Nutshell Announces New Mobile App Updates 

Keep up to date with our mobile app updates. So you can keep up with you CRM wherever you are.

What you can do in the Nutshell mobile app

• See today’s tasks, activities, and timeline on a home screen that mirrors your desktop dashboard
• Add leads, people, and companies, or scan a business card to create them
• Schedule activities and log past ones, including by recording a voice note and letting Nutshell AI log it for you
• View and edit every lead, person, and company record, with the same details you see on desktop
• Send emails, make calls, leave notes, and @ mention teammates from any record
• Call contacts from the app, with calls logged and summarized by Nutshell AI (Pro plans and above)
• View quotes, proposals, invoices, and contracts
• Open your saved lists and run pipeline reports, then share them as an image or PDF

Sign in and find your way around

Logging in

Sign in with the same email, Google, or Microsoft account you use in your browser. There is nothing new to set up.

The home screen

The home screen looks like the Sales dashboard on desktop. It shows your activities, tasks, and timeline for the day. Tap any section to expand it, or change the date to see what is coming up.

Notifications, profile, and help

Tap the bell on the home screen to see your notifications, such as @ mentions and newly assigned leads. You can manage which notifications you receive from the desktop app and your phone’s settings. Your profile lets you update your photo and switch between light and dark mode. You can also browse

Nutshell help articles or chat with the Support team without leaving the app. Set your timezone in your profile settings, which defaults to your phone’s timezone.

The bottom menu

The bottom menu gives you one-tap access to Home, Lists (including your saved lists and the People, Company, and Lead views), Reports, and Search. Search works across every person, company, and lead, and shows your recently viewed records so you can jump back to what you were just working on.

What you can see in lists, reports, and leads follows the same permissions you set up in the desktop app.

Add leads, people, and companies on the go

The big plus button in the bottom menu is how you get new information into Nutshell. From it you can open a new lead, add a person, add a company, schedule an activity, log a past activity, add a taks, or scan a business card.

Create a lead

Choose a pipeline and an assignee, then fill in the details. The required and optional fields match what you set up in your Nutshell configuration, so your team captures the same information whether they are at a desk or at a trade show. You can create a new person and company at the same time, and add products, tags, and custom fields as you go.

Add a person or company

Adding a person or company works the same way. You can create a person while you create a company, and the other way around.

Scan a business card

Meeting someone in person? Start a new record by scanning their business card, or enter the details manually. The card scanner has been part of the Nutshell app since the beginning, and it is better in the new version.

Import a contact from your phone

Create a person straight from your phone’s contacts. Nutshell previews what it will add and warns you about possible duplicates.

Schedule and log activities

Schedule a new activity from the plus button, or from any lead, person, or company record. Choose the activity type, date and time, additional participants, related lead, and location, add notes or an agenda, and tap the green check mark to save.

Logging a call or meeting you already had is just as quick. You can enter it manually, or use Nutshell AI to log it by voice: record a short voice note, and Nutshell AI captures the details and logs the activity on the right record. Start from the plus button or from any lead, person, or company page.

Make calls from the app

Tap any phone number in Nutshell to call from the app. With in-app calling, each call is logged, and Nutshell AI writes the summary and tasks for you. Look for the banner on the home screen to get started. In-app calling is available on Pro plans and above, the same as click-to-call.

When you call someone from a person, company, or lead record, Nutshell also offers to log the call afterward, so nothing slips through. Phone number extensions are supported.

View and update every record

Open any person, company, or lead and scroll to see everything you can see on desktop. You choose the order of the widgets and which ones show. From a record you can:

• Log an activity or leave a note
• @ mention a colleague, or react to a timeline entry
• Send an email or make a call
• Complete a task
• Create a quick task from the floating + menu, or set a task to repeat
• Add or update products, tags, and custom fields
• Add attachments, and download the ones already on a lead
• Reassign the record
• Archive and restore leads, people, and companies from the record menu (requires delete permission, and leads must be closed first)
• Keep people and company details up to date, including a profile photo

The complete timeline for each record is there too, with emails and activities you can view and edit. Tap an address and it opens in your maps app, so getting to a meeting is one tap away. If you are on a Sales Business or Enterprise plan, you also get AI lead summaries on your records. Pipelines are color coded on each lead: hot leads show an orange pipeline, and lost, pending, and cancelled leads show grey.

View quotes, proposals, invoices, and contracts

You can open any sales document from your phone, which is handy when a customer asks “did you send that over?” while you are away from your desk. Creating templates and new sales documents is still a desktop task.

Lists, search, and maps

Create a saved list on desktop by taking any people, company, or lead list, applying filters such as tags, custom fields, assignee, or stage, and choosing who has access. On mobile, open Lists from the bottom menu, pick a record type, and tap the bookmark icon to see every saved list of that type. Add your favorites to keep your most-used lists one tap away.

Lead lists can also be viewed on a map, which makes it easy to plan visits when you are traveling.

You can also filter people by Audiences and Last contacted, and leads by Value and Last contacted.

Run and share reports

You can open reports from your phone, including New leads, Forecast, Sales, Losses, and Activity. Build a filtered report on the fly or open one you have already saved, then share it as an image or as a full PDF. That means you can send a forecast to your team from the parking lot before your next meeting.

For admins

Admins can view user profiles in the app, including each user’s tasks, activities, and pre-filtered reports.

Dark mode

Switch between light and dark mode in your profile settings.

Latest updates

The latest updates to the mobile apps were launched in October 2026. This resource serves as a high-level guide of what’s available from the iOS and Android Nutshell mobile CRM apps.

What’s next for the mobile app

We are not done. Here is what the team is working on, and what you can look for next:

• SMS (in progress): text messaging for faster, more direct communication
• Spreadsheet report export (coming soon): download reports as a spreadsheet, in addition to the image and PDF options

Want to see features before everyone else? Email [email protected] to join the shortlist for early releases and future betas.

FAQs

• 1. Is the Nutshell mobile app free to download?

  Yes, the Nutshell mobile app is free to download from both the App Store and Google Play. However, you’ll need an active Nutshell subscription to log in and use the app. All Nutshell Sales plans (Foundation through Enterprise) include full mobile app access at no additional cost.

• What can I do in the mobile app that I can do on desktop?

  Most of your day-to-day selling: view and edit leads, people, and companies, log and schedule activities, send emails, make calls, view sales documents, open saved lists, and run reports. Setup and configuration tasks are best done on desktop.

• 2. Do I need a specific Nutshell plan to use the mobile app?

  Nope! The mobile app works with all Nutshell Sales plans, from Foundation to Enterprise. As long as you have an active Nutshell account, you can download the app and access your CRM data on the go. Some advanced features may vary by plan tier.

• 4. Does the Nutshell mobile app work offline?

  The Nutshell mobile app requires an internet connection to sync data and access your CRM information. While you can view previously loaded data briefly, you’ll need connectivity to create records, update leads, or sync changes with your team in real time.

• Can I scan business cards with the Nutshell app?

  Yes. Tap the plus button and choose Scan a business card to create a new lead, person, or company from a card.

• Does the mobile app follow my permissions?

  Yes. Access to saved lists, reports, and leads follows the same rules you have set in the desktop app.

• Can I log activities by voice?

  Yes. Record a quick voice note, and Nutshell AI captures the information and logs the activity on the right record.

Load More

BACK TO TOP