Blog
Token
About Us
AiDOOS Wiki
Project Cost Estimation

Welcome to Knowledge Base!

KB at your finger tips

This is one stop global knowledge base where you can learn about all the products, solutions and support features.

Categories
All
CRM
Salesforce
ERP
SAP
Storage and Backups
Purestorage Netapp Nutanix
Cloud
AWS
Computing
IBM
Database
MongoDB MySQL PostgreSQL
DevOps
Docker Kubernetes Jenkins GitLab
Mobile
React Native Android
Web
React Angular PHP
Programming
Python
Products
CNC Software (Mastercam) 3D perception 7shifts ABB EV Charging Infrastructure Accelo Aconex (by Oracle) Act-On Actenum Scheduler Actico Compliance Suite ActiveCampaign Adapt Addepar Adobe Captivate Adyen AG Leader Agrivi AgriWebb Agworld Ahrefs Aidoc AIMS360 Akamai Kona Site Defender Algolia Alis by TalentGuard ALLDATA Repair Allscripts Alpaca Trading Altair HyperWorks Altium Designer AMOS Amplitude Anaplan Anessa Biofuel Optimization AppDynamics Applied Epic Applied Materials E3 Aptean ERP Aptean Food & Beverage ERP Aptima Aquatic Informatics’ WaterTrax Arable Arena Solutions PLM Articulate 360 Asana ASML Twinscan Aspen Plus Biochemical Process Modeling Aurora Solar AspenTech APC Athenahealth Atomwise Audiam Audiomovers AspenTech for Refining Autodesk AutoCAD Autosoft AspenTech Pharma Suite Asset Panda Aveva Marine AssetMark Aveva Pipeline Management AVEVA Process Engineering Suite AVEVA Refining Solutions AVEVA Unified Operations Center Avid Media Composer AVL eSuite AWS Ground Station AWS IoT Greengrass Azure IoT Central Azure Space Backbase BatchMaster ERP Benchling Bentley OpenFlows Bentley OpenRoads Bentley OpenUtilities Bentley Systems AssetWise Bentley Systems – OpenRail beonic BevSpot Bigbelly Smart Waste & Recycling System BigCommerce Automotive Bitly Bitmovin Blackbaud BlackBerry AtHoc Blackboard Learn BlackLynx Blend Blue Yonder WMS Bluebeam Revu Bohemia Interactive Simulations (BISim) Bosch Esitronic Diagnostic Bosch IoT Suite Braintree Bright Biomethane Brightpearl Bringg Browzwear Builder Prime Buildertrend BuildTools BWX Technologies' Nuclear Security Cabinet Vision Cadence OrCAD Cadence Virtuoso CAE Canvas LMS Cargowise One Carrier i-Vu CaterZen CattleMax CDK Global Celtx Cerner Pharmacy ChargePoint Cloud Services Charles River Development Check Point CloudGuard Checkout.com Cin7 Circularise Cisco Umbrella Classcraft ClearDATA ClearMetal ClickFunnels ClickUp Climate FieldView Clir Renewables Cloud Lending (Q2 Software) Cobb Accessport ComplianceQuest ComplyAdvantage Conducttr Conservis Continental Connected Vehicle Copper Coupa by LLamasoft CQG Integrated Client Creatio Creatio marketing CropNutrition CrowdStrike Falcon CyberSource Damarel Darktrace Dassault Systèmes CATIA Dassault Systèmes ENOVIA Dataminr DaVinci Resolve DealerSocket DealHub Decisive Farming Deliverect Deltek Costpoint Demandbase Denso EV Thermal Systems DeSL (Digital Enterprise Software) DigitalOcean DJI Ground Station Pro Docebo DrillPlan by Schlumberger DroneDeploy e-Builder Ecochain EcoVadis Edmentum Edsby EFI Live Tuning EFI Optitex EFI PrintSmith Vision Ellie Mae Encompass Ellucian Banner Elucidat Emerson Ovation Emerson Plantweb eMoney Advisor Enact Systems Enfusion Envestnet | Tamarac Epicor ERP Epicor Parts Network Esko ArtiosCAD Esko WebCenter ETQ Reliance QMS Everbridge eVinci™ Micro Reactor by Westinghouse Exostar SCM Fanuc Automation Fanuc Robotics FarmERP FarmLogs FieldAware Finacle Finastra Fusion FinQuery Flatiron Health FoodLogiQ Fortinet FortiGate FourKites Freshworks GDC Technology GE Digital APM GE Digital Plant Applications GE Digital Predix GE Healthcare FlexFactory GE Vernova Genscape Pipeline Solutions Geofeedia GeoSoftware Geotab GEP SMART Gerber Technology GetAccept Gorgias Greenbyte Energy Cloud Greenlight Guru GreenPrinter GreenSlate Guidewire Software Handshake HawkEye 360 Health Catalyst Herdwatch Hexagon Intergraph CAD Hexagon Manufacturing Intelligence Hexagon MSC Software Hexagon PPM Hexagon Safety & Infrastructure Hexcel HexPly Honeywell Enraf Tank Gauging Honeywell Forge Honeywell Forge for Chemicals Honeywell UOP Ecofining Houzz Pro HP Indigo Digital Press HP Tuners VCM Suite HubSpot CRM IBM i2 IBM Watson Health IFS Applications Illuminate Education Imprivata Indra Air Automation InEight Infor CloudSuite Food & Beverage Infor EAM Infor LN Infor WMS Inmarsat Fleet Data Instapage Insurity Intellect QMS Intergraph SmartMarine 3D Intex ERP Intuitive Surgical da Vinci IONOS Ironclad iSpring Suite John Deere Operations Center Johnson Controls Metasys Juro JustFood ERP Kahoot Kahua Kareo KBC Petro-SIM by Yokogawa Keap Kiinaxis RapidResponse Kinaxis RapidResponse Kisters WISKI KLA YieldStar Klaviyo Knewton Alta Kratos OpenSpace KUKA Robotics KUKA Smart Production Kustomer Landr LeadAngel LeanData Lectra Fashion PLM Leidos Integrated ISR Solutions Linode Lithium Balance BMS Lockheed Martin DiamondShield LogicGate Logility LogiNext Mile LuciadLightspeed (Hexagon) Luma Health Mahle Thermal Management Majesco Mallcomm MAM Software Autopart Manhattan TMS Manhattan WMS Mark43 MASS (Cohort plc) MasterControl Manufacturing Excellence MasterControl Quality Excellence Material Exchange McKesson Pharmacy Management MedeAnalytics Medidata Solutions Medtronic CareLink Medtronic Hugo RAS Mentor Graphics (Siemens) MetricStream Microsoft D365 SCM Microsoft Project MilliporeSigma BioContinuum MindTickle Mirakl Mitchell1 ProDemand MODS (Military Operational Decision Support) Moodle Moody’s Analytics Morningstar Direct MRI Facilities Management MuleSoft MyPath Nautilus Labs Navitaire nCino Nearpod Netafim NetApp Netwrix Auditor NextGen Healthcare NICE Actimize NICE Public Safety Nimble Nutshell Nuvation Energy BMS Nuvolo Office Furniture by Haworth Omnisend OneTrust OneWeb Satellite Services Onfleet Optibus Optimizely ONYX InSight Oracle E-Business Suite Oracle FLEXCUBE Oracle TMS Orion Advisor Tech OSISoft PI System Outgrow OVHcloud PagerDuty Palo Alto Networks Cortex XSOAR Palo Alto Networks Prisma Cloud PandaDoc Panorama Education Parrot Analytics Petrel by Schlumberger Philips HealthSuite PipelineManager by Atmos International Pipeliner CRM PitchBook Pix4Dfields Planet Labs Plex Systems PowerSchool PredictHQ Printavo Procore Project44 Proposify Prospera PTC Windchill Quantifi QuarkXPress Quipli Quorum Distribution Software R1 RCM Rackspace Rapyd ReCharge Reynolds and Reynolds Rightsline Riskalyze Roostify Runway ML S&P Capital IQ Sabre AirCentre Safefood 360 Saipher ATC SAP Defense & Security Sapiens CoreSuite Oracle Cloud SCM Oracle NetSuite Plex Manufacturing Cloud QbDVision Ramco Aviation MRO Suite RedTeam SAP EWM SAP Supply Chain Management SAS Analytics Schoology ScreenCloud Sensia Oilfield Monitoring and Control SentinelOne Serpstat Shift Technology Shift72 ShipBob ShipServ Shopify Plus Shopify Plus for Automotive Shotgun (by Autodesk) Siemens Simcenter Signal Sciences SimCentric Technologies SimCorp Dimension SimScale Simutech Multimedia Skedulo SkillMill by Interplay Learning Skyfii SkyWatch EarthCache Slingshot Orbital Smartsheet for Compliance Snapsheet Solutionreach Soyang Europe Green Materials Sparta Systems TrackWise Sphera Sustainability Management Spire Space Services Splunk Enterprise Security Splunk Industrial IoT Square for Retail StormGeo Stratasys 3D Printers Stripe STRIVR StudioBinder SUSE Swissport Symantec Endpoint Security (Broadcom) Synopsys TCAD Syntasa TalentLMS TankVision by Endress+Hauser Teladoc Health Tenable.io Terminus TexGen Thales CipherTrust Thales Manpack EW Suite Thales TopSky-ATC Thinkorswim Thryv Toast POS TotalEnergies Bio Lubricants TraceGains TraceLink Trimble Construction Trove TurnKey Lender Udemy for Business Unbounce Updox Validic Valmet DNA Automation System Varsity Tutors Veeva CRM Veeva MedTech Veeva Quality Veeva Vault Vendasta Veson Nautical IMOS Platform Viewpoint (by Trimble) Vimeo OTT Virbela Vizient VTS VWO Waste Management Open API by AMCS Waystar Wealthfront Wherefour WindRiver Helix Virtualization Platform WoodCAD|CAM Workday Student Worldpay Wrike Xactly Xerox Paper Recycling XOLV Xtime YCharts Yopto Zendesk Marketplace Zoho Zoho Inventory Zonos Zscaler Web-to-Print by Printful Zuppler

Products-Nutshell

Empower Your Business Growth with Nutshell Product Updates & Enhancements

Inbound SMS

Nutshell's Inbound SMS feature allows teams to strengthen relationships and close deals by texting prospects and customers. By enabling contacts to initiate conversations, businesses can engage in more meaningful interactions with potential clients. This capability opens up new opportunities for boosting sales and fostering long-term customer loyalty. The Inbound SMS support article provides further insights into maximizing this functionality within the Nutshell platform.

Nutshell Chat

With Nutshell Chat, businesses can offer real-time support to website visitors through a customized chat widget. This feature streamlines communication with potential customers, enabling agents to address queries promptly and guide visitors through the sales funnel. The automation tools in Nutshell Chat facilitate lead generation and tracking, ensuring a seamless user experience. Learn more about engaging visitors on your website through Nutshell Chat in the support article.

Click-to-Call AI

Nutshell's Click-to-Call AI leverages artificial intelligence to enhance communication efficiency. By automatically generating transcriptions and summaries of phone calls, teams can easily extract crucial insights from conversations. This feature saves time, improves organization, and enables seamless sharing of essential details among team members. Explore how AI-powered Click-to-Call can elevate your workflow within the Nutshell platform in the support article.

Scheduler Round-Robin Assignment

The introduction of round-robin Scheduler meetings in Nutshell optimizes team availability for booking appointments. By assigning specific teams to meetings and rotating assignments based on availability, businesses can streamline scheduling processes and maximize productivity. This feature ensures that every team member's availability is utilized efficiently. Learn more about the benefits of round-robin Scheduler assignments in the support article.

Marketing Dashboard

Nutshell's Marketing Dashboard serves as a centralized hub for monitoring key marketing metrics and optimizing strategies. From email campaign performance to website traffic analysis, this feature provides valuable insights to enhance engagement with contacts. By tracking open rates, click-through rates, and conversion metrics, businesses can make data-driven decisions to improve marketing effectiveness. Discover how to track marketing performance effectively using the Nutshell Marketing Dashboard in the support article.

Nutshell SMS

The Nutshell SMS tool enables businesses to leverage text messaging throughout the buyer's journey. By sending SMS messages directly from Nutshell, assigning threads to the appropriate sales representatives, and automating text interactions, companies can boost lead engagement and move prospects through the sales pipeline efficiently. Explore the benefits of incorporating SMS communication into your sales strategy in the support article.

Marketing Email Templates

Nutshell users can now create branded marketing email templates to ensure consistent communication across the organization. By providing predefined templates, businesses can maintain a unified brand voice and streamline email communication processes. This feature enhances the professionalism and brand consistency of all outgoing emails. Learn how to keep your brand messaging cohesive with Marketing Email Templates in Nutshell.

New REST API Documentation

Nutshell's new REST API documentation offers developers broader access to API functionalities, simplifying data access and testing processes. By providing detailed documentation and resources, Nutshell facilitates seamless integration with external applications and services. Developers can leverage the REST API to enhance customization and streamline data management within the Nutshell platform. Explore the opportunities provided by the new REST API documentation to optimize your workflows.

Custom Domains for Nutshell Forms, Scheduler, and Editions

Nutshell now supports custom domains for forms, Scheduler links, and marketing editions, in addition to landing pages and email tracking. By configuring custom domains, businesses can enhance brand consistency and user experience across various Nutshell features. This functionality allows organizations to maintain a cohesive online presence and improve brand recognition. Learn how to set up custom domains in Nutshell to elevate your digital branding efforts.

Log an Activity in Nutshell With the Zapier Integration

Nutshell's Zapier integration now includes the ability to log new activities within the platform from external apps. This feature enhances data synchronization and streamlines workflow automation by enabling seamless integration with third-party applications. By automating activity logging, teams can save time and ensure data accuracy across multiple platforms. Discover how to leverage the enhanced capabilities of Nutshell's Zapier integration for improved productivity.

Custom Fields Descriptions

Nutshell users can now add descriptions to custom fields, providing additional context and clarity for team members. By including descriptions, businesses can streamline data organization and improve user understanding of custom fields' purposes. This feature enhances CRM customization, making it easier for teams to utilize and interpret data effectively. Explore how to optimize contact management with enhanced custom fields descriptions within Nutshell.

Nutshell Forms Separate Address Fields

Nutshell's enhanced form capabilities now include separate address fields for collecting accurate location information. By allowing users to input detailed address components, businesses can ensure precise address data for local services, mailings, and contact records. This feature enhances data accuracy and improves location-based targeting strategies. Learn more about utilizing separate address fields in Nutshell forms to enhance customer data quality.

ProspectorIQ

ProspectorIQ simplifies cold prospecting by providing access to a vast database of individuals and companies within Nutshell. This feature allows businesses to define ideal customer profiles, filter relevant contacts, and seamlessly add them as leads to Nutshell. By integrating prospecting tools directly into the platform, Nutshell streamlines lead generation processes and empowers teams to identify and engage with potential customers efficiently. Discover the benefits of ProspectorIQ for accelerating your sales efforts within Nutshell.

Multiple Attendees for Scheduler Meetings

Nutshell's Scheduler now supports multiple attendees for meetings, catering to situations that require additional participants. By enabling users to add multiple attendees to bookings and send confirmation emails to all participants, this feature enhances collaboration and communication during appointments. Teams can efficiently coordinate group meetings and ensure that all relevant stakeholders are included in scheduling processes. Explore the functionalities of multiple attendees for Scheduler meetings in Nutshell for enhanced meeting management.

Nutshell Campaigns Privileges

Nutshell introduces Campaigns privileges to provide granular access control over marketing email campaigns within the platform. By defining roles with specific Campaign privileges, businesses can restrict campaign management to authorized team members. This feature enhances data security and ensures that only designated personnel can edit, view, and schedule marketing emails. Learn how to optimize campaign management and control access to Nutshell Campaigns effectively with the new privileges feature.

Company Hierarchy

Nutshell's Company Hierarchy feature simplifies lead tracking and customer management by establishing parent-child relationships between companies. This functionality allows organizations to organize leads and sales activities across subsidiaries, streamlining customer relationship management. By structuring relationships within the CRM, businesses can efficiently manage interactions with related companies and subsidiaries. Explore how the Company Hierarchy feature in Nutshell enhances organization and visibility within CRM processes.

Nutshell Notetaker

Nutshell Notetaker offers a convenient voice-to-text tool for effortless note-taking within the platform. This feature enables users to generate accurate text transcriptions from voice inputs, facilitating efficient documentation of sales activities and important details. From creating detailed notes to composing engaging emails, Notetaker enhances productivity and communication within Nutshell. Discover how to leverage the voice-to-text capabilities of Nutshell Notetaker for streamlined data entry and note-taking.

PeopleIQ

PeopleIQ simplifies the process of identifying key contacts within companies by providing access to a comprehensive database within Nutshell. With over 200 million individuals and companies available, this feature enables teams to define target audiences, filter relevant contacts, and convert them into leads seamlessly. By incorporating prospecting tools directly into the platform, Nutshell streamlines lead generation processes and empowers teams to engage with potential clients effectively. Explore the functionalities of PeopleIQ for enhancing lead generation efforts within Nutshell.

Stay Ahead in Today’s Competitive Market!
Unlock your company’s full potential with a Virtual Delivery Center (VDC). Gain specialized expertise, drive seamless operations, and scale effortlessly for long-term success.

Book A Meeting To Setup A VDCovertime

Empowering CRM Success with Nutshell Forms

Customizable Web Form Builder

Nutshell Forms offers a perfectly customizable web form builder that allows businesses to capture a wide range of prospect information beyond just basic details like names and emails. Whether you need visitors to upload files, answer specific questions, or provide detailed descriptions, Nutshell's form builder makes it possible to tailor forms to your exact needs.

Read article

Nutshell: O Melhor CRM para Equipes B2B - Solução e Suporte Detalhado

Gerenciamento de Contatos

O Nutshell oferece uma plataforma completa para o gerenciamento de contatos, permitindo que as equipes B2B tenham acesso rápido e fácil às informações mais pertinentes sobre cada pessoa e empresa com quem interagem. Além disso, o Nutshell facilita a importação de dados, seja de planilhas ou de outros CRMs, durante o processo de inscrição, garantindo uma transição suave e sem complicações.

Read article

Maximizing Sales Efficiency with Nutshell Pipeline Management

Introduction to Nutshell Pipeline Management

Nutshell offers a comprehensive and intuitive CRM solution that includes powerful pipeline management features to enhance sales efficiency. With a focus on increasing your win rate, Nutshell provides flexible pipeline management views and lead tracking capabilities that empower sales representatives to nurture leads according to their preferred methods.

Read article

Enhance Your Sales Workflow with Nutshell and Dropbox Integration

Streamlining Document Management

Nutshell, a comprehensive CRM and email marketing platform, collaborates with Dropbox to streamline document management for B2B organizations. By integrating Dropbox with Nutshell, users can effortlessly attach any document stored in Dropbox to a lead, company, or person within Nutshell. This integration simplifies the process of accessing and managing essential sales documents, providing a centralized repository accessible from any device.

Read article

Unlock the Power of CRM with Nutshell Resources

CRM Basics

Are you unsure if your business needs a CRM? Download Nutshell's free PDF guide to understand what CRM is and determine if your company is ready for it. Additionally, get a Sales Process Worksheet to optimize your sales journey and a comprehensive CRM glossary to simplify your CRM journey.

Read article