Produktuppdateringar och förbättringar

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.

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.

Vissa möten, som introduktionsmöten eller säljdemonstrationer, behöver bara kunna inkludera mer än en deltagare. Med Scheduler kan dina mötesdeltagare nu lägga till ytterligare personer i sina bokningar!

Dina mötesdeltagare kan nu bjuda in andra deltagare via e-postadress, och Scheduler skickar bekräftelsemeddelanden till var och en av mötesdeltagarna.

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.

Gör det enklare att göra anteckningar med Nutshell Notetaker, vårt röst-till-text-verktyg som genererar mycket exakt text från din röst.

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 söker igenom internet för att hitta kontaktinformation om de personer som arbetar för företag som du redan har i Nutshell, vilket hjälper dig att snabbt hitta de säljare eller chefer på C-nivå som du behöver prata med så att du kan nå ut.

Och med filter som gör att du kan söka på personer efter ledningsnivå, arbetsområde och vilken kontaktinformation som finns tillgänglig, har du kontroll över vilka personer Nutshell hittar åt dig!

Att skydda formulären från spammare är viktigt för att öka teamets produktivitet och upprätthålla rena kunddata.

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.

Och med uppdateringar av vårt Chrome-tillägg kan du spåra e-postöppningar och klick, skapa nya kontakter och uppgifter i Nutshell, och mycket mer!

Available in Sales Pro, Business and Enterprise.

För att privata meddelanden ska förbli privata måste du och ditt team ha fullständig kontroll över hur er e-postkommunikation delas i Nutshell.

Nutshellkan du blockera e-post från vissa domäner, ta bort alla e-postmeddelanden från en domän direkt från din tidslinje och lägga till en domän i din företagsomfattande blockeringslista med bara några få klick!

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!

Den nya funktionen innebär också flera uppdateringar av användarupplevelsen i lead board-vyn, inklusive ett snabbare sätt att sortera dina leads.

Available on Sales Pro, Business and Enterrprise.

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.

Dessutom kan du nu hålla muspekaren över taggar på sidorna Person, Företag och Lead för att se vem som har lagt till taggen och när.

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.

Du kan nu experimentera med e-postdesign och -texter för att avgöra vilka ämnesrader, förhandsgranskningstexter och innehåll som ökar öppnings- och klickfrekvensen i ditt e-postmeddelande. Du väljer hur Nutshell bestämmer ett vinnande e-postmeddelande och låter sedan Nutshell :s automatisering hantera datainsamling och utskick åt dig!

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.

Det är enkelt att designa landningssidor för dina kampanjer med vår dra-och-släpp-byggare. Anslut dem sedan till din domän, hantera dina sidor - utan någon kodning - och börja fylla din pipeline med högkvalitativa 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.

Den nya e-postrapporten ger dig exakt information om vilka typer och antal e-postmeddelanden som dina team skickar. Se vilka e-postmallar som används mest och jämför e-postaktiviteten mellan avdelningar och Nutshell användare för att få insikt i hur dina e-postmeddelanden påverkar.

Vi har också lanserat bättre sätt att organisera dina e-postmallar. Gruppera mallarna efter kategorier som "Initial kontakt", "Påminnelser om förnyelse" eller något annat som ditt team ofta skickar. Få sedan tillgång till alla dina mallar från en lättanvänd hubb och organisera dem på det sätt som passar bäst för ditt företag.

Med dessa uppdateringar av Schemaläggaren introducerar vi möjligheten att skapa möten med flera värdar. Schemaläggaren kontrollerar tillgängligheten för alla medvärdar och tillåter endast bokningar när alla är tillgängliga. Det innebär att du enkelt kan boka möten som kräver flera teammedlemmar, t.ex. viktiga onboarding-samtal.

Och det finns fler fantastiska nyheter! Vi integrerar även Scheduler med Google Meet så att du kan boka möten på Google Meet direkt från 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.

Din CRM-datainsamlingsprocess är kärnan i dina försäljnings- och marknadsföringsinsatser. Det är så du samlar in viktig information om dina leads, kontakter och företag.

Med anpassade dialogrutor för att lägga till nytt kan administratörer nu ta full kontroll över denna process och se till att rätt information samlas in varje gång någon i ditt team lägger till data till 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 är ett kalenderhanteringsverktyg som fungerar i Nutshell för att förenkla mötesplanering, koppla samman dina möten och synkronisera mötesinformation med kontaktinformation.

Och - till skillnad från Calendly och andra fristående verktyg - är Scheduler helt integrerad med Nutshell, så att de aktiviteter du planerar automatiskt spåras i ditt CRM, med formulär som kan samla in kontaktinformation och anpassade fält.

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.

Med revisionsloggen kan du spåra information som inloggningar och export från listsidorna efter behov, och se när de inträffade.

Audit Log tracks users’ IP addresses to create a tabulated view of what actions they’ve taken in your Nutshell account.

Den nya uppdateringen ger ditt team tillgång till data som ökar förståelsen för och interaktionen med dina kunder.

With Company Enrichment, you can access information including, company name, industry, address, website, annual revenue, number of employees, phone and email.

VisitorIQ är ett prospekteringsverktyg inom Nutshell som automatiskt spårar besökare på din webbplats och deras företagsuppgifter.

Istället för att slumpmässigt kontakta företag och hoppas på en försäljning kan du se vilka företag som kan vara mer mottagliga för ditt erbjudande eftersom de surfar på din webbplats, vilket hjälper dig att sälja mer effektivt.

E-post på lead-tidslinjer håller e-postmeddelanden bättre organiserade genom att låta ditt team dirigera projektspecifika e-postmeddelanden till rätt lead-tidslinjer.

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.

En digital marknadsföringsbyrå som hjälper dig att skapa kvalificerade inkommande leads och ett CRM-system som hjälper dig att sälja dem.

Tidigare behövde B2B-företag jonglera med flera olika sälj- och marknadsföringsverktyg för att hantera sin pipeline, och lägga ut sin SEO, digitala annonsering och sociala medier på olika byråer med olika kontaktpunkter. Nu kan du investera i en heltäckande tjänste- och programvarulösning som samlar allt du behöver för att få ditt företag att växa under ett och samma tak.

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.

Länkspårning gav Nutshell Campaigns användare en närmare titt på effektiviteten i deras marknadsföringsinnehåll och CTA, och visade både totala och unika klick för varje länk i varje meddelande.

När länkar i dina marknadsföringsmeddelanden klickas eller när mål för droppsekvenser uppnås meddelar vi dig via aviseringsmeddelanden.

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.

Med hjälp av engagemangsdata för specifika länkar i dina utskick kan du se vilket innehåll och vilka erbjudanden dina läsare är mest intresserade av, och hur effektivt du presenterar dina CTA:er, vilket hjälper dig att förbättra framtida marknadsföringsmeddelanden.

En dripsekvens, även kallad dripkampanj, är en automatiserad serie meddelanden som skickas till kontakter under en viss tidsperiod och med förutbestämda intervall.

Drip-sekvenser är anpassningsbara och gör att du kan skicka information till dina målgrupper vid rätt tidpunkt, utan att behöva skicka några e-postmeddelanden manuellt.

Nutshell CampaignsDelbara länkar hjälper dig att nå ut med ditt e-postinnehåll till en bredare publik och lindrar smärtan av begränsad delbarhet. Tid som annars skulle gå åt till att formatera om, designa om eller återskapa ditt innehåll bara för att göra det delbart, kan du använda igen.

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.

Ett CRM-system måste synkroniseras med din e-post för att vara effektivt, vilket är anledningen till att Nutshell har gjort Gmail-integration till en topprioritet sedan dag ett.

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.