Nutshell CRM

Connect Nutshell to Quin and every call updates the record that matters: deal stages moved to match what was said, notes logged to the right contact, and tasks created for what was promised.

What you can do with Nutshell and Quin

• Move deal stages based on the call.
  When a prospect asks for a proposal or decides to move on, Quin updates the stage in Nutshell to match, with a note explaining what was said.
• Log call notes to the right contact.
  Quin matches who was discussed against Nutshell's contacts and companies, so a note lands on the person who was on the call.
• Turn commitments into separate tasks.
  A call with two distinct promises produces two tasks, each with the due date mentioned, instead of one vague "follow up" entry.
• Create new contacts introduced mid-call.
  When someone new gets looped in during a conversation, Quin can add them to Nutshell instead of leaving the detail unattached.
• Reference invoices and quotes without leaving the conversation.
  Pull up billing details tied to a deal directly from chat.
• Follow guidelines that map call language to stages.
  Since teams use different stage names, you define what counts as "ready to sign" so updates stay consistent across reps.

Who this helps most

• Small business owners tracking the whole business off one board, where an accurate stage on every deal is often the only forecast available.
• Sales teams without a dedicated CRM admin, since a note attached to the wrong contact or a deal left in the wrong stage otherwise goes uncorrected.
• Reps running several calls back to back, where specific details blur together by the time there's a free minute to update Nutshell.

How this shows up day to day

• A call ends with the prospect asking for a formal proposal.
  Quin moves the lead from qualifying to proposal and adds a note explaining why, so anyone checking the board that afternoon sees a stage that matches reality.
• A prospect says "send me that case study and check back in two weeks."
  Quin creates two tasks, one due for the case study and one for the check-in, each tied to the contact.
• A call surfaces a new finance contact who wasn't in Nutshell before.
  Quin adds them as a new lead while logging the note against the person who was on the call.

Frequently asked questions

What happens when I connect Nutshell?
Quin starts logging call notes, updating deal stages, and creating tasks in Nutshell based on what's discussed on your calls.

How does Quin know which language maps to which stage?
You set that mapping in Guidelines, so a phrase like "ready to sign" ties to the specific stage your team already uses.

What if a company has more than one contact in Nutshell?
Quin matches the note to the person who was on the call, not just the company's main entry.

Is my Nutshell data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Nutshell.

Does Quin replace Nutshell?
No. Nutshell stays the system of record for contacts, companies, and deals. Quin keeps it current from your conversations, but Nutshell remains the source of truth.