We've been busy bees here at Nutshell this summer! Our team introduced many improvements and new functionality to make sure that Nutshell customers have the best CRM and pipeline management around.
Hot new features
Sales Automation: a new suite of tools designed to streamline your selling process. Are you a Nutshell customer using the sales process, looking for a free upgrade? Contact us to learn how.
Slack + Nutshell integration: Send lead updates to Slack channels automatically and share links to companies, people, and leads.
Quickbooks Online + Nutshell integration: One click import to add your Quickbooks customers to Nutshell.
When you create a new lead from a person on your iPhone app, they will automatically connect instead of waiting for you to manually link them together.
For those customers using Unbounce landing pages, they are now automatically tracked as lead sources.
We have included individual tasks in the "% completed" data field for lead reports, instead of calculating this based only on the completion of stages in your pipeline.
We revamped the activity report to make it easier to understand how busy your team is compared to their quotas. See how your activity effort impacts your sales with our new report on the activities outcome chart.
We upgraded our entire Zapier integration to enable more and better connections with your other apps. For starters, companies, people, and leads can be associated with each other when created from a Zap, and more fields are available on the New and Won Lead triggers. We have many more improvements coming soon.
It's easier to set and reset your password.
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