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"Fácil de utilizar e... espere por isso ... 100% de adesão!

"Nutshell é simultaneamente simples e poderoso

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Elevate Customer Experiences With a World-Class Customer Service CRM

Keeping track of the customers you’ve contacted and those you need to contact is just one of the challenges of a busy customer service and support team. Another is ensuring that your customer data allows you to provide the best possible service for customer satisfaction and success.

A great customer service CRM can help you and your business achieve this and so much more. Nutshell is an all-in-one CRM that simplifies customer service workflows, ensures access to accurate customer data throughout your organization, and encourages better customer experiences.

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Benefits of a CRM for customer service and support teams

The quality of your customer data and the ability to access it easily is absolutely critical to any customer support and service company or team. You need a system that makes organizing and managing customer contact information, purchase records, and engagement history a breeze.

Dealing efficiently with customer needs is also crucial to any successful customer service team. When you’re able to resolve their issues and help them leverage the benefits of the products and services they’ve purchased, customers will likely enjoy a positive experience.

Positive customer experiences lead to higher client retention and advocacy rates, helping your business grow and flourish. In fact, with an advanced CRM solution for customer support and service teams, these are some of the benefits you can look forward to:

Indispensable features of a customer service CRM

Customer service and support teams need a CRM system that provides tools for connecting with and nurturing customers. Whether resolving product-related stumbling blocks or providing product implementation assistance, great service begins and ends with managing and building customer relationships.

To achieve this, you must source a CRM system with the features to bolster your customer support and service efforts. In other words, you want a CRM with features that promote enhanced customer data management, improved team collaboration, increased team productivity, and tailored service and support processes.

Nutshell’s long list of incredible features includes these and far more, making it the perfect CRM platform for customer service and support companies and teams. With Nutshell as part of your customer service tech stack, you’ll have the following powerful features at your fingertips:

Customer data management for quality data and ease of access

uma captura de ecrã das actualizações de chumbo da newing industries Inc. em Nutshell

The key CRM feature at the heart of your business’s growth and success is advanced customer data management. Customer data is the be-all and end-all of a great service or support team. This means the data and information you have at your disposal should be of the highest quality and easy to access.

Nutshell offers industry-leading contact management solutions to help your business gain an edge over your competitors. Put the restrictive and difficult-to-manage spreadsheet aside and open the door to data management as you’ve never experienced it before.

With Nutshell’s customer data management features, you can take advantage of:

  • Accurate contact data that ensures everyone on your team has the right information when they need it.
  • A central repository containing all contact-related data and information, accessible across departments.
  • An up-to-the-minute customer interaction timeline, giving team members insight into every conversation your company has had with the customer.
  • Crucial contact record notes highlighting important information about the customer to ensure a smooth service or support interaction.
  • All the essential documentation related to the customer and their purchases saved to the contact record.

Interdepartmental collaboration for enhanced customer experiences

A successful customer service team prioritizes elevating the customer’s experience at every business touchpoint. That means everyone in your organization must be able to access and share crucial customer data across departments.

Nutshell gives your team the collaboration features you need to ensure everyone on your extended team is in the loop. With Nutshell as your chosen CRM solution, you can rest assured everyone in your organization has access to the information they need to encourage customer satisfaction and trust with every interaction.

Your team will welcome Nutshell’s team collaboration features for the following reasons:

  • Communicate and share important customer data with colleagues across departments from a single, easy-to-access, reliable source.
  • Ensure all key stakeholders have the data they need and enhance overall team awareness with information that’s easy to find and share.
  • Create more positive customer experiences when your team members have the data they need to understand and attend to the customer’s needs.
  • Set up alerts via Nutshell’s mobile app to help your team resolve issues and provide support swiftly when a customer or team member makes contact.

Custom workflows for standardized service and support processes

Any customer-facing team can benefit from customizable pipelines that offer the ability to create workflows that support their operation. Your service and support staff need a CRM solution equipped with robust pipeline creation tools, allowing them to design and optimize customer service processes that meet their needs.

Regardless of the type of service or support offered, Nutshell lets you build pipelines filled with stages, tasks, and activities tailored to your preferred processes. From case management to customer onboarding, product implementation, and general support, you can capitalize on the following Nutshell custom pipeline workflow benefits:

  • Standardize your service and support processes to ensure all team members stick to the plan.
  • Keep track of where each customer is within your workflow, with four dynamic views to choose from: list, board, map, and chart view.
  • Use colored tags to categorize your customers further, allowing team members to quickly identify customers in specific categories.
  • Let Nutshell’s advanced filtering capabilities help refine and enhance your customer searches, allowing you to pull custom lists when needed.
  • Prioritize customers by value or score them, ensuring you service the right customers at the right time.
  • Organize your pipeline workflow to display the most critical information at the highest level before opening the pipeline item for more details.

Automation features for improved customer service efficiency

uma captura de ecrã de um pipeline de demonstração para novos clientes no painel de controlo Nutshell

Administrative, repetitive, and mundane tasks are part and parcel of any business or role, regardless of your industry. These are the tasks that need to be done but are considered time-wasting activities by many.

With Nutshell, you can automate multiple tasks to give your customer service and support heroes more time to focus on customer relationship-building activities. You’ll also have access to automation features that help your team stay on top of their work and make keeping in touch with customers easier than ever.

Having Nutshell’s automation features in your customer service and support arsenal emperors you to:

  • Establish stage goals that align with tasks and activities and help you move your customer from one stage to the next when the goal is met.
  • Distribute customers to the correct service and support pipelines to ensure their needs are met with automated distribution capabilities.
  • Set up notifications, alerts, and reminders to automatically let your team members know when certain actions must be completed.
  • Get Nutshell to automatically send personalized emails to reply or follow up with customers when triggered by a specific action without you lifting a finger.
  • Create email drip campaigns and automatically add customers to these campaign mailing lists based on your predefined criteria.

The Best Customer Support Next-Action Sales & Marketing CRM

Find out what makes Nutshell different.

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Nutshell é o melhor valor para o dinheiro. A versatilidade e a funcionalidade tornam-no num produto muito fácil e poderoso de utilizar.

Mark M. Southwestern Scale Co.

No passado, utilizei o Act, o Goldmine e o Salesforce e descobri que o Nutshell era o mais fácil de utilizar e de configurar campos personalizados. Recomendo o Nutshell a outras pessoas que estejam interessadas num CRM fácil de aprender e de navegar.

Craig C. Thermal-Tec

Deixámos a Hubspot por Nutshell porque a Hubspot era demasiado complexa. Nutshell faz software para humanos.

Daniel H. EOS

Quando estávamos a avaliar CRMs, o único fator decisivo entre Nutshell e Salesforce resumia-se ao tempo de rotação e ao preço. Nutshell ganha em ambos os casos (por uma margem enorme). O Salesforce custava 10 vezes mais por mês para o que queríamos.

Jason C. Arrow Container Corp

Harness the power of customer service integrations

There’s little more impactful to an organization than teams and their respective technologies working together in harmony. Building a powerhouse tech stack to support your operation is one half of the equation. Combining that technology to create one symbiotic organism is the other.

Nutshell offers access to thousands of app integrations, unifying your organization with your CRM system as its technological foundation. Your customer service and support teams can also use the integrations available to enhance their performance and expand their capacity.

These are some of the core app integrations you can implement to boost your customer service and support teams:

  • Help desk integrations with enhanced live chat and ticketing capabilities to boost your team’s service and support efforts.
  • Communication integrations that take scheduling, facilitating, and recording service and support team calls and meetings to the next level.
  • Document management integrations for better quote, contract, proposal, and document sharing, signing, and organization.
  • Web form integrations that give you the power to embed service and support request forms anywhere online and automatically populate contact information within your CRM from them.
um gráfico que mostra vários logótipos ligados entre si Nutshell

Why Nutshell is the best CRM for the customer service industry


We’ve been in the business of CRM for over 15 years, and the Nutshell team is dedicated to continually improving and expanding our product offering. When you choose Nutshell as your customer service and support CRM, you gain a partner with a vested interest in your business’s success.

Nutshell provides a robust set of market-leading features and tools, and our CRM software is incredibly user-friendly, making it easy to adopt and utilize. With Nutshell, you’ll enjoy all the tools you need to support your customer service and support business or team, and more.

In fact, selecting Nutshell as your customer service CRM gives you:

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Mas não acredite apenas na nossa palavra

Our customers have lots to say about our CRM software. Check out our customer stories to learn more about how Nutshell has helped companies just like yours achieve and exceed their goals!

Escolha o melhor plano para a sua equipa

Faturação anual
Faturação mensal

An easy to use, flexible CRM that helps teams organize their contacts, leads, and conversations in order to grow.

$13 per user per month

Incluído em todos os planos...

  • Unlimited storage, contacts & accounts
  • Gestão de contactos e calendários de comunicação
  • Sincronização de correio eletrónico e calendário
  • Pipeline de vendas único personalizável
  • Customizable single sales pipeline (100 open leads limit)
  • E mais
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Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Tudo em Foundation, mais ...

  • Activity and Email reports
  • Sales and Activity quotas
  • Objectivos da fase de desenvolvimento
  • Up to 25 custom fields
  • No active leads limit
  • E mais
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For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

$42 por utilizador por mês

Everything in Growth, plus…

  • 5 customizable pipelines
  • Automatização das vendas
  • Personal email sequences email sequences
  • Conjunto completo de relatórios, incluindo relatórios de atividade, de funil e de previsão
  • Meeting scheduling software (lite version)
  • E mais
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For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

$59 por utilizador por mês

Tudo em Pro, mais ...

  • Increased pipelines, territories, markets, teams and more
  • Unlimited Notetaker usage (AI powered speech-to-text transcription)
  • Meeting scheduling software (full version)
  • Audit log and changelog
  • Send email templates directly from Gmail
  • E mais
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For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

$79 por utilizador por mês

Everything in Business, plus…

  • Pipelines ilimitados
  • Unlimited custom fields, teams, currencies and territories
  • Acesso SQL só de leitura
  • Suporte da API
  • E mais
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When you choose Nutshell as your customer support CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

SAIBA MAIS

Set your customer service business apart with Nutshell

At Nutshell, we understand the challenges customer service businesses and teams face. That’s why we’ve built a CRM platform that’s easy to use and chock-full of the features and tools you need to maintain and grow a successful business.

Our team is ready to help your team achieve and exceed its service and support goals. Start a free Nutshell trial today, and take our complete CRM system for a test drive for 14 days. Or, if you’d like to discuss how Nutshell can meet your business’s unique requirements, simply reach out to our friendly team for more information.

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