Atualizações e melhorias do produto

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.

Algumas marcações, como reuniões introdutórias ou demonstrações de vendas, precisam de ter a capacidade de incluir mais do que um participante. O Scheduler permite agora que os participantes da reunião adicionem mais pessoas às suas marcações!

Os participantes da reunião podem agora convidar outros participantes por endereço de correio eletrónico, e o Gestor de Tarefas enviará mensagens de correio eletrónico de confirmação a cada um dos participantes da reunião.

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.

Facilite a tomada de notas com o Nutshell Notetaker, a nossa ferramenta de voz para texto que gera texto altamente preciso a partir da sua voz.

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.

O PeopleIQ pesquisa a Internet para encontrar informações de contacto sobre as pessoas que trabalham para empresas que já tem em Nutshell, ajudando-o a encontrar rapidamente os representantes de vendas ou executivos de nível C com quem precisa de falar para poder contactá-los.

E com os filtros que lhe permitem selecionar as pessoas por nível de gestão, área profissional e informações de contacto disponíveis, tem o controlo das pessoas que o Nutshell encontra para si!

A proteção dos seus formulários contra spammers é importante para aumentar a produtividade da equipa e manter os dados dos clientes limpos.

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.

E com as actualizações da nossa extensão para o Chrome, pode acompanhar as aberturas e os cliques de correio eletrónico, criar novos contactos e tarefas em Nutshell, e muito mais!

Available in Sales Pro, Business and Enterprise.

Para manter a privacidade das mensagens privadas, você e a sua equipa precisam de ter controlo total sobre a forma como as suas comunicações por correio eletrónico são partilhadas em Nutshell.

NutshellOs controlos de sincronização de correio eletrónico melhorados do utilizador permitem-lhe bloquear o correio eletrónico de determinados domínios, remover todos os e-mails de um domínio diretamente da sua linha de tempo e adicionar um domínio à lista de bloqueio de toda a empresa com apenas alguns cliques!

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!

Esse novo recurso também traz diversas atualizações para a experiência do usuário na visualização do quadro de leads, incluindo uma maneira mais rápida de classificar seus 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.

Além disso, agora você pode passar o mouse sobre as tags nas páginas Pessoa, Empresa e Lead para ver quem adicionou a tag e quando.

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.

Agora você pode experimentar o design e a cópia do e-mail para determinar quais linhas de assunto, texto de visualização e conteúdo aumentam a abertura do seu e-mail e as taxas de cliques. Você escolhe como Nutshell decide um e-mail vencedor, então deixe Nutshell A automação da empresa cuida da coleta e envio de dados para você!

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.

É muito fácil criar páginas de destino para suas campanhas com nosso construtor de arrastar e soltar. Em seguida, conecte-os ao seu domínio, gerencie suas páginas — sem qualquer codificação — e comece a preencher seu pipeline com leads de alta qualidade.

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.

O novo relatório de e-mail permite saber exatamente os tipos e números de e-mails que suas equipes estão enviando. Veja quais modelos de e-mail estão obtendo maior aproveitamento e compare a atividade de e-mail entre departamentos e Nutshell usuários para obter informações sobre o impacto de seus e-mails.

Também lançamos maneiras melhores de organizar seus modelos de e-mail. Agrupe modelos por categorias como “Alcance inicial”, “Lembretes de renovação” ou qualquer outra coisa que sua equipe envie com frequência. Em seguida, acesse todos os seus modelos em um hub fácil de usar e organize-os da maneira que for melhor para sua empresa.

Com essas atualizações do Agendador, apresentamos a capacidade de criar reuniões com vários organizadores. O Agendador verificará a disponibilidade de todos os coanfitriões e só permitirá reservas quando todos estiverem disponíveis. Isso significa que você pode agendar facilmente reuniões que exijam vários membros da equipe, como chamadas de integração vitais.

E tem mais ótimas notícias! Também estamos integrando o Scheduler ao Google Meet para que você possa agendar reuniões no Google Meet diretamente do 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.

O processo de coleta de dados de CRM está no centro de seus esforços de vendas e marketing. É como você reúne informações cruciais sobre seus leads, contatos e empresas.

Com caixas de diálogo personalizadas para “adicionar novo”, os administradores agora podem assumir o controle total desse processo e garantir que as informações corretas sejam coletadas sempre que alguém da sua equipe adicionar dados ao 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 é uma ferramenta de gerenciamento de calendário que funciona em Nutshell para simplificar o planejamento de reuniões, conectar seus compromissos e sincronizar informações de reuniões com informações de contato.

E - ao contrário do Calendly ou de outras ferramentas independentes - o Scheduler é totalmente integrado com Nutshell , para que as atividades agendadas sejam rastreadas automaticamente em seu CRM, com formulários que podem coletar informações de contato e campos personalizados.

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.

O registro de auditoria permite rastrear informações como logins e exportações das páginas de listas conforme necessário e ver quando elas ocorreram.

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

Esta nova atualização dá à sua equipe acesso a dados que melhorarão sua compreensão e interação com seus clientes.

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

VisitorIQ é uma ferramenta de prospeção em Nutshell que rastreia automaticamente os visitantes do seu sítio Web e os dados das respectivas empresas.

Em vez de entrar em contato com empresas aleatoriamente e cruzar os dedos para uma venda, você pode ver as empresas que podem ser mais receptivas ao seu argumento de venda porque estão navegando em seu site, ajudando você a vender com mais eficiência.

Os e-mails nos cronogramas de lead mantêm os e-mails mais bem organizados, permitindo que sua equipe direcione e-mails específicos do projeto para os cronogramas de lead corretos.

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.

Uma agência de marketing digital para ajudar a gerar leads qualificados e um CRM para ajudá-lo a fechá-los.

No passado, as empresas B2B precisavam conciliar diversas ferramentas de vendas e marketing para gerenciar seu pipeline e terceirizar seus esforços de SEO, publicidade digital e mídia social para diversas agências com diferentes pontos de contato. Agora, você pode investir em uma solução de software e serviços ponta a ponta que coloque tudo o que você precisa para expandir seus negócios sob o mesmo teto.

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.

O rastreamento de link deu Nutshell Campaigns os usuários analisam mais de perto a eficácia de seu conteúdo de marketing e CTAs, exibindo o total e os cliques únicos para cada link em cada mensagem.

Agora, quando os links das suas mensagens de marketing forem clicados ou quando as metas de sequência de gotejamento forem atingidas, avisaremos você por meio de alertas de notificação.

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.

Ter dados de engajamento sobre links específicos em seu alcance mostra em quais conteúdos e ofertas seus leitores estão mais interessados, e a eficácia de como você apresenta seus CTAs, o que ajuda a melhorar futuros e-mails de marketing.

Uma sequência de gotejamento, também conhecida como campanha de gotejamento, é uma série automatizada de mensagens projetadas para serem enviadas aos contatos durante um período específico de tempo, em intervalos predeterminados.

As sequências de gotejamento são personalizáveis e permitem que você leve informações ao seu público no momento certo, sem a necessidade de enviar e -mails manualmente.

Nutshell Campaigns Os links compartilháveis ajudam você a entregar o conteúdo do seu e-mail para públicos mais amplos e a aliviar a dor do compartilhamento limitado. O tempo que seria gasto reformatando, redesenhando ou recriando seu conteúdo simplesmente para torná-lo compartilhável é seu novamente.

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.

Um CRM precisa sincronizar com seu e-mail para ser eficaz, e é por isso Nutshell tornou a integração do Gmail uma prioridade desde o primeiro dia.

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.