1.Intuitive Sales Automation
- Automate your sales process
- Reduce time wasting tasks
- Customize your pipeline triggers
- Put your email outreach on autopilot
2.Insightful Reporting
- Easy to customize reports
- Measure your performance
- Pinpoint areas for improvement
- Download presentation-ready charts
3.Efficient Email
- Send more emails in less time
- Automate personal email sequences
- Use Nutshell’s pre-built email templates
- Sync your email with Nutshell to avoid manual notes entry
- Native marketing software integrations
4.Intelligent Forms
- Collect leads directly from your website
- Design and embed in a few minutes
- Customer data entered into Nutshell automatically
- Know what marketing efforts bring in the best leads/sales
5.Clear Team Collaboration
- Get everyone on the same page
- See who’s talking to your customers outside of the sales team
- Stay notified of everything that needs your attention
- Keep conversations front and center
- Mobile alerts to keep you in the loop when you’re on the go
6.Simplified Contact Management
- Easily find every contact, customer and conversation
- Nutshell is your company’s central repository for customer knowledge
- Use Pinned Notes to keep the most important information on the top of a customer profile
- Store all your contact details, call notes and email conversations in one place for your entire team to access
7.Practical Pipeline Management
- View and track all leads
- 4 different ways to view and manage your pipelines
- List view, Map view, Chart view and Board view
- Save filtered views and share with your team
8.Meeting Scheduler
- Plan, book, and manage your appointments and meetings — all from inside Nutshell
- Share Zoom, Google Meet, and Microsoft Teams links with attendees or on your website
- Add forms to your Scheduler links to gather more information about attendees
- Automate booking confirmation emails and receive notifications for each appointment
- Use Scheduler and Email Booster for only $37/month when you purchase Revenue Booster