Announcing territories to organize your accounts
Today we're thrilled to announce the release of three great new features in Nutshell that make it easier to organize your contacts, accounts and leads. Over the past few weeks, we've continued our weekly release cycle, with many incremental updates and fixes, but the majority of our time has been spent on these new features.
New tagging features
We’ve always worked hard to make it easy to organize your contacts, accounts and leads. Today, we’re releasing new tagging tools to make it even easier to segment items for your company’s specific needs.
Creating tags
To get started with tagging, you’ll first need to create the tags that you use to organize your data. Note that you will use different collections of tags when you’re tagging different kinds of items (e.g. contacts vs. accounts). You’ll find this page under Setup > Lists > Tags.
Add tags to accounts, contacts and leads
When you’re viewing an item, there will always be a tag bar at the top. Simply click inside of the bar and start typing a tag name. You’ll see all available tags, along with a number representing the number of other items with that tag. Once you press enter, the tag will be added, and blink green.
Using tags to organize your data
When viewing the leads, accounts, or contacts tab, with a list of items, you can use tags to filter down to items with that tag. If you’re searching on more than one tag, you can choose between items that have any or all of the filtered tags.
You may also use tags as a filter in custom reports — for example, to see all leads from a specific campaign and the ‘Stale lead’ tag.
Bulk adding & removing tags
You can use the bulk edit tool (from a custom report or the leads tab) to add or remove tags from a large number of leads. This mass editing functionality is currently unavailable for contacts and accounts, but will be built in the future.
We’re really excited about this new tool for organizing data in Nutshell. We’re continuing to build more effective ways of organizing your business — stay tuned for some upcoming features related to regions and territories!
Announcing the Nutshell Android App
At
Nutshell, we aim to provide the best mobile CRM experience. Our initial release included our iPhone app, providing on-the-go access to your leads, accounts, contacts, and activities. Soon after that, we released the world’s first mobile CRM media logging, pushing the boundaries and experimenting with the possibilities of mobile devices. We’ve received a lot of feedback from customers, and one of the top requests was for an Android app. Today, we’re pleased to announce Nutshell CRM for Android.
New sales analytics in Nutshell
When we launched Nutshell last November, we had built four stunning reports to monitor the most important aspects of your business. In the following months, we've greatly expanded those reports, making them easier to use, more insightful, and adding brand new data.
Today we’re announcing the release of a brand new reporting tool, Sales Analytics. We’ve built six new graphs and associated metrics that provide insightful information at a glance. We think these new reports are so valuable that we’ve integrated them into the home page of the Reports tab.
CSV import, Mailchimp, and changelog
We've been busy this month! We released our big Google Apps integration, and we're already getting some terrific feedback. We've also rolled out some other equally great features that deserve a share of the spotlight.
Announcing Google Apps integration
Nutshell for Google AppsNutshell has always supported syncing activities with your Google calendar, and today we're excited to announce a new set of integrations to work even better with Google Apps.
The most exciting feature is our Gmail Gadget, which allows you to interact with Nutshell while inside of Gmail. When viewing a message, the gadget will show you the sender’s Nutshell card – and if they aren’t in Nutshell yet, they can be added with one click.
Detecting and resolving duplicates
Nutshell's unique card interfaces help to prevent duplicates as you create new items. As you type in a name, Nutshell is always suggesting existing records.
Still, it’s possible to create a duplicate, especially if you use the API or an import to add contacts or accounts. We’ve recently released a new deduplication feature to help spot those cases, and to automatically merge them for you.
Wufoo integration for easy web-to-lead forms
Last week we released an update to our public HTTP POST API, making it compatible with Wufoo’s webhooks. Wufoo is a simple but clever service for building forms that can be placed on your own site, with zero coding background. Like Nutshell, they value clean user experience, and we're excited to build this and future integrations with their service.
We’ll be releasing additional documentation and screencasts to document the process, but read on for a quick overview on getting started with Wufoo + Nutshell.
The World's First Mobile CRM Media Logging
Nutshell iPhone App OverviewToday, we're excited to announce the latest feature in Nutshell CRM: mobile activity logging, with full audio and video support. The most hated part of a CRM is activity logging -- especially from a clunky laptop with bad wifi.
The latest version of our iPhone app allows you to use your device to log activities via keyboard, microphone or camera. After logging an activity, you can replay the clip from any other iPhone or the Nutshell web application.
Announcing small business pricing
When we launched Nutshell, we made our goals clear: to combine advanced CRM features like salesforce automation and advanced reporting with simple, elegant user interfaces. We’re working hard to build Nutshell to meet the needs of businesses both large and small.
To make Nutshell even more accessible, we have introduced new small business friendly pricing plans. To be clear, we are opposed to the nickel and diming practice on features found in many CRMs – especially API access – we believe that free and open access to your data is a core part of any CRM. These new small business pricing plans include full access to all of Nutshell’s capabilities.