## 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.

[Register](/content/guided-tours/intro-to-nutshell/index.html)

#### 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.

[Watch now](/content/guided-tours/nutshell-basics/index.html)

[**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_

[Watch now](/content/guided-tours/nutshell-iq-webinar/index.html)

[**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_

#### Start your 14-day free trial today.
