CRM Basics

  • Does My Business Need CRM?

    Download our free PDF guide to learn what CRM is and whether your business is ready for it.

  • Sales Process Worksheet

    Download our free PDF template to standardize the key sales activities for your company.

About Nutshell

  • Guided Tours

    Register for one of our live demos to see Nutshell in action and learn how we can help level up your team’s sales efforts.

  • Nutshell in action

    Join Co-founder Andy Fowler and learn more about Nutshell’s user-friendly approach to contact management, sales automation, reporting, and lots more.

  • CRM Comparison Worksheet

    Use this interactive checklist to compare Nutshell with your current contact management solution and any other CRMs you’re evaluating.

  • Nutshell for Sales Reps

    Read why Nutshell is beloved by sales reps.

  • Nutshell for Sales Managers

    Read what Nutshell has to offer the managers of sales teams.

  • sales automation workshop

    Sales Automation Workshop

    Learn how to create a custom, automated pipeline in Nutshell to kick your sales efforts into overdrive.

Sales Strategy

  • sell to win playbook expert sales tips and sales advice

    The Sell to Win Playbook

    Want to learn from the masters? Read these expert tips from some of the world's most highly regarded sales thought-leaders.

  • 16 Sales Process Templates for B2B Pipelines

    Download these templates to see our recommended pipeline stages for inbound sales, outbound sales, team-selling, and much more.

  • sales tasks ideas sales process tasks for sales pipeline

    101 Task Ideas for Any Sales Process

    Tasks are recurring activities that guide your reps throughout a sale. Browse our list of task suggestions and pick the ones that best fit your team.

  • sales management advice sales leadership strategies sales management tips

    Sales Manager’s Survival Guide

    What makes a great sales leader? Download this guide to get 70+ expert strategies for hiring, coaching, and motivating your team.

There was no formal way to track our leads. We didn’t have a shared database. Everyone had individual contacts in their phone or on their computer.
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