Nutshell

Texts from RingCentral Saved in Your Nutshell Inbox If your team texts customers from RingCentral, those conversations normally live outside of your CRM-or show up as disconnected activity instead of real Inbox threads. That makes it hard to see the full

{ "@context": "https://schema.org/", "@type": "BreadcrumbList", "itemListElement": { "@type": "ListItem", "position": 1, "name": "Nutshell", "item": "https://www.nutshell.com" },{ "@type": "ListItem", "position": 2, "name": "Nutshell Blog", "item": "https

{ "@context": "https://schema.org/", "@type": "BreadcrumbList", "itemListElement": { "@type": "ListItem", "position": 1, "name": "Nutshell", "item": "https://www.nutshell.com" },{ "@type": "ListItem", "position": 2, "name": "Nutshell Blog", "item": "https

Keep Sales and Accounting aligned with Nutshell's QuickBooks integration The handoff from a closed deal to an accurate invoice should not mean re-entering product data, checking two systems for payment, or asking accounting for an update. We improved Nuts

Build email marketing sequences that adapt to the recipient with Nutshell's Smart Sequences Not every contact responds to your emails the same way - so why send everyone down the same path? Traditional drip sequences send the same emails to everyone, in t

You can now send real calendar invitations to external participants and add a video conferencing link - all from the activity scheduling flow in Nutshell. What is this new feature? When scheduling a new activity in Nutshell, you now have the option to sen

Setting quotas for your sales team shouldn't require a calculator and a prayer. If a new hire needed a smaller number for their first quarter, or a top performer was ready for a bigger target, getting there meant finagling percentages instead of just typi

If you've been storing numbers in a text field - team size, contract value, employee count, annual revenue - you already know the frustration: sorting doesn't work the way you'd expect, and filtering with "Contains" is about as useful for numbers as a coi

When a deal closes, the revenue conversation is just beginning. For businesses that invoice in stages, bill on milestones, or collect payments over months, the moment a lead is marked won isn't when money arrives - it's when the clock starts. Nutshell's r

Clean up your CRM data fast with Nutshell's Duplicate cleanup! Duplicate contacts are one of those problems that creep up slowly and then suddenly feel impossible to fix. Existing duplicate filters can tell you that you had hundreds - or thousands - of po