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Calculating custom fields Turn Number and Currency fields into automatic calculations\ \ Build formulas right into your Number and Currency custom fields — combining other custom fields, built-in lead data like Lead Value, and simple arithmetic.\ \ Nutshell keeps the value updated automatically every time a referenced field changes, so your commissions, fees, and lead scores are always current.\ \ Create a calculating custom field

Email marketing: Smart sequences Build multi-path email automations that adapt to how contacts engage.\ \ \ \ Smart sequences brings a visual, drag-and-drop builder to Nutshell Marketing, so you can send different follow-up based on what a contact actually does — opens, clicks, page visits, form fills, and more.\ \ Start from a built-in template or from scratch, then let contacts branch down the right path automatically until they reach your goal.\ \ Build a Smart sequence

Quickbooks Online Integration More automation and a smoother experience.\ \ \ \ Send active products and ready invoices from Nutshell to QuickBooks Online, review customer and product readiness before an invoice leaves your CRM, and see when linked invoices are fully paid.\ \ Nutshell also notifies the lead assignee and gives your team a direct path back to the accounting record.\ \ Connect to QuickBooks

Pipeline visibility Restrict sensitive pipelines — and the leads inside them — to only the users who should see them\ \ \ \ Mark any pipeline as limited visibility and choose exactly which users or teams can access it. Everyone else loses that pipeline (and its leads) from view entirely — no dropdowns, no reports, no back-door navigation — while keeping full access to the pipelines they still need.\ \ Learn more about private pipelines

‘Other’ option for form fields Let form respondents write in an answer when your preset options don’t fit\ \ \ \ You can now add an ‘Other’ option to decision fields—radio buttons, dropdowns, and checkboxes—on any Nutshell form. When a respondent’s answer isn’t on your list, they can select ‘Other’ and type their own response.\ \ It’s a per-form setting that doesn’t change your custom field options, and every write-in answer is clearly marked as ‘Other’ across your submissions, records, and list views—so you collect more accurate data without cluttering your fields.\ \ Learn all about Nutshell Forms

Sales documents & e-signatures Send contracts and proposals for legally binding e-signing—right inside Nutshell\ \ \ \ You can now upload contracts, proposals, and terms as reusable templates, auto-fill them with your CRM data, and send them to leads for secure e-signing—without leaving Nutshell.\ \ Every signature is captured with a full audit trail, and a signed document can move a lead forward in your sales process. You can even require a signature to accept a quote, so the agreement your buyer reviews is the one that closes the deal.\ \ Create your document templates

Improved CSV importer Create custom fields on the fly and see exactly what your import will do—before you run it\ \ \ \ Bringing data into Nutshell just got smoother. The redesigned CSV importer lets you create new custom fields right inside the import flow, so you no longer have to stop and build them first.\ \ A running summary shows what will happen before you import—which columns are mapped, what’s being ignored, and how many new tags, sources, or field options you’re about to create—so there are no surprises.\ \ Start your next import

AI Lead summaries Tailor your AI lead summaries to your sales process—and ask your own questions about any lead\ \ \ \ Nutshell’s AI lead summaries just got smarter. Now you can add your own instructions so every summary focuses on what matters to your team, ask Nutshell AI direct questions about a lead’s history, and get quick recaps and suggested next steps.\ \ Plus, lead summaries are now available on more plans, including Nutshell Pro—so more of your team can get up to speed on any lead in seconds.\ \ Summarize your Leads with AI

A smarter search bar We upgraded the look, feel, and usability of our Search and Command bar\ \ \ \ Click the Search bar or press “⌘K” to open the window. Use the upgraded search view as normal.  Use the Commands tab to quickly find a section of Nutshell or trigger a new action, like creating a lead or logging an activity.\ \ It’s also smarter! The more you use it, the smarter it gets. It learns from your most frequent and most recent pages and suggests them first.\ \ Try the new Search and Command bar

Bulk duplicate cleanup Clean up duplicate people and companies in your CRM — one at a time, or all at once.\ \ \ \ Nutshell automatically detects potential duplicates by matching on name, email, or phone number — and groups them so you can actually do something about them. You can enter Manage duplicates mode from your People and Company lists.\ \ Review and merge pairs individually or use Auto-merge to handle everything in one action. Every merge is logged in the timeline, and a full record is kept of what was merged in each operation. Available on all plans.\ \ Clean up your CRM

Revenue value installments Track payment plans and report on revenue as it’s actually collected\ \ \ \ Deals don’t always pay out in one lump sum. Revenue installments let you define a custom payment schedule on any lead — each with its own date, amount, and status (collected or failed). \ \ A new installments report shows your cash flow by payment date instead of close date, giving you an accurate picture of when revenue actually lands.\ \ Try Revenue Installments

Scheduled exports Automatically email any saved list or report on a daily, weekly, or monthly schedule\ \ \ \ Getting the right data to the right people shouldn’t require someone to log in and export it every time. Scheduled report emails let you set up automatic exports from any saved list in Nutshell and deliver them to any email address — on your team or outside it — on a recurring schedule.\ \ Configure as many schedules as you need, send to any recipient, and manage everything from a single admin view.\ \ Set up a Scheduled Report

Numeric custom fields Create custom fields that filter, sort, and input like real numbers — and convert your existing text fields in seconds.\ \ \ \ Numeric custom fields are a new field type in Nutshell for people, companies, and leads. They enforce number-only input, display values with proper formatting, and unlock filters like Greater than, Less than, Between, Has any value, and Has no value.\ \ If you’re already storing numbers in a text field, Nutshell will help you find and convert those fields automatically — no data loss, no disruption. Available on all plans.\ \ Create a numeric custom field

Invite attendees to activities in Nutshell Send real calendar invitations to meeting participants — and add a video call link — right from Nutshell\ \ \ \ When you schedule an activity in Nutshell, you can now send real calendar invitations to your external participants. Each person gets a proper invite, and you can see their RSVP status — accepted, declined, or pending — directly on the activity.\ \ The Location field has also been upgraded to support video conferencing links. Add a Zoom, Google Meet, or Microsoft Teams URL and it’s automatically included in the invitation for everyone you invite.\ \ Schedule your next meeting

Per-user sales quotas Set, edit, and import sales targets directly for each rep — no more proportional sliders.\ \ \ \ Assign quotas directly to individual team members — type in the exact number you want for any month or quarter.\ \ Enter quarterly totals and Nutshell distributes them across months automatically. Import a full team’s quotas from a spreadsheet. Plan future years in advance. A per-team rollup still shows team totals at a glance.\ \ Set your team’s quota(s)

More options for recurring tasks Nutshell’s basic reminders have been upgraded into a full recurring task system\ \ \ \ Set tasks to repeat on any schedule — every X days, weeks, or months — with quick defaults like “Weekly on Wednesday” or “Monthly on the 1st.”\ \ Recurring tasks now work on lead pages, not just contacts and companies, and any existing task can be converted into a recurring one. You can also choose how the next task is scheduled: based on a fixed due date or relative to when you completed the last one.\ \ Set up your recurring tasks

More customization for personal email sends Schedule personal emails to send at exactly the right time\ \ \ \ You can now schedule one-on-one emails instead of sending them immediately. Choose a quick option like “Tomorrow at 9am” or “Monday at 9am,” or set a custom date and time.\ \ Scheduled emails appear in the Automated Emails Active tab, where you can edit, reschedule, or cancel them anytime.\ \ Schedule your next Personal email

Nutshell Chatbot enhancements Smarter, more accurate chatbot responses — powered by your latest content\ \ \ \ Nutshell’s chatbot now pulls from the same up-to-date knowledge that powers your smart nudges, so it can actually answer the questions it suggests. Knowledge is automatically refreshed so your chatbot never serves outdated information.\ \ You can also test any question and see exactly how the chatbot would respond — with citations showing which pages informed the answer.\ \ Test your Chatbot

Custom fields as merge tags in personal emails Personal emails now support custom fields as merge tags\ \ \ \ You can now personalize email templates with any custom field from your CRM — not just first name, last name, and company.\ \ Insert custom field merge tags directly into your templates, with improved display that includes an entity icon and fallback text so your emails always look polished, even when a field is empty.\ \ Try merge tags in your next personal email

Multi-page & branching forms Improve your form experience by breaking up your questions onto multiple pages and asking the right questions\ \ \ \ Breaking up your forms questions onto multiple pages (or steps) can help improve the form fill experience for your customers.\ \ Additionally, we added conditional branching capabilities to our forms. That means, based on the answer to a specific question, you may want to show one Lead a different 2nd or 3rd question compared to a different Lead.\ \ Make a new (and improved) form

Shared email Inbox Create leads from your team’s shared email addresses (i.e. sales@ or contact@)\ \ \ \ Shared email inbox gives your team a centralized place to receive, organize, manage and respond to inbound emails directly in Nutshell.\ \ Manage Shared Inboxes Better

SMS audiences Send marketing SMS broadcasts to your audiences\ \ You can now use the same Audiences that you’ve used for Email marketing to send SMS Marketing messages.\ \ Send an SMS Broadcast

AI Chatbot report Understand how well your chatbot is doing and how to improve it\ \ \ \ This report allows you to quickly understand (1) How people are using your chatbot, (2) How well your chatbot is doing at responding accurate, (3) How your chatbot helps with converting more website visitors, (4) Opportunities on how and where to improve your chatbot, and more!\ \ Improve your chatbot’s success rate

Google Analytics 4 integration Automatically track conversion events with our new Google Analytics 4 integration\ \ Tracking meaningful website conversions shouldn’t require complicated setup. With Nutshell’s new Google Analytics integration, key website actions are automatically tracked in your analytics—no additional configuration required.\ \ The result? Clearer visibility into how visitors engage with your website and which marketing efforts generate real leads, helping teams make smarter marketing and sales decisions.\ \ TRACK NEW CONVERSIONS AUTOMATICALLY

Page-based marketing automations Create page-based automations that trigger when people visit key pages on your website\ \ \ \ With page-based marketing automations, you can trigger marketing actions like enrolling a page visitor in an audience or sending them an email drip sequence whenever they visit a high-intent page on your website, so you can meet interest with action.\ \ Marketing automations take the heavy lifting out of perfectly-timed follow-up.\ \ TURN INTENT INTO ACTION WITH PAGE-BASED AUTOMATIONS

AI-powered mobile activity logging Log meetings from your iPhone or Android without lifting a finger\ \ \ \ When activity logging in your CRM takes too many taps, important details slip through the cracks.\ \ That’s why we’ve enhanced the Nutshell mobile app with voice-to-text and AI matching, so you can speak your notes naturally and log activities directly from your phone.\ \ LOG ACTIVITIES FROM ANYWHERE USING ONLY YOUR VOICE

Chat engagement report Understand and optimize the customer journey with advanced reporting\ \ \ \ With the Engagement report, you can visualize how customers interact with your chat widget to optimize chatbot interactions and drive more sales.\ \ See the whole journey, from first visit to conversion, and invest in the customer engagement actions that create the best outcomes.\ \ IMPROVE CHAT CONVERSIONS WITH THE ENGAGEMENT REPORT

Email digest subscriptions Get your top opportunities delivered right to your inbox\ \ \ \ With new User and Admin Digests, sales reps and managers alike can opt-in to automated daily or weekly summary emails that give a snapshot of their most important leads, tasks, and activities—so everyone can stay ahead of their most valuable opportunities.\ \ It’s a simple way to stay connected to what’s happening across your pipeline—without spending your morning pulling reports.\ \ SEIZE MORE OPPORTUNITIES WITH YOUR EMAIL DIGEST SUBSCRIPTION

1-Click AI email campaign generator Launch campaigns even faster—from prompt to polished email in just one click.\ \ \ \ Nutshell’s new 1-click AI email campaign generator is here to take the heavy lifting out of building beautiful, on-brand email broadcasts—so you can spend less time formatting and more time connecting with customers.\ \ Simply paste in your webpage URL (like a landing page for a campaign), tell Nutshell AI what the campaign is about in a few sentences, and instantly get a complete, editable email broadcast that already looks and feels like your brand.\ \ FROM BLANK PAGE TO POLISHED CAMPAIGN WITH THE AI EMAIL GENERATOR

Nutshell’s draft pipelines Experiment and refine your sales process—without disrupting live deals\ \ \ \ Draft Pipelines give you a safe space to plan, test, and fine-tune new pipelines before they go live. Create and adjust stages, outcomes, and automation without affecting open leads or counting toward your plan limits. When everything looks right, activate your polished pipeline with confidence.\ \ The draft status also makes it easy to iterate on existing pipelines by moving them into draft mode, preserving closed-lead history while keeping active work protected.\ \ QUICKLY PLAN, OPTIMIZE, AND TEST WITH NEW DRAFT PIPELINE STATUS IN NUTSHELL

Nutshell’s instant phone integrations Launch calls from your CRM and automatically log every conversation\ \ \ \ Connect RingCentral, Dialpad, Aircall, CallRail, and Kixie to Nutshell to place calls in one click and automatically log activity to the right contact and lead—so reps work in one place, and nothing slips through the cracks.\ \ Choose your provider, set simple logging preferences, and manage everything from a single integrations view—available on all Nutshell plans.\ \ NUTSHELL NOW INTEGRATES WITH MORE PHONE PROVIDERS, ENHANCING CONVERSATION MANAGEMENT

CRM integration with ChatGPT, Claude, and More Get instant CRM data insights through your preferred AI platform\ \ \ \ Connect trusted AI tools like ChatGPT, Claude, Gemini, Perplexity, and DeepSeek to your Nutshell data to quickly spot trends, get summaries, and surface next steps.\ \ Set up in minutes and manage access—no exports or complex setup. Available on all Nutshell plans.\ \ CONNECT AI PLATFORMS LIKE CHATGPT TO NUTSHELL IN MINUTES FOR AI-DRIVEN INSIGHTS

Nutshell Chat Engagement Bar with Smart Nudges Put clear next steps in front of every visitor\ \ \ \ Add visible calls to action and timely, page‑aware prompts that guide visitors to start a chat, book a meeting, call, text, or share their details—turning more site traffic into qualified leads.\ \ Choose which actions to feature, pre‑open chats when it helps, and track view‑to‑chat‑to‑lead conversions to optimize—all inside Nutshell Chat.\ \ ANNOUNCING THE NUTSHELL CHAT ENGAGEMENT BAR WITH SMART NUDGES

Enhanced calendar sync controls Control how new contacts are created from calendar activities\ \ \ \ You can control whether Nutshell automatically creates new people for participants on your imported activities.\ \ CONTROL CONTACTS CREATED VIA CALENDAR SYNC

Task Report Track task follow-through across your team\ \ \ \ The Task report provides insights into how your team is checking off their automated sales tasks.\ \ Keep an eye on when tasks are completed, skipped over or not completed at all so you can better understand and improve workflow efficiency.\ \ TRACK TEAM PRODUCTIVITY WITH THE TASK REPORT

Product categories Turn big catalogs into clear, actionable insights\ \ \ \ Keep your catalog clean and navigable by grouping products into categories, complete with descriptions that guide your team to the right choice.\ \ Reps can see product categories and details directly on leads, and sales managers can track performance at the category level in their sales reports.\ \ ORGANIZE, ANALYZE, AND SELL FASTER WITH PRODUCT CATEGORIES IN NUTSHELL

Microsoft Teams AI integration Keep every conversation connected and actionable\ \ \ \ Now you can automatically log, transcribe, and summarize Microsoft Teams meetings right in Nutshell. Every meeting is captured with key details, accurate transcripts, and AI-generated summaries, so you can follow up faster and keep your team aligned.\ \ Your meeting history, notes, and action items are always at your fingertips, making it easy to find, share, and act on important customer conversations.\ \ KEEP MICROSOFT TEAMS CONVERSATIONS MOVING FORWARD WITH AI IN NUTSHELL

AI Chatbot Automatically engage visitors and capture leads 24/7\ \ \ \ Nutshell’s AI-powered chatbot greets every website visitor, delivers on-brand answers pulled from your content, and books meetings or collects contact details—even when your team is offline.\ \ Customize its tone, knowledge base, and hand-off rules so reps step in only when they’re needed, keeping your pipeline full without extra busywork.\ \ GENERATE LEADS FROM YOUR SITE WITH THE NUTSHELL SALES AI CHATBOT

Closed lead follow-up pipeline automation Route closed deals to the next pipeline—automatically.\ \ \ \ Stop juggling manual clones and stretched stages. The moment a lead is Won, Lost, or Cancelled, Nutshell spins up a fresh lead in your chosen follow-up pipeline—complete with every contact, note, product, and email.\ \ Assign the right owner, add helpful tags, and keep your reporting crystal-clear while your teams stay focused on what’s next.\ \ OVERCOME CLOSED LEAD MANAGEMENT CHALLENGES WITH FOLLOW-UP PIPELINE AUTOMATIONS

Activity Report expansion Turn activity data into sales insights\ \ \ \ Get the full picture of your team’s effort, volume, and quality in one streamlined view. The enhanced Activity report now shows activity duration, AI summaries, notes, and even unlogged interactions, so managers can coach with confidence. Filter your data faster with new logged/unlogged filters, view average time per activity, and rely on built-in Click-to-call, Voicemail, and Video-conferencing types to keep every interaction neatly categorized.\ \ GAIN DEEPER ACTIVITY DATA INSIGHTS THAT BOOST REVENUE WITH NUTSHELL’S ENHANCED ACTIVITY REPORT

Pipeline starter packs Launch a full‑featured sales pipeline in seconds\ \ \ \ Choose a sales process‑specific pipeline starter pack and Nutshell instantly assembles a complete pipeline—stages, activity types, custom fields, tags, and ready‑to‑use personal and drip email sequences—so you can skip setup and dive straight into selling. Ideal for new trials and fresh teams alike, these pipeline starter templates let you experience Nutshell’s full sales and marketing power from day one, while keeping every stage and field fully editable whenever you’re ready to fine‑tune.\ \ START SELLING IN MINUTES WITH PIPELINE STARTER PACKS

Nutshell Invoices Create, Send, and Track Invoices in Your CRM\ \ \ \ Create branded, itemized invoices the moment a deal is ready to bill—no exporting, copy‑pasting, or juggling accounting tools. Nutshell Invoices lives inside your CRM, so customer, product, and pricing details flow straight onto the invoice, and status updates sync automatically.\ \ Pull line items (or an accepted quote) in one click, set due dates and payment terms, add payment instructions, and mark invoices as ’Paid’ when the money hits your account. Real‑time Draft, Sent, Paid, and Overdue labels keep your team focused on what needs attention and help generate cash flow faster.\ \ IMPROVE CASH FLOW MANAGEMENT AND GET PAID FASTER WITH NUTSHELL INVOICES

Tracking snippet & domain DNS configuration Streamline tracking snippet embedding and Domain DNS record configuration\ \ \ \ Embed code and verify your website in minutes with Nutshell. Drop a single tracking snippet on your site and watch your Nutshell Analytics, Nutshell Forms, VisitorIQ, Lead Attribution, and Web chat features light up, making it easy to track and engage with website visitors and generate more leads. Verify your domain from a single page to turn on DMARC, branded landing page URLs, and more—no need to open a ticket with your IT department.\ \ WE’VE MADE IT EASIER FOR YOU TO TRACK YOUR WEBSITE ANALYTICS, SEND MARKETING EMAILS, AND MORE!

Activity dialog redesign Streamline activity scheduling, logging, and follow-up\ \ \ \ Our new Activity dialog flow folds every task—planning a call, taking notes, reviewing AI transcripts, and more—into one sleek, mobile-ready dialog, so reps stay in the zone instead of bouncing between pop-ups. Quickly access the tabs needed to tweak dates, add participants, play recordings, or scan summaries without ever losing context—fewer clicks, faster deals.\ \ MANAGING SALES ACTIVITIES IS NOW EASIER WITH NUTSHELL’S NEW CRM ACTIVITY DIALOG

Intake visitor info from Chat Gather visitor info with a conversational experience\ \ \ \ Nutshell’s Web chat tool now gives you the option to collect visitor information in a step-by-step conversational flow instead of asking them to complete a traditional form. This makes it easier for prospects to engage with your business, especially on mobile, and helps you gather the details your team needs to follow up effectively. Choose between a traditional form or a conversational experience for both your intake and offline chat forms—so you can meet visitors where they are and keep the conversation flowing.\ \ GATHER CRUCIAL INFORMATION FROM WEBSITE VISITORS IN A MORE NATURAL WAY

Form answer automations Automate form response management\ \ \ \ Form answer automations instantly tag contacts, add them to audiences, assign leads to the correct pipeline, and link products and sources to leads based on responses to your Nutshell Forms fields. That means cleaner data, zero busywork, and lightning-fast follow-ups that keep deals moving.\ \ AUTOMATE FORM SUBMISSION WORKFLOWS WITH NUTSHELL’S FORM ANSWER AUTOMATIONS

Email preference center Give email marketing audiences a choice\ \ \ \ Nutshell’s Email preference center replaces the old all-or-nothing unsubscribe page with a sleek menu of up to 10 customizable Audience options, so recipients can stay in the conversations they care about. That way, you can keep your mailing list healthy, improve audience engagement rates, and ensure your marketing messaging resonates with recipients.\ \ GIVE SUBSCRIBERS THE POWER TO CHOOSE WITH NUTSHELL’S EMAIL PREFERENCE CENTER

WhatsApp Business Integration with Nutshell Engagement\ \ \ \ Seamlessly connect your WhatsApp Business account to your Nutshell Engagement inbox. Respond to WhatsApp messages, assign chats, and turn conversations into leads—all without leaving Nutshell. With Nutshell’s WhatsApp Business integration, you have the tools to improve customer experiences, streamline your team’s workflow, and turn conversations into conversions.\ \ ENGAGE WITH PROSPECTS VIA WHATSAPP DIRECTLY FROM YOUR CRM

AI agents Increase workflow productivity with AI\ \ \ \ Don’t let administrative tasks steal your selling time. Nutshell’s new AI Agents can help you accelerate pipeline stage design, tone-perfect outreach email writing, sales objection handling, and lead research without ever leaving your CRM.\ \ Try Nutshell’s AI Agents today for faster workflows, sharper messages, and more confident reps—everything you need to close deals sooner.\ \ Accelerate Your Workflows & Close Deals Faster With Nutshell’s AI Agents

Scheduler managed meetings Improve meeting consistency and team productivity\ \ \ \ Setting up meetings individually can keep your sales team away from critical selling activities and create inconsistent booking experiences. Nutshell’s Scheduler managed meetings feature puts you in control, providing your sales team with ready-made, admin-controlled meetings to share with prospects and customers.\ \ Create and assign standardized meeting types across teams to ensure consistency. Easily track and manage these managed meetings for greater control over what is shared by team members and ensure teams remain focused on selling.\ \ Unify Team Meeting Processes for Increased Productivity and Consistency

Google Meet AI integration Transform GMeet conversations into actionable insights\ \ \ \ Automatically log every Google Meet into Nutshell and link the recording, participants, and notes to the correct contact, lead, or deal—no manual work needed. AI then converts the call into a full transcript and bite-sized summary, spotlighting next steps so your team can follow up faster with personal, well-timed responses.\ \ MAXIMIZE GOOGLE MEET CALL IMPACT WITH AI IN NUTSHELL

AI email reply starters Increase efficiency\ \ \ \ We’ve all been there—staring at an email, wondering how to start wording your response.\ \ AI email reply starters in Nutshell provide suggested replies based on the history of your Nutshell email threads, offering concise, contextually relevant response options that help you keep the conversation going without sacrificing personalization.\ \ Save Time With AI-Generated Email Reply Starters

SSO and DS Enable secure logins\ \ \ \ When your team is working across multiple platforms and applications, they need quick and secure access to their data.\ \ Nutshell’s SAML-based single sign-on (SSO) and directory sync (DS) features enable your business to manage account access more easily and enhance CRM data security.\ \ Enable Fast, Secure and Convenient Logins With SSO

Product importer Import or update your products/services in Bulk\ \ \ \ Our product importer allows you to import products or services via a spreadsheet, so you can get your products and prices into Nutshell quickly and without hassle. From there, it’s easy to connect products to your leads to track lead value, generate accurate sales reports and more.\ \ Whether you’re just getting set up with Nutshell or you need to update your pricing, the product importer makes the process seamless and saves your team time on manual data entry.\ \ Import All Your Products to Streamline CRM Setup

Outlook Extension enhancements\ \ **** \ \ Your CRM should work where you do. Nutshell’s Outlook extension brings several powerful Nutshell features right to your Outlook inbox, including viewing tasks and activities, adding notes and using your Nutshell email templates from the Outlook email composer.\ \ Do More With Your CRM and Microsoft Email Using Nutshell’s Outlook Extension

Facebook Messenger & Instagram DMs Integration with Nutshell Engagement\ \ \ \ With the new Meta integration in Nutshell Engagement, your business can engage with prospects and customers through Facebook Messenger and Instagram DMs to expand its omnichannel engagement strategy even further.\ \ Engage With Prospects Across Facebook and Instagram From Inside Nutshell

Zoom Transcribe & summarize with AI\ \ \ \ Using generative AI, Nutshell now supports transcriptions and summarizations of your Zoom meetings. The new AI-powered Zoom enhancements enable your team to:\ \ Get a full meeting transcription with just a click.\ \ Generate a summary of key highlights of the conversation.\ \ Power Up Your Zoom Meetings With AI

Marketing reporting Email link report\ \ \ \ The new link report lets you dive into the individual contacts who are clicking on each of your marketing email links so you can gauge your audience’s interests and behavior.\ \ Dive Into Email Engagement With the Link Report

Smart lists Smart lists & audiences\ \ \ \ Smart lists let you create lists in Nutshell that dynamically update when contacts meet the filters you’ve put in place.\ \ Seamlessly Manage Contacts With Smart Lists

Nutshell Quotes Create, send & track\ \ \ \ With our Nutshell Quotes add-on, you now have the ability to create, send, track, and manage quotes to your leads and prospects without leaving your CRM. Now you can:\ \ Generate and send quotes faster with custom quote templates and auto-populating lead and product information.\ \ Track your quote’s status and receive notifications when prospects view or accept your proposal\ \ Create stage goals to automatically move leads through your pipeline based on quote activity.\ \ Close Deals Faster With Nutshell Quotes

Scheduler Customized meeting pages\ \ \ \ Scheduler, our very own meeting scheduling software, just got another round of updates for our Sales Business and Sales Enterprise users. Now you can:\ \ Create a meeting page to share all your public meetings,\ \ Customize that page with your company logo and avatar photo\ \ Hide meetings you don’t want to show to the general public.\ \ Customize even more about your Scheduler meetings

Web Chat Better availability controls\ \ \ \ Web chat enables visitors to your website to start a live chat with your team to connect right away and get the answers they need—and enables your business to provide a better experience for visitors and generate more leads.\ \ With the most recent updates, chat agents can gain greater control over their availability and real-time insights into visitor activity.\ \ Manage Chat Agent Availability More Effectively

Nutshell Forms Improved submission tracking\ \ \ \ Tracking web form submissions through Nutshell Forms just got easier!\ \ The new ‘Submissions’ tab that shows when you click into a Nutshell form now displays every response submitted through the form, so you can track respondents as well as the data they provided—and follow up more effectively.\ \ Track and View Form Submissions in Nutshell

Nutshell’s Suites Sales, Marketing & Engagement\ \ \ \ Your sales team needs marketing and engagement features to help keep leads and customers engaged. And the data in your CRM is the silver bullet for optimizing the way your company is already marketing your products and engaging with leads.\ \ Nutshell’s powerful features are now organized into three Suites to help your team simplify workflows, collaborate more effectively, and squeeze all the power out of your valuable CRM data.\ \ Learn more

Per-Pipeline custom fields Customize your lead view\ \ \ \ In Nutshell, you can create custom fields for People, Company, and Lead records. With the newest enhancement to custom fields, you can also specify which custom fields apply to your different sales pipelines—so you can gather pipeline-specific information for each of your leads, keeping the most relevant data front and center.\ \ Improve Organization With Per-Pipeline Custom Fields

Inbound SMS Get texts from Leads on your site\ \ \ \ With Nutshell SMS, your team can text prospects and customers to strengthen relationships and close more deals. Now contacts can be the first to reach out to your business, opening more opportunities for conversations.\ \ Manage Incoming Messages With Nutshell SMS

Web Chat Live Chat with Leads on your website\ \ \ \ Nutshell Chat lets website visitors start conversations with your agents directly from your site using a customized chat widget, so you can quickly provide them with the answers they need.\ \ And Chat’s automations enable you to send visitors through your sales funnel, gather information through forms, and track every conversation.\ \ Engage With Visitors on Your Website

Click to Call + AI Automatically transcribe & summarize your calls\ \ \ \ AI-powered click-to-call further expands Nutshell’s AI capabilities, enabling your team to save time and stay organized.\ \ Now you can use AI to generate transcriptions and summaries of your click-to-call phone calls from inside Nutshell, enabling your team to easily share critical details about conversations.\ \ Streamline Efficiency with AI Click to Call

Scheduler update Round-robin assignment\ \ \ \ Now you can create round-robin Scheduler meetings in addition to solo or co-hosted meetings, so you can maximize your team’s availability and book more appointments.\ \ Assign a specific team to a meeting, and Scheduler will automatically rotate meeting assignments between team members based on who is available.\ \ Available on Sales Business and Sales Enterprise\ \ Learn More

Marketing dashboard Track your efforts\ \ \ \ Introducing your new hub for everything related to your Nutshell marketing efforts. In the marketing dashboard, see key metrics like email newsletter campaign open and click rates, website traffic, landing page views, and conversion rates across your Nutshell forms.\ \ Use this data to optimize your strategies to boost engagement with your contacts.\ \ Learn more

Nutshell SMS Send & receive SMS in Nutshell\ \ \ \ Leverage text messaging to engage with leads and customers at every stage of the buyer’s journey.\ \ Now you can send SMS messages directly from inside Nutshell, assign text threads to the right sales rep, and leverage text automation at each pipeline stage to nudge prospects down the funnel.\ \ Increase Lead Engagement With Nutshell SMS

Email Marketing Update Templates\ \ \ \ Now you can create marketing email templates to share with your team, ensuring that communication across your organization is branded and consistent.\ \ If multiple people manage separate parts of your email marketing efforts, then templates can be a great way to ensure brand consistency.\ \ Learn more

Rest API New documentation\ \ \ \ We launched broad new swaths of API access via REST API, making it easier for developers to access, filter, and test REST API requests with Nutshell data.\ \ Learn more

Custom Domains for: Nutshell Forms, Schedule and Editions\ \ \ \ Nutshell already lets your team add custom domains for hosting landing pages and tracking emails. Now you can also configure custom domains for your Nutshell forms, Scheduler links, and marketing Newsletter, Broadcast, and Drip editions.\ \ Learn more about setting up custom domains

Zapier update Log an Activity in Nutshell\ \ \ \ Nutshell’s Zapier integration just got an upgrade!\ \ We’ve added the functionality to create/log a new activity in Nutshell when something happens in another app via Zapier integration.\ \ For example, now your team will be able to log phone call activities in Nutshell when completed through a communications app.\ \ Learn more

Nutshell Forms Separate address fields\ \ \ \ Accurate address information is important if your company provides local services to customers, sends out physical mail, or just wants the most precise addresses for your contacts.\ \ Nutshell forms now allow separate address fields, so you can get accurate addresses from the country and city down to the street and postal code.\ \ Learn more

ProspectorIQ Part of Nutshell IQ\ \ \ \ Finding the right customers for your business can take a lot of effort. Introducing ProspectorIQ, your new solution for cold prospecting built right inside Nutshell.\ \ With ProspectorIQ, your team has access to over 200 million people and companies from our third-party database. Create your ideal customer profile, filter to find contacts who match your criteria, and add them as leads to Nutshell in just a few clicks.\ \ find more prospects

Scheduler Update Multiple attendees\ \ \ \ Some appointments, like introductory meetings or sales demos, just need the ability to include more than one attendee.  Scheduler now lets your meeting attendees add additional people to their bookings!\ \ Your meeting participants can now invite other attendees by email address, and Scheduler will send conformation emails to each of the meeting participants.\ \ See All Scheduler Features

Email Marketing Privileges\ \ \ \ Want to give your team more granular access to your marketing emails in Nutshell’s Email marketing?\ \ With new Email marketing privileges, you can choose which roles you’ve created in Nutshell have access to Email marketing—ensuring only the people who need access can view, edit, and schedule your marketing emails.\ \ Learn more

Company hierarchy Parent-child companies\ \ \ \ Simplify lead tracking leads and customer management using Nutshell’s company hierarchy feature.\ \ Easily create parent/child relationships between companies in your CRM to organize your leads and sales across subsidiaries of a parent company.\ \ Available on Sales Pro, Business and Enterprise.\ \ Learn more

Nutshell Notetaker Voice-to-text notes to save you time\ \ \ \ Make note-taking easier with Nutshell Notetaker, our voice-to-text tool that generates highly accurate text from your voice.\ \ Use Notetaker to write notes on logged sales activities, remember important details in your Person, Company, and Lead timelines, and craft engaging emails in half the time.\ \ Notetaker expands Nutshell’s conversational AI abilities to make you and your team more efficient than ever!\ \ Learn more

PeopleIQ Part of Nutshell IQ\ \ \ \ Struggling to find the right point of contact at a company in your book of business? With the PeopleIQ add-on, your team can proactively identify and reach out to the most relevant stakeholders, so you can get your message to the right people.\ \ PeopleIQ scours the internet to find contact information about the people who work for companies you already have in Nutshell, helping you quickly find the sales representatives or C-level executives you need to talk to so you can reach out.\ \ And with filters for you to zero in on people by management level, job field, and what contact information is available, you’re in control of which people Nutshell finds for you!\ \ Learn more

Nutshell Forms Spam prevention\ \ \ \ Protecting your forms from spammers is important for boosting team productivity and maintaining clean customer data.\ \ With new spam prevention features, your team can opt in to add spam prevention settings for all your new Nutshell forms. Your human form submitters will easily be able to submit forms, while Nutshell keeps bots out!\ \ Learn more

Chrome extension updates Send personal email templates from Gmail\ \ \ \ With this Chrome extension update, your entire team will be able to view and select pre-built Nutshell email templates in their Gmail composer to send consistent communications with leads and customers.\ \ And with updates to our Chrome extension, you can track email opens and clicks, create new contacts and tasks in Nutshell, and more!\ \ Available in Sales Pro, Business and Enterprise.\ \ Learn more

Email sync Additional controls and security\ \ \ \ To keep private messages private, you and your team need complete control over how your email communications are shared in Nutshell.\ \ Nutshell’s improved email sync controls allow you to block emails from certain domains, remove all emails from a domain right from your timeline, and add a domain to your company-wide blocklist in just a few clicks!\ \ Learn more

Lead board view Customize the fields you see\ \ \ \ Customizable lead board cards enable Nutshell customers and above to tailor what information displays on lead board cards. Now you can customize cards with the most important fields, reorder fields to suit your preferences, and adjust lead cards for different pipelines!\ \ This new feature also brings several updates to the user experience of the lead board view, including a faster way to sort your leads.\ \ Available on Sales Pro, Business and Enterprise.\ \ Learn more

Colored tags Make it easier to organize and visualize your tags\ \ \ \ Tags in Nutshell have leveled up. Now you can pick from 14 color options when adding tags, so you can easily spot your most important tags when viewing your Person, Company, and Lead pages, filtering your lists, and setting drip sequence goals.\ \ In addition, you can now hover over tags on your Person, Company, and Lead pages to see who added the tag and when.\ \ Learn more

Email marketing update A/B testing for broadcasts & newsletters\ \ \ \ We’ve launched a major enhancement to Nutshell’s Email marketing: the ability to run A/B tests on your marketing emails.\ \ A/B testing lets you create two versions of a campaign and test which one results in more conversions from your audience.\ \ You can now experiment with email design and copy to determine which subject lines, preview text, and content increases your email open and click rates. You choose how Nutshell decides a winning email, then let Nutshell ‘s automation handle the data collection and sending for you!\ \ AB Testing for Email Marketing is available in Marketing Pro.\ \ Learn more

Landing pages Part of Nutshell Marketing\ \ \ \ Landing pages help streamline your digital marketing campaigns by making it easier to create and customize webpages, keep visitors engaged and generate more conversions.\ \ It’s a breeze to design landing pages for your campaigns with our drag-and-drop builder. Then connect them to your domain, manage your pages — without any coding — and start filling your pipeline with high-quality leads.\ \ Available to all Nutshell customers via Marketing Foundation\ \ Learn how to create a Landing Page

Zapier updates\ \ \ \ You can now perform even more actions to automate your most essential workflows.\ \ You’ll have the ability to automatically update people and companies in Nutshell based on triggers from your other tools.\ \ You can also update your Nutshell lead confidence, tags, assignee, priority, due time, and closed time through Zapier.\ \ And you can now search by phone number in the Find Person action in Zapier so you can avoid creating duplicates.\ \ Learn more

App Marketplace Turnkey Zapier integrations from Nutshell\ \ \ \ App Marketplace takes your company beyond default integrations and gives you control over how well your mission-critical applications work together.\ \ Nutshell’s integration experts will set up and maintain the integrations your company needs to keep data flowing smoothly between your CRM and your tech stack.\ \ We also cover all of the Zapier fees.\ \ Learn more

Email activity report Nutshell Reporting\ \ \ \ The new email report lets you know exactly the types and numbers of emails your teams are sending. See which email templates are getting the most mileage and compare email activity between departments and Nutshell users to gain insight into your emails’ impact.\ \ We also released better ways to organize your email templates. Group templates by categories like “Initial outreach,” “Renewal reminders,” or whatever else your team frequently sends. Then access all your templates from one easy-to-use hub and organize them however works best for your company.\ \ Link more

Scheduler Co-hosted meetings\ \ \ \ With these Scheduler updates, we’re introducing the ability to create meetings with multiple hosts. Scheduler will check the availability of all co-hosts and only allow bookings when everyone is available. That means you can easily book meetings that require multiple team members, such as vital onboarding calls.\ \ And there’s more great news! We’re also integrating Scheduler with Google Meet so that you can schedule meetings on Google Meet directly from Nutshell.\ \ Learn more

CompetitorSpy See what your competition is doing online\ \ \ \ This exciting new feature will empower you to understand your competitors’ website traffic and strategies.\ \ With CompetitorSpy, you can easily track your competitors’ website traffic, uncover what marketing channels are driving their success and see how their traffic and market share are trending over time.\ \ These insights will help you make informed decisions and stay ahead of the market.\ \ Available on Marketing Pro.\ \ Learn more

“Add New” dialog update Customize what information your team enters\ \ \ \ Your CRM data collection process is at the core of your sales and marketing efforts. It’s how you gather crucial information about your leads, contacts, and companies.\ \ With customized ‘add new’ dialogs, administrators can now take full control of this process and ensure that the right information gets collected every time someone on your team adds data to Nutshell.\ \ Learn more

Role-based access control Add additional user types & customize access\ \ \ \ Traditionally, Nutshell has operated with two basic access levels: Standard and Administrator.\ \ Role-based permissions introduce a dynamic layer of control within Nutshell. It’s your key to creating tailored roles like “Marketer” or “Operations,” each equipped with its own unique set of permissions.\ \ This means you have finer control over who gets access to what, ensuring the right people have the right level of access.\ \ Learn more

Scheduler Nutshell’s meeting scheduling tool\ \ \ \ Scheduler is a calendar management tool that works in Nutshell to simplify meeting planning, connect your appointments, and sync meeting information with contact information.\ \ And—unlike Calendly or other standalone tools—Scheduler is fully integrated with Nutshell, so the activities you schedule are automatically tracked in your CRM, with forms that can collect contact information and custom fields.\ \ Learn more

Audit log Admin tools\ \ \ \ Audit log launched in June 2023.\ \ Audit log allows you to track information like logins and exports from the lists pages as needed, and see when they occurred.\ \ Audit Log tracks users’ IP addresses to create a tabulated view of what actions they’ve taken in your Nutshell account.\ \ Learn more

Company enrichment Know more about your company prospects\ \ \ \ This new update gives your team access to data that will enhance your understanding of and interactions with your customers.\ \ With Company Enrichment, you can access information including, company name, industry, address, website, annual revenue, number of employees, phone and email.\ \ Learn more

VisitorIQ Part of Nutshell IQ\ \ \ \ VisitorIQ is a prospecting tool within Nutshell that automatically tracks visitors to your website and their company data.\ \ Instead of randomly contacting companies and crossing your fingers for a sale, you can see the companies that may be more receptive to your pitch because they’re browsing your site, helping you sell more effectively.\ \ Learn more

Emails on Lead timelines See all email interaction in one place\ \ \ \ Emails on lead timelines keeps emails better organized by allowing your team to route project-specific emails to the correct lead timelines.\ \ A few helpful ways to use emails on lead timelines: assign a unique BCC email address for every lead, select a related lead to associate with an email from your timeline, or choose related leads from inside Nutshell’s email composer.\ \ Learn more

Lead Aattribution Know how you get your best leads\ \ \ \ Lead attribution enables you to identify where your business’s leads come from.\ \ With lead attribution technology, you can determine which channels (such as online ads and organic search) and sources (such as specific ad campaigns and websites) drove potential customers to your business.\ \ Learn more

Acquired by WebFX#1 ranked digital marketing agency\ \ \ \ A digital marketing agency to help drive qualified inbound leads and a CRM to help you close them.\ \ In the past, B2B companies needed to juggle multiple sales and marketing tools to manage their pipeline, and outsource their SEO, digital advertising, and social media efforts to various agencies with different points of contact. Now, you can invest in an end-to-end services and software solution that places everything you need to grow your business under one roof.\ \ Who Is WebFX?

Nutshell Forms Notifications\ \ \ \ With this update, you can get notified every time one of your Nutshell forms receives a submission.\ \ You can get notified in Nutshell, by email or in the mobile app.\ \ Additionally, if you’re company uses slack, you can send all notifications to a specific slack channel.\ \ Act faster when you get notified!\ \ Learn more

Email marketing Additional starter templates\ \ \ \ Update: as of May 2025, Nutshell customers can now choose from over 45 different, pre-built email templates to start their design. You also have the ability to start from scratch if you find that easier.\ \ Additionally, if you don’t want to use the drag-and-drop builder, you can use HTML to build your emails as well.\ \ Learn more

Nutshell Forms Upload files with Nutshell Forms\ \ \ \ In the form editor, when adding a new block, you’ll find the option for ‘File upload’ for your contact and lead pages.\ \ With this new field, you can ask your customers to upload screenshots when requesting technical support, submit resumes for job applications, collecting images for contests or features for newsletters, or any other occasion where a file would provide important context.\ \ Learn more

Email marketing Notifications\ \ \ \ Link tracking gave Nutshell Campaigns users a closer look at the effectiveness of their marketing content and CTAs, displaying both total and unique clicks for each link in each message.\ \ Now, when links within your marketing messages are clicked or when drip sequence goals are met, we’ll let you know via notification alerts.\ \ Learn more

Create Leads instantly Multiple Leads from any Contact list\ \ \ \ Within every list view, you will now see a Create lead button at the bottom of the page that lets you create a lead for each selected contact in just one click.\ \ Learn more

Email marketing Link tracking\ \ \ \ Having engagement data about specific links within your outreach shows you which content and offers your readers are most interested in, and the effectiveness of how you present your CTAs, all of which helps you improve future marketing emails.\ \ Learn more

Email marketing Drip sequences\ \ \ \ A drip sequence, also known as a drip campaign, is an automated series of messages designed to send to contacts over a specific period of time, at predetermined intervals.\ \ Drip sequences are customizable and enable you to get information to your audiences at the right moment, without having to send any emails manually.\ \ Learn more

Email marketing Shareable links\ \ \ \ Nutshell Campaigns’ shareable links help you deliver your email content to wider audiences and relieve the pain of limited shareability. Time that would be spent on reformatting, redesigning, or recreating your content simply to make it shareable, is yours again.\ \ Learn more

Gmail Chrome extension Nutshell + Google = 🧡\ \ \ \ 2018’s release of Nutshell for Gmail chrome extension made it possible for you to manage your Nutshell contacts and leads directly from your Gmail inbox.\ \ A CRM has to sync with your email in order to be effective, which is why Nutshell has made Gmail integration a top priority since day one.\ \ Get The Extension

Email sync For Google & Office365\ \ \ \ Easily track the emails you send and receive in Nutshell with two-way email sync.\ \ If you prefer to send emails from your email, all information will still end up in Nutshell.\ \ We support a 2-way sync with all Google and Office365 emails.\ \ Learn more

Product Roadmap

Want to know what’s coming next? View our Product Roadmap. We update our Roadmap every quarter, so be sure to check back in regularly.

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