Visual pursuit pipeline
See every active pursuit, stage, and next step at a glance.
“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Built for BD teams that run on relationships and win on follow-through. Track every pursuit from first contact to contract award, automate the follow-ups that fall through the cracks, and give your whole team a single source of truth—without the complexity or cost of niche AEC tools.
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See every active pursuit, stage, and next step at a glance.
Full relationship history, ready before every client conversation.
BD, marketing, and PMs—finally working from the same playbook
Real-time pipeline health, win rates, and revenue by client sector
When a new RFP lands or a principal reaches out to a long-term client, your team should already know the full history. Nutshell keeps every past project, proposal, and interaction on one record—so nobody’s starting from scratch or forwarding old email chains.
Long BD cycles mean follow-ups get missed and pursuits go cold. Nutshell’s automation keeps your pipeline moving—sending follow-ups, assigning tasks, and advancing opportunities when milestones are hit—without adding admin burden to your team.
Nutshell’s reporting gives BD leaders real-time visibility into pipeline health, win rates, and which client sectors and lead sources are driving your most profitable projects—so you can make go/no-go decisions based on data, not gut instinct.
Principals, BD managers, marketing coordinators, and seller-doer PMs all touch the same pursuits. Nutshell gives everyone shared visibility into client history and pipeline status—so opportunities don’t fall through the cracks between teams.
Engineering firms rely on a mix of document, accounting, and communication tools to run their business. Nutshell integrates with them so your client data stays synced without manual re-entry across systems.
Award-winning support here for when you need us.
Try Nutshell free for 14 days or let us show you around before you dive in.
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Much easier than you’d expect. Most teams get up and running in just a few days. Nutshell’s clean interface is built for business people, not IT teams—so your BD managers, marketing coordinators, and principals can adopt it quickly without technical training. We offer free white-glove data migration to bring your existing contacts and pursuit history into Nutshell, and our live support team is available to every customer at no extra cost.
If your firm has struggled with CRM adoption before, Nutshell’s simplicity is exactly why firms switch to us from more complex tools.
Absolutely. Nutshell’s custom pipeline builder lets you create pursuit stages that reflect how your firm actually wins work—from Initial Inquiry and Go/No-Go through RFP Submission, Shortlist, and Contract Award. You can build separate pipelines for different project types, such as public-sector bids versus private-sector pursuits, and set up automation that advances opportunities and assigns follow-up tasks when each stage milestone is met.
The result is a BD process your whole team will actually use—without the complexity or cost of a niche AEC tool.
Nutshell acts as a central hub for all client and project data. Beyond standard contact info, you can store and pin project specifications, notes, and partner communications directly to a lead or company record.
Through our integrations with tools like Google Drive, Dropbox, and Microsoft 365, your team can access essential technical documents and blueprints directly from the CRM, keeping everyone aligned on the project details.
Yes. Nutshell offers native two-way sync with both Microsoft Outlook and Google Workspace, so every email and meeting is logged automatically to the correct client record without any manual entry. QuickBooks integration keeps your client and financial data connected.
For specialized tools like Procore or project management platforms your firm relies on, Nutshell’s App Marketplace and open API give you flexible options to build the connections you need—without hiring a consultant to configure them.
Nutshell’s advanced reporting and lead attribution features show you exactly which channels—like industry conferences, referrals, or digital ads—are bringing in your most lucrative projects.
You can run reports by sales rep, lead source, or project type to see where your firm is winning and identify areas for process improvement, helping you make data-driven decisions for your firm’s future.
Nutshell’s reporting suite gives BD leadership a real-time view of everything that matters: open pursuits by stage, projected revenue across your pipeline, win/loss rates by project type or client sector, and which lead sources—referrals, conferences, digital campaigns—are generating your most profitable work.
You can build and save custom reports around any metric your firm tracks and share dashboards with your leadership team. It’s the kind of BD intelligence most firms currently piece together from spreadsheets, finally in one place.
For individuals or small teams getting started.
For small teams that require more reporting power.
For teams that need more pipelines and admin features
For businesses that require more customization and additional AI features
For businesses needing SSO, SQL, Scheduled phone support and more
Not sure which plan fits? See the full breakdown or talk to one of our specialists.
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