Nutshell: crm features and setup

Overview

When email, calendar, and the deal pipeline are in one place, you can check whether every deal gets timely follow-up. In Nutshell, start with sales stages the team understands and decide what information should appear at each stage. An activity report is useful only if email and meeting sync links them to the right customer and does not create a misleading picture of the work.

Features

• Contact management and custom fields
• Email and calendar sync with Gmail and Outlook
• Lead pipeline and activity reports

Business uses

• Planning the next sales action from customer history
• Comparing deals at different stages to identify a bottleneck

Getting started

• Build a short sales pipeline and connect one team member's calendar for testing.
• Send a test email and schedule a meeting with a familiar contact, then confirm both appear beside the right deal with the intended visibility permissions.
• Move a deal to the next stage and compare the pipeline view with the team report, including a deal that has no upcoming activity or clear owner yet.

What to check

• Check email and calendar visibility rules before connecting team accounts.
• Review which forms, marketing, and AI add-ons are included in the plan you choose.