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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

  • How to connect your appointment scheduler with Nutshell
  • How to send text messages to your prospects with Nutshell
  • What integration should I use to create Leads in Nutshell from my website?
  • Including an 'opt-out' or 'unsubscribe' option when sending emails from Nutshell
  • Automatically close leads that don't respond, with a reminder to follow up later
  • What is the best way to track prospects in Nutshell?
See all 13 articles

Getting more out of your Nutshell reports

  • How can I import and report on my past sales?
See all 1 articles

Industry-specific use cases

  • How to set up Nutshell for recruiting
  • How to set up Nutshell for real estate
See all 2 articles
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