The CRM Agency Behind Over $10 billion in Revenue

Nutshell: Award-winning CRM technology to maximize your marketing results

Nutshell is our CRM software and is a key feature of our marketing proprietary platform, RevenueCloudFX. It makes it easy for you to track your customer and marketing data to close more sales and maximize your marketing results.

Check out some of the main features of Nutshell below:

1. Lead management

With Nutshell, you can track your leads’ journey from awareness to purchase to identify the channels and strategies that drive the most leads and conversions for your business.

In addition, you can integrate Nutshell with lead generation forms on your website so you can easily track lead information as they come in. That means you won’t have to spend time manually entering your leads’ information and contact details.

Plus, your sales team can receive notifications each time you generate a lead so you can contact your potential customers and encourage them to convert quicker.

2. Marketing and sales data

Measuring the success of your digital marketing strategies is essential to increase sales and revenue for your business. Nutshell enables you to track critical marketing campaign and sales metrics and data points, such as:

• Website traffic sources
• Lead sources
• Website session duration
• Phone call sources and transcripts
• And much more

As a result, you can better understand which strategies drive the best results. That means you won’t have to worry about wasting time and resources on strategies that don’t produce results for your business.

3. Customer information and details

With Nutshell, you can track every email address, phone number, and other essential information of each lead and customer.

These details make it easy for you to remember key information to stay connected with your customers and leads. As a result, you can build strong relationships with customers to build brand loyalty and drive more sales for your business.

4. CRM dashboard

Nutshell also comes equipped with a comprehensive, detailed CRM dashboard to keep your data, schedules, and team organized. You can use the CRM dashboard to effectively plan your sales day.

For example, you can set custom follow-ups and action items for specific leads, customers, and other sales opportunities. In addition, you can select due dates and assign tasks to your team members to help them plan and schedule their day.

5. Contact management

Say goodbye to writing down contact details in a spreadsheet or notebook and say hello to your contact management solution. With Nutshell, you can create an address book of contact details for your leads, customers, clients, and more.

You can record a client’s name, phone number, email address, company name, and more to help you keep track of your important sales calls and leads information to help you drive more conversions and sales for your company.

Measuring the metrics that affect your bottom line.

Are you interested in custom reporting that is specific to your unique business needs? Powered by RevenueCloudFX, WebFX creates custom reports based on the metrics that matter most to your company.

• Leads
• Transactions
• Calls
• Revenue

Learn More

What can a CRM agency do for your business?

Partnering with a customer relationship management company can provide many benefits for your business. Check out these three benefits of hiring a CRM agency below:

1. Software support and assistance

When you partner with an experienced CRM marketing agency like WebFX, you can expect to have access to a team of experts that can help you make the most of your CRM software.

At WebFX, our team will guide you through the tools of our in-house platform, Nutshell, so you can understand how to use each feature to drive results for your company.

In addition, our team can provide ongoing support to help you optimize your strategies and campaigns to ensure they always drive revenue. And, just in case you run into any technical issues, our team is always on hand to solve any problems so you can get back to driving results for your business.

2. Save time and resources

When you partner with a CRM marketing agency, you say goodbye to spending large amounts of time recording, tracking, and analyzing endless customer and marketing data.

Your chosen agency will help you log and store all of your essential information in the same place. As a result, you can save time and resources manually recording individual details about your lead and customer journeys.

3. Build better relationships with prospects

Building strong relationships with your leads and customers is the key to building brand loyalty that keeps them coming back for more. Your CRM marketing agency can help you remain competitive with your other businesses fighting for your prospects’ attention.

At WebFX, our team can help you use Nutshell to create personalized experiences that resonate with your customers and clients and keeps them interested in your company.

These personalized experiences help you create stronger, lasting relationships with your prospects to encourage more conversions and sales for your business.