Notes and transcripts of phone calls made.

I like using Nutshell CRM because it provides a great way to keep track of my opportunities and monitor the progress through different stages. One feature that stands out is the stage bar, which clearly shows where we are in the deal process, helping me communicate accurately with management, especially when I am at the negotiation stage. This feature enables me to forecast more accurately, which is invaluable in my work.

I really appreciate that Nutshell offers an integrated system allowing calls to be made directly within the platform. This feature takes notes for me and effectively tracks the last time customers were contacted, which greatly aids in managing customer relationships. Additionally, the drip sequence and tagging functionalities are impressive and work remarkably well, helping to streamline and personalize outreach efforts. My training on Nutshell went fairly easy, reflecting its user-friendly design. Overall, I am so satisfied with the experiences and functionalities that Nutshell provides that I would highly recommend it to others, exemplified by my eagerness to give it a perfect score of 10 out of 10.