Free CRM Templates, Guides, and Checklists

Helpful (free!) resources

Featured sales resources

CRM Pricing Guide

Discover comprehensive insights into CRM pricing, features, and comparisons to find the best CRM solution for your business needs.

Understanding customer data

Learn about the four key types of customer data and how to collect them effectively.

CRM for relationship-based sales

Explore CRM strategies to improve relationship based selling to drive more revenue with repeat sales from high value customers.

CRM for inbound sales

Learn how a CRM optimizes inbound sales by transforming initial interest into successful conversions.

What to look for in a CRM

Uncover the top features to seek in a CRM to enhance your sales process and team efficiency.

Additional sales resources

Browse our comprehensive collection of free sales resources covering CRM basics, implementation and adoption strategies, integration tips, and more.

Featured engagement resources

Customer touchpoints and how to identify them

Learn how to enhance customer interactions and boost satisfaction with our guide to customer touchpoints.

Customer reactivation strategies that work

Learn how to re-engage inactive customers with five proven strategies to boost retention.

Reasons for increased customer churn rate

Discover the top reasons for customer churn and how to effectively address them.

The customer lifecycle and its stages

Explore the key stages of the customer lifecycle and strategies for effective customer lifecycle management.

Customer experience definitions and advice

Get expert advice and insights on enhancing customer experience to boost your brand’s success.

Additional engagement resources

Browse our comprehensive collection of free engagement resources for enhancing customer support, retention, and overall experience.

Featured marketing resources

The cost of SEO

Explore detailed insights on SEO costs and how to achieve the best ROI for your business.

Digital marketing strategies for B2B companies

Discover effective B2B digital marketing tactics to boost lead generation, improve customer engagement, and drive revenue growth for your business.

The best CRM tools for email marketing

Discover how CRM and email marketing work together to optimize customer relationships and drive conversions.

Local SEO for beginners

Learn essential strategies to enhance your local SEO and stand out from your competition with this comprehensive beginner’s guide.

The no-nonsense guide to market segmentation

Master market segmentation strategies with expert tips and examples to effectively target and engage your audience.

Additional marketing resources

Browse our comprehensive collection of free marketing resources, including CRM marketing basics, digital marketing strategies, email marketing and more.

Nutshell guides

Guided tours

Register for one of our live demos to see Nutshell in action and learn how we can help level up your team’s sales efforts.

On-demand webinars and product tours

Tune in for pre-recorded webinars, recordings from past product demos, and interactive product tours.

CRM comparison worksheet

Use this interactive checklist to compare Nutshell with your current contact management solution and any other CRMs you’re evaluating.

Sales automation workshop

Watch to learn how to create a custom, automated pipeline in Nutshell to kick your sales efforts into overdrive.

The best next-action selling CRM

Discover why Nutshell is the best next-action marketing and sales CRM on the market.

Product updates

Nutshell keeps getting better! Check out our latest product updates and enhancements.

Nutshell’s features

See everything you can do in Nutshell, the all-in-one platform for sales, marketing, and engagement.

Self onboarding guide

With Nutshell you can be onboarded in hours, not weeks, so you can start seeing results faster. See how easy it is to get started with our handy guide.

Featured downloadable guides

Sales process template

Download these free templates to see our recommended pipeline stages for a variety of common B2B sales models.

Sales process worksheet

Use this free sales process worksheet to standardize the buying process for your company to optimize your sales journey.

Task ideas for any sales process

Tasks are recurring activities that your reps follow to keep their deals moving forward. Browse through our list of sales tasks that make the most sense for how your team sells.

Sales pipeline: the complete training guide

Master your sales process with Nutshell CRM’s comprehensive guide to building and managing an effective sales pipeline.

The B2B marketer’s toolkit

Unlock 120+ expert tips for boosting B2B lead generation with Nutshell’s comprehensive Marketer’s Toolkit.

Additional downloadable guides

Browse our full collection of free downloadable resources cover sales, marketing and other business strategies.