Servicem8 CRM Integration With Nutshell

Servicem8

Nutshell is an all-in-one CRM solution that streamlines sales and marketing processes for B2B organizations.

Servicem8 is a cloud-based software that helps field service businesses manage their workflow, schedule jobs, and invoice customers.

When you integrate Nutshell and Servicem8, you can easily track your clients and jobs in one place.

Servicem8 CRM Integration Benefits:

• Efficient data collection: Integrating your Servicem8 account with Nutshell CRM will help you reduce manual entry and updating of customer, lead, and job data.
• Seamless collaboration: Syncing Servicem8 and Nutshell lets your entire team access customer data and job history so they can offer personalized experiences and effective follow-ups. With the entire sales team in sync, you can win more deals faster and improve customer satisfaction.
• Real-time analytics: Nutshell’s robust reporting tool offers crystal-clear insights into your sales pipeline and business performance. With this integration, you can easily report on job data from Servicem8.

What it does:

This integration automatically syncs client and job completion data across Nutshell and Servicem8. When you create a customer or update client data in one platform, your data will automatically update in the other. You can also automatically track job status directly in Nutshell and associate jobs with customer profiles.

Requirements:

To use this integration, you will need a Servicem8 account and a Nutshell account.

How to get started

You can set up this integration using Zapier or contact our team for assistance with setting up an integration.