This fall, we’re shipping upgrades that help you move faster, coach smarter, and convert more—with fewer clicks and less admin. Below you’ll find what’s rolling out in Nutshell over the coming quarter, written with one goal in mind: to save your team time and help you win more.
Experience Nutshell’s all-in-one Sales, Marketing, and Engagement solution!
Capture, nurture, and convert leads when you combine these three powerful product suites: Nutshell Sales, Nutshell Marketing, and Nutshell Engagement. Find out more about Nutshell’s comprehensive suites and how they can help your business grow!
We’ve just launched a complete Lead page redesign that includes more customization options, so everyone on your team always has critical details front and center!
The redesign allows you to customize Lead page layout per-pipeline for greater focus, choose which widgets appear, and collapse and expand widgets.
This rollout also includes the ability to manually assign a lead value without adding products, allowing you to quickly correct or adjust deal value and maintain accurate forecasts.
Add a streamlined engagement bar to your AI chatbot to collect leads, drive calls, and boost conversations. Smart nudges tailor prompts to the page a visitor is viewing, encouraging them to start the right conversation at the right moment and creating an even smoother lead creation process.
Greater controls (and reliability) for calendar sync
Ensure cleaner data and fewer duplicates with upcoming calendar sync updates. Choose whether contacts should be created automatically or manually from calendar events.
Instant logging on mobile (microphone to notes)
Capture details while they’re fresh and keep your timeline complete, all through the Nutshell mobile app. Log meetings and calls by voice on mobile—just talk and save.
Nutshell AI comes to the primary menu
All your AI tools in one easy-to-reach place, so you have more time for selling and serving customers. Collaborate with AI Agents, chat with prospects via the AI chatbot, generate AI email replies, and get instant timeline, call, and meeting summaries—without needing to hunt for what you can do with AI.
Lead summaries on the Lead List page
Scan your pipeline at a glance. See highlights for every lead directly in List view so you can prioritize follow-ups, spot risks, and take action in seconds.
Draft pipelines
Design new pipelines to optimize your sales motion faster without disrupting your live process. Create, tweak, and review in draft—then publish when you’re ready.
Advanced marketing automation (URL triggers)
Turn buying signals into immediate, relevant engagement. Trigger high-intent actions (alert a rep, start an email sequence, or automatically create a lead) when a visitor opens a specific URL.
Did you just send out an email blast about a new product line and had a bunch of contacts click? Use that click as the trigger to automate the next email.
Engagement report
Dive into all your Nutshell Engagement data to see which pages, prompts, and playbooks actually drive revenue and double down on what works. You’ll be able to measure your entire conversational funnel—from visitors, to chats, to leads, to sales—in one place.
5 new built-in phone integrations (RingCentral, Dialpad, and more!)
Keep phone conversations captured and searchable, no copy-pasting required. You’ll be able to automatically log and sync calls through RingCentral, Dialpad, Aircall, and CallRail.
AI email campaign designer
When you use Nutshell AI, you can create send-ready emails in minutes, not hours. Spin up beautiful campaigns in a few clicks with smart defaults and on-brand layouts.
AI sales report generator
Get on-demand answers that help leaders coach and forecast with confidence. Ask for the insights you need (“Show me Q4 pipeline risk by stage” or “Summarize rep performance last month”) and get a clear, shareable report.
Monday morning barista + daily reporter AI agent
Start each week—and each day—with a concise, auto-generated snapshot of your most valuable tasks, follow-ups, and risks. So the sales team has clear priorities, and managers have streamlined insights.
Test email campaigns without DNS setup
Not using Nutshell’s Email marketing yet? Get moving faster with fewer roadblocks to email marketing setup. Preview, test, and refine your first campaigns even before DNS is configured.
Personalized drip sequence writer AI agent
Keep your pipeline warm with consistent, relevant follow-up—no copywriting marathon required. Simply describe your audience and goal to the personalized drip sequence writer, and get a tailored, multi-step drip sequence with suggested timing, topics, and CTAs.
