As a business owner, you know how important it is to keep track of your customer information. That’s where Nutshell CRM comes in. Our all-in-one CRM solution helps businesses like yours work smarter, not harder. When you integrate Nutshell and OneNote, it’s easier than ever to stay organized.
OneNote is a digital notebook app that allows users to store notes, ideas, and to-do lists. By combining this powerful tool with Nutshell CRM, you can streamline your organization and stay on top of important customer information.
OneNote CRM Integration Benefits:
Save time: Spend less time manually copying and pasting information into your CRM. This integration allows for quick and easy syncing of data across platforms.
Keep your team organized: By integrating OneNote into Nutshell CRM, all members of your team have access to important information in one central location. This allows for clear communication and eliminates the need to waste valuable time searching for information across multiple platforms.
What it does:
With this integration, you can create and update records in Nutshell when you create new notes in OneNote. You can also create notes in OneNote for new leads in Nutshell and sync notes from OneNote to Nutshell.