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Nutshell CRM

Table of Contents
Introduction

Established in 2009, Nutshell is a sales, marketing and engagement software platform. Used by over 5000 companies in 50 countries, the platform is an all-in-one platform that is perfect for businesses looking to manage existing customers and gain more.

Nutshell offers a range of features, including sales automation, e-mail and marketing automation, reporting and analytics, lead attribution, contact info finder and many others. Nutshell offers SMEs a platform that can save them time and money while they focus on the important aspects of business.

Beyond the automations and marketing, Nutshell also offers comprehensive integrations. You can sync your email calendar and respond to emails directly through your dashboard. To help you manage and maintain client relationships, Nutshell allows users to make in-app calls which will help you keep in touch with your clients, easily make sales calls and be able to respond better to any client issues. A critical element of client relationship management.

Main Features

Sales automation: Customise and automate sales pipelines for efficiency.

Pipeline management: Create custom pipelines and manage them easily to nurture leads.

Reporting and analytics: Receive reports and analytics to help you keep track of your team’s performance and gain insights.

Email automation: Create personalised campaigns and track campaign performance.

Artificial Intelligence: Streamline daily processes and simplify sales activities using generative AI.

Web form builder: Easily capture customer information and automatically create new contacts and leads in your CRM.

Meeting Scheduler: Create and manage virtual meetings and sync the information with your calendar.

Quotes and Invoices: Quickly create and send custom quotes and invoices, easily track quote and invoice progress and manage and share your quotes and invoices in different formats.

 

Pricing

Nutshell has four plans for its CRM platform. Nutshell also has plans for the sales suite, marketing suite, engagement suite and quotes and invoices. All pricing is in USD. All plans come with a free 14-day trial.

Foundation plan:  $13 per month per user. A flexible CRM that helps teams organise their contacts, leads, and conversations in order to grow.

Growth plan: $25 per month per user. Perfect for small teams that need more reporting capabilities to help improve performance.

Pro plan: $42 per month per user. For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

Business plan: $59 per month per user. For teams and organisations that need deeper customisation, change logs, and AI features to improve efficiency.

Enterprise plan: $79 per month per user. For teams and organisations that need complete custom reporting, access controls, custom SQL access and no limits.

Pros and Cons

Pros

Easy to use dashboard.
Easily integrate e-mail accounts.
Automates marketing and sales efforts.
Includes a free trial.

Cons

Does not have local pricing.
Can be complex for beginners.
Limited social media features.
FAQs

Yes, you can make sales calls using Nutshell’s click-to-call feature.

You can easily manage tasks and activities on the Nutshell dashboard.

Yes, you can easily synchronise your e-mail with Nutshell to manage e-mail communication from one centralised hub.

Yes, you can cancel your Nutshell account easily by filling in the cancellation form.

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