2026 Summer Roadmap

This summer, we’re heads-down on the things that make Nutshell easier to live in every day: a ground-up rebuild of the mobile app, smarter ways to keep low-quality leads out of your pipeline, and deeper connections to the tools your business already runs on. Everything below comes back to the same three commitments—keep Nutshell intuitive, take admin work off your plate, and connect your CRM to the systems that matter.

Stay up to date

See all our recent and upcoming releases by visiting our Product Updates page, and ensure you’re always up-to-date on launches by subscribing to our Shipping News newsletter.

First, a look back at the first half of 2026

Before we get into what’s next, here’s a sampling of what we shipped in the first six months of the year:

• Admin and user email digests
• AI-powered mobile activity logging
• Page-based marketing automations
• Google Analytics 4 (GA4) integration
• AI Chatbot report
• SMS Audiences
• Shared email inbox
• Multi-page and branching forms
• Custom field merge tags and scheduled sending for Personal emails
• Recurring task flexibility and per-user sales quotas
• Add a Google Meet, Teams, or Zoom link to an activity—and invite attendees
• Numeric custom fields, scheduled exports, and revenue value installments
• Bulk duplicate cleanup and improved CSV importing
• AI lead summaries
• Sales documents & e-signing (Proposals & Invoices)

That’s the short list—see everything on our Product Updates page.

Summer Hackathon Sprint

To start the season, our team ran a heads-down sprint focused entirely on the quality-of-life improvements you’ve been asking for—the small stuff that adds up to a smoother day. A few highlights:

• One-click ChatGPT and Claude integrations for faster AI setup
• Person and Company page refresh—better contrast, cleaner hover states, and easier access to customization
• Faster-loading Nutshell Forms page
• Push Nutshell Invoices to QuickBooks
• Multiple Quote templates
• Dashboard task filters, including filter-by-pipeline and a search bar
• Decimal places for product quantities
• Better control over activity invitations
• Updated “Add new” menu

Ok, now back to you regularly scheduled roadmap blog post…

Summer 2026 Roadmap

Download the slides from our webinar

Forms: a smoother “Other” flow

Collect more information with less friction. Previously, when a lead selected “Other” on a form, they were sent to a separate page to explain or you had another task to figure out what ‘other’ meant.

Now they can fill in what “Other” means right where they are—no extra page and no lost momentum. Even better, you can attach a second value to an “Other” response, so those answers stay organized and actionable instead of piling up as freeform text.

Forms: filter out less-qualified leads using email domain

Not every lead is worth the same follow-up. Soon you’ll be able to segment or filter form submissions by business email—so when someone fills out a form with a free email address (the low-quality-but-not-quite-spam kind), you can route them into a different pipeline instead of your primary one. Better lead quality, less noise for your reps.

VisitorIQ: more ways to customize & filter

VisitorIQ is gaining new ways to focus on the accounts that matter:

• Filter by “URL” to zero in on companies visiting your highest-intent pages
• Filter by most recent visit to catch the accounts showing fresh interest
• Get alerted when an ideal customer lands on your site

Email marketing: Smart sequences

We aimed to complete this one in Spring 2026 and we’re wrapping up this Summer.

Make your follow-up follow the buyer. Smart sequences let an email drip branch based on what each recipient actually does—whether they open the email, click a link, visit a specific web page, or fill out a form.

And with our new node editor, even more triggers are available to build the exact path you want. The result is marketing follow-up that stays relevant to every contact, automatically.

Sales: calculated custom fields

Calculated custom fields can compute totals and averages and apply if/then logic across your data—so the numbers your team relies on are always right, without anyone reaching for a calculator or a spreadsheet.

Sales: private pipelines

More admin control over who can see which pipelines. Mark a pipeline as “limited visibility” and decide exactly which users or teams can access it. Admins can see a full list of every limited-visibility pipeline, while users without access won’t see the pipeline or the leads inside it—ideal for sensitive deals, confidential accounts, or executive pipelines.

Sales: “Away” status for lead assignment

Round-robin that respects your team’s schedule. Reps can set their status to “Away” and they’ll be skipped in the round-robin rotation until they switch back to “Active.” It’s perfect for vacations or when a rep needs to focus on a big deal—so new leads always go to someone ready to work them.

Sales: Multi-account login switcher

Jump between Nutshell accounts without logging out. This one’s built for consultants managing multiple clients and business owners running more than one company—switch accounts in a click and keep moving.

You can compare this to having multiple Google profiles and switching between them without logging out of Chrome.

AI: MCP write functionality

Do even more with Nutshell’s MCP server.

Today it’s read-only: LLMs like Claude and ChatGPT can access your Nutshell data for deep analysis. Soon, you’ll be able to write, too—once you’ve finished your analysis, push data and updates back into Nutshell directly from your AI assistant. Less copy-paste, more action.

Integrations, integrations, integrations

More connection, less work. Every integration you add to Nutshell means less data entry, more real-time accuracy, and smarter automation.

This summer we’re adding to our integration library, making our QuickBooks integration even better, and finalizing a dedicated integrations sub-roadmap. And you can always reach out about a custom integration.

Try all features

Try before you buy.

Some of our customers have been with us since Nutshell offered only CRM plans, and even new customers don’t always have time to explore everything during a 14-day trial. This update lets you trial additional Nutshell features before purchasing or upgrading—so you can see the value for yourself, first.

Stay tuned for new releases!

From a rebuilt mobile app to sharper lead quality and deeper integrations, this summer is all about making Nutshell easier to use and more connected to the way you work. Want to stay in the know about new features as they launch? Subscribe to the Shipping News newsletter for monthly updates, or keep an eye on our Product Updates page.

Need help getting started? Check out our comprehensive support articles or reach out to our support team with any questions about these updates.

Want early access or to join a future beta? Email us at [email protected] to get on the shortlist for early feature releases.

Happy Nutshelling!

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