We listen to and anticipate the needs of our customers in order to provide an easy-to-use CRM that is filled with valuable features and doesn’t break the bank.
Keep reading below to learn more about our most recent updates and the value that they can provide to your company.
In addition to increased product limits from Pro, Power AI’s main features include access to and harnessing the power of artificial intelligence:
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Scheduler is a calendar management tool that works in Nutshell to simplify meeting planning, connect your appointments, and sync meeting information with contact information.
And—unlike Calendly or other standalone tools—Scheduler is fully integrated with Nutshell, so the activities you schedule are automatically tracked in your CRM, with forms that can collect contact information and custom fields.
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Our native integration with Zoom went live in August 2023 and is available for free for customers with a Pro, Power AI or Enterprise subscription.
Audit log launched for Enterprise customers in June 2023.
Audit log allows you to track information like logins and exports from the lists pages as needed, and see when they occurred.
Audit Log tracks users’ IP addresses to create a tabulated view of what actions they’ve taken in your Nutshell account. You can access the following information in your Audit Log:
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This new update gives your team access to data that will enhance your understanding of and interactions with your customers.
With Company Enrichment, you can access information including:
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VisitorIQ is a prospecting tool within Nutshell that automatically tracks visitors to your website and their company data.
Instead of randomly contacting companies and crossing your fingers for a sale, you can see the companies that may be more receptive to your pitch because they’re browsing your site, helping you sell more effectively.
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Emails on lead timelines keeps emails better organized by allowing your team to route project-specific emails to the correct lead timelines.
A few helpful ways to use emails on lead timelines:
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Lead attribution enables you to identify where your business’s leads come from. With lead attribution technology, you can determine which channels (such as online ads and organic search) and sources (such as specific ad campaigns and websites) drove potential customers to your business.
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You can now pin a note to the top of the timeline for any person, company, or lead timeline. The note will remain at the top of the timeline no matter what other activity occurs in the timeline so it’s easily visible any time someone views the timeline.
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A digital marketing agency to help drive qualified inbound leads and a CRM to help you close them.
In the past, B2B companies needed to juggle multiple sales and marketing tools to manage their pipeline, and outsource their SEO, digital advertising, and social media efforts to various agencies with different points of contact. Now, you can invest in an end-to-end services and software solution that places everything you need to grow your business under one roof.
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Get notified every time a form is submitted.
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Over 15 templates to choose from when sending a broadcast, newsletter or drip-sequence from Nutshell Campaigns.
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In the form editor, when adding a new block, you’ll find the option for ‘File upload’ for your contact and lead pages. With this new field, you can ask your customers to upload screenshots when requesting technical support, submit resumes for job applications, collecting images for contests or features for newsletters, or any other occasion where a file would provide important context.
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Link tracking gave Nutshell Campaigns users a closer look at the effectiveness of their marketing content and CTAs, displaying both total and unique clicks for each link in each message.
Now, when links within your marketing messages are clicked or when drip sequence goals are met, we’ll let you know via notification alerts.
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Within every list view, you will now see a Create lead button at the bottom of the page that lets you create a lead for each selected contact in just one click.
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Having engagement data about specific links within your outreach shows you which content and offers your readers are most interested in, and the effectiveness of how you present your CTAs, all of which helps you improve future marketing emails.
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A drip sequence, also known as a drip campaign, is an automated series of messages designed to send to contacts over a specific period of time, at predetermined intervals.
Drip sequences are customizable and enable you to get information to your audiences at the right moment, without having to send any emails manually.
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Nutshell Campaigns’ shareable links help you deliver your email content to wider audiences and relieve the pain of limited shareability. Time that would be spent on reformatting, redesigning, or recreating your content simply to make it shareable, is yours again.
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2018’s release of Nutshell for Gmail chrome extension made it possible for you to manage your Nutshell contacts and leads directly from your Gmail inbox.
A CRM has to sync with your email in order to be effective, which is why Nutshell has made Gmail integration a top priority since day one.
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Easily track the emails you send and receive in Nutshell with two-way mail sync.
Note: also available for Office365 users.
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Want to know what’s coming next? View our Product Roadmap. We update our Roadmap every quarter, so be sure to check back in regularly.
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