Nutshell

Nutshell lets the user specify the actions, follow-ups, and timing that fit the users business. The user’s personal dashboard will tell them 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 has auto-fill rules so the user can fire off personalized emails to a prospect in seconds.

Nutshell Intelligence finds customer information to save you time. Simply add an email address, and Nutshell will scour the internet for relevant contact information such as current job title and social media profiles.

Nutshell tracks every customer purchase, which allows sales teams to easily identify upsell opportunities. Reports and dashboards are also available for a summary view of leads and sales. The users of Nutshell dashboard keeps a prioritized list of who he/she should contact. The users just a click away from sending an email or making a phone call.

Nutshell's built-in reports gives the user an at-a-glance look at their most important sales and activity metrics. Get complete visibility into their past sales performance, lead volume, pipeline, and more. With Activity Reports, Nutshell provides an overview of how many phone calls were made, meetings scheduled, emails sent, and a number of other activities. The user can also drill-down into team and individual performance, set goals to track progress and even compare any two time periods.

Nutshell makes it easy to import your team's information and Easily add Companies, People, and Leads from any source it features are Microsoft Excel, Google Sheets, CSV file, Sales and Marketing software (CRM), Microsoft Outlook, Google Contacts, and more and iPhone & Android Contacts.

You may like to read: How to Select the Best CRM Software for Your Business, Top CRM Software, Free, Open Source CRM Software and Best Practices for CRM Implementation.