nutshell.com

# Nutshell

> Nutshell provides an all-in-one growth software featuring CRM, email marketing, and contact management to help sales teams close more deals.

Last updated: 2025-09-30

## Features

- [Features](https://www.nutshell.com/features): A summary of Nutshell’s complete platform, including CRM, sales, marketing, and customer engagement tools.
- [Sales Features](https://www.nutshell.com/crm/features): A description of Nutshell’s sales features, including pipeline management, automation, and AI-powered capabilities.
- [Marketing Features](https://www.nutshell.com/marketing/features): Information about Nutshell’s marketing features, including email campaigns, landing pages, and analytics tools.
- [Engagement Features](https://www.nutshell.com/engagement/features): Details on Nutshell’s engagement features, including Nutshell Web Chat, SMS messaging, and communication tools.
- [Meeting Scheduler Feature](https://www.nutshell.com/crm/meeting-scheduler): A description of Nutshell’s meeting scheduler, which lets users plan, collect, and manage meeting bookings.
- [Email Marketing Feature](https://www.nutshell.com/marketing/email-marketing): An introduction to Nutshell’s integrated email marketing, which lets users design and automate campaigns with templates, audiences, drips, A/B tests, and reporting.
- [Web Form Builder](https://www.nutshell.com/marketing/forms): A description of Nutshell’s customizable CRM web forms, which auto-create contacts and leads, track conversions, segment audiences, block spam, and can be embedded or hosted.
- [Landing Page Builder](https://www.nutshell.com/marketing/landing-pages): A breakdown of Nutshell Landing Pages, which lets teams build unlimited branded no-code pages with templates, forms and scheduler integration, custom domains, and CRM tracking.
- [Web Chat Feature](https://www.nutshell.com/engagement/web-chat): Information about Nutshell Web Chat, which lets teams engage website visitors through a customizable widget, capture information in the CRM, route chats to the team, and convert conversations into leads.
- [Quotes and Invoices](https://www.nutshell.com/crm/quotes): Details on Nutshell Quotes and Invoices, which lets users create, send, track, and manage branded quotes and invoices in the CRM with auto-filled data, status alerts, and centralized oversight.
- [SMS Feature](https://www.nutshell.com/engagement/sms): A summary of Nutshell SMS, which lets users send, automate, and manage 1:1 and campaign text messages in the CRM.
- [Artificial Intelligence Features](https://www.nutshell.com/ai): An introduction to Nutshell AI, which provides timeline and meeting summaries, AI email replies, a chatbot, voice-to-text notes, and CRM-aware agents and coaching.
- [Sales Automation](https://www.nutshell.com/crm/sales-automation): A description of Nutshell sales automation, which automates lead assignment, stage-goal advancement and reminders, email and SMS triggers, and post-close follow-ups.
- [Pipeline Management](https://www.nutshell.com/crm/pipeline-management): A summary of Nutshell’s CRM pipeline management and lead tracking, which helps teams nurture leads and manage every deal.
- [Reporting Performance Tracking](https://www.nutshell.com/crm/reporting-performance-tracking): Information about Nutshell CRM reporting and analytics, which lets users track team performance with automated reporting.
- [Email Features](https://www.nutshell.com/crm/email): Details on Nutshell’s email automation, which lets users create personalized campaigns and track performance in the CRM.
- [AI Agents Features](https://www.nutshell.com/ai/agents): An explainer of Nutshell AI Agents, which helps teams accelerate pipeline design, email writing, objection handling, and lead research inside the CRM.
- [Sales Team Communication Features](https://www.nutshell.com/crm/team-collaboration): Information about Nutshell’s collaborative tools, which provide capabilities that improve sales team communication.
- [Contact Organization & Management Features](https://www.nutshell.com/crm/contact-management): A description of Nutshell’s contact management software, which organizes contacts and consolidates email and calendar information from multiple sources.
- [Product Importing Features](https://www.nutshell.com/crm/product-importer): Details on Nutshell Product Importer, which lets users bulk import and update product and service SKUs from spreadsheets with field mapping and validation for accurate catalog management.
- [CRM Prospecting Features](https://www.nutshell.com/nutshell-iq/prospectoriq): A summary of ProspectorIQ, which lets users search a large contact database, add ideal customers to the CRM, and connect with prospective buyers.
- [Website Visitor Identification Features](https://www.nutshell.com/nutshell-iq/visitoriq): Information about VisitorIQ, which identifies anonymous website visitors, reveals company and contact details, and lets users filter and add warm leads to the CRM to improve targeting.
- [Contact Enrichment Features](https://www.nutshell.com/nutshell-iq/peopleiq): A description of PeopleIQ, which lets users find people at companies in their Nutshell account, see contact information, and connect with the right point of contact.
- [CRM Lead Attribution Features](https://www.nutshell.com/marketing/lead-attribution): A description of Nutshell Lead Attribution, which automatically tags new leads with channel and source data and reports which channels drive leads and wins to optimize targeting and spend.
- [Customer Support Features](https://www.nutshell.com/customer-support): Information about Nutshell’s customer support for the all-in-one CRM, including support options and how to contact the team.
- [CRM Email & Calendar Features](https://www.nutshell.com/crm/email-calendar-sync): A guide to syncing email and calendar with Nutshell, which keeps CRM activity aligned with existing workflows.
- [CRM SMS Marketing Features](https://www.nutshell.com/marketing/sms-marketing): Details on Nutshell SMS Marketing, which lets users create, send, and track one-off broadcasts and SMS drip sequences in the CRM.
- [Integrate 3rd Party Messaging Apps](https://www.nutshell.com/engagement/omni-channel-inbox): Information about Nutshell’s Facebook, Instagram, and WhatsApp messaging integrations, which enable teams to message contacts, generate leads, and manage conversations in the CRM.

## Pricing and plans

- [Nutshell CRM Pricing](https://www.nutshell.com/pricing): Overview of Nutshell pricing, which breaks down plans and add-ons across Sales, Marketing, and Engagement with foundation tiers and options such as Quotes and Invoices, Nutshell IQ, and SMS Marketing.
- [Sales CRM Pricing and Plans](https://www.nutshell.com/crm): Description of Nutshell CRM pricing, covering plan options and the included capabilities across pipeline management, automation, email tools, reporting, integrations, and AI.
- [CRM and Marketing Software Pricing](https://www.nutshell.com/marketing): Information about Nutshell Marketing pricing, covering email, forms, landing pages, reporting integrated with CRM data, and SMS Marketing available on the Pro plan.
- [CRM Messaging Plans and Pricing](https://www.nutshell.com/engagement): Details on Nutshell Engagement pricing, including web chat, SMS, and third-party messaging managed in the CRM with assignment and thread management.
- [CRM Quotes Pricing Plans](https://www.nutshell.com/quotes): Pricing information for Nutshell Quotes and Invoices, detailing the add-on used to create, send, track, and manage quotes and invoices within the CRM.
- [Nutshell IQ Pricing](https://www.nutshell.com/nutshell-iq): Summary of Nutshell IQ pricing, which bundles ProspectorIQ, VisitorIQ, and PeopleIQ for prospect discovery, visitor identification, and contact enrichment.
- [Professional Services Pricing](https://www.nutshell.com/professional-services): Guide to Nutshell Professional Services pricing, outlining white-glove data imports, onboarding, API assistance, and form or list setup.

## Integrations

- [CRM App Integrations](https://www.nutshell.com/integrations-category/all): Description of the Nutshell Integrations Directory, which provides a searchable catalog of integrations organized by category and use case.
- [Nutshell's App Marketplace](https://www.nutshell.com/crm/appconnect): Details on Nutshell App Marketplace, which connects Nutshell to third-party apps to automate data syncs and workflows.
- [CRM Google Calendar and Gmail Integration](https://www.nutshell.com/integrations/gmail-and-google-calendar): Information about Nutshell’s Gmail and Google Calendar integration, which syncs email and events, logs conversations, and enables templates and tracking from the inbox.
- [CRM Office 365 Integration](https://www.nutshell.com/integrations/microsoft-office-365-email): Information about Nutshell’s Microsoft Office 365 email integration, which syncs Outlook email and calendar, logs activity, and supports templates and tracking in Outlook.
- [QuickBooks Online CRM Integration](https://www.nutshell.com/integrations/quickbooks-online): Details on the QuickBooks Online integration, which links Nutshell with accounting to create and sync customers and invoices for consistent records.
- [Integrate RevenueCloudFX With Nutshell](https://www.nutshell.com/integrations/integrate-revenuecloudfx-with-nutshell): Overview of the RevenueCloudFX integration, which brings marketing and revenue data into Nutshell for unified attribution and performance reporting.
- [Facebook Messenger CRM Integrations](https://www.nutshell.com/integrations/facebook-messenger): Information about Nutshell’s Facebook Messenger integration, which lets teams receive and reply to messages in Nutshell, auto-create contacts, and convert chats to leads.
- [WhatsApp Business CRM Integration](https://www.nutshell.com/integrations/whatsapp-business): Details on the WhatsApp Business integration, which enables sending and receiving WhatsApp messages in Nutshell with assignment and lead creation.
- [Zoom CRM Integration](https://www.nutshell.com/integrations/zoom): Overview of the Zoom integration, which schedules and logs meetings from Nutshell and supports call tracking and summaries alongside CRM records.
- [CRM Integrations for Slack](https://www.nutshell.com/integrations/slack): Description of the Slack integration, which delivers Nutshell alerts and updates to channels to keep teams informed in real time.
- [PandaDoc CRM Integrations](https://www.nutshell.com/integrations/pandadoc): Information about the PandaDoc integration, which generates proposals from CRM data, sends them for e-signature, and tracks document status in Nutshell.
- [Dialpad CRM Integrations](https://www.nutshell.com/integrations/dialpad): Details on the Dialpad integration, which supports click-to-call, logs calls and transcripts, and ties conversations to contacts and leads in Nutshell.

## About

- [About Nutshell](https://www.nutshell.com/company): Information about Nutshell as a company, including its mission, team, story, and culture.
- [Nutshell Is the B2B Next Action Selling CRM](https://www.nutshell.com/next-action-selling): An explainer of next-action selling, Nutshell’s methodology that guides reps to the next best step and keeps deals moving.
- [Nutshell's Partners](https://www.nutshell.com/our-partners): Information about Nutshell partners, listing technology and service partners that extend the ecosystem.
- [Nutshell's Partner Program](https://www.nutshell.com/partner-program): Details on the Nutshell Partner Program, including benefits and requirements for agencies, resellers, and integrators.
- [Nutshell Product Updates](https://www.nutshell.com/product-updates): Release notes for Nutshell, featuring a running changelog of new features, improvements, and roadmap highlights.
- [Nutshell Customer Reviews, Case Studies & Testimonials](https://www.nutshell.com/customers): Information about Nutshell customers, featuring case studies, testimonials, and use cases from teams using the platform.
- [Nutshell Security](https://www.nutshell.com/security): Details on Nutshell security, including data protection practices, hosting, encryption, access controls, and compliance information.

## Compare Nutshell

- [Compare Nutshell to Competitors](https://www.nutshell.com/compare-nutshell): A hub of side-by-side comparisons between Nutshell and other CRMs, covering features, pricing, integrations, and support to help evaluate options.
- [Nutshell vs Copper Comparison](https://www.nutshell.com/nutshell-vs-copper): A side-by-side comparison of Nutshell and Copper, reviewing differences in features, pricing, ease of use, integrations, and support.
- [Nutshell vs Salesforce Comparison](https://www.nutshell.com/nutshell-vs-salesforce): An analysis of Nutshell and Salesforce, examining customization, scalability, automation, reporting, pricing, and administrative complexity for teams of different sizes.
- [Nutshell vs HubSpot CRM](https://www.nutshell.com/nutshell-vs-hubspot-crm): A comparison of Nutshell and HubSpot CRM, covering CRM and marketing capabilities, pricing models, automation, email tools, and plan limits for varied use cases.
- [Nutshell vs Insightly Comparison](https://www.nutshell.com/nutshell-vs-insightly): A comparison of Nutshell and Insightly, contrasting pipeline management, project features, reporting, integrations, and usability for sales and post-sale teams.
- [Nutshell vs Pipedrive Comparison](https://www.nutshell.com/nutshell-vs-pipedrive): A comparison of Nutshell and Pipedrive, looking at pipeline-first workflows, automation, email tools, reporting, and pricing to align with sales processes.
- [Nutshell vs monday CRM](https://www.nutshell.com/nutshell-vs-monday-crm): An evaluation of Nutshell and Monday CRM, assessing work-management roots, CRM depth, customization, automation, and integrations for cross-team adoption.

## Industries served

- [A CRM That Works for Any Industry](https://www.nutshell.com/industries): A hub of industry use cases and resources for tailoring Nutshell CRM to specific sectors.
- [The Best CRM for Accounting Firms](https://www.nutshell.com/industries/accounting-firms): How accounting firms use Nutshell to track leads, manage client relationships, and run recurring engagement workflows.
- [The Best CRM for Agencies](https://www.nutshell.com/industries/agencies): Information about using Nutshell at agencies to organize pipelines, retainers, proposals, and client communication in one workspace.
- [Best CRM for Architects](https://www.nutshell.com/industries/architects): Details on how architecture teams use Nutshell to manage pursuits, proposals, stakeholders, and project handoffs from prospect to award.
- [Ideal CRM for the Automotive Industry](https://www.nutshell.com/industries/crm-for-automotive-industry): How automotive teams use Nutshell to centralize dealership and supplier outreach, inquiries, and follow-ups across channels.
- [Best CRM for B2B Companies](https://www.nutshell.com/industries/b2b-crm): Guidance on using Nutshell for B2B sales to streamline account-based pipelines, activities, email sequences, and reporting.
- [Best CRM for Banks](https://www.nutshell.com/industries/banking): Information about banking teams using Nutshell to coordinate relationship management, referrals, pipelines, and compliance-friendly recordkeeping.
- [CRM for Building Materials Suppliers](https://www.nutshell.com/industries/building-materials-suppliers): How building materials suppliers use Nutshell to track distributors, quotes, orders, and field sales activity.
- [CRM for Contractors and Builders](https://www.nutshell.com/industries/crm-for-contractors): Information about contractors using Nutshell to manage bids, estimates, jobs, pipelines, and customer communication.
- [Best CRM for Construction & Building Material Suppliers](https://www.nutshell.com/industries/construction): Details on using Nutshell in construction to align preconstruction pursuits, subcontractor relationships, and deal tracking.
- [Best CRM for Consulting Businesses](https://www.nutshell.com/industries/consulting-businesses): How consulting businesses use Nutshell to structure opportunity pipelines, delivery handoffs, and account growth.
- [The Ideal Contact Center CRM](https://www.nutshell.com/industries/contact-center-crm): Information about contact centers using Nutshell to unify conversations, assignments, and follow-ups across messaging and email.
- [The Best Corporate Development CRM](https://www.nutshell.com/industries/corporate-development): How corporate development teams use Nutshell to track sourcing, diligence pipelines, and stakeholder communications.
- [Best CRM for Customer Service Teams](https://www.nutshell.com/industries/customer-support): Details on using Nutshell for customer support to centralize customer history, tasks, handoffs, and SLA-friendly reminders.
- [The Ideal CRM for Distributors and Distribution Firms](https://www.nutshell.com/industries/distributors): How distributors use Nutshell to manage reseller relationships, opportunities, territories, and reorder cadence.
- [The Best CRM for Education](https://www.nutshell.com/industries/education): Information about education teams using Nutshell to support admissions, outreach, partnerships, fundraising activities, and reporting.
- [The Best CRM for Engineering Firms](https://www.nutshell.com/industries/engineering): Details on engineering firms using Nutshell to organize pursuits, qualifications, proposals, and client communication.
- [An Event Management CRM Worth Celebrating](https://www.nutshell.com/industries/event-management-crm): How event management teams use Nutshell to track inquiries, sponsors, exhibitors, and campaign follow-ups.
- [CRM for Financial Services](https://www.nutshell.com/industries/industries-financial-services): Information about financial services teams using Nutshell to manage prospecting, client onboarding, renewal cycles, and compliance notes.
- [The Best CRM for Government Organizations](https://www.nutshell.com/industries/government-organizations): How government organizations use Nutshell to structure constituent engagement, vendor relationships, and project pipelines.
- [The Best CRM for the Healthcare Industry](https://www.nutshell.com/industries/healthcare): Details on healthcare teams using Nutshell to coordinate patient or partner outreach, referrals, and account management.
- [The Best CRM for Heavy Equipment Dealers](https://www.nutshell.com/industries/heavy-equipment): How heavy equipment businesses use Nutshell to track opportunities, quotes, service leads, and dealer relationships.
- [The Best CRM for Home Service Companies](https://www.nutshell.com/industries/home-services): Information about home services teams using Nutshell to manage estimates, jobs, schedules, and homeowner communication.
- [Hotel CRM Software for the Hospitality Industry](https://www.nutshell.com/industries/hospitality): Details on hospitality teams using Nutshell to organize group sales, events, partnerships, and guest communication history.
- [The Best CRM for Industrial Companies](https://www.nutshell.com/industries/industrial): How industrial businesses use Nutshell to support distributor networks, field sales, and long-cycle pipelines.
- [The Best CRM for Insurance Agents](https://www.nutshell.com/industries/insurance-crm-software): Information about insurance agencies using Nutshell to manage lead intake, policy renewals, and producer workflows.
- [The Best CRM for Landscaping Companies](https://www.nutshell.com/industries/landscaping): Details on landscaping companies using Nutshell to track estimates, seasonal contracts, routes, and customer follow-ups.
- [The Best CRM for Law Firms](https://www.nutshell.com/industries/the-best-crm-for-law-firms): How law firms use Nutshell to organize intake, referrals, matters, related contacts, and follow-ups.
- [The CRM for Manufacturing Companies That Drives Leads](https://www.nutshell.com/industries/manufacturing): Information about manufacturers using Nutshell to manage OEM, distributor, and end-user pipelines with quotes and activities.
- [Best CRM for Media Companies](https://www.nutshell.com/industries/media-companies): Details on media companies using Nutshell to track advertisers, campaigns, renewals, and agency relationships.
- [The Best CRM for IT Service Providers](https://www.nutshell.com/industries/it-companies): How IT companies use Nutshell to manage MSP pipelines, renewals, tickets, handoffs, and account growth.
- [Best Non-Flower Touching Cannabis CRM](https://www.nutshell.com/industries/non-flower-touching-cannabis): Information about non-flower-touching cannabis businesses using Nutshell to support B2B sales, vendor management, and compliance notes.
- [The Best Nonprofit CRM](https://www.nutshell.com/industries/nonprofits): Details on nonprofits using Nutshell to coordinate donor CRM, fundraising campaigns, grants, and volunteer outreach.
- [The Best CRM for Professional Services](https://www.nutshell.com/industries/professional-services): How professional services firms use Nutshell to structure opportunities, scoping, delivery handoffs, and retention.
- [The Best CRM in the Real Estate Industry](https://www.nutshell.com/industries/real-estate): Information about real estate teams using Nutshell to track buyers, sellers, listings, referrals, and showing pipelines.
- [The Best Recruitment CRM for Enhanced Talent Acquisition](https://www.nutshell.com/industries/recruitment-companies): Details on recruitment companies using Nutshell to manage clients, candidates, jobs, and placement pipelines.
- [The Best Restaurant CRM Software](https://www.nutshell.com/industries/restaurant-crm): How restaurants use Nutshell to organize group sales, catering inquiries, partnerships, and follow-ups.
- [The Best CRM for E-commerce & Retail](https://www.nutshell.com/industries/retail-ecommerce): Information about retail and e-commerce teams using Nutshell to track B2C and wholesale pipelines, service tickets, and campaigns.
- [The Best CRM for Roofing Companies](https://www.nutshell.com/industries/roofers): Details on roofing companies using Nutshell to manage inspections, estimates, jobs, and homeowner communication.
- [CRM for SaaS That Drives Conversions](https://www.nutshell.com/industries/saas): How SaaS teams use Nutshell to support trials, onboarding, renewals, expansions, and customer success workflows.
- [The Best CRM for SMBs](https://www.nutshell.com/industries/smbs): Information about SMBs using Nutshell to manage contacts and pipelines, automate workflows, and scale reporting.
- [Discover the Ideal CRM for Solar Companies](https://www.nutshell.com/industries/solar): Details on solar companies using Nutshell to manage site visits, proposals, financing, and installation handoffs.
- [The Leading CRM for Startups](https://www.nutshell.com/industries/startups): How startups use Nutshell to centralize outreach, pipelines, investor or partner relations, and growth reporting.
- [Best CRM for Tech Companies](https://www.nutshell.com/industries/tech): Information about tech companies using Nutshell to coordinate complex B2B cycles, stakeholders, pilots, and renewals.
- [The Best CRM for Transportation and Logistics Companies](https://www.nutshell.com/industries/transportation-and-logistics): Details on transportation and logistics teams using Nutshell to track shippers, carriers, quotes, lanes, and account activity.
- [The Best CRM for Travel Agents](https://www.nutshell.com/industries/travel-agency): How travel agencies use Nutshell to manage inquiries, itineraries, supplier relations, and client follow-ups.

## Support

- [Nutshell Help Center Home](https://support.nutshell.com/en/): A searchable help center with guides, tutorials, and troubleshooting for CRM, marketing, and engagement features.
- [Contact Nutshell Sales and Support Team](https://www.nutshell.com/contact): Information on how to contact sales and support or request a demo.
- [Nutshell’s CRM Self-Onboarding Step-by-Step Guide](https://www.nutshell.com/crm/resources/self-onboarding-guide): A step-by-step self-onboarding guide for setting up pipelines, imports, email, and automations.
- [Create a Custom Sales Pipeline in Nutshell](https://support.nutshell.com/en/articles/8429050-pipeline-automation-create-a-custom-pipeline): Instructions for creating a custom pipeline, including how to map stages, goals, and assignments.
- [Automate Lead Stage Progression in Nutshell CRM](https://support.nutshell.com/en/articles/8429053-pipeline-automation-automating-lead-progress): Instructions for automating lead progress, including how to use stage goals and rules to auto-advance leads.
- [Build Automated Stage Task Lists in Nutshell CRM](https://support.nutshell.com/en/articles/8429054-pipeline-automation-create-automated-task-lists): Instructions for creating automated task lists, including how to auto-generate tasks per stage to guide reps.
- [Create Products and Services in Nutshell](https://support.nutshell.com/en/articles/8429020-products-how-to-create-products-in-nutshell): A guide to creating products in Nutshell, including how to add products and services with fields and pricing.
- [Create and Manage Custom Fields in Nutshell](https://support.nutshell.com/en/articles/8429015-how-to-create-and-manage-custom-fields): A guide to creating and managing custom fields, including how to add custom data fields to companies, people, and leads.
- [Track Lost and Canceled Reasons in Nutshell](https://support.nutshell.com/en/articles/8429022-outcomes-why-you-re-losing-and-canceling-leads): Instructions for configuring outcomes for lost and canceled leads, including how to require and report on loss and cancel reasons for better funnel analysis.
- [Create Custom Activity Types in Nutshell](https://support.nutshell.com/en/articles/8429007-activity-types-create-custom-activity-types): A guide to creating custom activity types, including how to define call, meeting, and visit types with settings that drive reporting and reminders.
- [Create and Use Tags in Nutshell](https://support.nutshell.com/en/articles/8429016-tags-how-to-create-and-use-tags-in-nutshell): Instructions for creating and using tags in Nutshell, including creating tags, bulk tagging records, and using tags for filters, automations, and audiences.
- [Import Companies, People, Leads in Nutshell](https://support.nutshell.com/en/articles/8429034-import-add-companies-people-and-leads-from-csv): A guide to importing companies, people, and leads from CSV, including the mapping wizard, deduplication, and field matching.
- [Data You Can Import in Nutshell](https://support.nutshell.com/en/articles/8429035-import-data-you-can-import-into-nutshell): A reference for data you can import into Nutshell, listing supported objects and fields, required columns, and formatting guidelines.
- [Import Past Sales for Reporting in Nutshell](https://support.nutshell.com/en/articles/8429137-import-how-to-import-past-sales-for-reporting): Instructions for importing past sales for reporting, including how to import historical closed deals with values and dates to populate reports.
- [Migrate CRM Data to Nutshell](https://support.nutshell.com/en/articles/9399428-import-migrating-crm-data-to-nutshell): A guide to migrating CRM data to Nutshell, outlining how to export from your previous CRM, map fields, validate data, and use white-glove import services.
- [Connect Your Email to Nutshell](https://support.nutshell.com/en/articles/8428950-how-to-connect-your-email-with-nutshell): Instructions for connecting your email with Nutshell, covering Gmail, Office 365, and IMAP sync, sharing and visibility controls, open and click tracking, and blocklists.
- [Sync Office 365 Calendar With Nutshell](https://support.nutshell.com/en/articles/8428901-sync-your-office-365-calendar-with-nutshell): Instructions for syncing your Office 365 calendar with Nutshell, including connection steps, activity sync options, and conflict handling.
- [Sync Google Calendar With Nutshell](https://support.nutshell.com/en/articles/8428898-how-to-sync-google-calendar-with-nutshell): Instructions for syncing Google Calendar with Nutshell, including connecting, selecting calendars, and controlling one-way versus two-way activity sync.
- [Create Marketing Audiences in Nutshell](https://support.nutshell.com/en/articles/8428866-audiences-how-to-create-marketing-audiences): A guide to creating marketing audiences, including how to build dynamic audiences from filters, tags, and pipeline data for campaigns.
- [Create Email Broadcast Campaigns](https://support.nutshell.com/en/articles/8428867-email-marketing-how-to-create-email-broadcasts): Instructions for creating email broadcasts, including one-time sends with audience selection, scheduling, and engagement tracking.
- [Create Email Newsletters in Nutshell](https://support.nutshell.com/en/articles/8428868-email-marketing-how-to-create-email-newsletters): Instructions for creating email newsletters, including templates, cadence, and audience management for recurring sends.
- [Create Email Drip Sequences in Nutshell](https://support.nutshell.com/en/articles/8428869-email-marketing-how-to-create-drip-sequences): Instructions for creating drip sequences, detailing multi-step automations with delays, triggers, and exit conditions.
- [Unsubscribe Contacts From Marketing Emails in Nutshell](https://support.nutshell.com/en/articles/8428874-audiences-unsubscribe-contacts-from-email-marketing): Instructions for unsubscribing contacts from email marketing, including managing opt-outs, honoring preferences, and keeping lists compliant.
- [Set Up Marketing Custom Domains in Nutshell](https://support.nutshell.com/en/articles/8796616-marketing-how-to-set-up-custom-domains): Instructions for setting up custom domains, walking through DNS verification and authentication (SPF, DKIM, and DMARC) for branded pages and improved deliverability.
- [Create Website Forms With Nutshell](https://support.nutshell.com/en/articles/8429028-nutshell-forms-create-forms-for-your-website): A guide to creating Nutshell Forms for your website, including building and embedding forms, mapping fields to the CRM, spam prevention, and answer-based automations.
- [Schedule and Manage Meetings in Nutshell](https://support.nutshell.com/en/articles/8428989-scheduler-plan-schedule-and-manage-meetings): Instructions for planning, scheduling, and managing meetings with Scheduler, covering meeting types, availability windows, buffers, reminders, Zoom, Google Meet, and Teams links, and conflict calendars.
- [Install Nutshell Analytics Tracking](https://support.nutshell.com/en/articles/9828911-nutshell-analytics-installation-instructions): Installation instructions for Nutshell Analytics, including the tracking snippet, install and verification steps, and how the data powers lead attribution and VisitorIQ.
- [API Documentation in Nutshell](https://developers.nutshell.com/): Developer documentation for Nutshell, including REST API reference, authentication, webhooks, rate limits, and examples for integrating contacts, leads, activities, and more.

## Additional resources

- [Nutshell CRM and Marketing Resources](https://www.nutshell.com/helpful-resources): A library of downloadable templates, calculators, guides, webinars, and product tours that support Nutshell’s CRM, marketing, and engagement use cases.
- [What a CRM Actually Does](https://www.nutshell.com/blog/what-does-crm-do): An explainer of core CRM functions, including contact and pipeline management, activity tracking, reporting, automation, and integrations.
- [Choosing the Right CRM Criteria](https://www.nutshell.com/crm/resources/what-to-look-for-in-a-crm): A buyer’s guide outlining evaluation criteria such as usability, customization, automation, reporting, integrations, security, support, and total cost.
- [Salesforce Alternatives for Sales Teams](https://www.nutshell.com/blog/salesforce-alternatives-6-crms-for-sales-teams): A roundup of CRM alternatives to Salesforce with feature comparisons, pros and cons, and pricing notes for sales teams.
- [Best HubSpot CRM Alternatives](https://www.nutshell.com/blog/best-hubspot-alternatives): A roundup highlighting CRMs with sales and marketing features, pricing models, and integration ecosystems comparable to HubSpot.
- [Best Outlook-Compatible CRM Platforms](https://www.nutshell.com/blog/best-outlook-crm): An evaluation of CRMs that integrate tightly with Outlook for email, calendar, templates, and activity logging.
- [Best CRMs for Small Businesses](https://www.nutshell.com/blog/best-crms-for-small-businesses): Recommendations for affordable, easy-to-use CRMs with essential pipelines, automation, and reporting for small businesses.
- [How to Choose a CRM](https://www.nutshell.com/blog/how-to-choose-a-crm): A step-by-step selection framework covering requirements gathering, demos, trials, stakeholder buy-in, and rollout.
- [Best CRMs for Google Workspace](https://www.nutshell.com/blog/best-crms-for-google-workspace): Rankings of CRMs with native Gmail and Google Calendar integrations, email tracking, and sidebar extensions.
- [Best CRMs Integrating With QuickBooks](https://www.nutshell.com/blog/best-crms-that-integrate-with-quickbooks): A comparison of CRMs that integrate with QuickBooks Online to sync customers, invoices, and financial context.
- [Lead Management Best Practices](https://www.nutshell.com/blog/lead-management-best-practices): Best practices for lead management, including capturing, qualifying, routing, nurturing, and measuring leads with clear SLAs and automation.
- [Best Lead Tracking Software](https://www.nutshell.com/blog/best-lead-tracking-software): A comparison of tools that track sources, stages, activities, and conversion metrics with dashboard reporting.
- [Guide to Building Sales Process](https://www.nutshell.com/blog/build-sales-process-guide): A guide to building a sales process, including defining sales stages, exit criteria, tasks, automations, and documentation for consistent execution.
- [How Much Does CRM Cost](https://www.nutshell.com/crm/resources/how-much-does-crm-cost): A breakdown of CRM costs, including per-seat pricing, add-ons, implementation, data migration, training, and ongoing administration costs.
- [Sales Pipeline Versus Funnel](https://www.nutshell.com/blog/sales-pipeline-vs-funnel): A clarification of operational pipeline stages versus funnel conversion metrics, with guidance on managing both.
- [Best CRMs for Marketing](https://www.nutshell.com/blog/best-crms-for-marketing): Recommendations for CRMs with strong marketing features, including email, forms, landing pages, segmentation, attribution, and analytics.
- [CRM Automation Examples and Ideas](https://www.nutshell.com/blog/crm-automation-examples): Practical examples of automation workflows such as lead assignment, stage-triggered email and SMS, task generation, and follow-up creation.