Automate your sales process
Design and execute a sales process that reduces time-wasting tasks and helps your reps know what to do at every moment. Specify the actions and follow-ups that need to happen from initial qualification through final negotiations, and accurately measure the impact of your efforts.
Report on your performance
Nutshell’s easy-to-use, customizable reports give you at-a-glance insight into your business, so you can measure performance and pinpoint areas for improvement. Download presentation-ready charts and view “snapshots” of your business at different points in time so you can track progress.
Unite your sales team
Need to get everyone on the same page? Nutshell lets you easily bring colleagues into the conversation, see who’s talking to your customers outside of the sales team, and stay notified of everything that needs your attention.
View and track your leads
Nutshell is the most flexible CRM for sales reps, offering four ways to view and manage your pipeline. List view, Map view, Chart view and Board view (drag-and-drop) let you decide how to work your deals, save views and share with your team.
Find every contact, customer, and conversation
Nutshell is your company’s central repository for customer knowledge. Store all your contact details, call notes, and email conversations in one place so everyone on your team can quickly access them.
Get answers from real (awesome) human beings
Our friendly Ann Arbor-based Support team is here to provide tips and technical assistance by email, phone, and live chat. No matter which Nutshell plan you choose, we’ve got your back.