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Unite Your Data & Drive More Revenue With Nutshell

Meet Nutshell — your all-in-one customer relationship management (CRM) software that powers revenue and business growth. Access deep insights into your leads, streamline your sales processes for maximum efficiency, and leverage your marketing data to drive more sales. Learn more about accessing Nutshell via MarketingCloudFX!

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Get the CRM behind

$600 million

IN ANNUAL SALES

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Use the expert-led tactics behind

7,839,684

IN LEADS FOR OUR CLIENTS

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Unlock do-it-for-me marketing with

500

DIGITAL MARKETING EXPERTS

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Accelerate ROI with

1+ BILLION

DATA POINTS FROM MARKETINGCLOUDFX

Why Nutshell?

Bringing Nutshell into the WebFX Family is an exciting next step in our mission to provide Digital Marketing That Drives Revenue®. For lead-based businesses, a CRM is critical — it’s where your marketing efforts culminate.

With Nutshell’s software and MarketingCloudFX integration (plus your dedicated team of WebFX experts), you unlock a CRM’s power to generate, nurture, and close more leads from digital marketing.

Explore Plans

With more than 500 five-star reviews, Nutshell is the leading revenue generation CRM. Combine with MarketingCloudFX, our marketing automation software that makes measuring ROI, determining strategy, and driving revenue easy, and you get a recipe for growing your bottom line. Learn more about accessing Nutshell, plus the revenue-generation power of MarketingCloudFX.

Foundation

$675 / month

  • 20,000 first-party data profiles
  • 10 Nutshell Pro seats
  • 300 calls tracked
  • 15 lookalike or custom audiences

Data Professional

$1,175 / month

  • 50,000 first-party data profiles
  • 20 Nutshell Pro seats
  • 500 calls tracked
  • 30 lookalike or custom audiences

Innovator

$2,500 / month

  • 100,000 first-party data profiles
  • Up to 40 Nutshell Pro seats
  • 1000 calls tracked
  • 50 lookalike or custom audiences

SEE FULL DELIVERABLES

“The sophistication and professionalism of the team at WebFX, and the agency itself with their proprietary tools and platform, is hands down the best I’ve ever experienced. Highly recommend.”

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Browse Plans and Pricing

Explore MarketingCloudFX plans, which offer Nutshell access starting at the Foundational plan, now:

Features Foundation Data ProfessionalInnovatorInnovator VIP
Customer Data Platform
Customer360FX Unified Customer Journeys + Automated Segmentation

Combines disjointed customer data into unified customer journeys enriched with additional purchased data fields for real-time audience segmentation

Benchmark lift: 20%

First-Party Data Profiles

For audiences which sync to revenue driving marketing automation tools

Up to 20,000 contacts / 160,000 emails/moUp to 50,000 contacts / 400,000 emails/moUp to 100,000 contacts / 800,000 emails/moUp to 250,000 contacts / 2,000,000 emails/mo
CSV Upload

Bulk upload CRM closed lead data for reporting and deduplicate existing clients from new lead reporting

Lead Statuses

Options such as MQL, SQL, Won/Lost to refine lead generation machines and audience segmentation

nutshell team
Nutshell Pro

Marketing + Sales CRM with Integrated Marketing Channel Attribution for Closed-Loop ROI


Our proprietary CRM software that powers over $600 million in annual sales for clients

10 Pro Nutshell seats20 Pro Nutshell seats40 Pro Nutshell seatsUnlimited Pro Nutshell seats
Nutshell Onboarding

Onboarding with a Nutshell CRM Subject Matter Expert (SME) from the Nutshell team will provide demos, build CRM workflow/pipeline stages.

Up to 4 hours of CRM Onboarding Support & ConsultingUp to 4 hours of CRM Onboarding Support & ConsultingUp to 6 hours of CRM Onboarding Support & ConsultingUp to 12 hours of CRM Onboarding Support & Consulting
SchedulerFX automated calendar booking systemUp to 20 CalendarsUp to 20 CalendarsUp to 50 CalendarsUnlimited Calendars
– IntegrationsFX Conversion Based Smart Bidding

The set up, ongoing monitoring, & debugging of data pipelines to send offline conversions to Google, YouTube Ads, Bing, and/or Microsoft Ads to improve their machine learning algorithm for your campaigns, saving you ad spend budget and accelerating new customer acquisition. (Minimum of 25-30 conversions per month needed)

Available to WebFX Paid Search ClientsAvailable to WebFX Paid Search ClientsAvailable to WebFX Paid Search ClientsAvailable to WebFX Paid Search Clients
– IntegrationsFXLookalike + Custom Audiences Continually Updated

The set up, ongoing monitoring, & debugging of data pipelines to send contacts to Google, YouTube Ads, Bing, and/or Microsoft Ads to create lookalike and/or custom audiences. (Minimums differ per platform, but typically 1,000 active contacts are needed to use an audience)

Available to WebFX Paid Search Clients – Up to a total of 15 audiencesAvailable to WebFX Paid Social Clients – Up to a total of 30 audiencesAvailable to WebFX Paid Social Clients – Up to a total of 50 audiencesAvailable to WebFX Paid Social Clients – Up to a total of 100 audiences
– IntegrationsFX CRM: Attribution, Closed-Loop Reporting, and Audience Segmentation

Bidirectional CRM connection to append marketing data [4 fields total: source, medium, utm_parameters, and notes (to include: entry page, link to full lead journey/call transcript)] to CRM leads, and query back lead status and revenue for Customer360FX Contacts and Automated Audiences

– IntegrationsFX CRM: New Contact Creation

Bidirectional CRM connection to create New leads in CRM tracked by MarketingCloudFX, and query back lead status + revenue for Customer360FX and Automated Audiences

IntegrationsFX: Additional Unidirectional Data Pipelines

Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data into MarketingCloudFX

Up to a total of 2 Unidirection IntegrationsFX Data Pipelines Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines
IntegrationsFX: Additional Bidirectional Data Pipelines

Additional data connectors such as supported LiveChat, Paid Advertising, & Ecommerce platforms that sync data between MarketingCloudFX and the original MarTech tool.

Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data PipelinesYes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data PipelinesYes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines
– IntegrationsFX ERP Closed-Loop Reporting + Audience Segmentation

Additional data connectors for supported ERPs + Accounting systems such as NetSuite, Sage, Quickbooks, FreshBooks, Clover, etc.

Yes – Up to a total of 4 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations]Yes – Up to a total of 7 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations]Yes – Up to a total of 15 Unidirection or Bidirectional IntegrationsFX Data Pipelines including Enterprise ERPs such as Oracle E-Business Suite, SAP, ADP Wisely, and Microsoft Dynamics Business Central
– IntegrationsFX | Data Warehouse Synchronization Integration: AWS Redshift, Snowflake, BigQuery, etcBy Quote
Pipeline Consulting & Engineering Time

Data pipeline consultant and engineering time spent building new pipelines or customizing existing IntegrationsFX data pipelines for custom client requirements.

Up to 25 hours / yearUp to 50 hours / year
Measurement, Insights + ROI
CompanyTrackerFX

Identity resolution for B2B visitors with basic data enrichment to support sales teams and smarter marketing automation campaigns

Benchmark lift: 20%

– Standard Company Enrichment

3rd party data purchased from leading providers to enrich missing or incomplete firmographic data points such as Location, Industry, Number of Employees, Domain and Annual Sales.

New Contact & Prospect Lookup (Monthly Credits)

Access professional profiles, including job title, work experience, education, LinkedIn profile, etc. Includes The ability to export resolved professional contacts.

Total of 10 credits per month (5 for ProspectorFX & 5 for CompanyTrackerFX Pro)Total of 300 credits per month (Flexible allocation between ProspectorFX & CompanyTrackerFX Pro)Total of 800 credits per month (Flexible allocation between ProspectorFX & CompanyTrackerFX Pro)Total of 2,000 credits per month (Flexible allocation between ProspectorFX & CompanyTrackerFX Pro)
– CompanyTrackerFX Pro: Employee Resolution

Contact info for ICPs working at the companies that visit your website. Average match rate of ~35% of resolved from anonymously resolved companies visiting your website, who have buying intent

– ProspectorFX: Contact & Company Search

ProspectorFX allows you to search and filter for prospective new customers from a database of over 400 million profiles based on your ideal customer persona. Use credits to reveal the phone, email, and social touchpoints of your most desired matches.

LeadManagerFX

Omnichannel lead journey tracking and scoring for form submissions, live chats, and microconversions.

Advanced Spam Filtering

Automatically filters leads from blacklisted IP addresses

Visitor Recordings: Converted lead videos

Watch the website actions prior to the visitor converting

Up to 250 web conversion journeys recorded Up to 500 web conversion journeys recorded Up to 1,000 web conversion journeys recorded Up to 5,000 web conversion journeys recorded
LeadScorerFX Standard

Close more leads in less time with lead scoring customized to your business

CallTrackerFX: Tracked Monthly Calls

Automated call tracking + recording for ROI measurement

650 calls tracked / mo1,300 calls tracked / mo2,000 calls tracked / mo3,000 calls tracked / mo
CallTrackerFX: Unique Call Tracking Numbers

Channel-specific call tracking numbers

15 unique numbers25 unique numbers50 unique numbers125 unique numbers
Standard Call Enrichment

Caller location for Automated Audience Creation

Enterprise Call Enrichment

Enhanced firmographic + demographic data for Automated Audience Creation such as age, employer, occupation, home value, social media profiles, etc.

AIConversationsFX

Caller and agent sentiment analysis and intent powered by Google AI


DataEnrichmentFX: Enriched Contacts & Leads
– Contact & Lead Enrichment: Web Leads, Callers, Contacts, & Email Lists (Monthly Enrichments)

Enhanced firmographic and demographic data to enrich incoming leads (including list uploads) for sales support and marketing segmentation.

Up to 2,000 enrichments / moUp to 5,000 enrichments / moUp to 15,000 / moUp to 40,000 / mo
– B2B-to-B2C Secondary Email Resolution & B2C-to-B2B Secondary Email Resolution
– B2C CallTrackerFX Leads: Reverse Phone # Lookup
LeadScorerFX Pro

LeadScorerFX Pro utilizes data Enrichment fields for Enhanced lead scoring calculations and measurements.

MROIDashboardFX

ROI + CPL Dashboarding with automated ad spend tracking for cost per lead analysis per MROI Channel

Revenue Acceleration & Forecasting
AdTechFX

Multi-device programmatic advertising based on CRM and visitor data

Benchmark lift: 8% increase in closed sales

Yes – Available for WebFX Paid Search and Paid Social ClientsYes – Available for WebFX Paid Search and Paid Social ClientsYes – Available for WebFX Paid Search and Paid Social ClientsYes – Available for WebFX Paid Search and Paid Social Clients
PlaybookFX
Big data insights & PredictionGeniusFX forecasts identify the most effective path for revenue growth
CompetitorSpyFX: Up to 5 Competitors Tracked

Competitor website changes tracking and strategy monitoring

LocalFX

Location data accuracy reports for increasing maps visibility

Benchmark lift: 12% increase in local leads

EmailMarketingFX

On-demand email sending with real-time audience syncing from Customer360FX

Benchmark lift: 16% increase in leads

Up to 160,000 emails / mo total (Flexible allocation between LeadNurtureFX & EmailMarketingFX)Up to 400,000 emails / mo total (Flexible allocation between LeadNurtureFX & EmailMarketingFX)Up to 800,000 emails / mo total (Flexible allocation between LeadNurtureFX & EmailMarketingFX)Up to 2,000,000 emails / mo total (Flexible allocation between LeadNurtureFX & EmailMarketingFX)
FunnelsFX

Drag n drop page builder to rapidly deploy high converting landing pages

Benchmark lift: 11% increase in leads

ML, Smarter Content & Buyer Journey
ContentAnalyticsFX

Real-time insights to which content types provide the highest value for your website.

ContentGeniusFX

IBM Watson-powered, SEO content creation and evaluation tool to outrank competitors

Benchmark lift: 10% increase in organic traffic

DeepLearningFX

User intent for content marketing search engine ranking analysis powered by IBM Watson

Benchmark lift: 8% increase in organic traffic

5 reports / mo10 reports / mo25 reports / moUnlimited reports
PersonalizeFX

Customize demographic & firmographic audience journeys

Benchmark lift: 11% increase in conversions

Up to 15 demographic, firmographic, or audience segments can be personalizedUp to 30 demographic, firmographic, or audience segments can be personalizedUp to 60 demographic, firmographic, or audience segments can be personalizedUnlimited demographic, firmographic, or audience segments can be personalized
ReviewAccelerationFX

Boost your online credibility and local leads, and gain visibility to customer experiences through this review collection software.

Up to 3 locationsUp to 5 locationsUp to 10 locationsUp to 25 locations
Personalized Onboarding & MarTech Strategy
Contacts imported from legacy software systems
Onboarding + performance implementation w/ Strategic MarTech Specialist3 calls during first year onboarding and up to 10 hours of consulting, auditing, implementation and setup3 calls during first year onboarding and up to 15 hours of consulting, auditing, implementation and setup4 calls during first year onboarding and up to 20 hours of consulting, auditing, implementation and setup4 calls during first year onboarding and up to 30 hours of consulting, auditing, implementation and setup
Annual MarTech Specialist Consultations1 / year2 / year4 / year4 / year
On-going Data Architect Support Queue AccessUp to 4 hours / yearUp to 6 hours / yearUp to 12 hours / yearUp to 20 hours / year
Dedicated MarTech Expert
Execution of MarTech FuelFX Assets3 per quarter / 12 per year
Standard Monthly Licensing Cost$675 $1,175 $2,500 $4,975
Existing Monthly Customer Cost$500 $975 $2,250 $4,475

How does Nutshell power growth for your business?

If you want to improve your sales outcomes and generate more revenue, Nutshell is the perfect CRM software for your company. Find out why below:

Unite your sales and marketing data

MarketingCloudFX integrates flawlessly with Nutshell, which means you can seamlessly unify your sales and marketing data instead of jumping back and forth between multiple platforms and tools.

When you combine your data, you can better understand which processes and strategies drive sales and revenue. That enables you to implement closed-loop marketing strategies that continuously generate leads and conversions.

Optimize your lead management processes

To generate and convert leads, you must stay in touch with every prospect and implement strategies that effectively generate and nurture them. And that’s exactly what Nutshell helps you do.

Nutshell makes tracking your lead’s entire journey from initial awareness to conversion a piece of cake.

You can view every phone call, email, and interaction your leads receive on their way to becoming a customer. You can even receive notifications when leads move to the next stage in their journey, making it easy to follow up fast.

Leverage your CRM data to implement data-backed strategies

From tracking your leads’ journey to collecting prospect information to accessing customizable lead and sales reports, Nutshell enables you to collect valuable data to gain insights into your audience and processes.

And with the Nutshell and MarketingCloudFX duo, you can learn more about your leads and leverage that information along with your MarketingCloudFX data to drive future revenue for your business.

Access a dedicated customer support team

We know that using CRM software can sometimes be overwhelming. There’s a plethora of features, and you might not know how to effectively use each one. That’s where Nutshell’s world-class customer support team can help.

Get dedicated support from a friendly team ready to walk you through how to maximize your revenue with every feature Nutshell and MarketingCloudFX has to offer.

Key Nutshell features

Curious about all of Nutshell’s amazing features? We’ve got you covered.

Here’s a brief snapshot of what our CRM offers:

Sales automation

Eliminate time-consuming tasks, like manual data entry and sending emails, with Nutshell’s sales automation features.

Nutshell sales automation screenshot

You can automatically:

  • Score leads
  • Assign leads to your sales reps
  • Collect lead information
  • Send emails when someone completes a specific action on your site, like filling out your contact form
  • And more

Reporting

Gain powerful insights into your sales processes and leads with Nutshell’s easy-to-use, customizable reports.

Nutshell reporting screenshot

Nutshell’s reporting features enable you to:

  • Measure your sales performance
  • Forecast future sales
  • Analyze lost leads
  • Identify your best lead sources
  • Learn which strategies need to improve to drive more sales
  • And much more

Email

Nutshell’s email features help you easily stay in touch with your prospects and current customers.

Nutshell email screenshot

Access ready-to-send email templates, automate personal email sequences, and segment your email list to nurture your leads and up-sell your products or services to current customers.

Forms

Turn your website into a lead-generating machine with Nutshell’s handy lead generation forms.

Nutshell lead generation forms screenshot

Design and embed simple, customizable web forms and track their effectiveness in only a few clicks.

Team collaboration

Nutshell’s team collaboration features help you keep your entire sales team on the same page.

Nutshell collaboration screenshot

You can tag your sales team in deals when you need assistance, view the previous interactions leads have with your team, and receive instant notifications when a deal needs attention.

Contact management

Say goodbye to endless spreadsheets filled with phone numbers and email addresses, and say hello to your central repository for lead and customer information.

Nutshell contact management features

Nutshell enables you to store all your contact details, email conversions, call notes, and more in one place so you can easily get in touch with your leads and customers.

Pipeline management

Get a birds-eye-view of your entire sales pipeline with Nutshell’s pipeline management features equipped with four different views to customize how your view your leads:

  • Board view
  • List view
  • Chart view
  • Map view

Nutshell also enables you to quickly identify your hot leads so you can prioritize the prospects that can drive the most value for your business.

Marketing

Turn your email subscribers into paying customers or clients with Nutshell Marketing.

Nutshell Marketing screenshot

You can use Nutshell Marketing to send engaging emails to thousands of contacts, create custom audiences from your CRM data, and instantly track the results of your email messages.

Get started with Nutshell

We know that choosing a CRM platform is no easy feat — there’s an ocean of platforms to choose from.

We’ve been there and done that. That’s why we offer a CRM platform designed just for SMBs like yours who want a hassle-free platform with world-class customer support to maximize sales and revenue.

See for yourself how Nutshell powers more than $600 million of sales per year by contacting us or speaking to your account manager to get started!

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