Nutshell
CRM pipeline and contacts
Agents look up Nutshell contacts, leads and pipeline, check deal status and review team performance.
- Show open deals closing this month
- Look up Priya Shah before my 3pm call
- Which reps closed the most last quarter?
How it works
Click Connect and log in on Nutshell’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- Nutshell
- Category
- Sales & marketing
- How it connects
- Log in with Nutshell
- Agents can
- Read, and change what an admin allows
- Website
- nutshell.com
