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Webinars & Guided Tours

Get the most out of your CRM with free training resources. Register to join a live training session or watch our pre-recorded guided tours.

Upcoming Live Sessions

Can’t make it? Register anyway and we’ll send you a recording afterward so you can watch it on your own time.

 

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Intro to Nutshell

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

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

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Get a sneak peek at what we’re launching this summer
Nutshell’s Summer 2025 Roadmap

Nutshell's Summer 2025 Roadmap Webinar

Our Summer 2025 Roadmap webinar will reveal the exciting releases and updates on the cards for the coming quarter, and walk through the powerful features we’ve launched in 2025 so far.

Don’t miss out. Register now and join us on Wednesday, July 23rd at 3:00 PM EST to find out more.

REGISTER
Get the most out of Nutshell
Nutshell Best Practices

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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.

Register

Stay up-to-date with Nutshell

Don’t miss out on product updates and free live webinars. Subscribe to Nutshell’s Shipping News Newsletter today and check out our Product Updates page for the most up-to-date information on our feature roll-outs.

Shipping News Newsletter Product Updates

On-Demand Webinars

CRM 101 – Nutshell Basics
Just Getting Started? Watch This!

an illustration of a group of people on a computer screenLearn 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.

Updated Regularly

Watch Now
Sales Automation Workshop
Creating a Pipeline & Adding Automations

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

We cover automated: assignments, activities, stage goals, email sequences, sms sends and more.

Last updated April 2025

Watch Now
Chat with your customers on FB Messenger, Instagram DMs, and WhatsApp all inside Nutshell’s Inbox
Use Nutshell to Chat With Customers Where They’re At

Streamline communication workflows, elevate customer communication management, and improve team collaboration when you centralize your essential business messaging activities in Nutshell. Find out how to connect with customers via Web chat, 1:1 SMS, Facebook Messenger, Instagram DMs, and WhatsApp, all from your Nutshell Inbox in Nutshell’s Engagement Suite.

June 2025

WATCH NOW
Nutshell’s Lead Gen Tool Kit
Use Nutshell’s Built-in Features to Get More Leads in Your CRM

Discover Nutshell’s powerful lead generation tools and how to use these built-in features to fill your pipeline and boost sales revenue. Learn how to use Nutshell Forms, Web chat, Landing pages, Scheduler, and Nutshell IQ to attract, engage, and convert more prospects.

Watch the recording to find out more.

May 2025

Watch Now
Log, transcribe, & summarize Zoom calls with ease
Zoom AI Features

Nutshell’s enhanced Zoom AI features allow your team to log, track, transcribe, and summarize Zoom calls more effectively and efficiently than ever before. With our Zoom AI integration, you can also easily attach notes, transcripts, and summaries to contact records for improved information sharing and collaboration.

Learn more about the benefits of Nutshell’s Zoom AI integration features and how to use them.

April 2025

WATCH NOW
Create, send, and track custom quotes from inside Nutshell
Nutshell Quotes

Nutshell Quotes enables your sales team to create, send, and track custom sales quotes for clients and customers—all in just a few clicks, right inside Nutshell.

Discover how Quotes streamlines your workflows and simplifies quote creation!

March 2025

Watch now
Discover Nutshell’s Marketing Tools
Nutshell Marketing

The new Nutshell Marketing suite offers powerful tools to help teams manage marketing campaigns and generate more sales opportunities, with features like Email marketing, Landing pages, and SMS marketing.

Discover how Nutshell Marketing can help you enhance marketing efforts and generate more sales opportunities!

February 2025

Watch now
See What’s Ahead for Nutshell
2025 Roadmap

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!

January 2025

Watch now
Engage With Website Visitors Through Your CRM
Web Chat


Let website visitors chat with your team in real time, right from the customized Chat widget on your site. With Web 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.

December 2024

Watch now
Book and Manage Meetings With Customers in Your CRM
Scheduler

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.

November 2024

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Leverage SMS in Your CRM
Nutshell SMS

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.

November 2024

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Generate Leads in Your CRM
Nutshell IQ

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

October 2024

Watch Now
A Starter’s Guide to
Email Marketing

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Learn a few tips on how to get started with Nutshell’s email marketing.

June 2024

Watch Now
A Starter’s Guide to:
Nutshell Forms

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

February 2024

Watch Now
Nutshell + Email
Nutshell’s Email Capabilities

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

June 2023

Watch Now

Interactive Product Tours

Nutshell overview

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Sync your calendar with Nutshell

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Emailing With Nutshell

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Create a Pipeline

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Start Tour
Add a company or person

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Start Tour
Create a new lead

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Start Tour
“”

Many CRMs force you into one method or process, but Nutshell gives you choices that help you customize it to your company.

Matthew M. Dickson

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