The ability to keep current with every client and deal-in-progress is one of the most important benefits of having a CRM.
Missing an important follow-up phone call or forgetting an action item promised to a prospect can be costly. That’s why using a CRM with personalized to-do lists and notifications like Nutshell is absolutely essential to your sales team’s success.
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!
Nutshell is a top-rated small business CRM that helps sales teams stay on top of every deal and communicate with the right prospects at the right time.
Looking for CRM with to-do lists and notifications to help your sales reps stay focused and close more deals? Try Nutshell free for 14 days!