May 19, 2011

Nutshell – Boost Sales By Working Smart

Nutshell is a web-based CRM application that can help companies of all sizes with lead generation, sales reports, and customer management. With useful sales automation tools, customizable reporting features, and a first-of-its-kind mobile media activity logging tool available for iPhone users, Nutshell really is a cut above other CRM applications.

If you’re having trouble staying on top of leads and managing sales information on your own, then Nutshell might be what you’ve been looking for. Sign up for a company account and download the iPhone application to begin. Nutshell offers so many features and tools it can difficult to decide where to start once you have signed up for the site. Make the process easy on yourself by checking out the dashboard – where you can view your sales this month and activities this week – and then clicking over to the Leads section of the site. Nutshell offers filtering tools that let you view your own personal leads, your team’s leads, or all of your company’s ongoing leads at once. When you contact a particular lead by email, BCC the message to Nutshell as a way to ensure that all communication is stored in a central location that can be referred back to later. In an ideal world, your leads will eventually progress to being actual customers. Nutshell can help you in this stage, as well, by storing all of your customer data and vendor information in one spot. Expedite the sales process and dazzle your superiors by creating sales forecast reports, activity reports, and performance reports in just minutes.

One of the many features that separates Nutshell from its competitors is the web-app’s mobile media logging tool, which uses the iPhone’s video and audio capabilities to track the time spent working on various business-related activities. Nutshell also offers full integration with a number of popular business applications, including Wufoo, Google Calendar, and Microsoft Exchange.

Practical Uses:

  • Turn more leads into actual sales
  • Keep track of which leads are yours and which are your colleagues’
  • Create a report to showcase all the sales you brought in last month
  • Track the time spent working while on the road with the mobile activity logging tool

Insider Tips:

  • Users who want more flexibility can use the Nutshell API
  • Nutshell will integrate with Google Calendars, Microsoft Exchange, and Wufoo
  • Integrate important Twitter and RSS feeds into your account
  • Users must download the iPhone application to access the mobile logging tools

What we liked:

  • Numerous mobile features make life better for salespeople who work on the road
  • Users can easily generate reports with the data Nutshell supplies
  • Easy to track your own sales leads and compare those to the work of other colleagues
  • Nutshell’s local weather and time zone features make it easier to communicate with potential clients who live elsewhere in the country

What we didn’t like:

  • Nothing


Company Info:

  • Launched: 2009
  • Privately Held
  • Headquarters: Ann Arbor, Michigan and London, England
  • Web site:


  • Free 30-day trial
  • $49/month for up to 5 users
  • $99/month for up to 15 users
  • $149/month for up to 25 users
  • $249/month for up to 50 users
  • $499/month for up to 100 users


  1. Often times, sales can be lost when leads are not properly followed up. Such an app would surely help to convert those leads into actual sales if the sales team put in effort to do the follow up actions. I like that there are other customer management options which also help a sales person manage his customers.

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