Make your sales team more productive by crafting a sales process that works how your customers evaluate and buy. From initial qualification through final negotiations, Nutshell lets you specify the actions, follow-ups, and timing that fits your business.
Set up rules to automatically assign new leads to the appropriate sales representative, based on the criteria you choose. Assignees will be reminded who they need to contact and when they need to call or email.
Your personal dashboard will tell you which sales process steps need to be completed and by when. You can also sync Nutshell with your calendar so you never forget about an upcoming activity. Whether it’s following up with a customer, or nurturing a lead, Nutshell makes sure that you never drop the ball.
Nutshell wants to make communication as easy and streamlined as possible. With click-to-call, you’re only seconds away from speaking with your customers. Nutshell will even log the call for you, automatically, so you have a record of when you last made contact.
Add a form to your site and import contacts directly into Nutshell. This may be configured to create a new lead and kick off your sales process.
Skip writing the same introductions and start using templates. Nutshell has auto-fill rules so you can fire off personalized emails to a prospect in seconds.