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Nutshell CRM

Name: Nutshell CRM
Rating: 4.5 (2 reviews)

By Nutshell

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Highlights : About Nutshell CRM

Click-to-call dialing

Sales coaching

Automated task reminders

Call recording

Contact profiles

Communications log

Conversion tracking

Contact, calendar & email import

MailChimp integration

Pipeline management

Sales performance tracking

Sales process automation

Mobile alerts

Drag-and-drop interface

Sales forecasting

Auto-assignment of leads

Trend analysis

Board, list, map & chart pipeline views

Team productivity tracking

Colleague tagging

About Nutshell CRM

Nutshell CRM provides you with all the features and tools you need to convert leads into customers. It gives you capabilities such as sales automation, pipeline management, contact management, performance tracking and reporting, and team collaboration. It also offers world-class customer support. The CRM solution is built to simplify workflows, automate processes, facilitate completion of tasks, and track each stage in the journey your lead goes through until conversion. Your sales team can take advantage of its powerful features to monitor deals, pinpoint gaps in the pipeline, and gauge sales performance, and analyze metrics to drive and accelerate sales. It boasts of flexibility, able to conform to the business sales model that you choose such as inbound, outbound, account or relationship-based selling. This helps your sales team close deals faster and more efficiently in line with your unit’s tactical objectives and your company’s strategic goals. Powered by an automation engine, your sales team will be assisted in performing everyday tasks, designing workflows, and going though sales processes from qualifying prospect, specifying actions to doing follow-ups, pursuing hot leads and sealing the deal. Every task and assignment is well-defined in every stage of the sales funnel so that each team member knows what do, working like clockwork that’s able to respond to any changing situation and grab every sales opportunity. Nutshell CRM offers extensive integration with third party apps and services, and is available in three affordable packages. It has analytics and business intelligence tools and comes with native mobile apps for iOS and Android devices.

Specifications

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Intuitive and user-friendly features

Everything is organized and made simple by Nutshell CRM starting with its dashboard that acts as your control hub. From there you can launch activities and assignments, view appointments and schedules, see contact information, monitor sales status, and track the progress of your sales team, among others. You get reporting tools for instant viewing of sales performance as well as qualitative productivity and effort of your team.

Sales processes on auto-pilot

Nutshell’s sales automation capabilities reduces time wasted on repetitive task so your team can concentrate on relationship building and the business of selling. Leads will be advanced along the pipeline automatically, helped along by goals that you define on every stage. Since the system works with MailChimp, you’ll be able to automate sending email messages at the proper time to your targeted prospects without having to input required information all the time.

Built as a collaborative platform

Nutshell easily lets you bring your team members together for discussions so that everyone is on the loop and updated of tasks and happenings. Conversations are kept and maintained front and center, eliminating instances where messages are lost in long threads at the inbox while ensuring that nothing goes through the cracks. With native mobile apps, everyone on the team gets notified when there are important updates or when situations crop up that need to be addressed or dealt with immediately.

Interactive pipeline management

The CRM solution offers an interactive means of managing your pipeline through its board view feature. This drag and drop functionality lets you easily put leads onto the next stage and mark them with the corresponding status – cancelled, lost or won. It helps you monitor pipeline health and swiftly decide on next course of action. You also have other view options – chart, list, maps – whatever you prefer, it is easy to grasp details on several variables such as quantity, timeframe, individual location, lead stage, and more.