Get to know Nutshell

Start out by adding your contacts—something that should be easy as Nutshell can import contacts from your phone's address book, email services including G Suite and Office 365, a spreadsheet, or your existing CRM. Adding new info is easy, too. Type in an address, email, or phone number, and Nutshell will recognize what you entered and categorize it correctly. If you added contacts from your email service, Nutshell can then watch for new emails and automatically track your correspondence with each contact. And, it'll automatically show each contact's location—and the current weather there—on a map at the top of your profile and will add their title and social media info to the sidebar, so you'll have something to talk about each time you get in touch.

You'll also want to keep track of your sales. The Leads section in Nutshell has everything you need there, with deal pages that include the correct contacts and people, notes about the sale, the products they're interested in, and even competitors so you can remember everything about the project. Each potential deal shows a pipeline at the top so you can see at a glance where that deal stands. You can add new pipelines to organize specific sales workflows for each type of product or client you deal with, with processes that can automatically add tasks and due dates to each sales stage so you remember to sign an NDA before showing them your project ideas, say.

Nutshell can even make sure the right person is on the job. From its User Assignments settings, you can have Nutshell watch for deals with specific criteria—say all mid-sized deals with small businesses from one part of your city—and assign them to the person on your team that's best for those deals. You can even work that into your processes to make sure tasks and leads get assigned to the right person. Need time to get things done? There's even a Delays setting to set default delays to add buffers to your projects.

As you work on your leads, it's easy to know what to do next and see how your deals stand. Nutshell includes a kanban board style layout to drag leads from one stage to the next, along with a list view to see more details at once. You can even view leads on a map for a great way to figure out how to split up meetings.

Whenever you login to Nutshell, you'll get a quick heads-up about how things are going from the dashboard. It shows your open projects and recent sales and top performing team members in cards, with your schedule on the right. You can add more cards if you like, with lists of people—perhaps those who you haven't contacted recently—or pipelines to see how your sales are going.

There's more too, little features tucked throughout the app that help you work faster. Wondering what's coming up? There's a calendar in the top left corner that shows your due tasks and scheduled events. Need to add a new contact from a business card? Nutshell's mobile apps include a scanner tool just for that. It's everything you need to simplify your contact management work in one app.

Originally published September 23, 2014; re-published December 12, 2017 with Nutshell CRM's latest features and pricing.

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