Nutshell CRM is a client relationship management (CRM) tool catered towards those in sales. But attorneys can certainly use its features, like pipeline and contact management or performance tracking and reporting, to manage and track clients. It is conveniently available as both a web and mobile apps for Android and iOS.
Nutshell CRM Highlights
Team collaboration. Nutshell CRM offers a team collaboration feature, which allows you to easily communicate with your staff and colleagues on a matter. You can tag colleagues on a matter to bring something to their attention and receive notifications when you are mentioned. This way, you don’t have to physically track someone down to get their thoughts, comments, or help to get a project moving. Conversations on a matter are maintained, so you don’t have to worry about a lost message.
Free data importing. As part of your onboarding process, Nutshell CRM helps you import all your data–including contacts, calendars, and email—to help you get going with your new CRM. It also has a nifty sync feature to help you sync contacts you capture on your phone or with a business card. Adding a new contact is as easy as taking a picture of a business card.
Free live support. You’ll always be able to talk with a real live person if you’re encountering problems of difficulties with Nutshell. Or if you prefer to figure out the issue yourself, they offer a library of articles and videos of how to best and most efficiently use Nutshell.
Nutshell CRM Pricing
Nutshell CRM offers three different pricing tiers:
The Starter tier is $19/month/user if billed yearly and $22/month/user if billed monthly. This tier offers a single sales pipeline, a dashboard showing sales activities, standard sales reporting, and team collaboration capabilities.
The Pro tier is $35/month/user if billed yearly and $39/month/user if billed monthly. This tier offers all the features of the Starter tier plus sales process, cross-sell, and upsell automation, team coaching tools, advanced reporting, and unlimited click-to-call and recordings.
For larger teams, Nutshell offers a Pro Enterprise tier, which comes with all the features of the above two tiers, plus custom onboarding and team training, prioritized technical support, free training for new employees, and training on new Nutshell CRM features. For information on Pro Enterprise pricing, reach out to Nutshell to learn more.
|Starting Price||$19/month per user|
|Free Trial||14-day free trial|
|Document and Form Templates|
Things You Might Want to Know
Integrations. Most of Nutshell CRM’s integrations are catered towards those in a sales position. Useful integrations for law firms include Google, Office 365, Outlook, Slack, Zapier, Mail Chimp, and Zendesk.
Reporting. Nutshell’s reporting functionalities are fully customizable to help you see where you’re doing well and where some pain points are to see where you can improve. You can use this feature to forecast how you might perform in the future and better visualize trends in past performance.
Automation. Nutshell CRM helps you automate your intake process and the workflow associated with it. While it does not have a proper client intake feature like other CRMs catered more towards attorneys, its integration with Zapier can help alleviate this problem.
Who Nutshell CRM Is For
Nutshell CRM is a fun and user-friendly CRM. For attorneys interested in having an affordable and friendly CRM, Nutshell is worth checking out. While its features are geared more towards sales, their generous 14-day free trial is a good way to test whether its right for you.