Streamlined onboarding: With your combined CRM and project management solutions, teams can facilitate a smooth transition from lead to customer.
SO MANY INTEGRATIONS
Is Nutshell a perfect match for your favorite software?
Nutshell integrates with tons of software, both natively and through Zapier. See if your favorites are on the list.
LET’S SEE ‘EM
Must-have CRM for project management features
For the best CRM and project management merger, you korea whatsapp number need software that’s customizable, agile, easy to use, and packed with valuable features and tools.
Essential CRM project management tools
When on the hunt for a CRM that fits the CRM project management bill, look for a solution that offers the following essential tools and features:
App integration options: A CRM with multiple integration options makes incorporating your project management software a breeze.
Team collaboration: If the CRM simplifies and records team and interdepartmental communication and information sharing, you may have a winner.
Task management: Your integrated CRM and project management software should allow teams to manage and automate tasks across departments.
Activity scheduling: Scheduling meetings and calls with customers and team members through your new CRM should be hassle-free.
Notifications and alerts: Choose a CRM that notifies teams about task, project, and customer updates and alerts you of vital communications and deadlines.
Lead generation tools: Look for a project management CRM with tools to help you generate new leads through landing pages, social media, email, and other channels.
Pipeline management: Make sure you can build custom pipelines and track leads, goals, and tasks related to each pipeline stage.
Workflow automation: Your CRM should let you set up workflow automations, saving time and making tracking tasks and activities easier.
Reporting and analytics: Your CRM should deliver detailed reports and metrics useful to all departments, including sales figures, other conversion numbers, customer behavior metrics, and email open rates.
Marketing tools: A CRM with notable marketing tools, like creating lead-generating landing pages and sending newsletters and broadcasts, is a must.