Actualizaciones y mejoras de productos

Nutshell’s Email preference center replaces the old all-or-nothing unsubscribe page with a sleek menu of up to 10 customizable Audience options, so recipients can stay in the conversations they care about. That way, you can keep your mailing list healthy, improve audience engagement rates, and ensure your marketing messaging resonates with recipients.

Seamlessly connect your WhatsApp Business account to your Nutshell Engagement inbox. Respond to WhatsApp messages, assign chats, and turn conversations into leads—all without leaving Nutshell. With Nutshell’s WhatsApp Business integration, you have the tools to improve customer experiences, streamline your team’s workflow, and turn conversations into conversions.

Don’t let administrative tasks steal your selling time. Nutshell’s new AI Agents can help you accelerate pipeline stage design, tone-perfect outreach email writing, sales objection handling, and lead research without ever leaving your CRM.

Try Nutshell’s AI Agents today for faster workflows, sharper messages, and more confident reps—everything you need to close deals sooner.

Setting up meetings individually can keep your sales team away from critical selling activities and create inconsistent booking experiences. Nutshell’s Scheduler managed meetings feature puts you in control, providing your sales team with ready-made, admin-controlled meetings to share with prospects and customers.

Create and assign standardized meeting types across teams to ensure consistency. Easily track and manage these managed meetings for greater control over what is shared by team members and ensure teams remain focused on selling.

We’ve all been there—staring at an email, wondering how to start wording your response.

AI email reply starters in Nutshell provide suggested replies based on the history of your Nutshell email threads, offering concise, contextually relevant response options that help you keep the conversation going without sacrificing personalization.

When your team is working across multiple platforms and applications, they need quick and secure access to their data.

Nutshell’s SAML-based single sign-on (SSO) and directory sync (DS) features enable your business to manage account access more easily and enhance CRM data security.

Our product importer allows you to import products or services via a spreadsheet, so you can get your products and prices into Nutshell quickly and without hassle. From there, it’s easy to connect products to your leads to track lead value, generate accurate sales reports and more.

Whether you’re just getting set up with Nutshell or you need to update your pricing, the product importer makes the process seamless and saves your team time on manual data entry.

Your CRM should work where you do. Nutshell’s Outlook extension brings several powerful Nutshell features right to your Outlook inbox, including viewing tasks and activities, adding notes and using your Nutshell email templates from the Outlook email composer.

With the new Meta integration in Nutshell Engagement, your business can engage with prospects and customers through Facebook Messenger and Instagram DMs to expand its omnichannel engagement strategy even further.

Using generative AI, Nutshell now supports transcriptions and summarizations of your Zoom meetings. The new AI-powered Zoom enhancements enable your team to:

Get a full meeting transcription with just a click.

Generate a summary of key highlights of the conversation.

The new link report lets you dive into the individual contacts who are clicking on each of your marketing email links so you can gauge your audience’s interests and behavior.

Smart lists let you create lists in Nutshell that dynamically update when contacts meet the filters you’ve put in place.

With our Nutshell Quotes add-on, you now have the ability to create, send, track, and manage quotes to your leads and prospects without leaving your CRM. Now you can:

Generate and send quotes faster with custom quote templates and auto-populating lead and product information.

Track your quote’s status and receive notifications when prospects view or accept your proposal

Create stage goals to automatically move leads through your pipeline based on quote activity.

Scheduler, our very own meeting scheduling software, just got another round of updates for our Sales Business and Sales Enterprise users. Now you can:

Create a meeting page to share all your public meetings,

Customize that page with your company logo and avatar photo

Hide meetings you don’t want to show to the general public.

Web chat enables visitors to your website to start a live chat with your team to connect right away and get the answers they need—and enables your business to provide a better experience for visitors and generate more leads.

With the most recent updates, chat agents can gain greater control over their availability and real-time insights into visitor activity.

Tracking web form submissions through Nutshell Forms just got easier!

The new ‘Submissions’ tab that shows when you click into a Nutshell form now displays every response submitted through the form, so you can track respondents as well as the data they provided—and follow up more effectively.

Your sales team needs marketing and engagement features to help keep leads and customers engaged. And the data in your CRM is the silver bullet for optimizing the way your company is already marketing your products and engaging with leads.

Nutshell’s powerful features are now organized into three Suites to help your team simplify workflows, collaborate more effectively, and squeeze all the power out of your valuable CRM data.

In Nutshell, you can create custom fields for People, Company, and Lead records. With the newest enhancement to custom fields, you can also specify which custom fields apply to your different sales pipelines—so you can gather pipeline-specific information for each of your leads, keeping the most relevant data front and center.

Nutshell Chat lets website visitors start conversations with your agents directly from your site using a customized chat widget, so you can quickly provide them with the answers they need.

And Chat’s automations enable you to send visitors through your sales funnel, gather information through forms, and track every conversation.

AI-powered click-to-call further expands Nutshell’s AI capabilities, enabling your team to save time and stay organized.

Now you can use AI to generate transcriptions and summaries of your click-to-call phone calls from inside Nutshell, enabling your team to easily share critical details about conversations.

Now you can create round-robin Scheduler meetings in addition to solo or co-hosted meetings, so you can maximize your team’s availability and book more appointments.

Assign a specific team to a meeting, and Scheduler will automatically rotate meeting assignments between team members based on who is available.

Available on Sales Business and Sales Enterprise

Introducing your new hub for everything related to your Nutshell marketing efforts. In the marketing dashboard, see key metrics like email newsletter campaign open and click rates, website traffic, landing page views, and conversion rates across your Nutshell forms.

Use this data to optimize your strategies to boost engagement with your contacts.

Leverage text messaging to engage with leads and customers at every stage of the buyer’s journey.

Now you can send SMS messages directly from inside Nutshell, assign text threads to the right sales rep, and leverage text automation at each pipeline stage to nudge prospects down the funnel.

Now you can create marketing email templates to share with your team, ensuring that communication across your organization is branded and consistent.

If multiple people manage separate parts of your email marketing efforts, then templates can be a great way to ensure brand consistency.

We launched broad new swaths of API access via REST API, making it easier for developers to access, filter, and test REST API requests with Nutshell data.

Nutshell already lets your team add custom domains for hosting landing pages and tracking emails. Now you can also configure custom domains for your Nutshell forms, Scheduler links, and marketing Newsletter, Broadcast, and Drip editions.

Nutshell’s Zapier integration just got an upgrade!

We’ve added the functionality to create/log a new activity in Nutshell when something happens in another app via Zapier integration.

For example, now your team will be able to log phone call activities in Nutshell when completed through a communications app.

Accurate address information is important if your company provides local services to customers, sends out physical mail, or just wants the most precise addresses for your contacts.

Nutshell forms now allow separate address fields, so you can get accurate addresses from the country and city down to the street and postal code.

Finding the right customers for your business can take a lot of effort. Introducing ProspectorIQ, your new solution for cold prospecting built right inside Nutshell.

With ProspectorIQ, your team has access to over 200 million people and companies from our third-party database. Create your ideal customer profile, filter to find contacts who match your criteria, and add them as leads to Nutshell in just a few clicks.

Algunas citas, como las reuniones introductorias o las demostraciones de ventas, sólo necesitan la posibilidad de incluir a más de un asistente. Ahora, Planificador permite a los asistentes a tus reuniones añadir más personas a sus reservas.

Los participantes en la reunión pueden ahora invitar a otros asistentes por dirección de correo electrónico, y el Programador enviará correos electrónicos de confirmación a cada uno de los participantes en la reunión.

Want to give your team more granular access to your marketing emails in Nutshell’s Email marketing?

With new Email marketing privileges, you can choose which roles you’ve created in Nutshell have access to Email marketing—ensuring only the people who need access can view, edit, and schedule your marketing emails.

Simplify lead tracking leads and customer management using Nutshell’s company hierarchy feature.

Easily create parent/child relationships between companies in your CRM to organize your leads and sales across subsidiaries of a parent company.

Available on Sales Pro, Business and Enterprise.

Facilita la toma de notas con Nutshell Notetaker, nuestra herramienta de voz a texto que genera texto de gran precisión a partir de tu voz.

Use Notetaker to write notes on logged sales activities, remember important details in your Person, Company, and Lead timelines, and craft engaging emails in half the time.

Notetaker expands Nutshell’s conversational AI abilities to make you and your team more efficient than ever!

Struggling to find the right point of contact at a company in your book of business? With the PeopleIQ add-on, your team can proactively identify and reach out to the most relevant stakeholders, so you can get your message to the right people.

PeopleIQ rastrea Internet para encontrar información de contacto sobre las personas que trabajan para las empresas que ya tiene en Nutshell, ayudándole a encontrar rápidamente a los representantes de ventas o ejecutivos de nivel C con los que necesita hablar para poder ponerse en contacto.

Además, gracias a los filtros que le permiten localizar a las personas por nivel directivo, área de trabajo y datos de contacto disponibles, usted controla a las personas que Nutshell encuentra para usted.

Proteger sus formularios de los spammers es importante para aumentar la productividad del equipo y mantener limpios los datos de los clientes.

With new spam prevention features, your team can opt in to add spam prevention settings for all your new Nutshell forms. Your human form submitters will easily be able to submit forms, while Nutshell keeps bots out!

With this Chrome extension update, your entire team will be able to view and select pre-built Nutshell email templates in their Gmail composer to send consistent communications with leads and customers.

Además, gracias a las actualizaciones de nuestra extensión para Chrome, podrás realizar un seguimiento de los correos electrónicos abiertos y los clics, crear nuevos contactos y tareas en Nutshell, ¡y mucho más!

Available in Sales Pro, Business and Enterprise.

Para mantener la privacidad de los mensajes privados, tú y tu equipo necesitáis un control total sobre cómo se comparten vuestras comunicaciones por correo electrónico en Nutshell.

Nutshellte permiten bloquear correos electrónicos de determinados dominios, eliminar todos los correos electrónicos de un dominio directamente desde tu cronología y añadir un dominio a la lista de bloqueo de toda la empresa con sólo unos clics.

Customizable lead board cards enable Nutshell customers and above to tailor what information displays on lead board cards. Now you can customize cards with the most important fields, reorder fields to suit your preferences, and adjust lead cards for different pipelines!

Esta nueva función también trae varias actualizaciones a la experiencia del usuario de la vista del tablero de clientes potenciales, incluida una forma más rápida de clasificar sus clientes potenciales.

Available on Sales Pro, Business and Enterrprise.

Tags in Nutshell have leveled up. Now you can pick from 14 color options when adding tags, so you can easily spot your most important tags when viewing your Person, Company, and Lead pages, filtering your lists, and setting drip sequence goals.

Además, ahora puede pasar el cursor sobre las etiquetas en sus páginas Persona, Empresa y Cliente potencial para ver quién agregó la etiqueta y cuándo.

We’ve launched a major enhancement to Nutshell’s Email marketing: the ability to run A/B tests on your marketing emails.

A/B testing lets you create two versions of a campaign and test which one results in more conversions from your audience.

Ahora puede experimentar con el diseño y la copia del correo electrónico para determinar qué líneas de asunto, texto de vista previa y contenido aumentan las tasas de apertura y clics de su correo electrónico. Tú eliges cómo Nutshell decide un correo electrónico ganador, luego deje que Nutshell ¡La automatización se encarga de la recopilación y el envío de datos por usted!

AB Testing for Email Marketing is available in Marketing Pro.

Landing pages help streamline your digital marketing campaigns by making it easier to create and customize webpages, keep visitors engaged and generate more conversions.

Es muy fácil diseñar páginas de destino para sus campañas con nuestro generador de arrastrar y soltar. A continuación, conéctalos a tu dominio, gestiona tus páginas, sin ningún tipo de codificación, y empieza a llenar tu embudo con clientes potenciales de alta calidad.

Available to all Nutshell customers via Marketing Foundation

You can now perform even more actions to automate your most essential workflows.

You’ll have the ability to automatically update people and companies in Nutshell based on triggers from your other tools.

You can also update your Nutshell lead confidence, tags, assignee, priority, due time, and closed time through Zapier.

And you can now search by phone number in the Find Person action in Zapier so you can avoid creating duplicates.

App Marketplace takes your company beyond default integrations and gives you control over how well your mission-critical applications work together.

Nutshell’s integration experts will set up and maintain the integrations your company needs to keep data flowing smoothly between your CRM and your tech stack.

We also cover all of the Zapier fees.

El nuevo informe de correo electrónico le permite saber exactamente los tipos y la cantidad de correos electrónicos que envían sus equipos. Vea qué plantillas de correo electrónico están obteniendo el mayor rendimiento y compare la actividad de correo electrónico entre departamentos y Nutshell usuarios para obtener información sobre el impacto de sus correos electrónicos.

También lanzamos mejores formas de organizar tus plantillas de correo electrónico. Agrupa las plantillas por categorías como "Alcance inicial", "Recordatorios de renovación" o cualquier otra cosa que tu equipo envíe con frecuencia. A continuación, accede a todas tus plantillas desde un centro fácil de usar y organízalas como mejor se adapte a tu empresa.

Con estas actualizaciones del Programador, presentamos la capacidad de crear reuniones con varios organizadores. El programador comprobará la disponibilidad de todos los coanfitriones y solo permitirá reservas cuando todos estén disponibles. Eso significa que puede reservar fácilmente reuniones que requieran varios miembros del equipo, como llamadas de incorporación vitales.

¡Y hay más buenas noticias! También estamos integrando Scheduler con Google Meet para que puedas programar reuniones en Google Meet directamente desde Nutshell.

This exciting new feature will empower you to understand your competitors’ website traffic and strategies.

With CompetitorSpy, you can easily track your competitors’ website traffic, uncover what marketing channels are driving their success and see how their traffic and market share are trending over time.

These insights will help you make informed decisions and stay ahead of the market.

Available on Marketing Pro.

Su proceso de recopilación de datos de CRM está en el centro de sus esfuerzos de ventas y marketing. Es la forma en que recopila información crucial sobre sus clientes potenciales, contactos y empresas.

Con los cuadros de diálogo personalizados de "agregar nuevo", los administradores ahora pueden tomar el control total de este proceso y asegurarse de que se recopile la información correcta cada vez que alguien de su equipo agregue datos a Nutshell.

Traditionally, Nutshell has operated with two basic access levels: Standard and Administrator.

Role-based permissions introduce a dynamic layer of control within Nutshell. It’s your key to creating tailored roles like “Marketer” or “Operations,” each equipped with its own unique set of permissions.

This means you have finer control over who gets access to what, ensuring the right people have the right level of access.

Scheduler es una herramienta de gestión de calendarios que funciona en Nutshell Para simplificar la planificación de reuniones, conecte sus citas y sincronice la información de la reunión con la información de contacto.

Y, a diferencia de Calendly u otras herramientas independientes, Scheduler está completamente integrado con Nutshell, para que las actividades que programe se rastreen automáticamente en su CRM, con formularios que pueden recopilar información de contacto y campos personalizados.

Our native integration with Zoom went live in August 2023 and is available for free for customers with a Nutshell Sales subscription (any tier).

Audit log launched in June 2023.

El registro de auditoría le permite realizar un seguimiento de la información, como los inicios de sesión y las exportaciones de las páginas de listas, según sea necesario, y ver cuándo se produjeron.

Audit Log tracks users’ IP addresses to create a tabulated view of what actions they’ve taken in your Nutshell account.

Esta nueva actualización le da a su equipo acceso a datos que mejorarán su comprensión e interacciones con sus clientes.

With Company Enrichment, you can access information including, company name, industry, address, website, annual revenue, number of employees, phone and email.

VisitorIQ es una herramienta de prospección dentro de Nutshell que rastrea automáticamente a los visitantes de su sitio web y sus datos de empresa.

En lugar de ponerse en contacto con empresas al azar y cruzar los dedos para una venta, puede ver las empresas que pueden ser más receptivas a su discurso porque están navegando por su sitio, lo que le ayuda a vender de manera más efectiva.

Los correos electrónicos en las escalas de tiempo de los clientes potenciales mantienen los correos electrónicos mejor organizados al permitir que su equipo enrute los correos electrónicos específicos del proyecto a los plazos de los clientes potenciales correctos.

A few helpful ways to use emails on lead timelines: assign a unique BCC email address for every lead, select a related lead to associate with an email from your timeline, or choose related leads from inside Nutshell’s email composer.

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.

Una agencia de marketing digital para ayudar a impulsar clientes potenciales entrantes calificados y un CRM para ayudarlo a cerrarlos.

En el pasado, las empresas B2B necesitaban hacer malabarismos con múltiples herramientas de ventas y marketing para administrar su canalización y subcontratar sus esfuerzos de SEO, publicidad digital y redes sociales a varias agencias con diferentes puntos de contacto. Ahora, puede invertir en una solución integral de servicios y software que reúna todo lo que necesita para hacer crecer su negocio bajo un mismo techo.

With this update, you can get notified every time one of your Nutshell forms receives a submission.

You can get notified in Nutshell, by email or in the mobile app.

Additionally, if you’re company uses slack, you can send all notifications to a specific slack channel.

Act faster when you get notified!

Update: as of May 2025, Nutshell customers can now choose from over 45 different, pre-built email templates to start their design. You also have the ability to start from scratch if you find that easier.

Additionally, if you don’t want to use the drag-and-drop builder, you can use HTML to build your emails as well.

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.

El seguimiento de enlaces dio Nutshell Campaigns Los usuarios pueden ver más de cerca la efectividad de su contenido de marketing y CTA, mostrando clics totales y únicos para cada enlace en cada mensaje.

Ahora, cuando se haga clic en los enlaces de sus mensajes de marketing o cuando se cumplan los objetivos de la secuencia de goteo, se lo haremos saber a través de alertas de notificación.

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.

Tener datos de participación sobre enlaces específicos dentro de su alcance le muestra qué contenido y ofertas les interesan más a sus lectores, y la efectividad de cómo presenta sus CTA, todo lo cual lo ayuda a mejorar futuros correos electrónicos de marketing.

Una secuencia de goteo, también conocida como campaña de goteo, es una serie automatizada de mensajes diseñados para enviarse a los contactos durante un período de tiempo específico, a intervalos predeterminados.

Las secuencias de goteo son personalizables y le permiten hacer llegar la información a sus audiencias en el momento adecuado, sin tener que enviar ningún correo electrónico manualmente.

Nutshell Campaigns' Los enlaces compartibles le ayudan a entregar el contenido de su correo electrónico a un público más amplio y a aliviar el dolor de la capacidad limitada de compartir. El tiempo que se dedicaría a reformatear, rediseñar o recrear su contenido simplemente para que se pueda compartir, es suyo nuevamente.

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.

Un CRM tiene que sincronizarse con su correo electrónico para ser efectivo, por lo que Nutshell ha hecho de la integración de Gmail una prioridad desde el primer día.

Easily track the emails you send and receive in Nutshell with two-way email sync.

If you prefer to send emails from your email, all information will still end up in Nutshell.

We support a 2-way sync with all Google and Office365 emails.