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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

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Expert assistance—whenever you need it.

Professional Services

Our team is here to help you make the most of Nutshell every step of the way, with professional services like:

  • White Glove Data Imports
  • Onboarding Services
  • CRM Advisor Services
  • Customer Success Strategists
Try Nutshell free for 14 days.

    White Glove Data Imports

    Bringing your old data into a new CRM can be a big hurdle. Luckily, we’ll import your data for you—for free!

    • We’ll import your data during onboarding, no matter what CRM plan you have
    • During your trial, se our automatic importing tool to import data from another CRM in just a few clicks!
    • Nutshell Enterprise customers also get free ongoing data import assistance
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    Onboarding Services

    We’ll help you optimize your Nutshell implementation by:

    • Setting up and integrating Nutshell with your mission-critical tools
    • Onboarding your sales team
    • Designing web forms and email marketing templates
    • And more
    • Included for most teams based on team size – Additional sessions available for purchase
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    CRM Advisor Services

    Our ongoing consulting services that help you get the most out of your CRM. Includes:

    • Tailored support for your company’s growth journey
    • Sales pipeline optimization
    • Development of lead nurturing and management strategies
    • Definition of key performance metrics and configuring reports
    • And more
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    Customer Success Strategist

    Your dedicated partner for optimizing Nutshell.

    • A member of our Success team committed to meeting your company’s needs and helping you take advantage of Nutshell’s features
    • Ongoing scheduled phone support
    • Minimum seats apply
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    Additional Services

    • Connected form setup (available only for Pro and above)
    • Email marketing lists and audience migration (available only for Business and above)
    • Ongoing data import assistance (available only for Enterprise)
    • API support (available only for Enterprise)
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    Let’s Talk

    Have a question? Need a volume discount? Send us a message or book a meeting with a Sales rep to start the conversation.

    Simple enough for any user.

    Sophisticated enough for any business.

    • Find every contact, customer, and conversation
    • Automate your sales process
    • View and track your leads
    • Get everyone on the same page
    • Report on your performance
    • Run effective email marketing campaigns

    Start your
    14-day free trial today!

    No credit card required
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