Webinars & Guided Tours

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

Join us every Monday & Wednesday at 10am ET/7am PT and every Tuesday & Thursday at 3pm ET/12pm PT.

The new Marketing Suite offers powerful tools to help teams manage marketing campaigns and generate more sales opportunities.

Join Nutshell Director of Marketing on Wednesday, February 19th at 3:00 PM EST to discover how the Marketing Suite can enhance your lead generation and sales efforts.

Learn how to leverage your CRM to streamline business processes and increase revenue. Expand your knowledge with this ongoing series of stand-alone trainings.

Join us the 4th Wednesday of every month at Noon ET/9am PT.

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.

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

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

See how to set up and understand the value of Nutshell Scheduler.

Learn a few tips on how to get started with Nutshell Campaigns.

Learn a few tips on how to get started with Nutshell Forms.

PeopleIQ allows you to find other employees that work for a company, so you can make sure you’re talking to the right person when closing a lead.

Nutshell IQ is your complete lead generation toolkit built inside your CRM, so you can discover and connect with more prospects faster.

Use text messaging directly in your CRM to have conversations with leads and clients, track messages and assign them to your sales reps, and automate text messaging throughout your sales pipeline.

Book and manage appointments with leads and customers right from inside your CRM, and leverage automations to collect data, add contacts to marketing audiences, and more.

Let website visitors chat with your team in real time, right from the customized Chat widget on your site. With Nutshell Chat, you can manage conversations from inside your CRM and collect important data about visitors so you can nurture the relationship and win more leads.

In our annual Roadmap webinar, we review what launched in Nutshell in 2024 and share what’s on the roadmap for 2025.

Get a preview of upcoming features like Nutshell Quotes, enhanced AI capabilities, marketing SMS, and much more!