Nutshell CRM

Nutshell provides CRM, email marketing, and contact management to track pipelines and close deals. It handles contact information, sales activities, and customer interactions in one system. Core elements include pipeline tracking, email integration, and automation for data entry and follow-ups. Reporting offers insights into team performance and deal progress. AI simplifies sales tasks, forms capture leads automatically, and quotes send directly from the CRM. Email and calendar sync occur without leaving the platform. Setup starts with essentials like contact management, with advanced tools added later.

Features :

• Email & Calendar Sync: Centralize communications across Gmail, Outlook, and more.
• Pipeline Management: Customize sales pipeline views to suit team workflows.
• Sales Automation: Eliminate repetitive tasks with automation for follow-ups and assignments.
• Marketing Automation: Launch drip email campaigns and funnel-based marketing journeys.
• Customer Support: Track conversations and collaborate for timely issue resolution.
• Team Collaboration: Share notes, tasks, and updates across departments.
• AI-Powered Efficiency: Leverage artificial intelligence to optimize daily processes.
• App Marketplace: Connect Nutshell with your broader tech stack through integrations.
• Security: Store customer data securely with enterprise-grade protection.
• Reporting & Analytics: Access real-time dashboards to track sales performance.