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  1. Nutshell
  2. Best Practices

Best Practices

Nutshell tips and tricks to get the most out of the world's favorite CRM.

Protips and workflows

  • Lists: Best Practices
  • Work faster using keyboard shortcuts
  • Using Nutshell to track your product or service delivery and fulfillment
  • How do I customize my dashboard to help me stay focused on my goals?
  • How to send text messages to your prospects with Nutshell
  • Tracking Recurring Revenue
See all 15 articles

Getting more out of your Nutshell reports

  • How can I import and report on my past sales?
  • Calculating commission

Industry-specific use cases

  • How to set up Nutshell for recruiting
  • How to set up Nutshell for real estate
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