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Contact support Log in Contact Sales Try it For Free FREE TRIAL
 * CRM Features
    * * Sales Automation
        Put time-wasting tasks on autopilot for max efficiency.
      * Reporting & Analytics
        Track, view & forecast sales performance.
      * Email Automation
        Create email lists, drip series, & funnel-based emails.
      * Web Form Collection
        Capture customer info. Automatically create new leads.
      * Team Collaboration
        Store customer notes & interactions for anyone to view.
      * Contact Management
        Easily add, gather, & store customer information.
      * Pipeline Management
        Custom pipeline views that make it easy for your reps.
      * Paid Add Ons
      * All Features
   
    * * * ADD ONS
          
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 * Pricing
    * * * Simple, Flexible CRM to organize your sales team Explore FOUNDATION
          Powerful CRM enabled with sales automation and advanced reporting
          Explore PRO
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          Sales automation, advanced reporting, phone support and more Explore
          Enterprise
          View All Plans and Add Ons
          
          $16
          
          per user per month Simple, Flexible CRM to help your sales team stay
          organized Explore FOUNDATION
          
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          per user per month Powerful CRM to enable your team with sales
          automation and advanced reporting Explore PRO
          
          $52
          
          per user per month Powerful CRM equipped with Artificial Intelligence
          to improve your sales team efficiency Explore Power AI
          
          $67
          
          per user per month Full-featured CRM to give your team the most
          firepower without costing a fortune Explore Enterprise
          View All Plans and Add Ons

 * Integrations
    * * Google Suite
        Centralize your email and calendar activities.
      * Microsoft 365
        Access Nutshell’s key features directly from your email.
      * PandaDoc
        Track, negotiate, and eSign sales contracts.
      * Dropbox
        Easily attach Dropbox documents to a Nutshell lead.
      * Quickbooks
        Migrate contacts, nurture clients, & create invoices.
      * Slack
        Get notified on new leads, pipeline progress, & wins.
      * Zapier
        Connect with 5,000+ apps you already use.
      * AppConnect
        Let Nutshell set up and maintain your integrations.
      * All Integrations
   
    * * * DOZENS OF INTEGRATIONS THAT YOU DON’T EVEN NEED IT TO SET UP.
          
          EXPLORE INTEGRATIONS

 * Industries
    * * SMBs
        Automate sales & email to get out of spreadsheets & spend more time
        selling.
      * SaaS
        Manage, gather info, nurture, and close prospective customers.
      * Manufacturing
        Build strong relationships with both current & future clients to earn
        more sales.
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        business.
      * Construction
        Store customer data & automate sales tasks so that you can focus on
        relationships.
      * Home Services
        Automatically create new leads & contacts from web forms to move faster
        than competitors.
      * Heavy Equipment
        Sell more of your heavy machinery, outshine your competition, & build
        customer loyalty.
      * All Industries
   
    * * * NUTSHELL HELPS ALL BUSINESSES BUILD BETTER RELATIONSHIPS WITH LEADS &
          CUSTOMERS TO BOOST REVENUE.
          
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    * * Digital Marketing Services
        Custom strategies that drive more leads to your team.
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      * Email Marketing
        Get expert help to launch effective email campaigns.
      * Programmatic Advertising
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      * All Marketing Services
   
    * * * PARTNER WITH A COMPANY RESPONSIBLE FOR OVER $3B IN CLIENT REVENUE.
          
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↑

“I would highly recommend Nutshell

“Easy to use and... wait for it ... 100% buy in!

“Nutshell is both simple and powerful

“Nutshell is super user-friendly and intuitive

“I would highly recommend Nutshell

“Easy to use and... wait for it ... 100% buy in!

“Nutshell is both simple and powerful

“Nutshell is super user-friendly and intuitive

“I would highly recommend Nutshell

“Easy to use and... wait for it ... 100% buy in!

“Nutshell is both simple and powerful

NUTSHELL


PRODUCT UPDATES & ENHANCEMENTS

We listen to and anticipate the needs of our customers in order to provide an
easy-to-use CRM that is filled with valuable features and doesn’t break the
bank.

Keep reading below to learn more about our most recent updates and the value
that they can provide to your company.




FEBRUARY 2024


THREE FREE MARKETING SEATS

Want to get more of your marketing team on your CRM and email marketing
platform, but don’t want to pay for a full seat? Nutshell Pro customers and
above can now add three marketing seats for absolutely free.

Add any three team members to your free marketing-only role to get your sales
and marketing teams working better together!

For more information:

 * Introducing New Free Marketing Seats




JANUARY 2024


COLORED 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.

For more information:

 * Create and use tags in Nutshell support article




JANUARY 2024


A/B TESTING IN NUTSHELL CAMPAIGNS

We’ve launched a major enhancement to Nutshell Campaigns: 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!

For more information:

 * Introducing A/B Testing in Nutshell Campaigns
 * Boost your email strategy: Try A/B testing for improved email performance
   support article




JANUARY 2024


LANDING PAGES

Landing Pages is an add-on that helps 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.

For more information:

 * Introducing Landing Pages
 * How to create landing pages in Nutshell with our easy drag-and-drop feature
   support article




NOVEMBER 2023


NUTSHELL ZAPIER ENHANCEMENTS

With new updates to our Zapier integration, which lets customers connect
Nutshell to thousands of their mission-critical applications, 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.

We’ve also introduced the ability to 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.

For more information:

 * Introducing Updates to Nutshell’s Zapier Integration
 * Connect Nutshell to your other tools using Zapier support article




NOVEMBER 2023


NUTSHELL’S APPCONNECT

Nutshell’s newest update is AppConnect, an exciting add-on that takes your
company beyond default integrations and gives you control over how well your
mission-critical applications work together.

With an AppConnect plan, 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. AppConnect ensures your data and workflows are always
synced, even if your applications have complex requirements. AppConnect is also
free for most teams.

For more information:

 * Integrate Your CRM With Your Applications
 * Nutshell Announces AppConnect




NOVEMBER 2023


EMAIL REPORT

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.

For more information:

 * Nutshell Announces Email Report
 * Organize and access your email templates support article




NOVEMBER 2023


NUTSHELL SCHEDULER ENHANCEMENTS

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.

For more information:

 * Effortlessly plan, schedule, and manage meetings in Nutshell
 * Nutshell Announces Scheduler
 * Meeting Scheduler




NOVEMBER 2023


COMPETITORIQ – EARLY ACCESS

This exciting new feature will empower you to understand your competitors’
website traffic and strategies. With CompetitorIQ, you can easily track your
competitors’ website traffic, uncover what marketing channels are driving their
success and see how their traffic and marketshare are trending over time. These
insights will help you make informed decisions and stay ahead of the market.

For more information:

 * Competitor Website Insights
 * CompetitorIQ: Online Competitor Tracking Software in Your CRM




SEPTEMBER 2023


CUSTOMIZED ‘ADD NEW’ DIALOGS

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.

For more information:

 * Customize ‘Add new” dialog for People, Companies, and Leads support article
 * Nutshell announces Customizable ‘Add New’ dialog




SEPTEMBER 2023


ROLE-BASED ACCESS CONTROL

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.

For more information:

 * Role-Based Access Control
 * Nutshell announces Role-Based Access Control




AUGUST 2023


POWER AI

In addition to increased product limits from Pro, Power AI’s main features
include access to and harnessing the power of artificial intelligence:

 1. AI timeline summarization: use AI to concisely summarize a timeline on
    demand. For example, you can quickly recall what products a company or
    person is interested in, review a lead’s purchase history, or bring new
    colleagues up to speed on an account.
 2. Zoom transcription summarization: use AI to summarize Zoom meetings to make
    note taking and follow-ups a breeze.

For more information:

 * Power AI features & pricing
 * Power AI announcement
 * Power AI data protection




AUGUST 2023


NUTSHELL SCHEDULER

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.

For more information:

 * Revenue Booster add-on
 * Nutshell announces Scheduler
 * Nutshell Scheduler product demo
 * Nutshell Scheduler support article




AUGUST 2023


NATIVE ZOOM INTEGRATION

Our native integration with Zoom went live in August 2023 and is available for
free for customers with a Pro, Power AI or Enterprise subscription.




JULY 2023


AUDIT LOG

Audit log launched for Enterprise customers 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. You can access the following information
in your Audit Log:

 * User name
 * IP address
 * Date and time
 * Type of action (login, bulk edit, export)
 * Number of edits
 * Session details
 * Status
 * Device type

For more information:

 * Nutshell announces Audit log
 * Audit log support article




MAY 2023


COMPANY ENRICHMENT

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
 * Email

For more information:

 * Nutshell announces Company Enrichment
 * Company Enrichment support article




MAY 2023


VISITORIQ

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.

For more information:

 * VisitorIQ features and pricing
 * Nutshell announces VisitorIQ
 * VisitorIQ support article




APRIL 2023


EMAILS ON LEAD TIMELINES

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
 * Choose related leads from inside Nutshell’s email composer

For more information:

 * Nutshell announces Emails on Lead Timelines
 * Support article




MARCH 2023


LEAD ATTRIBUTION

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.

For more information:

 * Nutshell announces Lead attribution
 * Lead channels support article
 * Nutshell Analytics support article




MARCH 2023


PINNED NOTES

You can now pin a note to the top of the timeline for any person, company, or
lead timeline. The note will remain at the top of the timeline no matter what
other activity occurs in the timeline so it’s easily visible any time someone
views the timeline.

For more information:

 * Nutshell announces Pinned Notes
 * Pinned Notes support article




AUGUST 2022


ACQUIRED BY WEBFX

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.

For more information:

 * WebFX Acquisition announcement
 * Who is WebFX




MAY 2022


NOTIFICATIONS FOR NUTSHELL FORMS

Get notified every time a form is submitted.

For more information:

 * Nutshell Forms




APRIL 2022


ADDITIONAL NUTSHELL CAMPAIGNS TEMPLATES

Over 15 templates to choose from when sending a broadcast, newsletter or
drip-sequence from Nutshell Campaigns.

For more information:

 * How to create newsletters




APRIL 2022


FILE UPLOADS FOR 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.

For more information:

 * Nutshell Forms support article




JANUARY 2022


NUTSHELL CAMPAIGNS 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.

For more information:

 * Campaigns click notifications




OCTOBER 2021


CREATE MULTIPLE LEADS INSTANTLY 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.

For more information:

 * Create multiple leads




SEPTEMBER 2021


NUTSHELL CAMPAIGNS 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.

For more information:

 * Campaigns link tracking




AUGUST 2021


NUTSHELL CAMPAIGNS 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.

For more information:

 * Nutshell Campaigns drip sequences announcement
 * Nutshell Campaigns Drip campaigns support article




MAY 2021


NUTSHELL CAMPAIGNS 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.

For more information:

 * Campaigns shareable links




2018


GMAIL CHROME EXTENSION

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.

For more information:

 * Nutshell for Gmail announcement




2015


MAIL SYNC FOR GOOGLE WORKSPACE

Easily track the emails you send and receive in Nutshell with two-way mail sync.

Note: also available for Office365 users.

For more information:

 * Nutshell announces email sync
 * Gmail sync support article
 * Office365 sync support article




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.

Join 30,000+ other sales and marketing professionals. Subscribe to our Sell to
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