Customer profiles & segmentation
Unify purchase history, engagement data, and contact details in one place.
Get up and running fast with a platform built for store owners and ecommerce teams. Manage contacts, automate marketing campaigns, track what’s driving sales, and sync with your store—all in one simple platform.
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Every sale, lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Nutshell gives you a complete profile for every customer—purchase history, email engagement, past conversations, and custom tags—all in one place. No more digging through spreadsheets or switching between your store platform and your inbox to piece together who someone is.
When a customer reaches out or a wholesale buyer comes back for a reorder, your team instantly sees everything: what they’ve bought, how they engage with your campaigns, and when you last connected. That context is what turns transactional relationships into loyal ones.
The real revenue in retail isn’t just in the first sale—it’s in getting customers to come back. Nutshell makes it easy to stay in front of past buyers with automated email and SMS campaigns that feel personal, not spammy.
Set up post-purchase follow-up sequences, seasonal promotions, and win-back campaigns that run on autopilot. Segment your list by purchase history or spend level so every message is relevant. And when a customer replies, your sequences stop automatically—so you’re never sending to someone already in a conversation.
Are your Google Ads actually converting? Is that email campaign bringing customers back? With Nutshell’s lead attribution and reporting tools, you don’t have to guess—you get clear, actionable data on which channels and campaigns are generating real revenue.
Use real-time dashboards to track sales performance, forecast revenue, and measure campaign results. Identify your highest-ROI channels and double down on what’s working, so every marketing dollar goes further.
Your customer data shouldn’t live in five different places. Nutshell connects with Shopify, WooCommerce, BigCommerce, and the rest of your tech stack so order data, customer records, and purchase history flow into your CRM automatically.
No manual imports, no copy-pasting between tabs, no data silos. Just one clean, unified view of every customer—whether they found you through your online store, a wholesale inquiry, or a referral.
Award-winning support here for when you need us.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
Yes! Nutshell integrates with Shopify, WooCommerce, BigCommerce, and other major e-commerce platforms through our App Marketplace. These integrations automatically sync customer data and orders to Nutshell, eliminating manual data entry and giving you a complete view of customer interactions in one place.
Most small businesses complete Nutshell setup in 2 weeks to 2 months, depending on team size and customization needs. Our intuitive interface and free live support help you get up and running quickly—often in days, not weeks—so you can start seeing value fast.
Absolutely. Nutshell centralizes data from your e-commerce platform and POS system through integrations, giving you a unified view of all customer interactions. Track purchase history, order data, and customer touchpoints across channels to deliver personalized experiences whether customers shop online or in-store.
Nutshell offers free white glove data migration support to help you safely transfer customer data. Our team guides you through cleaning your data, mapping fields correctly, and importing records—ensuring nothing gets lost. Most migrations complete smoothly with our hands-on help.
Start with Foundation ($13/user/month) for basic contact management. Upgrade to Pro ($42/user/month) for sales automation and multiple pipelines as you grow. Need advanced reporting and customization? Business ($59/user/month) offers unlimited features. Try our 14-day free trial to explore what fits your needs.
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