Get up to speed on a lead with a quick recap and next actions. Nutshell reviews a lead’s emails, activities, tasks, as well as your pipeline stages and goals to suggest the most important thing you can do to move a lead along.
Recaps and next actions are presented instantly, and without a need to generate a manual summary.
Define stage goals and stage guidance for your pipeline — Nutshell AI uses these to suggest actions.
Coupled with our phone and meeting integrations, Nutshell reviews your transcriptions to identify action items and questions that came up in your calls.
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