Nutshell
Easy to use. Easy to sell. That's Nutshell.
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Latest posts
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How do I log Google Meet calls in my CRM automatically?
Automatically logging a Google Meet call in your CRM involves connecting Google Meet to the CRM using a native integration or a third-party notetaker tool. The alternative is to log your meeting notes manually into your CRM, which can be time-consuming. With automated logging,…
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CRM onboarding solutions: 5 kinds of implementation support to fast-track your ROI
Business professionals today expect to see a positive ROI in their software purchases as quickly as possible. That timeline begins the moment a CRM vendor and its customer sign their agreement. As a result, one of the leading deciding factors for businesses has become the level…
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Can you use Gmail as a CRM? What works, and when to switch
Yes, you can use Gmail as a customer relationship management (CRM) tool if you’re a one-person team with a very small book of contacts. Gmail users do this with Gmail labels, filters, and a spreadsheet. But it stops working once follow-ups, deal stages, and more than one user…
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Planning for a CRM switch: What to do when your CRM is being retired
Customer relationship management (CRM) platforms, no matter how prominent they may be, don’t always last forever. Every now and then, a CRM is retired. For example, Highrise closed new subscriptions and stopped updates to its CRM in 2018, and Zendesk announced last year that it…
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Can you build sales automation without hiring an admin? What 5 CRMs actually require
Picture a sales manager with a 12-person team with one request for her CRM. She wants new website leads routed to reps by territory, a follow-up email sequence started for each one, and any deal over $10,000 held for her approval before the proposal goes out. The harder question…
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Migrating your sales pipeline to a new CRM: A 6-step plan for keeping your deal history
Every closed deal comes with a detailed history that includes pipeline stage changes, meeting notes, follow-ups, and more. It includes data you’ll want to reference across the customer life cycle. So, making sure that deal history moves over unscathed when you migrate your data…
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6 things to settle with your bookkeeper before connecting a CRM to QuickBooks
Integrating your CRM with accounting software like QuickBooks Online is most effective when your accounting team and sales team have agreed on what is shared and when. It only takes one meaningful conversation to ensure a seamless connection between these applications and avoid…
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Stop wasting ad spend: How CallRail and Nutshell help small businesses optimize their marketing
For small businesses, every marketing dollar has to work twice as hard, and every call is a potential new customer. But most run into the same blind spot: they can’t tell which marketing efforts are causing the phone to ring. That attribution gap leaves you guessing which…
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Email marketing vs. social media: Why owning your audience beats renting it
You’ve spent months growing your social following. Now you have a product to launch, an event to promote, or news your customers should hear. How many of those followers will actually see it? That question is a big part of the email marketing vs. social media debate. Social…
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Most CRM Office 365 integration problems trace back to three fixable points
Unbelievably, the average business uses 897 different applications to run its day-to-day operations. But only 29% of businesses have these tools connected in some way, Salesforce’s 2025 State of Data and Analytics Report revealed. The most valuable apps to connect are the ones…