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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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Nutshell Advisor

We are proud to say that Nutshell is one of the easiest CRMs to implement, get started with, get your team to use, and to grow your business with.

However, we know that your time and resources are limited and sometimes you need a little extra help with getting started, keeping up with CRM maintenance, implementing new strategies or fully utilizing Nutshell’s marketing features.

That’s why we have Nutshell Advisor, our catalog of professional service offerings that set you up for business growth and help keep your business growing.

Optimize your implementation with a Nutshell Customer Success Strategist for additional guidance, tips, strategies and deliverables in order to get off to the best possible start.

Including but not limited to:

  • Training & Strategy: Executive/Sales team training and strategy
  • Consulting & Best Practices: Reporting, automation, pipeline strategy, etc.
  • Technical Implementation: Data management, form creation, email & landing page template creation
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With us as your CRM consultant and trusted partner, navigate the complexities of the modern business landscape with confidence, knowing that your success is our priority.

Including but not limited to:

  • Pipeline management
  • Lead management & qualificaiton
  • Sales forecasting
  • Performance metrics & reporting
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We offer set-up, design, copywriting, implementation and consultation services to help you get the most out of Nutshell’s marketing tools.

Including but not limited to:

  • Email template design
  • Nutshell form creation & automation set up
  • Landing page creation
  • Email copywriting, email list & audience maintenance
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