Nutshell’s Fall 2024 Product Roadmap 

As summer turns to fall, we have some exciting updates in the pipeline here at Nutshell. We’re bringing you a better way to organize your marketing efforts, innovations that will engage your leads and customers across multiple channels, and enhancements to our meeting scheduler tool you won’t want to miss.  

Before we dive into what’s ahead, here’s a look back at everything launched at Nutshell over the spring and summer:

• Nutshell IQ 
• Marketing email templates 
• REST API documentation
• Custom domains for Nutshell forms, Scheduler, editions 
• Log an activity in Nutshell using Zapier integration 
• Custom fields descriptions 
• Nutshell forms separate address fields 

(For a full list of recent updates, you can also go to our Product Updates page here.)

Now let’s take a look at the new features and updates on the roadmap this fall:

Marketing dashboard 

As more Nutshell customers use marketing features like Email marketing, Landing pages, Analytics, forms, and more, it’s even more important to have a comprehensive view of your marketing efforts and how they’re driving sales in Nutshell.

Our team is hard at work creating a marketing dashboard in Nutshell, a marketing command center that shows you metrics like: 

• Website traffic and page views
• Broadcast, newsletter, and drip sequence metrics 
• Views, submissions, and conversions for Nutshell forms and connected forms
• New contacts identified through VisitorIQ 
• And more

With the new marketing dashboard in Nutshell, you’ll gain better visibility into all your marketing campaigns and channels in Nutshell, so you can market—and sell—more effectively.

Nutshell SMS

This quarter will also see the launch of Nutshell SMS, text messaging in your CRM that will allow your contacts to opt in and have SMS conversations with your team. When you leverage SMS in Nutshell, you can enrich relationships and let contacts choose how they stay in touch with your company.   

This new feature is currently in beta testing and will soon be available for all Nutshell customers.

More SMS capabilities like text automation and SMS marketing are in the works, so stay tuned for more updates after the initial SMS launch. 

Webchat 

Whether a website visitor is a potential lead or a returning customer looking for support, Nutshell’s Webchat will help your team provide a great experience.

Webchat will give your visitors the chance to start a conversation with your team right from a chat bubble on your website, empowering you with a more holistic view of all your customer interactions. You’ll be able to place Nutshell’s Webchat on your site to provide support for your customers and use as a sales and lead generation tool.

Advanced marketing reporting 

Along with the new marketing dashboard, we’ll also be rolling out advanced marketing reports to help you gain even more insight into your marketing efforts.   

Scheduler round-robin assignment

One of our most frequently requested features is round-robin scheduling in Nutshell Scheduler, and it’s set to launch this quarter. You’ll have more control over how contacts book time with your team so you can provide them with the best possible experience.  

Custom date fields in Nutshell Forms

We’re adding custom date fields to Nutshell Forms, enabling you to collect specific dates from your leads and customers whenever they fill out a form.

Transcription and summarization of click-to-call phone calls

Nutshell’s click-to-call feature allows your sales team to launch and record phone calls with leads and customers directly from their contact page in Nutshell. This quarter, we’re upgrading click-to-call to support transcription and summarization of your recorded calls, so you can keep your team in the loop about every conversation.

App Marketplace updates

Our goal is to ensure Nutshell works with the software your company already uses to help minimize data entry and maximize efficiency. Last quarter, we added one more instant integration and 40 more integrations to our App Marketplace. And over the next three months, we aim to add another 30+ applications to our App Marketplace.

Stay tuned for new releases!

These new features and updates will help you engage with your leads and customers more effectively through text messaging, web chat, meeting scheduler, and your Nutshell-powered marketing efforts.

If you want updates about new features as they launch, keep an eye on our Product Updates page or subscribe to the Shipping News newsletter for monthly updates. And can always reach out to our support team with questions about these updates and how to get started. 

Happy Nutshelling!

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