Katherine Mays
Hi! I'm the manager of Customer Experience at Nutshell. I spend my time thinking about how to make your life easier. In my spare time, I like to take my dog on long walks, cook elaborate vegetarian meals, and practice my dance moves.
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Contact Nutshell
Need help but you're having trouble finding answers? Get in touch with us directly by chat or email. If you're a Nutshell customer, you can click the ? in the lower left corner of Nutshell to get i...
Report on conversion rates as leads move through your sales funnel [Nutshell Pro]
Want to track your leads through each stage in your pipeline, and analyze where you are winning and losing sales? The funnel report provides data on lead progression through Nutshell stages (your ...
How to automatically send personal email sequences from Nutshell [Pro]
Using personal email sequences to send email from Nutshell? Use sales automation to start sending sequences without lifting a finger and generate even more replies. Use automated emailing with Nu...
Connected forms: track any form submission from your website in Nutshell
Want to create new leads, people, and companies in Nutshell when they fill out a form on your website? Skip the complicated integrations and bring in new form submissions with connected forms. Befo...
How to see who clicked links in your email marketing messages
Knowing the unique individuals who clicked each link is important for prioritizing your follow-ups and determining who your most engaged contacts are. You can see who clicked links on the Engagem...
Nutshell + WebFX FAQ
Is Nutshell closing / changing its name / getting shut down? No! Nutshell’s name, brand, product, and team is staying the same. We’re continuing to grow from our HQ in Ann Arbor, MI. Will Nutshell...
How do I change the ownership of my Nutshell account?
Is your business changing hands? Is your sales leadership turning over? Do you want to put someone else in charge of your Nutshell account? There are two things to consider when transitioning your...
Gmail sync FAQ
I am having trouble syncing with Gmail. Nutshell follows strict communication standards to talk to Google for your data. Sometimes things don't work out when trying to access your data and the resu...
Sources: identify where your Leads come from
Use lead sources to report on where your leads are coming from and which sources aren't as valuable as expected. Sources help you see the results of your marketing and sales efforts. Leads can be a...
Kixie: Integrate Nutshell with your Kixie phone service
If you're using Kixie's True High Fidelity Phone Service, you can click-to-call from Nutshell and automatically log calls in Nutshell! How does it work? The Kixie integration is robust and works t...