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.”
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.
If you’re evaluating a CRM for collaborative sales, prioritize features that remove friction and keep everyone aligned:
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.
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.
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.
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.
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.
See campaign engagement in the record, pass feedback to marketing, and surface support history to avoid surprises during evaluation.
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Create rules to send welcome emails, schedule tasks if no contact is made, and advance stages automatically when criteria are met.
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.
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.
Sync Gmail/Outlook, Google/Office 365 calendars, Slack, QuickBooks, Mailchimp, and more—so data flows and teams stay in lockstep.
Track coverage and contribution (activities by role), response time, stage velocity, win rate, and source ROI with reports and custom dashboards built for managers.
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.
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.
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.
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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
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