Centralize your customer information
Get organized by storing your customers’ contact information, bids, estimates, work orders, and communications all in one place—accessible to your entire team from any device.
Never let a job fall through the cracks
Prioritize your most promising leads and referrals, set up automated reminders, and keep track of every prospect.
Track jobs, forecast revenue, and constantly improve your sales process
Quickly compare actual sales to quotas and targets. View automatically-prepared forecasts. Shorten your sales cycle by identifying high-performing sales reps and the common traits of stalled deals.
Get your team up and running fast
Nutshell makes CRM adoption as easy as possible:
- Fast and free onboarding. Import all your customer information in less than a day, with absolutely no IT department or implementation consultant required.
- Sure-fire adoption. Intuitive, mobile-friendly design, quick-start training, and real humans you can talk to (yes, it’s true!) means your team will be up and running with Nutshell on Day 1.
I have used Act, Goldmine and Salesforce in the past. I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.
Vice President of Sales