Latest Product Updates and Feature Enhancements on Nutshell CRM
RingCentral SMS Integration with Nutshell CRM | Nutshell
Nutshell has integrated RingCentral SMS into its CRM, allowing users to sync text conversations directly into Nutshell's Inbox. This integration ensures a complete customer history by connecting Ring...Central texts to relevant timelines, enabling seamless communication from the same business number.
Schedule & Invite Attendees to Meetings with Nutshell
Nutshell has introduced a new feature allowing users to send real calendar invitations to external participants directly from its activity scheduling flow. The update includes support for video confe...rencing links, enabling seamless integration with platforms like Zoom, Google Meet, and Microsoft Teams. Users can track RSVP statuses, enhancing meeting coordination and productivity.
Nutshell has introduced a bulk deduplication feature across all its CRM plans. This tool allows users to identify and merge duplicate contacts efficiently, either individually or in bulk, ensuring a ...cleaner and more organized CRM database. The feature logs every merge action, providing an audit trail for data changes.
Clean Up Duplicate Records in Your CRM at No Extra Cost with Nutshell CRM
Nutshell CRM introduces a new feature for bulk management of duplicate records, enhancing data accuracy without extra costs or third-party integrations. This feature allows account admins to efficien...tly merge duplicate person and company records, streamlining CRM data management.
Clean Up Duplicate Records in Your CRM at No Extra Cost with Nutshell CRM
Nutshell CRM introduced a new feature for bulk management of duplicate records, allowing users to merge duplicate contact and company records easily. This feature, available at no extra cost, aims to... save time and improve data accuracy by offering options for manual review or automatic merging of duplicates. It enhances CRM data management by simplifying the de-duplication process.
Nutshell has introduced new sales documents and e-signature features within its CRM platform. This integration allows users to prepare, send, and collect signatures on contracts and proposals without... leaving the CRM, streamlining the sales process. The feature includes reusable templates, auto-fill capabilities, and secure e-signing, enhancing efficiency and record-keeping for sales teams.
Never Lose a Buried Lead With Nutshells New Shared Email Inbox
Nutshell has launched a new shared email inbox feature within its CRM, designed to centralize and streamline team communication. This tool automatically converts inbound emails into leads, categorize...s messages using AI, and allows for seamless collaboration and assignment of email threads. The shared inbox integrates with Google Workspace and Microsoft 365, enhancing email management efficiency.
Collect Better Lead Data With Nutshells Multi-Page Forms
Nutshell has introduced multi-page forms in its CRM platform, allowing users to collect lead data more effectively. This update enables the organization of form fields across multiple pages, enhancin...g user engagement and data quality. Features include conditional logic for tailored experiences and new form templates for quick setup. Multi-page forms are available on all Nutshell Sales plans.
Nutshell Launches Chatbot Engagement Bar and Smart Nudges to ...
Nutshell has launched new features in its CRM platform, including AI-powered Smart Nudges and a one-click Engagement Bar. These tools enhance Nutshell Chat by turning website visitor intent into conv...ersations and leads, which are automatically logged. Smart Nudges offer AI-generated prompts based on page context, while the Engagement Bar provides customizable calls-to-action, streamlining visitor interactions and lead management.
Nutshell Adds Dialpad, RingCentral, Aircall, and CallRail Integrations With Auto Call Logging
Nutshell CRM has integrated with Dialpad, RingCentral, Aircall, and CallRail to enhance its platform with auto call logging and AI-generated summaries. These integrations allow users to initiate call...s directly from Nutshell, automatically log conversations, and generate summaries, streamlining workflow and improving efficiency for sales and marketing teams.
Nutshell Adds Dialpad, RingCentral, Aircall, and CallRail ... - PRWeb
Nutshell CRM has integrated with Dialpad, RingCentral, Aircall, and CallRail to streamline phone call management within its platform. Users can initiate calls directly from Nutshell, which automatica...lly logs conversations and generates AI summaries. This enhancement aims to reduce manual data entry and improve sales efficiency by unifying calling and CRM functions.
Nutshell Achieves SOC 2 Certification, Reinforcing Commitment to Customer Data Security
Nutshell CRM has achieved SOC 2 certification, confirming its commitment to robust data security standards. This certification, validated by an independent third-party audit, ensures that Nutshell's ...systems and processes meet stringent criteria for safeguarding customer data. The achievement underscores Nutshell's dedication to protecting sensitive business information, enhancing trust among its SMB customer base.
Nutshell's AI Agent Marketplace is here to save you time and keep moving deals forward
Nutshell has launched its AI Agent Marketplace, enhancing its CRM and marketing automation platform with task-specific AI agents. These agents automate tasks like note-taking, email drafting, and rep...orting, aiming to reduce busywork and improve sales efficiency. The marketplace includes agents for meetings, email outreach, campaign automation, and more, offering tools to streamline sales and marketing processes.
Nutshell Connects Claude, ChatGPT, & More to CRM Data for Instant, Conversational Insights - PRWeb
Nutshell has launched an MCP server integration that connects AI assistants like Claude and ChatGPT to CRM data, enabling instant, conversational insights for SMBs. This integration allows users to a...sk plain-English questions about their sales pipeline and receive immediate, actionable insights. The feature supports real-world sales workflows, enhancing efficiency without complex setup.
Connect AI Platforms Like ChatGPT & Claude to Nutshell in Minutes for AI-driven Insights
Nutshell CRM has launched an MCP server integration that connects AI tools like ChatGPT and Claude to its platform, enabling users to gain AI-driven insights from their CRM data. This integration all...ows for easy setup and management, providing actionable insights through plain-language queries to enhance sales and marketing processes.
Nutshell Now Integrates With More Phone Providers, Enhancing Conversation Management
Nutshell CRM has introduced new phone integrations with providers like RingCentral, Dialpad, Aircall, CallRail, and Kixie. These integrations enable one-click calling and automatic call logging, enha...ncing conversation management by ensuring CRM records are accurate and up-to-date. This update reduces administrative tasks and helps sales teams focus on closing deals.
Nutshell CRM has announced its Summer 2025 product roadmap, featuring new tools like a task report, product importer/exporter, and more marketing automation capabilities. Recent updates include Micro...soft Teams AI integration and AI chatbot features. These enhancements aim to improve CRM functionalities and user experience.
Organize, Analyze, and Sell Faster With Product Categories in Nutshell
Nutshell has introduced product categories to its CRM platform, enhancing catalog organization and sales efficiency. This update allows users to group products into searchable categories, providing q...uick access and context for sales reps. The feature includes category-level reporting to identify trends and optimize sales strategies. Available to all Nutshell customers, it aims to streamline product selection and improve sales performance.
Leadership and Executive Team Updates at Nutshell CRM
Nutshell CRM Announces New Leadership as Co-Founder, Andy ...
Nutshell CRM announces a leadership change as co-founder Andy Fowler steps down after 16 years, with Allyssa Kelley-Brown taking over as President. Allyssa, previously EVP of Commercialization, will ...continue to focus on building a powerful and user-friendly CRM for small and mid-sized businesses. The transition signifies a maturing company with a consistent mission.
Awards, Recognitions, and Industry Achievements of Nutshell CRM
Nutshell named a Finalist for Best Small Business CRMs by CRM.org
Nutshell has been named a finalist for Best CRM for Small Business in CRM.org’s 2026 CRMmys awards. The recognition highlights Nutshell's focus on simplicity, ease of use, and features tailored for s...mall B2B teams, such as visual pipelines and sales automation.
Nutshell Earns Spot on Capterra's 2026 CRM Shortlist for User-Rated Value
Nutshell has been recognized on Capterra's 2026 CRM Shortlist for its user-rated value, highlighting strong customer reviews and product momentum. This recognition underscores Nutshell's focus on sav...ing time, automating workflows, and enhancing deal closures with AI-powered insights. The Capterra Shortlist is based on verified user reviews and popularity signals.
