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!

Get the CRM behind

$600 million

IN ANNUAL SALES

users on page icon
Use the expert-led tactics behind

7,839,684

IN LEADS FOR OUR CLIENTS

Unlock do-it-for-me marketing with

500

DIGITAL MARKETING EXPERTS

Accelerate ROI with

1+ BILLION

DATA POINTS FROM MARKETINGCLOUDFX

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

$875 / month

  • 10,000 first-party data profiles
  • 250,000 non-marketing customer journeys
  • 300 calls tracked
  • 8 lookalike or custom audiences

Pro

$1,375 / month

  • 15,000 first-party data profiles
  • 500,000 non-marketing customer journeys
  • 300 calls tracked
  • 15 lookalike or custom audiences

Enterprise

$5,975 / month

  • 100,000 first-party data profiles
  • 1 million non-marketing customer journeys
  • 1000 calls tracked
  • 30 lookalike or custom audiences

SEE FULL DELIVERABLES

Unlock your full revenue potential with Nutshell and MarketingCloudFX

MarketingCloudFX is our in-house revenue acceleration platform that helps businesses worldwide capture more traffic, leads, and sales with valuable insights from billions of data points.

And now we’re bringing you even more opportunities to maximize your revenue with Nutshell — our flexible CRM that helps you close more sales and integrates seamlessly with MarketingCloudFX.

Clients on our MarketingCloudFX Foundation plan or higher can unlock a powerful technology duo with both Nutshell and MarketingCloudFX to fuel business growth.

You’ll get access to Nutshell’s ability to generate, nurture, and convert leads alongside MarketingCloudFX’s features that help you gain deep insights into your audience and launch data-backed campaigns that drive revenue. Now that’s a match made in heaven.

Learn how MarketingCloudFX and Nutshell will grow your revenue by contacting us online today!

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Browse Plans and Pricing

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

Features Foundation ProEnterprise
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 10,000Up to 15,000Up to 100,000
Auto-management of Contact Status

Contacts with no touchpoints (website visits, calls, etc) within 12 months automatically switch to inactive.

& Up to 250,000 non-marketing customer journeys& Up to 500,000 non-marketing customer journeys& Up to 1,000,000 non-marketing customer journeys
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 seats20 seatsUnlimited seats
SchedulerFX automated calendar booking systemUp to 10 CalendarsUp to 10 CalendarsUp to 50 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 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 8 audiencesAvailable to WebFX Paid Social Clients – Up to a total of 15 audiencesAvailable to WebFX Paid Social Clients – Up to a total of 30 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

– IntegrationsFXCRM: 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 3 Unidirection IntegrationsFX Data Pipelines

Up to a total of 6 Unidirection or Bidirectional IntegrationsFX Data Pipelines

Up to a total of 10 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 6 Unidirection or Bidirectional IntegrationsFX Data PipelinesUp to a total of 10 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 6 Unidirection or Bidirectional IntegrationsFX Data Pipelines [Excludes Enterprise ERP Integrations]Yes – Up to a total of 10 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, etc Yes – Up to a total of 10 Unidirection or Bidirectional IntegrationsFX Data Pipelines
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.

– Enterprise Company Enrichment

Additional 3rd party data purchased from leading providers such as Year Founded, Company Description, Phone Number, Facebook URL, etc.

LeadManagerFX

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

– Standard Lead Enrichment

Enhanced firmographic + demographic data for automated audience creation such as age, location, employer, occupation, home value, social media profiles, etc.

– Enterprise Lead Enrichment

Higher match rate for enriched firmographic + demographic data and additional data points such as cell phone number, marital status, etc

– Advanced spam filtering

Automatically filters leads from blacklisted IP addresses

– Converted lead videos

Watch the website actions prior to the visitor converting

LeadScorerFX

Coming Q3 2022

CallTrackerFX

Automated call tracking + recording for ROI measurement

300 calls tracked / mo300 calls tracked / mo1,000 calls tracked / mo
CallTrackerFX

Channel-specific call tracking numbers

12 unique numbers12 unique numbers50 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.

ConversationIntelligenceFX

Caller and agent sentiment analysis and intent powered by Google AI


10 enhanced calls / mo300 enhanced calls / mo1,000 enhanced calls / mo
CPLDashboardFX

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 Clients
PlaybookFX
CompetitorSpyFX

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

LeadNurtureFX

Smart email campaigns using real-time audience syncing from Customer360FX automated segmentation to build relationships with leads before they ever consider a competitor.

Benchmark lift: 14% increase in sales

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 / moUnlimited reports
PersonalizeFX

Customize demographic & firmographic audience journeys

Benchmark lift: 11% increase in conversions

ReviewAccelerationFX

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

Up to 3 locationsUp to 3 locationsUp to 25 locations
Personalized Onboarding & MarTech Strategy
Contacts imported from legacy software systems
Onboarding + performance implementation w/ Strategic MarTech Specialist 3 calls during first year onboarding3 calls during first year onboarding4 calls during first year onboarding
Annual MarTech Specialist Consultations1 / year2 / year4 / year
On-going Data Architect Support Queue Access Up to 4 hours / yearUp to 6 hours / yearUp to 20 hours / year
Dedicated MarTech Expert
Execution of MarTech FuelFX Assets 3 per quarter /12 per year
Standard Monthly Licensing Cost$875$1,375$5,975
Existing Monthly Customer Cost$500$1,000$4,975

Inside the MarketingCloudFX Foundation plan

Not currently using MarketingCloudFX? No problem!

Check out what you’ll receive with our MarketingCloudFX Foundation plan below:

  • Unified customer journeys and automated audience segmentation from Customer360FX
  • Up to 10,000 first-party data profiles
  • 10 seats in Nutshell
  • Omnichannel lead journey tracking and scoring for form submissions, live chats, and micro-conversions with LeadManagerFX
  • Converted lead videos to watch the website actions users took before converting
  • 300 calls tracked per month with CallTrackerFX
  • Competitor website changes tracking and strategy monitoring with CompetitorSpyFX
  • On-demand email sending with real-time audience syncing with EmailMarketingFX
  • Real-time insights into which content types provide the highest value with ContentAnalyticsFX
  • IBM Watson-powered SEO content creation and evaluation with ContentGeniusFX
  • And much more

Have questions? Ready to get started? Chat with one of our friendly experts by contacting us online or calling 888-601-5359.

View More MarketingCloudFX Deliverables

What is Nutshell?

Nutshell is our CRM that helps you effectively measure the results of your sales and marketing efforts as well as generate, nurture, and convert more leads. Each year, Nutshell helps businesses generate $600 million in sales.

Without a CRM platform, it’s tricky to understand which strategies and processes generate the most leads and conversions for your company. But with Nutshell, you’ll no longer have to wonder.

You’ll have access to user-friendly, revenue-acceleration CRM software that gives you and your team all the resources you need to drive sales and revenue.

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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WebFX Agency Rating:

4.9 / 5 with 300 ratings

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