What’s New At Nutshell?

As 2023 kicks off, we’re excited for the future here at Nutshell. 

We’ve got a long list of improvements in the works, and we’re looking forward to continuing to invest in our product, service, and customers while advancing our mission of helping businesses grow their revenue with powerful, easy-to-use sales and marketing technology.

Recently, some of the big names in the CRM space have been cutting costs and announcing layoffs. Amid layoffs and other troubles, Salesforce’s stock dropped nearly 50% over the course of 2022.

At Nutshell, we know there may be challenging times ahead for our customers, but we believe that with investment in the right things, there’s opportunity as well. That’s why over the course of 2023, we’re investing an additional $1 million into our product, the support you get from our team, and, ultimately, you — our customers. We’re an SMB built by SMBs, and we want to do everything we can to support you as you grow your business.

So, what have we been working on and what’s on the roadmap for the future? Let’s take a look.

The most recent Nutshell updates

In case you missed them, here’s a look at some of the recent updates we’ve made.

Capture lead data from your website forms and sync it automatically

With Nutshell, there’s no need to spend time manually transferring data from your forms to your CRM or wiring up your forms tool to your CRM.

With Nutshell forms, you can design, customize and embed forms on your website right from Nutshell. Form submission data is automatically added to Nutshell and auto-populates on contact and lead pages. Plus, you can measure the use and impact of your forms in Nutshell. Heck, we love them so much, we use Nutshell forms on our site!

If you already have forms on your site, no problem! We make it easy to send form submission data directly to Nutshell — no complicated integrations needed. 

Ready to get started? Check out our guides to Nutshell forms and connecting existing forms to Nutshell.

graphic showing screenshots from Nutshell Forms

Learn more about your leads with Nutshell Analytics

Do you know which pages your website visitors are viewing before they become leads? With Nutshell Analytics, you have a clear view of exactly which pages each individual lead visited on their way to filling out a form on your site. 

Armed with this information, you can determine which of your pages contribute most to conversions and personalize your outreach based on the pages a lead viewed. All of this information is stored in Nutshell, and unlike with Google Analytics, it belongs to you.

To use Nutshell Analytics, you’ll need to embed a snippet of code on each page of your site, which can be done in just a few minutes with Google Tag Manager or WordPress. Our team is happy to help you figure out how to get started. View our Nutshell Analytics guide to learn more.

Website visitor report in Nutshell

Drive more leads with digital marketing services from WebFX

In case you missed it, in 2022, Nutshell agreed to be acquired by WebFX — a leading digital marketing agency with thousands of satisfied clients. 

WebFX shares our vision of helping B2B businesses grow their revenue through marketing, sales, and technology. This partnership will enable us to leverage WebFX’s marketing automation technology to make Nutshell even more powerful and easy to use.

If you sign up for any of WebFX’s digital marketing services, you’ll gain access to an end-to-end services and software solution that helps you drive more leads and convert them into new customers. 

When your marketing and CRM work together seamlessly, you won’t have to struggle to work with disparate vendors, and you’ll have a clearer view of how your marketing and sales processes work together.

Plus, if you sign up for any of WebFX’s digital marketing services, we’ll add 10 or more seats of Nutshell Pro to your account for free for as long as you use their services.

WebFX offers a full range of digital marketing services, from SEO to online advertising to social media marketing. Learn more about the partnership here and explore WebFX’s marketing services here.

Nutshell and WebFX logos

And more…

A few other recent updates include:

  • A redesigned timeline experience: In addition to aesthetic improvements, we added features such as the ability to filter any timeline by activity type and date, hide information that isn’t valuable to you, and add reactions to items on the timeline.
  • Two-factor authentication: We added the option to use two-factor authentication for our desktop app.

What’s on our roadmap for the future?

We’ve got lots of big things planned for the future here at Nutshell. Here’s a small sample of what we’re working on:

  • Improvements for managing customers with multiple open leads to ensure your outreach stays organized 
  • The ability to pin notes to your timeline so you always see the information that matters most to you
  • Improved lead attribution features to help you focus on the right channels and leads
  • Website visitor identification capabilities so you know who’s viewing your site and can learn more about your visitors and leads
  • SMS and video call integrations so that you can connect with your leads through more channels and track those interactions right in your CRM

Let’s do this!

In the David and Goliath world of CRMs, we are an SMB built by SMBs like you. It’s our continued mission to improve our product and the support you get from our team, with the end goal of helping you grow your business. In a nutshell, we’re not just investing in our product – we’re investing in you

We’re thrilled to continue partnering with you through 2023 and beyond as you work to grow your business. We’ll continue updating our product, investing more in the support you get from our team, and working with you to help you improve your customer relationships, close more deals, and reach your goals this year.

Have questions? Don’t hesitate to reach out to our team. Cheers to the year ahead!

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