Nutshell CRM Reviews & Pricing

Key Features

• Add-on Automation: Nutshell Pro adds an extra benefit of sales automation that accelerates the process of gathering leads. It also helps sales teams optimize their efforts and focus more on building relationships. 
• Pipeline Management: Provides drag-and-drop features to progress leads through the next sales stage and mark them as won, lost or canceled. Enables monitoring sales progress and planning sales strategy accordingly. 
• Reporting and Performance Tracking: Shows what’s working and what needs to improve by: 
• Capturing and reporting sales performance, team performance and productivity, and sales forecasts.
• Monitoring lead volume, analyzing lost deals and tracking customer advancement through the sales funnel.
• Providing ready-to-use charts and presentations.
• Contact Management: Helps minimize manual entry and gain insights on leads. Syncs contacts, calendars and emails, as well as logs communications from desktop and smartphones. Also helps manage, import and export data on one dashboard. 
• Email: Send customers personalized emails by creating and scheduling one-on-one sales drip campaigns that help capture leads. The sequence tool can automatically trigger the sales sequence in the pipeline stage and sends reminders to follow up. 
• Team Collaboration: Tag, communicate and collaborate with colleagues without missing out on important notifications from clients. Organize and revert to conversations from anywhere using the mobile app. 

Limitations

•  Mobile applications lack a user-friendly UI. 
•  New software updates during working hours interrupt work. 

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