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Quoter + Nutshell CRM

Quoter + Nutshell CRM

Quoter’s quoting software integrates seamlessly with Nutshell CRM

CRM

Nutshell Integration Features

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

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.

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

Integrate Nutshell with your Quoter account

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