Visual Bid Pipeline
Track every deal from first inquiry through quote, financing, and close.
“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
Get up and running fast with an all-in-one platform built for heavy equipment pros. Track every deal, automate follow-ups, manage customer relationships, and run marketing campaigns—all in one simple platform.
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Every lead, deal, and interaction is organized, automated, and tracked so your team can build relationships and close deals, not chase busywork.
Track every deal from first inquiry through quote, financing, and close.
Store purchase history, custom machine notes, and every customer conversation in one place.
Automate quote follow-ups, task reminders, and pipeline updates so no deal goes cold.
Track pipeline health, rep performance, and revenue forecasts across all product lines.
Heavy equipment deals don’t close overnight. With multiple stakeholders, financing approvals, and months of follow-up, it’s easy for deals to stall — or disappear entirely.
Nutshell’s visual pipelines give your team a clear view of every opportunity at every stage, from first inquiry to final signature. Sales automation handles the follow-up work, so your reps stay focused on selling, not chasing.
When a prospect calls about a new excavator or a longtime customer asks about a trade-in, your reps shouldn’t have to scramble for context.
Nutshell gives every rep a complete customer profile — every call, email, note, and past deal in one chronological timeline. Use custom fields to store machine notes, preferred brands, or financing preferences, so your team always shows up prepared.
In heavy equipment sales, the dealer who responds first — and follows through — wins the deal. Nutshell helps your team move fast from first inquiry to signed quote.
Capture leads from your website automatically with web forms or an AI chatbot that qualifies prospects around the clock. Call or text leads directly from Nutshell with one click. Send professional quotes without switching apps. Speed and consistency close deals — and Nutshell delivers both.
The sale doesn’t end when the equipment leaves the lot. Service contracts, trade-ins, parts, and repeat purchases are where dealerships build lasting revenue — and Nutshell helps you stay top-of-mind to capture all of it.
Send targeted email and SMS campaigns to past customers when service windows open, new inventory arrives, or seasonal promotions launch. Segment by purchase history, equipment type, or territory so every message feels relevant, not generic.
Nutshell integrates with the software heavy equipment dealerships rely on, so your customer data stays synced across all your systems.
Connect your accounting software to keep financials and customer records aligned. Link your proposal tools so contracts flow directly from won opportunities. Sync your email and calendar so every stakeholder touchpoint is automatically logged—no manual data entry required.
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.
🎉 No credit card required!
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.
Nutshell’s multi-pipeline management allows you to separate your high-touch heavy equipment sales (which may take months) from your fast-moving rental and leasing workflows. You can customize the stages for each, ensuring that a bulldozer sale requiring multi-level financing follows a different process than a short-term excavator rental. With automated “Next Action” reminders, your reps always know when to follow up on a quote or a lease expiration.
Yes. Through custom fields and tags, you can associate specific serial numbers, machine models, or hour-meter readings with a client’s record. Because Nutshell logs every interaction on a chronological timeline, your team can instantly see the maintenance history or previous rental issues for a specific piece of iron. This “full-picture” view ensures that when a client calls, your team speaks with the authority of an expert who knows their fleet’s history.
Absolutely. Heavy equipment deals aren’t closed from behind a desk. Nutshell’s mobile app provides your field sales and service teams with real-time access to contact details, project specifications, and equipment locations. Reps can use voice-to-text to log site visit notes immediately, ensuring that critical data is captured while it’s fresh—even if they’re in a remote quarry or a busy construction zone.
Engineering and construction projects often involve complex decision-making trees. Nutshell’s contact management lets you link multiple people to a single company or lead. You can see a unified timeline of interactions with the fleet manager, the purchasing agent, and the project lead all in one place. This prevents double-calling and ensures that your message remains consistent across every touchpoint of a large industrial account.
Nutshell is designed to be the foundational “source of truth” for your relationships. We offer native integrations with QuickBooks and Xero for seamless billing, plus thousands of integrations via Zapier. This allows you to sync your equipment inventory lists or rental management software with Nutshell, ensuring that when a deal is won in the CRM, the information flows directly into your fulfillment and accounting systems without manual data entry.
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