“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
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.
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.
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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.
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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.
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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.
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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.
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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.
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In addition to increased product limits from Pro, Power AI’s main features include access to and harnessing the power of artificial intelligence:
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Scheduler ist ein Kalenderverwaltungstool, das unter Nutshell die Planung von Besprechungen vereinfacht, Ihre Termine miteinander verbindet und Besprechungsinformationen mit Kontaktinformationen synchronisiert.
Und - im Gegensatz zu Calendly oder anderen eigenständigen Tools - ist Scheduler vollständig in Nutshell integriert, so dass die von Ihnen geplanten Aktivitäten automatisch in Ihrem CRM nachverfolgt werden, mit Formularen, die Kontaktinformationen und benutzerdefinierte Felder erfassen können.
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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.
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:
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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:
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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.
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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:
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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.
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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.
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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.
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Get notified every time a form is submitted.
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Over 15 templates to choose from when sending a broadcast, newsletter or drip-sequence from Nutshell Campaigns.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Easily track the emails you send and receive in Nutshell with two-way mail sync.
Note: also available for Office365 users.
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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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