Skip to main content ↓

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

a light blue background with the top part of a darker blue acorn at the bottom right

A Government CRM Built for Public Sector Success

As a local, state, or federal government agency, you’re tasked with managing several critical stakeholder relationships—from citizens to your staff, contractors, and more.

Nutshell’s all-in-one customer relationship management (CRM) solution gives government and public sector agencies the tools needed to increase awareness, build relationships, and create positive experiences for citizens and stakeholders.

FREE TRIAL CONTACT SALES

The benefits of CRM software for government agencies

With a CRM platform in place, government agencies and contractors can access diverse features to support their public sector operations. These features help agency teams increase their overall efficiency, allowing them to focus on policy implementation and community support.

Federal, state, and local government representatives can also use the tools provided by their CRM systems to enhance citizen and stakeholder engagement. Insights from reporting, analytics, and accurate contact data can lead to more meaningful connections and relationships with all related role-players.

Implementing the right government CRM solution can help your organization achieve the following:

Essential CRM features for government and public sector agencies

Sourcing the right CRM solution for your local, state, or federal governmental organization calls for a thorough evaluation of your needs. As an agency operating in the public sector, your government CRM system requirements are unique. Understanding the core CRM features needed to support your critical processes and achieve your objectives is vital.

For instance, one of the primary goals of a government CRM is to streamline citizen interactions and enhance service delivery. As such, you’ll need a CRM platform that helps you track and record interactions and roll out custom outreach programs that speak to citizen needs.

Nutshell provides an extensive, centralized platform to help you manage citizen engagement, improve communication and service delivery across channels, and much more. Take a look at some of the central features government agencies can benefit from when they choose Nutshell.

Tailored pipeline creation to enhance service delivery

a computer screen shows the top accounts to watch

As a public sector establishment, a significant portion of your work revolves around the community and fielding citizen inquiries. Keeping track of these inquiries and the cases that result from them can be challenging without a process management system in place.

A reliable CRM system gives you the tools to build and structure workflow pipelines in a way that makes sense for your agency. With a custom pipeline, you have a visual overview of your inquiries and case management process from start to finish, including the stages throughout.

An illustrative pipeline shows your team the category and status of each case and what needs to be done to resolve it. You’ll also gain insight into how effective your current process is and whether there are opportunities for improvement.

With Nutshell’s pipeline creation and management features will help your government organization in the following ways:

  • Arrange your workflows according to case type to ensure inquiries are categorized appropriately and handled with the correct steps.
  • Set up alerts, notifications, and reminders to improve communication and staff member accountability and ensure all role-players are aware of each case’s progress.
  • Automate repetitive tasks and activities to resolve cases faster and give your team more time to tackle complex issues, policy implementation, and community relationship development.
  • Collect data related to inquiries and case management to identify bottlenecks and maximize resource allocation.

Custom reporting to gain insight into citizen and stakeholder needs

a screenshot of a sales report showing a stacked bar graph

Due to the far-reaching responsibilities of federal, state, and local government agencies, community inquiries and requests are continuous. Once you have your pipeline set up to align with your goals and improve team efficiency, you’ll need to monitor the efficacy of your processes.

Finding a CRM solution with the analytics and reporting capabilities to help you assess interactions, workflows, and team productivity is highly recommended. When you select Nutshell as your public sector CRM, you’ll have access to
custom reporting features to help you:

  • Track and evaluate inquiry, request, and feedback types and how often they come through so you can improve service delivery and support where needed.
  • Monitor the impact of government programs and initiatives by measuring community participation and satisfaction.
  • Pinpoint trends and patterns related to citizen needs to ensure you prioritize the most appropriate projects for your community and allocate resources accordingly.
  • Study service-related data to identify areas for improvement and ensure your service delivery activities meet the needs of the people.

Easy task automation to streamline processes and stay in touch

sales automation crm agency

Another way to remain efficient in government-related activities is to leverage the automation features of modern advanced CRM systems. Task automation tools help you and your team save time on administrative tasks, so you can spend more time on activities that deliver the most impact.

Nutshell offers several task automation options, including email automation, which allows you to send email sequences to citizens, staff, and stakeholders when triggered. In fact, you’ll have access to a host of
task automation features when you choose Nutshell as your government CRM, which will let you:

  • Move cases and projects automatically from one pipeline stage to the next when triggered by a specific action to increase productivity and speed up service delivery.
  • Keep your citizens and important stakeholders engaged with automated personalized email sequences, helping you build and maintain relationships.
  • Set up automated alerts and notifications, so your team knows the status of each project and what to do next, improving your responsiveness to inquiries and requests.
  • Generate pipeline reports automatically to determine how effective your processes are and where you need to optimize them.

Advanced data management to improve information organization

a screenshot of a Nutshell contact record showing automatic data enrichment

At the heart of any CRM platform is its data management features. But it’s essential to look beyond just the basics of contact management and ensure your chosen CRM delivers enhanced organizational capabilities.

You’ll also want a CRM system that uses the data stored to provide insights that help you better understand your contacts and improve your services. With Nutshell’s best-in-class
contact management features, you can all this and more, including:

  • Store your contact and interaction data in a central repository to ensure all department role-players can access the most up-to-date information.
  • Clean and update your data regularly to maintain its quality so that everyone in your organization can retrieve accurate and complete contact information when needed.
  • Simplify data management and accessibility with an easy-to-use CRM app interface that offers comprehensive filtering and search capabilities.
  • Use the data gathered to generate reports for in-depth audience analysis and data-driven decision-making.

Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Mark M. Southwestern Scale Co.

I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Craig C. Thermal-Tec

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.

Jason C. Arrow Container Corp

Leverage CRM integrations to support your government tech stack

While a great CRM system provides plenty of features to help you manage data, communications, and service delivery, extending its reach will benefit other areas of your organization. Integrating your CRM with other applications you already use promotes better data sharing and allows for more automation optimizations across departments.

With Nutshell, your government agency has access to thousands of software integrations to enhance your system. Some of these integrations are native, while others are one-click solutions. Nutshell also offers app integrations via Zapier, opening up a world of possibilities.

Here are some of the incredible integration categories you can capitalize on as a Nutshell user:

  • Accounting and bookkeeping integrations: Integrate with popular accounting software to sync your accounts department information with your contact data, generate purchase orders and more from your CRM, and more.
  • Contract and important document integrations: Store crucial documentation, such as tenders, bids, proposals, and contracts, and link it to relevant contact data for easy referencing with document management integrations.
  • Communication integrations: Keep citizens, employees, role-players, and stakeholders in the loop with communication integrations for phone, email, direct messaging, virtual meetings, and other apps.
  • Social media integrations: Keep in touch with your community and stakeholders by syncing contact data through social media integrations with your CRM.
a graphic showing various logos connected to one for Nutshell

Why Nutshell is the best CRM for government agencies

Your public sector agency needs a CRM that you can adapt and customize to suit the unique needs of a government organization. It’s also vital that your government CRM system provides all the features you need to remain efficient and effective within your community.

Nutshell gives government agencies the tools needed to manage contact data, inquiries, and programs through a user-friendly system that’s easy to use and learn. In fact, choosing Nutshell provides your organization with more than just a CRM, including:

positive G2 review for Nutshell from a user in education management

But don’t just take our word for it

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!

Choose the best plan for your team

Billed Annually
Billed Monthly

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

$13 per user per month

Included in all plans…

  • Unlimited storage, contacts & accounts
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Customizable single sales pipeline (100 open leads limit)
  • And more
Compare Plans
See More

Perfect for small teams that need more reporting capabilities to help improve performance.

$25 per user per month

Everything in Foundation, plus…

  • Activity and Email reports
  • Sales and Activity quotas
  • Pipeline stage goals
  • Up to 25 custom fields
  • No active leads limit
  • And more
Compare Plans
See More

For teams that need CRM, sales automation, advanced reporting, and multiple pipelines to help you connect and close more leads.

$42 per user per month

Everything in Growth, plus…

  • 5 customizable pipelines
  • Sales automation
  • Personal email sequences email sequences
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Meeting scheduling software (lite version)
  • And more
Compare Plans
See More

For teams and organizations that need deeper customization, change logs, and AI features to improve efficiency.

$59 per user per month

Everything in Pro, plus…

  • 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
  • And more
Compare Plans
See More

For teams and organizations that need complete custom reporting, access controls, custom SQL access and no limits.

$79 per user per month

Everything in Business, plus…

  • Unlimited pipelines
  • Unlimited custom fields, teams, currencies and territories
  • Read-only SQL access
  • API support
  • And more
Compare Plans
See More

When you choose Nutshell as your government organization CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team.

LEARN MORE

Strengthen citizen and stakeholder relationships with Nutshell

Whether your agency operates at a federal, state, or local government level, you’ll benefit from implementing a government CRM system ideal for your organization’s needs.

Boost your program efficiency, service delivery, and community engagement with Nutshell—the best government CRM solution. Bring your contact data and communications into one central hub with software that makes it easy to organize, manage, and share information across teams.

Build pipeline workflows that align with your engagement, outreach, and program processes, with the ability to automate repetitive tasks and enhance productivity through app integrations.

Put Nutshell to the test by signing up for a free 14-day trial—no credit card required. Or reach out to our expert team to learn more about how Nutshell can help your government agency achieve its goals.

Is Nutshell the right government CRM fit for you?

Join 30,000+ other sales and marketing professionals. Subscribe to our Sell to Win newsletter!