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New to Nutshell? Our onboarding guide walks you through the basics so you can get up and running quickly.
Work through the chapters and resources linked below, then share this page with the rest of your team to get them engaged and ready to start selling!
In this chapter:
Connecting your email and calendar to Nutshell is one of the first steps to selling. Syncing your email lets you track email messages with leads and send personal email sequences and compelling marketing messages. You can also sync your calendar to schedule and track meetings from your CRM!
With your email connected, it’s time to get your contacts, products, past sales, notes, and more into Nutshell. You can import data from many sources including spreadsheets, an address book, and other CRMs.
Want us to import your data for you? As part of our white glove support services, we’ll import your data into Nutshell during onboarding—totally free.
Learn the basics of importing in Nutshell:
Note: If you’re still in your free trial, you can add as many users as you like and then decide on how many users you need when you’re ready to purchase. Adding/Removing Users form your billing is also easy to do on an ongoing basis.
Invite your teammates to get the rest of your company working in Nutshell. You’ll break down communication silos using Nutshell’s collaboration features, increase your team’s productivity, and enable everyone to start nurturing customer relationships and working deals!
Invite individual users and organize them into teams so you can track productivity. You can also create roles to manage which data users can access.
In this chapter:
Nutshell organizes your data into three main categories: companies, people, and leads. Companies are the businesses you’re working with, and people are the individuals who work for them. Staying connected with these contacts is crucial for sales success.
In the next section, we’ll focus more on leads, which are essential for tracking sales opportunities.
Watch the video to learn how to add new companies and people to Nutshell, so you can get started building stronger relationships.
Leads are any sales opportunities you want to track in your CRM. With four ways to view your leads, Nutshell makes it easy to see what’s cooking in your pipeline and where to focus your attention each day.
You can create custom pipelines that reflect your sales process, so you can work leads through the steps that work for your business. Customized pipelines make it easy to automate email outreach, simplify selling, and provide guidance for sales reps at every step.
Schedule and log activities with leads as part of your sales process, then assign yourself tasks as reminders for your to-do list.
Admins can automate activities and tasks as part of their sales pipelines to ensure their team stays on track with every lead.
The best CRM is the one your team will actually use. Nutshell is simple enough for any user, and admins have several ways to give their teams guidance and gain insight into productivity for better team management.
Learn how to keep your pipeline flowing with lead assignments and create sales and activity quotas for your teams to keep everyone on track.
In our Best Practices webinar, we rotate through how-to topics to help you master using Nutshell. Then we’ll open the chat so you can ask questions.
Sign up once and attend when you can. As long as you’ve registered once, you’ll always receive a recording.
In this chapter:
The dashboard is your hub for your activities, tasks, and communications in Nutshell. It’s where you can track your progress toward your personal and company goals, collaborate with team members, and see a to-do list of everything you need to do to close more deals.
Watch this video to see how to customize your dashboard to suit your daily workflow.
Name, address, email—they’re helpful, but chances are your business needs to track a lot more data than that.
In Nutshell, create custom fields, activity types, tags, company types, industries, products, and more to organize your contact and sales data as efficiently as possible.
Learn about all the ways you can customize Nutshell to suit your business:
Use Nutshell’s reports to drill down into your business-critical sales and contact data to identify trends, spot opportunities, and track team productivity.
With a large team, it’s important to make sure everyone has access to the data they need. Adjust your team’s role-based permissions to control what data each user can access based on the roles you define.
In this chapter:
Unlock more information about how leads interacted with your company—even before they became a lead—with Nutshell Analytics.
Track your website visitors and how they interacted with your site, plus what channels are filling your pipeline with the most leads.
With Email Marketing, get your CRM and email marketing under one roof.
Send beautiful, eye-catching email marketing campaigns targeting custom segments of your CRM contacts, and make sure the message reaches your audience at the right time using email automation.
Every Nutshell customer can send up to 150 email marketing emails a month for free, so you can jump in and try it for yourself!
With Nutshell forms, capturing lead data is simple. Create custom forms and embed them on your site to automatically create new companies, people, and leads in Nutshell with each form submission.
Design and launch customized landing pages to convert more of your website visitors. Landing pages is an easy-to-use landing page builder that lets you host branded landing pages on your site—no coding necessary.
Plus, sync with other Nutshell tools like Forms and Scheduler to collect lead information and book appointments.
PeopleIQ and VisitorIQ are the prospecting tools you’ve been looking for to warm up cold outreach and get your message in front of the people who are most interested.
PeopleIQ helps you find the contact information of people working for the companies you already have in Nutshell, so you can locate the right point of contact for your sales pitch or billing question.
And with VisitorIQ, identify which companies are browsing your website, so you can be the first to reach out with your solution.
TAKE A SET UP TOUR TAKE A DAILY USE TOUR In this chapter:
Chapter 5: Getting More From Nutshell
Streamline your workflow with Nutshell integrations. Our super simple integrations empower you to run your business from a single tool, saving you time and boosting your efficiency. And the best part is: the setup is so easy you won’t even need an IT department.
Need to book online meetings with leads but don’t want the hassle of syncing your calendar with your CRM? Scheduler is your solution.
Set up your availability, add a form for better data collection, book appointments, and send email reminders to keep everyone in the loop. Plus, Scheduler works with your Nutshell activity types for easier reporting.
Stay on top of what’s happening in your Nutshell account by configuring notifications. You can receive notifications whenever deals are won, new leads are assigned to you, someone clicks a link in your email campaign, and more. That way you can be proactive in optimizing your opportunities!
Indholdsfortegnelse
Get 24/7 help and support with our collection of articles and videos. Head to our help center and start learning!
Attend a live session or watch our pre-recorded webinars to get the inside scoop on how to use Nutshell.
Set your team up for success by following our CRM best practices.
Read our playbook for getting even more out of Nutshell using advanced strategies.
This playbook helps you measure your CRM’s ROI, so you can be sure you’re making a good investment.
Most small businesses complete basic setup in 1-2 days and are fully operational within a week. You can start using Nutshell after Chapter 1 (email sync, data import, team invites), then add features as needed. Your team typically reaches full proficiency within 30 days.
No. Chapter 1 gets you selling-ready with email sync, contacts, and basic pipeline setup. Chapters 2-5 add powerful features like automation, reporting, and marketing tools you can implement gradually. Start simple, then customize as your team gets comfortable.
Yes. You can delete imported records and re-import with corrections. We recommend testing with a small batch first. If you’re concerned about data migration, our free white glove service handles imports for you during onboarding—no risk, no stress.
Lead by example—use Nutshell in team meetings and decision-making. Start with one core workflow (like tracking leads), celebrate early wins, and provide ongoing support through our Best Practices webinars. Target 80% adoption within 30 days by making it essential to daily work.
Choose white glove if you’re migrating complex data, have limited time, or want expert guidance. Self-onboarding works great if you have clean data, enjoy learning new tools, and prefer working at your own pace. You can always switch—start DIY and request help anytime.
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