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CRM With Email & Calendar Sync

Organize Communications and Appointments With CRM Email & Calendar Sync

Nutshell syncs with your email and calendar accounts to create a CRM hub for all your email communications, events, and meetings.
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Send and receive emails without leaving your CRM

Whether you use Gmail, Microsoft Office 365/Outlook, or any other email provider, set up and sync your email in a few quick steps. Then, start sending personal and bulk emails from inside Nutshell right away! Plus, you can track email conversations in contact timelines, report on your email sending, and see when messages you send from Nutshell are opened or clicked.

Nutshell CRM email and calendar sync setup screenshot

Send templated Nutshell emails from inside your Gmail composer

Nutshell’s Chrome extension lets you do so much more in your Gmail inbox: add email contacts to Nutshell, view contact information, create tasks, view scheduled activities, and more. And with our Business and Enterprise CRM plans, you can send templated Nutshell emails right from your composer!

Screenshot of Nutshell CRM email and calendar sync in Gmail using the Nutshell Chrome extension

 

Improve collaboration by sharing emails with your team

Share emails from your personal Nutshell inbox with the rest of your team to keep everyone in the loop about conversations with customers or leads. Nutshell even saves you time by automatically creating People records for new senders or recipients when you share an email.

Take control of your email privacy

You choose which emails are visible to your team in Nutshell, and which stay private in your personal inbox. Keep sensitive messages out of Nutshell by adding specific email addresses to your personal or company-wide email blocklist. And add all your organization’s domains to the ‘Internal domains’ table to keep one-to-one messages between team members out of Nutshell.

Nutshell CRM email security page for email and calendar sync settings screenshot

 

Sync your calendar to stay on top of appointments

Nutshell makes managing your appointments and meetings a breeze. Configure your Google, Microsoft, or other calendar account to sync with your CRM, so you can start tracking calendar activities in Nutshell and vice versa. You have control over which activities sync and where!

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