Product Updates & Enhancements

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Smart lists let you create lists in Nutshell that dynamically update when contacts meet the filters you’ve put in place.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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!

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!

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!

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.

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!

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

Our native integration with Zoom went live in August 2023 and is available for free for customers with a Nutshell Sales subscription (any tier).

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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.