The Top CRM for Professional Services Companies

Nutshell helps you nurture relationships with valuable leads

Professional services firms need a steady source of new customers. While having a list of leads who are interested in your services can keep your team busy, not every lead is ready to sign up. It may take months before they decide to take action.

How do you make sure your prospects never forget about you? Invest in your relationships with your customers and leads. You need a flexible CRM for professional services, so you can manage your prospects’ information and contact them at the right time with the right messages.

Nutshell can keep your company in front of valuable leads. Remind them about your services, and let them know about your latest offers. By keeping in touch with your prospects and crafting personalized, strategic touchpoints, they won’t forget about your offerings.

In addition, Nutshell can help you strengthen your relationships with existing customers. Find out their newest pain points, cross-sell other services that they may need, and keep them engaged with your business.

With Nutshell, you can:

• Update lead information from any device: Nutshell’s business card scanner feature makes it easy for your team to add new leads using a mobile device.
• Keep everyone on the same page about new lead info: Automatically save every new lead information and update. Once saved, the new information is also available for your sales team to access. No one is left in the dark about the latest professional services needs of your contacts.
• Shorten your sales cycle: By having seamless collaboration with your team members, you’re providing all the support that your customers and prospects need as soon as possible.

Empower your team with an easy-to-use CRM for professional services

Keep your team motivated with the best CRM for professional services. Nutshell is a user-friendly CRM that acts as your centralized source of lead data.

Too often, when team members leave, valuable information and communications with customers leave with them. With Nutshell, your valuable customer data stays with you, so your team can continue providing your services to your customers.

In addition, your team can communicate with your customers using one potent tool. With our easy-to-use email templates and email sequences feature, you can personalize your sales outreach at scale and inspire recipients to take action.

Nutshell’s native email marketing functionality also lets you design eye-catching emails for your prospects. Need marketing email templates for inspiration? Use one from our template collection, or you can build an email with our intuitive design tool.

With advanced filtering tools, you can create marketing lists based on your contacts’ attributes. Do you want to send a special offer to customers interested in a particular professional service? Or would you like to market to your contacts according to their location or how long they’ve been your customer?

With Nutshell, you empower your team members to do all these.

A growth platform that streamlines your sales process

Nutshell is an all-in-one growth platform designed to make it easy for your professional services firm to work toward the same goal of driving revenue and growing your business.

With Nutshell, you can:

• Prioritize high-value leads: Know exactly where to focus your attention to close more deals. Marking a lead as hot will help you keep the most important deals top of mind, so they don’t fall through the cracks.
• Set automated reminders: You don’t need to breathe down your sales reps’ necks to make sure they send out a follow-up email. With Nutshell, you’re setting up your reps and your team for success with automated reminders. You can also add guidance on each pipeline stage, so best practices and advice help your reps move each lead to sign up for your professional services.
• Track the status of every prospect: The professional services’ buyer cycle is usually long, so it’s easy to lose track of where in the pipeline your leads are. With Nutshell, you can reach out to your prospects and give them the attention they need at the right time.
• Cross-sell or upsell your services: Having all the details about your existing customers in one growth platform lets you examine which contacts may need your other services.