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Nutshell features

• Customer Relationship Management (CRM)

  Nutshell is primarily a CRM software that helps businesses manage their interactions with current and potential customers. It allows tracking of contacts, leads, sales, and more.

• Sales Automation

  Nutshell offers sales automation features that save time and increase efficiency. It can automate various sales tasks, such as sending follow-up emails, creating tasks, and updating records.

• Integrations

  Nutshell can be integrated with a variety of other tools and applications, including Gmail, Outlook, QuickBooks, Slack, and more. This allows for greater flexibility and improved efficiency in task management.

• Reports and analysis

  Nutshell offers robust reporting and analysis features that allow businesses to track and evaluate their sales performance. Users can generate customized reports and use dashboards to visualize data.

• Mobile accessibility

  Nutshell offers a mobile application for iOS and Android, allowing users to access their sales information anytime and anywhere. The mobile application offers most of the features available on the desktop version.

• Bowie M

  An Unexpected Adventure with Nutshell Insurance

  My experience with Nutshell was quite an adventure! I received an email and text notifying me that my insurance was cancelled, which was a surprise. But hey, life is full of surprises, right? There was no contact number provided, but that didn't stop me. I reached out to Nutshell through their online chat, which was super convenient. They asked me for some information, which was unexpected, but I was more than willing to provide it. The only hiccup was that I didn't have an email contact to send it to. But I'm not one to give up easily, so I tried emailing their info email address. I'm still waiting for a response, but I'm sure they're just busy helping other customers. I've had vehicle insurance for over 4 years, and this is a new experience for me. But hey, it's never too late to learn something new, right? My policy number was 13634588 1, and I'm looking forward to resolving this issue and continuing my journey with Nutshell. After all, every good story has a plot twist!

  May 6, 2024

• Justin Johnson

  Ideal B2B CRM Solution for Service Companies

  I find Nutshell easy to use, with a wide range of customizable features suitable for small to medium-sized businesses. Its integration with Outlook is praiseworthy. The list of functionalities is impressive and easy to learn, customize, and implement. I value the ability to customize lists, merge contacts or companies, and the reporting features are excellent for software at this price point. Some of the reporting is limited, but it's still better than most alternatives I've tried. The interface may not be the most visually appealing, but it's functional. I chose Nutshell because the price-quality ratio was superior, and the B2B sales features that allowed us to cater to individual customers were robust.

  April 27, 2024

• Eric G

  Nutshell: Revolutionizing Our Sales Team

  Nutshell has been a game-changer for our sales team

  April 20, 2024

• Jason

  Four Years with Nutshell: A User's Journey

  I've been using Nutshell for the past 4 years and my experience has been excellent. They are receptive to feedback and have implemented many features that I suggested, proving that they value user input. I was responsible for choosing a CRM and after thorough research, I opted for Nutshell and have never looked back. The CRM is user-friendly and easy to train sales staff on, typically getting them operational within half an hour. It's not like Salesforce - you don't need a degree to use it! I'm such a fan of Nutshell that I recommend it to my other clients who hire me for their marketing management. I have over 6 clients using Nutshell and they are all pleased with the product. There are a few features I'd like to see added, such as the ability to "star" the main contact within the company field and have that information transfer to the lead. I chose Nutshell because it's more customizable. I switched from Copper because it wasn't.

  April 16, 2024

Nutshell: Pros & Cons

Why is Nutshell better than other CRM software?