Nutshell

Click-to-call from Nutshell with Kixie

John Thomas
John Thomas

Today, we are introducing a new integration that strives to capture everything happening in one of the most important aspects of your sales process: Phone calls.

Simplifying and tracking your data is exactly what your CRM is meant to do. At Nutshell, making it easier to track this data is the name of the game.

With the help of our new integration partner Kixie, you can track all of your team’s call data inside of Nutshell without the pain of manual data entry, but with all the benefits of an enterprise telephone platform. Kixie also integrates all of your Nutshell data with your phone calls into one seamless visual interface.

Kixie automatically logs and tracks all of your call activity exactly like you track your email activities. When a call is completed with Kixie’s phone service, an activity is stored in Nutshell which contains the duration of the call, time it was completed and a recording of the entire conversation.

kixie click to call nutshell crm integration

Users within your organization can easily follow up with contacts directly from Nutshell’s list views. Filter the list to get your desired contacts, and simply click-to-call via the "Last Contacted" order.

kixie click to call nutshell crm integration

Kixie’s PowerCall adds additional productivity by giving you the opportunity to log quick notes and schedule future activities, all while remaining in the list view. It also allows you to directly access the contact’s profile in a new browser tab.

kixie click to call nutshell crm integration

In addition to existing reporting features, you can track your call statistics and take full advantage of the activity breakdowns in Nutshell reporting. You can also get a snapshot of your teams call duration, activities logged and quota progress.

kixie click to call nutshell crm integration

Additionally, Nutshell tracks Answered and Missed calls with simply created activities. All of this is tracked and compiled without the added hassle of logging calls manually, giving your team more time on the phone selling.

Ready to integrate Kixie with Nutshell? Here’s how to get started.

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