Lead Management CRM | Nutshell CRM

Enable Your Team with the Best Lead Management Features

Pipeline Management
Contact Management
Sales Automation
Reporting
Email Automation
Forms
Team Collaboration
Email Marketing

Pipeline Management

View and track your leads

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.

Contact Management

Find every contact, customer, and conversation

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.

Sales Automation

Automate your sales process

Design and execute a 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.

Reporting

Report on your performance

Nutshell’s easy-to-use, customizable reports 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.

Email Automation

Send more emails in less time

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.

Forms

Collect leads directly from your website

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.

Team Collaboration

Unite your sales team

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.

Email Marketing

Turn your subscribers into buyers

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.