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Win more complex B2B deals

Best Team Selling CRM

  • Coordinate multi-stakeholder deals without the chaos
  • Automate handoffs and follow-ups so nothing slips
  • Keep a single source of truth for emails, calls, notes, and files
  • Loop in sales engineers, success, and support with @mentions
  • Track team performance, cycle time, and win rates with reporting

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The ideal team selling CRM

Do your deals involve multiple stakeholders and subject-matter experts? Without the right CRM, handoffs break, context gets lost, and momentum stalls. Learn how Nutshell’s team selling CRM helps your whole organization coordinate instantly, deliver on-point answers, and move high-value opportunities to “won.”

  • What is team selling?

    Team selling is a collaborative strategy where multiple people—SDRs, AEs, sales engineers, marketers, support, and success—work the same opportunity to deliver faster, more relevant answers and a better buying experience. It’s essential for complex B2B sales with many stakeholders and technical requirements. 

    The right CRM makes this easy by centralizing context and coordinating work across roles—so every interaction feels seamless to your buyer.

  • What to look for in a team selling CRM

    If you’re evaluating a CRM for collaborative sales, prioritize features that remove friction and keep everyone aligned:

    • Multi-role visibility: Assign multiple owners/contributors to a deal and see who’s responsible for what at a glance.
    • Shared timeline & full context: Centralize emails, calls, meetings, files, and chat transcripts on one record so anyone can jump in with confidence.
    • Real-time collaboration: @mention teammates, share notes, and assign tasks without leaving the deal.
    • Automated handoffs: Route leads and tasks to the right person or team, trigger follow-ups, and progress deals automatically.
    • Flexible pipeline views: Board, list, map, and chart views so every role can plan and prioritize their way.
    • Cross-department integrations: Connect email, calendar, marketing, chat, invoicing, and support tools to eliminate silos.
    • Reporting for managers: Track response times, activity coverage, deal velocity, and team win rates.
    • Ease of use: Adoption is everything—choose an intuitive, mobile-friendly CRM your whole team will use.

Kraftig CRM for ethvert budsjett.

How Nutshell helps team-selling organizations thrive

Nutshell is the easy-to-use, all-in-one CRM that brings your deal team together—so specialists can contribute at the right time, handoffs are automatic, and buyers get answers fast.

Track every touch in a shared timeline

See emails, calls, meetings, notes, files, and chat—organized by contact, company, and deal—so anyone can pick up the thread without asking for backstory.

AI Timeline Summarization For Better Team Collaboration

Automated Pipeline Lead Assignment in Nutshell

Route and hand off instantly

Auto-assign inbound inquiries by territory, product line, or round-robin; trigger alerts on desktop and mobile so the right person follows up in minutes.

Boost productivity with AI

Use Nutshell AI to summarize prior interactions before a call, research leads, craft tailored follow-ups, and even design optimized pipelines—so your team focuses on strategy, not busywork.

Inbound Sales CRM - Boost productivity with AI

Inbound Sales CRM - Collaborate quickly with @mentions

Collaborate fast with @mentions

Tag an AE, SE, or CSM directly from a deal note to request help, share context, or assign the next step—notifications keep everyone responsive.

Align sales, marketing, and success

See campaign engagement in the record, pass feedback to marketing, and surface support history to avoid surprises during evaluation.

CRM Email Sharing and Collaboration

Se Nutshell i aksjon!

Prøv Nutshell gratis i 14 dager, eller la oss vise deg rundt før du kaster deg ut i det.

Automate your follow-ups

Create rules to send welcome emails, schedule tasks if no contact is made, and advance stages automatically when criteria are met.

Work your way with flexible views

Choose list, board, chart, or map views to prioritize work, plan travel, and spot bottlenecks—every view updates in real time for the whole team.

Outbound Sales CRM - Manage outbound pipelines with ease

Inbound Sales CRM - Capture leads from your website

Capture leads from your website

Turn visitors into deals with Nutshell Forms, VisitorIQ page-view insights, and Nutshell Chat—our live chat + AI chatbot that answers questions, books meetings, and captures qualified leads directly from your pages.

Connect your stack

Sync Gmail/Outlook, Google/Office 365 calendars, Slack, QuickBooks, Mailchimp, and more—so data flows and teams stay in lockstep.

Inbound Sales CRM - Integrate your tech stack

Inbound Sales CRM - Measure and report on performance

Measure what matters

Track coverage and contribution (activities by role), response time, stage velocity, win rate, and source ROI with reports and custom dashboards built for managers.

CRM features that boost your sales effectiveness

Salgsautomatisering

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

Håndtering av rørledninger

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

Rapportering og analyse

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

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Automatisering av e-post

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

Kunstig intelligens

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

Møteplanlegger

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

Quotes & Invoices

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

Samarbeid i team

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

AI Agents

Easily accelerate revenue-driving tasks in your CRM, so you and your team can spend more time on selling.

Kontaktadministrasjon

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

Product Importer

Quickly import your entire products and services list with Nutshell’s Product Importer, so you and your team can spend less time on administration and more time on selling.

Prospektering

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-attribusjon

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.

Gratis kundestøtte

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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Sikkerhet

Vi tar sikkerheten og påliteligheten til dataene dine på alvor. Vi samarbeider med bransjens mest pålitelige infrastrukturleverandør, 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

FAQs about team selling and CRM

  • 1. What is a team selling CRM?

    A team selling CRM helps multiple stakeholders sell together by centralizing context, enabling @mentions and task assignments, and supporting smooth handoffs—so buyers get timely, consistent answers.

  • 2. How does Nutshell improve team coordination?

    Nutshell routes new leads to the right person, alerts teammates in real time, and logs every interaction on a shared timeline. Automation handles the busywork—your team focuses on strategy and closing.

  • 3. Why choose Nutshell over other CRMs for collaborative sales?

    Nutshell is powerful yet simple to adopt. You get collaboration, automation, analytics, and communications in one platform—without the bloat or hidden costs that slow teams down.

Trenger du et brukervennlig CRM-system for å øke salgs- og teameffektiviteten?

Ta en guidet tur for å utforske de utrolige funksjonene på Nutshell!

Nutshell is a very straightforward, user-friendly CRM software. It has multiple features that make tracking leads simple, helping prevent warm leads from getting lost in the shuffle. Simple features, like tagging a coworker in a customer note with the @ symbol, are so convenient and support a fast-paced office environment. Creating tasks for myself and other team members aids in keeping the communication flowing when team members are in and out of the office.

Brittany S. – Marketing & Accounting Manager

Bli med over 30 000 andre fagfolk innen salg og markedsføring. Abonner på nyhetsbrevet Sell to Win!