly import your contacts, calendar, and emails from any source

Nutshell offers free data importing assistance through our professional white glove data import service to help your team get up and running on Day One. (Yes, we really do!) You can also take advantage of our one-click import from a host of other CRMs to seamlessly bring in your data.

If you’re a Nutshell trial user, you can also automatically import a sample of data from your existing CRM directly into Nutshell, so you can use real data while you test Nutshell out. Once you become a customer, we’ll import the rest of your data for free!

Import Contacts, Calendar, and Emails Into Nutshell CRM

Log Communications From Your PC or Mobile Phone in Nutshell CRM

Conveniently log communications from your desktop or phone

See the most important and up-to-date information for every person and business your sales team interacts with via your Nutshell desktop or mobile app. This allows you to stay on top of crucial conversations and swiftly assist where needed to keep the conversation going in the right direction.

Minimer manuell dataregistrering i kontaktorganisasjonen

For seamless client data management, sync your phone contacts, collect leads from your website, or scan business cards on the fly. Want to add a new contact? Just snap, sync, and go.

Automatically Create New Contacts With Business Card Scanner in Nutshell CRM

Se Nutshell i aksjon!

Prøv Nutshell gratis i 14 dager, eller la oss vise deg rundt før du kaster deg ut i det.

CRM Contact Management - Automatically Enrich Lead Data

Automatically enrich lead data without lifting a finger

Leave the Googling to us. Every time you add a contact, Nutshell scours the internet to fill in their job title, social media accounts, location, and more, giving your sales and marketing teams contact management capabilities at a whole new level.

Keep important information top of mind for improved customer service

With Nutshell’s contact management and organization software, you can pin notes to the tops of timelines. This way, your team sees important reminders any time they work with a contact or sales lead, promoting a positive customer experience at every touchpoint.

CRM Contact Management - Pin Notes In Contact Records

CRM Contact Management - Company Hierarchy

Create a company hierarchy to better organize leads

Working with an organization that has several subsidiaries? Nutshell lets you create relationships between parent and child companies for easier contact and lead management.

How can you access our company hierarchy feature?

The company hierarchy feature is available on the Sales Pro plan and above.

#1 Next-Action CRM for Contact Management

Managing contacts is easy with the best next-action sales & marketing CRM on the market!

Take your contact management to the next level

Effective client data management and organization begin with how you and your team add new Person, Company, and Lead data to your CRM. Learn how to add People and Companies to your Nutshell contact database, which allows you to organize, group, filter, and share contact data in ways that make the most sense for your organization. 

Get an inside look at how to add People or Companies to Nutshell

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Register for a product tour!

Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.

CRM features that boost your sales effectiveness

Salgsautomatisering

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Håndtering av rørledninger

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Rapportering og analyse

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

Automatisering av e-post

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

Kunstig intelligens

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Møteplanlegger

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Quotes

Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.

Samarbeid i team

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

Kontaktadministrasjon

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Prospektering

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Lead-attribusjon

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.

Gratis kundestøtte

Connect with our world-class support team to get fast, friendly, and free support when needed.

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

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Sikkerhet

Vi tar sikkerheten og påliteligheten til dataene dine på alvor. Vi samarbeider med bransjens mest pålitelige infrastrukturleverandør, Amazon Web Services.

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Integrate Nutshell with the rest of your tech stack

See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

Customer contact data management FAQs

  • 1. What is customer database management software?

    Customer database management software, or customer information database software, is a digital tool used by businesses to store, organize, and manage their customer data. Typically, this includes company, person, and lead contact information, as well as records of contact interactions and related notes.

    Storing all essential contact data in one central software hub makes it easier to access and manage company data and encourages a higher degree of data accuracy and better customer experiences.

  • 2. What are the different ways I can create a business contact in a CRM?

    Different CRM systems may offer different options for creating a new contact. Here are some of the ways you can add a new Company, Person, or Lead in Nutshell:

    1. Importing your contact data in bulk
    2. Clicking the “+” add button visible on every page in the Nutshell app
    3. Clicking the “Add a person” link on a Company contact record
    4. Clicking the “Add a company” link on a Person contact record
    5. Clicking the “Create a lead” link on a Company or Person contact record
    6. Automating contact creation from a Nutshell Forms submission
  • 3. What are the core characteristics of the best client database software?

    The primary features to look for when choosing the best client database software for your organization include the following:

    • Robust contact storage capabilities, including the ability to attach documents, images, and notes to contact records.
    • Extensive search, tagging, and filtering functionality, allowing for easy grouping and segmentation.
    • Comprehensive contact record interaction timeline, including AI tools to summarize interaction history and the ability to add notes.
    • Efficient reminders, alerts, and notifications, ensuring you’re always in the loop and never miss a thing.
    • Powerful lead and pipeline management tools to help you track leads and sales.
    • Effective reporting and analytics tools to help you generate sales reports and evaluate performance.
    • Convenient sales automation capabilities, allowing you to automate tasks and save time.

Trenger du et brukervennlig CRM-system for å øke salgs- og teameffektiviteten?

Ta en guidet tur for å utforske de utrolige funksjonene på Nutshell!

Nutshell allows us to find and contact prospects more efficiently, which in turn helps us manage and contact customers more effectively. We can now track each customer and tailor our interactions with them to their specific needs, resulting in a higher conversion rate and more money in the bank.

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Stay ahead with lead management insights

Explore our latest blog posts to discover effective strategies and tools for optimizing your lead management process

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