Close More Deals With a CRM To-Do List

Never miss a beat with Nutshell’s CRM to-do list.

Nutshell provides you with an easy-to-follow list of sales activities you need to complete each day, ensuring that nothing falls through the cracks. All of your tasks and sales process steps are together in one handy spot on your dashboard, for easy reference throughout the day on your desktop or in our mobile apps.

You can view your tasks and sales steps sorted by day, or filter them by type or assignee so nothing ever gets lost in the shuffle.

Notifications and alerts make sure you never drop the ball whether you’re at your desk or on your mobile device. They can be set up to alert you when an activity, sales step, or task is assigned to you by someone else and provide advance notice when something is due.

With Nutshell, you can:

• Manage your sales pipeline to track the progress of your leads and deals.
• Create a sales process to standardize sales efforts and make sure nothing slips through the cracks.
• Collaborate with teammates to shorten your sales cycle and give your customers the support they need.
• Easily find the sales data that matters to you with our fully customizable sales reports.

Start a free trial of Nutshell today to see how we can help manage your sales team’s daily to-do list!

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