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Nutshell is super user-friendly and intuitive

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Nutshell is both simple and powerful

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Increase Your Win Rate

Pipeline Management CRM

Nutshell’s flexible pipeline management views and lead tracking capabilities give your reps the power to nurture leads the way that works for them.

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PROVIDING INTUITIVE CRM SOLUTIONS SINCE 2009

Create custom pipelines to match your sales processes

Your company’s sales process is unique—and so should your CRM pipelines. Make your pipeline your own by customizing it with stages, guidance for reps, confidence level, user assignments, tasks, and more.

Then create multiple pipelines for different sales processes to separate your product and service offerings, B2B and B2C customers, new sales and post-sale onboarding, or whatever other audiences your business works with—all customizable for your industry and process.

Making pipelines doesn’t have to be complicated

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How can you access multiple pipelines?

The ability to create multiple pipelines is available to Nutshell Sales customers on the Pro plan and up.

Visualize your pipeline and leads the way you want

Empower your sales team to work more efficiently with lead views that meet their needs, allow them to track lead progress through the sales funnel, and help identify bottlenecks. So whether your reps are on the road or in the office, prefer a Kanban or list view of their leads, or just want different ways to visualize their in-progress sales, Nutshell lets them track their assigned leads however works best for them.

Board view 

Board view is the interactive way to manage your pipeline and track leads in your CRM. Drag and drop leads to the next sales stage and mark leads as won, lost, or canceled. Monitor the general health of your pipeline and quickly see what needs to be done next.

List view

List view is the most traditional approach for optimal lead and pipeline tracking and management. In our sales pipeline software, view your pipeline leads in rows and sort by columns based on the age of the lead, stage, confidence, value, and more.

Map view

Ideal for outside sales reps, Map view shows exactly where your companies and people are located, helping you plan for on-site meetings and scheduling activities. Want to find your best leads on the go? Our free iPhone app lets you quickly view any lead list or filtered lead segment in a zoomable, smooth-scrolling map.

Chart view

Chart view quickly details your lead trends by timeframe, quantity, and value in an easy-to-read graph, making it a great method for tracking your pipeline and leads.

Increase sales by prioritizing hot leads

Are your leads hot or not? Hot leads let you prioritize the prospects that are most meaningful to you so you know exactly where to focus your attention. Whether a lead is brand new or already in your pipeline, you can “heat it up” in one click, and it’ll immediately be front-and-center on your lead views, dashboard, and to-do lists. Learn more about hot leads!

Customize your lead board to align with team objectives

Want to see specific lead data front and center in your lead board? Now you can choose which fields are displayed and reorder them to support your team’s process. Switch up the customization for each of your company’s pipelines so lead board cards show the most important information for your team’s needs. Learn more about customizing your lead board!

How can you access Nutshell’s Pipeline Automation features?

The Hot Leads feature is available to Nutshell Sales customers on a Growth plan and above. The customizable lead board cards feature is available to users on our Sales Pro plan and above.

Making pipelines doesn’t have to be complicated

Building and customizing your sales pipelines takes as little as 20 minutes! Start by creating each stage in your sales process, giving it a description, and adding guidance for your reps. Add user assignment rules to give each lead the best chance of closing, then create stage goals to automatically advance the lead once the goal is met. With advanced sales, email, and text messaging automation available, Nutshell simplifies how you set up and optimize your pipeline to keep leads flowing smoothly.

Get an inside look at creating a pipeline in Nutshell

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CRM features that boost your sales effectiveness

Sales Automation

Put time-wasting tasks on autopilot so your team can focus on building relationships and nurturing leads through your sales pipeline.

Pipeline Management

Create custom pipelines and manage them easily with multiple views to nurture leads efficiently and stay on top of every deal.

Reporting & Analytics

Provides robust reporting and analytics to help you track your team’s performance and to help you gain quick insights with automated reporting.

Email Automation

Increase sales efficiency with Nutshell’s powerful email automation tool. Create personalized campaigns & track success right in your CRM

Artificial Intelligence

Streamline daily processes using the generative power of AI in Nutshell to simplify sales activities and open up a world of possibilities.

Meeting Scheduler

Create and manage virtual meetings and sync the information with your Calendar without leaving your CRM.

Quotes

Quickly create and send custom quotes, easily track quote progress and prospect proposal engagement, and effortlessly manage and share your quotes in different formats.

Team Collaboration

Store customer notes, interactions and easily bring colleagues into the conversation and stay notified of everything that needs your attention.

Contact Management

Improve calendar, email, & contact organization from any source with Nutshell’s contact management software.

Prospecting

Search through over 200 million contacts, add ideal customers to your CRM, and connect with your future buyers.

Website Visitor Identification

Pinpoint the companies and individuals visiting your site so you can proactively target warm leads.

Contact Enrichment

Locate specific individuals working at the companies in your book of business and reveal their contact information so you can start the conversation.

Lead Attribution

With channel and source data automatically added to your new leads, you can know where your best leads come from and invest smarter in your marketing.

Free Customer Support

Connect with our world-class support team to get fast, friendly, and free support when needed.

Email and Calendar sync

Easily sync your email and calendar with Nutshell to make your CRM work where you do.

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Security

We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.

App Marketplace

Integrate Nutshell with the rest of your tech stack

See Nutshell’s Marketing Features

Find out more about Nutshell’s extensive range of Marketing Suite features

See Nutshell’s Engagement Features

Learn more about Nutshell’s industry-leading Engagement Suite features

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See all of Nutshell’s features

Discover the broad spectrum of features and tools available to Nutshell customers

Sales pipeline management FAQs

  • 1. What is a sales pipeline management tool?

    A sales pipeline management tool is software that optimizes your sales pipeline for efficiency and productivity and creates a smoother experience for your customers and your reps, helping your team close more deals. With pipeline management software like Nutshell, teams get a range of powerful features that help them customize their sales process, stay on top of leads and sales, automate smaller tasks, and stay organized with all the prospects in their pipelines so they can work more efficiently.

  • 2. Why is pipeline management important in sales?

    Pipeline management is a critical skill for sales professionals seeking to win more deals. With multiple prospects, tasks, relationships, and even pipelines to juggle at once, sales reps need tools that help them stay ahead of the game. The right pipeline management software can help sales teams:

    • Optimize their sales process to put prospects on the best path to closing, schedule tasks and communications for just the right time, and keep everyone working efficiently.
    • Remove bottlenecks from their sales process to keep leads flowing smoothly into the funnel—and win them at a higher rate.
    • Automate time-consuming or low-priority tasks so they can focus on real relationship-building.
  • 3. What features should I look for in sales pipeline management software?

    While every business has unique requirements, the best pipeline management software is the one that saves your team time, automates lower-priority tasks, and ultimately results in increased sales. Here are a few top features to look out for:

    • Customization options that truly put the power back in your hands, so you can ensure every lead has the best chance of closing the deal with your business.
    • The ability to automate time-consuming tasks like advancing a lead through the pipeline, assigning it to the right pipeline or sales rep, and changing lead status to reflect the nature of the sale.
    • Email and text messaging automation that lets you reach out in the right way and at the right time, keeping deals on track.

Need a user-friendly CRM to boost sales and team efficiency?

Take our guided tour to explore Nutshell’s incredible features!

 

The greatest benefit is tracking your leads and where they come from. It’s been very beneficial to tag each lead and look at them on the map view to evaluate our marketing efforts.

April M. Territory Sales Representative Lira Clinical

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