Skip to main content ↓

“Nutshell is super user-friendly and intuitive

“I would highly recommend Nutshell

“Easy to use and... wait for it ... 100% buy in!

“Nutshell is both simple and powerful

a light blue background with the top part of a darker blue acorn at the bottom right
Nutshell CRM Onboarding

Faster start. Stronger success.

We’re here to help set you and your account up for long term success.

What we provide for qualifying new customers:

  • A dedicated Nutshell Onboarding Advisor
  • Video calls for Account Configuration Support
  • 1 team training call (recording provided after call)
  • 30-day post onboarding check in
  • Ongoing live support from our Support Team

Get set up right with expert guidance

For new customers who qualify for our onboarding, we adapt our offerings to your highest priority needs.

Strategic CRM consulting

We’ll learn your use case and

  • Guide you on best practices and strategy
  • Show you how to configure advanced features
  • Coach you on reporting, email automation, analytics, integrations and more

Scheduled phone support is available Sales Enterprise customers.

Technical implementation services

Let us do some of the heavier lifting.

  • We’ll help you with technical configuration
  • Let us help create your pipelines, custom fields, automations, forms and tags built by our team
  • We can help with Email marketing, Quotes and more of Nutshell’s add-ons

Personalized team training on your customized set up.

The best CRM is the CRM you’re team will actually use — and we can help with that. We will:

  • Run a live, virtual training for your team
  • Cover your specific configuration, as well as features and workflows your team will be using
  • Provide you the recorded training for rewatching and new hires

Post-launch check-in and optimization

Nothing is ever “set and forget”, so we’ve got your back. 30 days in, we will:

  • Check in to see how everything is going
  • Provide recommendations and adjustments based on real-world usage
  • Fine-tune your configuration for the best results

Free ongoing support from our expert team

  • Free live chat and email support included
  • 24/7 AI chatbot to help with quicker answers
  • Comprehensive support articles available 24/7
  • Schedule phone support with our support team included on Sales Enterprise

Want ongoing, dedicated support from one of our CRM advisors? Check out Nutshell Advisor.

Headshot

Register for a product tour!

Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.

Nutshell CRM Onboarding FAQs

  • 1. Is onboarding mandatory if I want to use Nutshell?

    Nope! Unlike some of our competitors, we don’t charge hundreds (or thousands) of dollars for onboarding. Nor we do force you to take us up on our onboarding services. However, we certainly suggest qualifying customers do! 

  • 2. How much does Nutshell’s CRM onboarding cost

    We offer our onboarding services for free for qualifying customers.

    Again – some of our competitors charge hundreds, or thousands, of dollars — not us!

  • 3. How do I know if I qualify for CRM onboarding?

    The easiest way to know is to ask your sales rep. Every new trial has the opportunity to communicate with their sales rep via email or text, over the phone or by hopping on a 1-on-1, personalized demo of Nutshell.

  • 4. What if I don’t qualify for onboarding? Do I have to pay?

    Nutshell is praised for its ease of setup and use. We provide self-onboarding guides so you can feel confident getting started on your own.

  • 5. What ongoing training and resources does Nutshell provide?

    Nutshell offers a comprehensive Knowledge base of support articles. Free support is provided by our customer support team via live chat and by emailing [email protected]. Nutshell Sales CRM Enterprise customers have access to scheduled phone calls with our support team. If you are interested in monthly scheduled calls with a dedicated CRM expert, you can sign up for our Nutshell Advisor plan.

See Nutshell in action!

Try Nutshell free for 14 days or let us show you around before you dive in.