Case Study: NEW improves team adoption and client visibility with Nutshell CRM

New - Customer Case Study

NEW is a nonprofit consulting firm in Ann Arbor, Michigan, that helps mission-driven organizations with strategic planning, executive coaching, board development, DEI workshops, and operational services. Before adopting Nutshell CRM, the team struggled with CiviCRM, which was too complex and not visually engaging, making adoption difficult and limiting their ability to track client interactions across departments.

Nutshell CRM provided a user-friendly, customizable platform with tailored pipelines for different teams, giving NEW better visibility into client activity and improving team collaboration. As a result, engagement became more meaningful and outreach more effective, while the organization gained clearer insight into the value of its work and adapted more successfully during the COVID-19 pandemic.

New

Will Jones

Relationship Manager