Maximize Your CRM With Nutshell Advisor Consulting
How Nutshell Advisor accelerates growth
- A dedicated advisor who knows your business: Your advisor learns your sales process, team structure, and goals—so every recommendation is relevant to how you actually work
- Up to 2 advisor sessions per month: Strategy-focused calls to optimize your workflows, implement automations, and apply best practices tailored to your team
- Unlimited scheduled phone support: Get expert technical help when you need it—whether you’re troubleshooting an issue, learning a feature, or need quick answers to keep your team moving
- Continuous optimization: As your business grows and changes, your advisor helps you refine processes, onboard new team members, and adopt features that support your evolving needs
Expert CRM consulting with transparent pricing
Add Nutshell Advisor to any CRM plan and get dedicated guidance, unlimited scheduled phone support, and ongoing optimization
—no hidden fees, no surprises
Monthly plan
$249 per month
Best value
Annual plan
$199 per month
Save $600 per year on an annual plan
Frequently asked questions
What should we prepare before our first CRM advisor call?
Come ready to discuss your team’s biggest sales challenges, current workflows, and goals for the next quarter. Have your main team members available and think about what’s working (and what isn’t) in your current process. Our advisor will guide you through the rest—no prep work needed to get started.
How is CRM advisor different from standard support?
Standard support answers your technical questions. CRM advisors do that plus help you optimize strategy. They work with you on sales pipeline design, data quality, feature adoption, and business metrics. Think of advisors as partners focused on your growth, not just troubleshooting.
Additionally, your Nutshell Advisor is your dedicated point of contact for even better support continuity.
What kind of ROI can we expect from CRM consulting services?
CRMs typically deliver 3-10x ROI depending on adoption and execution. You’ll see faster deal cycles, better forecasting, reduced manual work, and stronger team alignment. The real payoff comes from actually using the system—our advisor makes sure your team gets there.