Webinars & guided tours

Get a full overview of our platform and learn how to get the most out of our CRM features.

Join us every Tuesday & Thursday at 3pm ET/12pm PT and every Wednesday at 10am ET/7am PT.

Learn the core features of Nutshell CRM. Nutshell Basics is a great stand-alone starting point for new users or as a follow-up to the Intro to Nutshell live product tour.

Updated Regularly

From sending a quote to getting the signature – Nutshell supports it all. Join us on June 24th at 3pm eastern to learn more and get a live demo!

Building web forms should be simple. Nutshell’s newly updated Forms tool makes it easy to create professional forms that collect leads, feedback, and data in minutes. Live demo included!

Create a custom, automated pipeline in Nutshell to kick your sales efforts into overdrive.

We cover automated: assignments, activities, stage goals, email sequences, sms sends and more.

Last updated April 2025

Learn what’s new in the updated AI Email Campaign Generator agent and see how fast you can go from idea to inbox. Live demo included!

Nutshell CEO Andy Fowler and Director of Marketing Will Gordon discuss the top features of 2025 and what’s on our 2026 roadmap.

Some of the new capabilities coming in 2026 include mobile AI activity logging, Lead researcher AI Outcome, Page-based marketing automations, and more!

Make every website visit count and increase conversions with Smart Nudges & the Engagement Bar.

Learn how to use the Engagement Bar in Nutshell Chat to provide visitors with a one-click CTA that makes it easier for them to take the next step directly from the chat widget.

In this webinar, Nutshell’s CEO, Andy Fowler, and Sr Director of Marketing, Will Gordon, showcase how using Nutshell Chat’s Smart Nudges can help you reduce friction, increase engagement, and help visitors get answers fast.

Nutshell’s MCP server integration feature allows you to seamlessly connect AI assistants, like ChatGPT, Claude, DeepSeek, Gemini, and Perplexity, to Nutshell and transform CRM data into actionable insights—no coding required.

In this webinar, Nutshell’s CEO, Andy Fowler, and Sr Director of Marketing, Will Gordon, showcase Nutshell’s MCP server integration and how to ask your CRM questions for instant takeaways to help with coaching and next steps.

Nutshell’s AI Chatbot greets website visitors where they are, provides on-brand answers from your content, gathers visitor info to automatically create leads, and launches Scheduler inside the chat to lock in meetings 24/7.

In this recording, Nutshell’s CEO and Co-founder, Andy Fowler, and Sr Director of Marketing, Will Gordon, showcase Nutshell’s AI Chatbot and how it can help boost your sales, marketing, and support team success.

Our Summer 2025 Roadmap webinar highlights the powerful features we launched over the first half of 2025, and reveals the exciting Summer 2025 releases and updates on the cards, including our AI chatbot, the ability to collect Scheduler meetings through Chat, the Nutshell MCP server, and much, much more!

July 2025

Streamline communication workflows, elevate customer communication management, and improve team collaboration when you centralize your essential business messaging activities in Nutshell. Find out how to connect with customers via Web chat, 1:1 SMS, Facebook Messenger, Instagram DMs, and WhatsApp, all from your Nutshell Inbox in Nutshell’s Engagement Suite.

June 2025

Discover Nutshell’s powerful lead generation tools and how to use these built-in features to fill your pipeline and boost sales revenue. Learn how to use Nutshell Forms, Web chat, Landing pages, Scheduler, and Nutshell IQ to attract, engage, and convert more prospects.

Watch the recording to find out more.

May 2025

Nutshell’s enhanced Zoom AI features allow your team to log, track, transcribe, and summarize Zoom calls more effectively and efficiently than ever before. With our Zoom AI integration, you can also easily attach notes, transcripts, and summaries to contact records for improved information sharing and collaboration.

Learn more about the benefits of Nutshell’s Zoom AI integration features and how to use them.

April 2025

Nutshell Quotes enables your sales team to create, send, and track custom sales quotes for clients and customers—all in just a few clicks, right inside Nutshell.

Discover how Quotes streamlines your workflows and simplifies quote creation!

March 2025

The new Nutshell Marketing suite offers powerful tools to help teams manage marketing campaigns and generate more sales opportunities, with features like Email marketing, Landing pages, and SMS marketing.

Discover how Nutshell Marketing can help you enhance marketing efforts and generate more sales opportunities!

February 2025

In our annual Roadmap webinar, we review what launched in Nutshell in 2024 and share what’s on the roadmap for 2025.

Get a preview of upcoming features like Nutshell Quotes, enhanced AI capabilities, marketing SMS, and much more!

January 2025

Let website visitors chat with your team in real time, right from the customized Chat widget on your site. With Web chat, you can manage conversations from inside your CRM and collect important data about visitors so you can nurture the relationship and win more leads.

December 2024

Book and manage appointments with leads and customers right from inside your CRM, and leverage automations to collect data, add contacts to marketing audiences, and more.

November 2024

Use text messaging directly in your CRM to have conversations with leads and clients, track messages and assign them to your sales reps, and automate text messaging throughout your sales pipeline.

November 2024

Nutshell IQ is your complete lead generation toolkit built inside your CRM, so you can discover and connect with more prospects faster.

October 2024

Learn a few tips on how to get started with Nutshell’s email marketing.

June 2024

Learn a few tips on how to get started with Nutshell Forms.

February 2024

Learn more about the three pillars of Nutshell’s email capabilities: 2-way sync, personal email sequences & email marketing.

June 2023