Nutshell is a comprehensive sales and marketing platform that you can use to manage your sales process.
Here are some of the key highlights of the platform.
The central repository of Nutshell helps you access all the customer data from one place. You can use it to store customers:
In one place. Furthermore, Nutshell CRM supports unlimited data storage and contact records.
The automatic customer data scouring feature is convenient for gathering more information about new leads, such as their job title and social media accounts.
2. Lead Capture
You can design embedded web forms on Nutshell to capture leads directly from the website. Again, it allows you to create unlimited forms that you can copy and pass through embedded codes.
It is also possible to track the performance of the form by monitoring:
- Page visits
- Form submission
- Conversion rate
You do not need to track this information manually; Nutshell automatically does that!
3. Pipeline Management
Nutshell is a flexible CRM that you can use to manage your pipeline efficiently. It offers the following four views to the sales reps:
- List view
- Map view (interactive)
- Chart view
- Board view (drag-and-drop)
Nutshell comes with customizable pipelines. For example, the hot leads feature, available in the pro version, increases the visibility of high-priority leads.
4. Communication and Task Management
You can access communication histories on Nutshell. Along with it, Nutshell CRM makes communication easy through mentions and alerts.
Furthermore, you can also lay your hands on unlimited bulk email templates on the platform. Lastly, use the activity reminders to manage your tasks easily here.
5. Reporting and Performance Tracking
Nutshell has an at-a-glance revenue and pipeline dashboard. On this dashboard, you can see sales numbers and team activity.
It also supports a wide variety of reports. Its most-used reports are:
- Sales report
- New leads report
- Forecast report
- Losses report
- Activity report
- Funnel report
Furthermore, you have the option to create custom reports.
All these reports are customizable and easy to read and help you measure performance and identify the areas that require improvement.
6. Sales Automation
Users can automate the sales process on Nutshell, saving you time and effort. The CRM offers the following sales automation options:
- Automated lead assignment
- Automated pipeline distribution
- Automated lead advancement
- Automated tasks
Apart from focusing on future customers, you can also enhance your services for existing customers through its post-sale lead management tool.
7. Email Automation
Nutshell houses plenty of shareable email templates. Furthermore, you can engage in your email directly from the Nutshell CRM.
Additional email automation services of Nutshell include one-click bulk emailing, reply rate tracker and view counter and email health score.
