Quoter + Nutshell CRM
Quoter’s quoting software integrates seamlessly with Nutshell CRM
- 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.