Guided Tours | Live Demos and Workshops | Nutshell
Upcoming live sessions
Can’t make it? Register anyway and we’ll send you a recording afterward so you can watch it on your own time.
[Sell smarter Intro to Nutshell
Get a full overview of our platform and learn how to get the most out of our CRM features.
Join us every Tuesday & Thursday at 3pm ET/12pm PT and every Wednesday at 10am ET/7am PT.
On-demand webinars
[CRM 101 – Nutshell basics Just getting started? Watch this!
Learn the core features of Nutshell CRM. Nutshell Basics is a great stand-alone starting point for new users or as a follow-up to the Intro to Nutshell live product tour.
[Nutshell’s Mobile App CRM on the Go
Learn how easy it is to view and update your CRM from the Nutshell Mobile app.
Watch now](/content/guided-tours/nutshells-mobile-app/index.html)
[2026 Summer Roadmap See what’s coming to Nutshell this summer and beyond
Watch the webinar](/content/guided-tours/2026-summer-roadmap/index.html)
[Proposals & invoices Nutshell now supports E-signing
Watch now](/content/guided-tours/proposals-invoices-webinar-june-2026/index.html)
[Master lead collection with Nutshell forms Nutshell forms tips & tricks
Watch now](/content/guided-tours/master-lead-collection/index.html)
[Sales automation workshop Creating a pipeline & adding automations
Watch now](/content/guided-tours/sales-automation-workshop/index.html)
[From blank Page to on-brand campaigns Save time with Nutshell’s AI email campaign generator
Watch now](/content/guided-tours/ai-email-campaign-generator-webinar/index.html)
[Discover how Nutshell is helping you save time and close deals in 2026 Nutshell’s 2026 roadmap
Watch now](/content/guided-tours/2026-roadmap-webinar/index.html)
[Drive more conversions with Nutshell chat’s engagement bar Nutshell chat engagement bar & smart nudges webinar
Watch now](/content/guided-tours/engagement-bar-smart-nudges-webinar/index.html)
[Connect Nutshell to ChatGPT, Claude, and more for deeper CRM insights Nutshell’s MCP server integration webinar
Watch now](/content/guided-tours/nutshell-mcp-server-integration-webinar/index.html)
[Level up your sales, support, and revenue with Nutshell’s AI chatbot Nutshell’s AI chatbot webinar
Watch now](/content/guided-tours/nutshells-ai-chatbot-webinar/index.html)
[Find out more about our summer 2025 feature launches Nutshell’s summer 2025 roadmap
Watch now](/content/guided-tours/nutshell-summer-2025-roadmap-webinar/index.html)
[Chat with your customers on FB Messenger, Instagram DMs, and WhatsApp all inside Nutshell’s Inbox Use Nutshell to chat with customers where they’re at
Watch now](/content/guided-tours/nutshell-chat-with-customers-where-theyre-at/index.html)
[Nutshell’s Lead Gen Tool Kit Use Nutshell’s built-in features to get more leads in your CRM
Watch now](/content/guided-tours/nutshell-lead-gen-tool-kit-webinar/index.html)
[Log, transcribe, & summarize Zoom calls with ease Zoom AI features
Watch now](/content/guided-tours/zoom-ai-enhancements-webinar/index.html)
[Create, send, and track custom quotes from inside Nutshell Nutshell quotes
Watch now](/content/guided-tours/nutshell-quotes-webinar/index.html)
[Discover Nutshell’s marketing tools Nutshell marketing
Watch now](/content/guided-tours/nutshell-marketing-webinar/index.html)
[See what’s ahead for Nutshell 2025 roadmap
Watch now](/content/guided-tours/roadmap-2025-webinar/index.html)
[Engage with website visitors through Your CRM Web Chat
Watch now](/content/guided-tours/nutshell-chat-webinar/index.html)
[Book and manage meetings with customers in your CRM Scheduler
Watch now](/content/guided-tours/scheduler-webinar/index.html)
[Leverage SMS in your CRM Nutshell SMS
Watch now](/content/guided-tours/nutshell-sms-webinar/index.html)
[Generate leads in your CRM Nutshell IQ
Nutshell IQ is your complete lead generation toolkit built inside your CRM, so you can discover and connect with more prospects faster.
October 2024
[A starter’s guide to Email marketing
Watch now](/content/guided-tours/email-market-webinar-2024/index.html)
[A starter’s guide to: Nutshell forms
Watch now](/content/guided-tours/nutshell-forms-webinar/index.html)
[Nutshell + email Nutshell’s email capabilities
Watch now](/content/guided-tours/nutshells-email-capabilities/index.html)
Interactive product tours
[Nutshell overview
Start tour](https://scribehow.com/shared/Nutshell_Overview__9DrUa6F-RO6ugu6Rp9YNSg)
[Sync your calendar with Nutshell
Start tour](https://scribehow.com/shared/How_To_Sync_Your_Email_and_Calendar_With_Nutshell__lEEE3Uf5S7K8Bq1ym5vgBQ)
[Emailing with Nutshell
Start tour](https://scribehow.com/shared/Emailing_in_Nutshell__VWeaVezaQ6W-gIK5jRGQcw)
[Create a Pipeline
Start tour](https://scribehow.com/shared/How_To_Create_A_New_Sales_Pipeline_In_Nutshell__xgvcW70bQIqEufnXFlcVyQ)
[Add a company or person
Start tour](https://scribehow.com/shared/How_to_add_a_new_Person_or_Company_in_Nutshell__Hd3DkmzGTPWEuH0gwgW6Cg)
[Create a new lead
Start tour](https://scribehow.com/viewer/How_To_Create_A_Lead_In_Nutshell__PVNJXEUxRTig5HpeF43ClQ)
Many CRMs force you into one method or process, but Nutshell gives you choices that help you customize it to your company.
Matthew M. Dickson