Centralize your account and dealer information
Get your entire team on the same page by storing your customers’ and dealers’ contact information, quotes, purchase order details, and communications in one place—accessible to your entire team from any device.
Never let a deal fall through the cracks
Prioritize your most promising leads, set up automated reminders, and keep track of every deal’s status so that valuable prospects don’t slip away.
Track quotas, forecast revenue, and constantly improve your sales process
Quickly compare actual sales to quotas and targets to track your progress. 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.
We had a fairly difficult time organizing the thousands of emails that come in on a monthly basis and we used to lose track of what quotes we sent to people. Many of these emails contained complicated questions or detailed quotations that take hours to put together so we were wasting an exorbitant of time with repeat data entry. With Nutshell we have been able to better track our contacts, emails, and quotes, and save our employees hours of repetitive data entry!