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Moving from Salesforce to Nutshell doesn’t have to be stressful. Whether you’re seeking simpler workflows, clearer pricing, or a CRM your team will actually enjoy using, we’ll make sure your transition is smooth, secure, and speedy.
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Salesforce is powerful—but it can also be complicated, costly, and overwhelming for many teams. If you’re spending more time managing your CRM than managing your customers, it’s time to explore a better fit.
Nutshell offers a refreshing alternative: All the tools you need to sell effectively, in a package that’s intuitive, affordable, and designed to help your team love their CRM again.
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Switching CRMs is more than just moving data—it’s making sure your business keeps running without disruption. That’s why we’ve built a migration process that’s as straightforward and stress-free as possible.
First, our import tools support Salesforce directly, making it easy to bring over your contacts, companies, leads, notes, activities, and more. You’ll get step-by-step guidance so you always know what’s happening with your data.
Then, our white-glove onboarding team steps in. They’ll review your imported data, configure your pipelines, customize your settings, and ensure Nutshell is set up to match your workflow—so you can hit the ground running from day one.
Prova Nutshell gratis i 14 dagar eller låt oss visa dig runt innan du dyker in.
When you choose Nutshell, you’re not just leaving Salesforce—you’re moving into a CRM that’s built for clarity, speed, and growth.
Here’s why teams love making the switch:
Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.
Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.
Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.
Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM
Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.
Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.
Quickly create and send custom quotes and invoices, easily track quote and invoice progress and engagement, and effortlessly manage and share your quotes and invoices in different formats.
Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.
Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.
Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.
Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.
Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.
Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.
Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.
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.
Connect with our world-class support team to get fast, friendly, and free support when needed.
Easily sync your email and calendar with Nutshell to make your CRM work where you do.
Vi tar säkerheten och tillförlitligheten för dina data på allvar. Vi samarbetar med branschens mest pålitliga infrastrukturleverantör, Amazon Web Services.
Find out more about Nutshell’s extensive range of Marketing Suite features
Learn more about Nutshell’s industry-leading Engagement Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
Yes! We can import your contacts, companies, notes, leads, activities, and more directly from Salesforce into Nutshell. Our team will help you every step of the way.
Most migrations are completed in just a few days, depending on the size and complexity of your data. We work to minimize downtime so you can keep running your business without interruption.
In most cases, no. Our import tools and onboarding services ensure all key data comes over seamlessly. If anything requires manual adjustment, we’ll flag it and guide you through the process.
Ta del av vår guidade rundtur för att utforska Nutshell:s otroliga funktioner!
[The] conversion from Salesforce was fast and free. The Nutshell fees are about 20-25% of what we were paying on Salesforce.
James R. – Owner, CEO
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