Design your perfect sales process

Nutshell helps you unearth your business’s current sales process and customize it for maximum efficiency. By defining how leads are auto-assigned to your reps and which tasks need to be completed in each stage of the sale, you’ll prevent important deals from falling through the cracks.

Sales Automation nutshell crm sales process management

Reduce your “non-selling activities”

No more manually moving leads through your pipeline: Nutshell automatically advances your leads from stage to stage once they’ve met your defined goals, and updates the lead confidence for you. Plus, our one-click MailChimp integration helps you send the right message to your prospects at the right time, without having to spend all day typing.

automatically advance leads

Provide the guidance your team needs

Nutshell’s sales automation shows your reps exactly what they need to do in order to advance each lead (along with some valuable direction from the boss). Automated reminders ensure that reps complete each task on time, and help speed up the onboarding of new sales reps.

sales automation tasks

Measure your impact

By creating consistency in how and when leads move from stage to stage, Nutshell allows sales managers and business leaders to accurately evaluate the health of their sales funnel and make targeted improvements. (Learn more about Nutshell’s powerful Funnel report and other sales analytics tools here.)

Funnel Report

The main feature that we all love here is the sales process component. We have built an amazing sales process in Nutshell that has lead to us having around a 30% close rate for all our leads.

Matthew W. Product Manager SafetySync

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