Process management basics Since our last update, we've been hard at work on Nutshell CRM, working on some incremental improvements, as well as some keystone features that are on schedule for the next few weeks. I've been collaborating with Tyler Tate — our user experience lead — on some big updates to the lead timeline and on a new mass-update tool that you'll see soon.
We also created a video that provides more information on our process builder. While it doesn't cover some of the advanced features, it's a great 4-minute overview to see what's possible. Nutshell iPhone developer Andrew Sardone guest-narrates.
Here's a look at some of the new features we released this week.
We've worked hard to build live, responsive reports that always display the data you choose. Until now, you could only view those reports — with live charts and summaries — in your browser. We've added a new feature to download the current custom report as a CSV file. This file can be opened in Excel, and grouped, summarized, and pivoted to your hearts delight. This report can also contain any custom fields that you've created for your leads.
Upload your own logo & images
You may have noticed that our demo has a custom logo, and many of the contacts & and accounts in the demo have unique icons. You can now upload a photo to any account or contact, and you can upload your logo to make Nutshell feel more like a part of your company. Soon, we'll be adding these images to the iPhone app.
Optimized list view of contacts
When working with an account that has a large number of contacts, we now display a cleaner list view of those contacts. When the account only has a few contacts, you'll see the blue contact cards you're familiar with.
Other new features
In addition to the above, we've made dozens of new tweaks, bugfixes and improvements.
- Leads can now be reopened
- See a lead's contact name in various lists, if there is no account name
- Filter and sort options are now preserved when you return to a list of leads
- Smoother experience when editing addresses, emails, and phone numbers
- Better feedback when a step is being completed
We're working hard to continually make Nutshell better, through a smooth user experience and open access to your data. Please contact us if you have any suggestions. Thanks!
Andy is the lead developer at Nutshell and has been working with the web since the 28k modem. He’s a master at turning designers’ sketches into pixel-perfect interfaces. Look for his bike in front of our Ann Arbor offices, and find him on Twitter.