Quoter + Nutshell CRM

Our quoting software integrates seamlessly with Nutshell CRM. Save your team hours spent creating and tracking quotes. Close deals faster and bring team visibility into sales performance.

Quoter + Nutshell CRM

What is Nutshell CRM?

Nutshell is a CRM platform designed to help B2B sales teams close more deals. It offers essential features such as contact and pipeline management, sales automation, and email marketing. Nutshell's user-friendly interface allows sales representatives to view, manage, and prioritize leads through customizable pipelines, while automation tools reduce busywork by handling tasks like lead assignment and advancement. Nutshell provides integrations with various applications, enabling seamless connections within your existing tech stack.

Quoter integrates with Nutshell.

Why Quoter + Nutshell CRM?

Integrating Nutshell with Quoter streamlines workflows by syncing customer data, automating quote creation, and enabling accurate tracking. It enhances sales efficiency, reduces manual entry, and supports automated follow-ups.

Create or Select an Existing Nutshell Contact
When creating a Quote in Quoter, you can search for an existing Nutshell CRM Contact or create a new one automatically.

Synced Value Updates
When a Quote is created, a Nutshell Lead will be added with the value of the Quote.
When a Quote is updated, a new Nutshell Lead will be added and updated with the value of the Quote.

Automatic Status Updates
When a Quoter Quote is won or lost, Quoter will update the status of the Nutshell Lead.

How to integrate Nutshell + Quoter?

How to integrate Nutshell + Quoter?

When signed in to your Quoter Account, navigate to Settings > Integrations to select Nutshell under CRM integrations.

Follow the step-by-step guide below:

Book a demo and we’ll show you how your CRM can seamlessly integrate with Quoter

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