Guided Tours

Sell smarter

Intro to Nutshell

Get a full overview of our platform and learn how to get the most out of our advanced CRM features.

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CRM 101

Nutshell Basics

New to the world of CRM? Learn about the core features of Nutshell in this weekly training session.

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Level up

Sales Automation Workshop

Create a custom, automated pipeline in Nutshell to kick your sales efforts into overdrive.

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Nutshell Campaigns

Nutshell Campaigns ‘First Look’

Design and send beautiful emails, immediately measure their impact, and turn subscribers into buyers.

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Nutshell + Email

Nutshell’s Email Capabilities

Learn more about the three pillars of Nutshell’s email capabilities: 2-way sync, personal email sequences & email marketing.

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Native Appointment Scheduling in your CRM

Nutshell Scheduler

See how to setup and understand the value of Nutshell Scheduler.

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