Predict future sales by analyzing your team’s historical sales trends and the deals currently in the pipeline.
Compare sales metrics with your quotas and performance throughout previous months, quarters, and years.
Adjust forecasts based on lead confidence for the highest possible accuracy.
Discover the causes of lost leads to plug any holes in your sales process.
Filter customer data based on behaviors, sources of engagement, and demographics to forecast for specific segments of prospects.
Nutshell provides all the CRM tools you need to close more deals.
Nutshell’s easy-to-use, customizable reports — including Sales, Forecast, Losses, Attribution, and more — 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.
Design and execute an automated 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, put your email outreach on autopilot, and accurately measure the impact of your efforts.
Whether you need to contact one prospect or a long list of them, Nutshell’s email templates, automated personal email sequences, and marketing software integrations help you stay at the top of your buyers’ inboxes with a fraction of the effort.
Give your customers a way to get in touch. Design and embed simple web forms, track their effectiveness, and reach out to form-fillers in a few clicks.
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.
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.
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.
With Nutshell Campaigns, you can send beautifully designed marketing emails to thousands of contacts at once, create custom audiences from your CRM data, and instantly track the impact of your messages.
I love how easy Nutshell is to use. The product is very robust and cost effective. For us, this is a dream product because of the price, performance and customer support!
– John R., G2 Review