Case Study: Caffè Umbria achieves streamlined lead tracking and team-wide collaboration with Nutshell CRM

Caffè Umbria - Customer Case Study

Caffè Umbria is a family‑run coffee roaster rooted in a multi‑generation Italian tradition, now operating cafés and wholesale accounts across Seattle, Portland and Chicago. As the business grew, the team lacked a shared way to track leads and customer data—contacts were siloed on individual phones and computers—and needed a CRM that would enable collaboration without disrupting their informal, Italian‑style approach to customer service.

After testing many systems, Director of Strategic Development Marie Franklin chose Nutshell for its simplicity and supportive team, and her staff quickly adopted it. Nutshell centralized communication and reporting, provided location‑aware customer data with Maps, helped the team demonstrate they’d hit goals, and did so without changing the company’s culture.

Caffè Umbria

Marie Franklin

Director of Strategic Development