Updates & roadmap

Product roadmap

Our Summer 2026 Roadmap includes:

• Currency custom fields in forms (launched)
• “Other” answers in form decision fields (launched)
• Business domain filter on forms
• VisitorIQ filter upgrades
• Email marketing: Smart sequences (launched)
• Multiple Quote templates (launched)
• Calculated custom fields
• Pipeline visibility controls (launched)
• “Away” status for Lead assignment (launched)
• Multi-account login switcher
• MCP Write functionality
• Quickbooks integration enhancements (launched)
• Mobile App refresh

Recent updates

• Email marketing Smart sequences (August 2026)
• RingCentral SMS Inbox (August 2026)
• QuickBooks Online Integration improvements (August 2026)
• Multiple Quote templates (August 2026)
• Currency custom fields in Forms (July 2026)
• “Other” answers in Form fields (July 2026)
• Per User quota management (July 2026)
• Numeric custom fields (July 2026)
• Private pipelines / pipeline visibility controls (July 2026)
• e-Signing, contacts and documents (June 2026)
• Scheduled exports (June 2026)
• Scheduled email controls (June 2026)
• Activity invites (June 2026)
• Revenue installments (May 2026)
• Bulk de-duplication enhancements (May 2026)
• Multi-page and branching forms (May 2026)
• Shared email inbox (May 2026)
• Numeric custom fields (April 2026)
• SMS Audiences (April 2026)
• AI chatbot report (April 2026)

• Google Analytics 4 integration (March 2026)
• Scheduler report (March 2026)
• New Explore page (March 2026)
• Design refresh for Companies and People (March 2026)
• AI follow-up tasks (March 2026)
• AI email campaign generator enhancements (March 2026)
• AI Smart reports (February 2026)
• Page-Based Marketing Automations (February 2026)
• Mobile AI activity logging (February 2026)
• Lead researcher (January 2026)
• Email digests (January 2026)
• Chat Engagement Report (January 2026)
• Email Digest Subscriptions (January 2026)
• 1-Click AI Email Campaign Generator (December 2025)
• Organize Your Draft Pipelines (November 2025)
• More Phone Integrations (November 2025)
• Chat Engagement Bar & Smart Nudges (November 2025)
• Enhanced Calendar Sync Controls (November 2025)
• MCP Server Integration (October 2025)
• Task Report (October 2025)
• Product Categories (October 2025)
• Microsoft Teams AI Integration (September 2025)
• AI Chatbot (August 2025)
• Nutshell Scheduler Inside Web Chat (August 2025)
• Automate New Leads When a Lead is Closed (August 2025)
• Additional Activity Reports (AI Transcriptions & Summarizations, Chat, and SMS) (July 2025)
• Google Meet AI Integration (July 2025)
• Pipeline Starter Packs (July 2025)
• Nutshell Invoices (Quotes & Invoices) (July 2025)
• Tracking Snippet & Domain DNS Configuration (July 2025)
• Activity Dialog Redesign (June 2025)
• Conversational Forms (June 2025)
• Form Answer Automations (June 2025)
• Email Preference Center (May 2025)
• WhatsApp Integration for Nutshell Engagement (May 2025)
• Nutshell AI Agents (May 2025)
• Scheduler Managed Meetings (May 2025)
• Conflict Calendars for Nutshell Scheduler (May 2025)
• AI Transcriptions and Summarizations for Google Meet (May 2025)
• AI Email Replies (April 2025)
• Product Importer (April 2025)
• Enhanced login security (SSO / Directory Sync) April 2025)

• Outlook extension enhancements (April 2025)
• Facebook Messenger and Instagram integration in Nutshell Engagement (April 2025)
• Zoom AI enhancements (April 2025)
• Email link report (March 2025)
• Smart lists (March 2025)
• Nutshell Quotes (Feb 2025)
• Scheduler: Customized Meeting Pages (Feb 2025)
• SMS Marketing (Feb 2025)
• Web chat enhancements (February 2025)
• Tracking form submissions (February 2025)
• Nutshell’s Suites (February 2025)
• Per-pipeline custom fields (December 2024)
• Inbound SMS (December 2024)
• Web Chat (December 2024)
• Click-to-call AI (December 2024)
• Scheduler round-robin assignment (November 2024)
• Marketing dashboard (October 2024)
• Nutshell SMS (October 2024)
• Marketing email templates (September 2024)
• Log an activity in Nutshell with Zapier (September 2024)
• Custom fields descriptions (September 2024)
• Nutshell Forms individual address fields (August 2024)
• ProspectorIQ (August 2024)
• Multiple attendees for Scheduler meetings (July 2024)
• Email marketing privileges (June 2024)
• Company Hierarchy (May 2024)
• Nutshell Notetaker (May 2024)
• PeopleIQ (May 2024)
• Nutshell Forms Spam Prevention (April 2024)
• Email Booster and Chrome Extension Updates (April 2024)
• New Email Sync Controls (April 2024)
• Customizable Lead Board Updates (March 2024)
• Three Free Marketing Seats (February 2024)
• Landing pages (January 2024)
• A/B Testing in Email Marketing (January 2024)
• Nutshell’s AppConnect (November 2023)
• Email Report (November 2023)
• VisitorIQ enhancements (October 2023)
• Zapier integration enhancements for updating People/Companies (September 2023)
• Customizable “Add new” dialog fields (September 2023)
• Customizable role-based permissions (September 2023)
• Power AI (August 2023) As of October 2024, Power AI has been renamed to Business. Learn more here.
  • Timeline summarization
  • Zoom transcription summarization
• Native Zoom integration (August 2023)
• Scheduler (July 2023)
• Audit log (June 2023)
• Company Enrichment (May 2023)
• Mobile App Improvements (May 2023)
• VisitorIQ (May 2023)
• Emails on Lead Timelines (April 2023)
• Lead Attribution (March 2023)
• Pinned Notes (March 2023)
• Acquired by WebFX (August 2022)
• Notifications for Nutshell Forms (May 2022)
• Templates in Email Marketing (April 2022)
• File Uploads for Nutshell Forms (April 2022)
• Email Marketing Notifications (January 2022)
• Redesigned Timeline Experience (October 2021)
• Create Multiple Leads Instantly from Any Contact List (October 2021)
• Email Marketing Link Tracking (September 2021)
• Nutshell Drip Sequences (August 2021)
• Email Marketing Shareable Links (May 2021)
• Gmail Chrome Extension (2018)
• Mail Sync for Google Workspace (2015)