Nutshell is super user-friendly and intuitive

I would highly recommend Nutshell

Easy to use and... wait for it ... 100% buy in!

Nutshell is both simple and powerful

CRM Analytics & Reporting

Uncover CRM Insights With our Reporting and Analytics Features

Nutshell’s CRM reports help you and your team learn what’s working and what needs to improve.

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Instantly view and track sales performance

See how the month’s sales are shaping up and how you’re tracking against previous periods. Drill down by product, rep, lead source, and more to identify the biggest movers for your business. (Sales quotas available in Nutshell Pro and above.)

 

Track your team’s effort and productivity

Pinpoint ways to more effectively manage your team to achieve—and surpass—their quotas.

 

See Nutshell in Action!

Try Nutshell free for 14 days or let us show you around before you dive in.

Forecast your sales

Get the information you need to estimate future sales.

 

Monitor lead volume

Identify your best lead sources and ensure you’re keeping the pipeline filled.

 

Analyze lost deals

Understand when and why you’re not winning business.

 

See how customers advance through your sales funnel

View conversion rates at each stage of your funnel and identify where deals are getting stuck.

 

Download beautiful, presentation-ready charts

Stop wasting time creating charts in Excel or PowerPoint. With the click of a button, you can save Nutshell charts for quick use in your presentation decks.

It’s a very useful tool and can be customized to fit your needs. I wish I would have started using Nutshell sooner!

Melissa H. G.A. Richards Group

Reporting Overview Videos

 

CRM Reporting Overview

 

CRM Sales Report

 

CRM Leads Report

 

CRM Losses Report

 

CRM Forecast Report

 

Custom CRM Reports

 

CRM Sales Activity Report

 

CRM Snapshot Reports

 

Sales Funnel Report

 

CRM Email Report

Powerful growth software for every budget.

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