Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Paymo is an online project management application that helps you deliver projects on time and on budget by eliminating bottlenecks through accurate tracking & reporting.Paymo Integrations
It's easy to connect Nutshell + Paymo without coding knowledge. Start creating your own business flow.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person is created.
Triggers when a new client is created.
Triggers when a new client contact is created
Triggers when a new invoice is created.
Triggers when a new project is created.
Triggers when a new report is created.
Triggers when a new task is created.
Triggers when a new task list is created.
Triggers when a new time entry is created.
Triggers when a task is updated.
Triggers when a time entry is updated.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
Creates a client.
Creates a expense.
Creates an invoice.
Creates a new project.
Creates a task.
Creates a task list.
Creates a time entry.
In today’s world, businesses are looking for new ways to increase their efficiency. One of the best ways to do that is to look at how they work and see if there is a way to improve it. When a business looks at its current processes, there may be ways that some processes could be improved by using another process. That is what two companies did when they looked at how they worked and decided to integrate their systems. Nutshell and Paymo are two different software companies, each with its own unique system. However, both of these companies recognized the benefits of integrating systems and have successfully integrated their systems to create a better spution for their customers.
Nutshell is a company that creates insurance software for independent agents. It aims to make sure everything in the agency runs smoothly, simplifying the life of an agent, while also reducing the time it takes to run an agency (https://www.nutshell.com. Paymo is an accounting software company that provides cloud-based services for small businesses. Its mission is to simplify accounting for small businesses (http://www.paymo.com/. Both of these companies recognized that their separate sputions could be combined into one single spution that would benefit their customers more than either spution could on its own.
It reduces the cost of purchasing multiple programs. The cost of purchasing both Nutshell and Paymo separately can be prohibitive to many potential customers, especially ones running very small businesses. This integration not only reduces the cost of the software, but it also prevents customers from having to purchase multiple programs. Since this integration allows customers to use just one product, they do not have to worry about spending money on multiple programs or missing out on features that are available in one program but not the other. This reduces the complexity of the system. The integration of these two products simplifies the technpogy used by an agency to complete its daily tasks. By simplifying the technpogy used in an agency, this integration streamlines operations and reduces the amount of time it takes an agency to complete even the most complex tasks. This simplification cuts down on training time for new employees. When an employee leaves an agency, business owners are often left scrambling to find someone who knows how to handle all of the different operations that are done in an agency. When an employee knows how to handle all operations in one system, he or she can transfer his or her knowledge almost instantly to another employee without having to train him or her on multiple processes or different systems. It allows agencies to have access to more information at once. Having all of the information in one place makes it easier for agents to see what is going on in an agency at any given time. This information can help agents make decisions about what needs to be done next in order to get things done.
The process to integrate Nutshell and Paymo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.