Skip to main content ↓

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

a white background with a few white clouds on it

The Best CRM for Heavy Equipment Dealers

Strong partnerships with customers are the cornerstone of success for your heavy equipment dealership, but these relationships weaken when you use inefficient systems and disorganized data.

Nutshell is the all-in-one customer relationship management (CRM) platform that helps heavy equipment companies balance lead management, communications, and sales so they can generate more revenue.


What a CRM platform can do for heavy equipment dealers

When your objectives are to sell more of your heavy equipment, surge ahead of your competition, and build customer loyalty, a spreadsheet or overly complicated system just won’t do. To achieve these goals, you need an easy-to-use platform with hard-hitting features.

A CRM can serve as a central location for heavy equipment dealerships to track leads, manage customer partnerships, improve internal communication, and streamline everyday processes like contacting customers.

Here’s what the right CRM enables heavy equipment dealers to do:

Essential features for heavy equipment dealer CRM software

As a heavy equipment dealer, you likely deal with challenges in your marketing efforts, inventory management, and follow-up with customers to strengthen partnerships. You and your team work hard, and your CRM should, too.

The specific CRM your heavy equipment dealership uses has a huge impact on your business growth. Important factors to consider when choosing a CRM include the platform’s features, ease of use, cost, and customer support. When you balance those elements, you’ve found a CRM that will streamline your team’s processes and generate higher equipment sales and rentals.

Nutshell is the CRM that propels revenue by helping your team close more deals. As the best Next Action Selling CRM on the market, Nutshell offers features to get your sales and marketing teams working together to accelerate growth.

Take a look at some of the key CRM features you get with Nutshell:

Contact management so you can store all the data you need on customers and leads

a screenshot of a Nutshell contact record showing automatic data enrichment

To make the most of every opportunity, you need an efficient way to track interactions with leads, organize customer information and notes, and simplify outreach. It should be easy for your entire team to store and manage important data like purchase history and conversations, then access it whenever you need it to close a sale.

Nutshell is a central repository for all your customer data, making it easy to store and sort contact information. With Nutshell’s contact management features, you can:

Store unlimited contact data in your customer database.
See a full timeline of every interaction you’ve had with a contact, from email and phone conversations to purchase history.
Pin team notes to the top of your contact timelines to keep your entire team updated on the most important information.
Store contracts and proposals on contact pages so you never lose a document.
Easily import contact data from any source or get help from our team with our free white glove data imports.

Sales automation so you can support your team’s essential activities

an activity dashboard of a lead in Nutshell

Nutshell understands the team at your heavy equipment dealership may be juggling complex sales processes, multiple points of contact, and lots of tasks. You need powerful CRM tools to make the most of your sales opportunities.

That’s why we built our CRM with sales automation features to help you simplify everyday activities and get more out of your work week:

  • Provide your team with guidance and reminders at each stage of your pipeline so nothing slips through the cracks.
  • Automatically advance leads through your pipeline when they reach certain milestones, like scheduling a sales call.
  • Simplify outreach with personal email sequences—personalized emails you can trigger at certain pipeline stages.
  • Build multiple sales pipelines to track different kinds of sales, like new equipment sales, rentals, and service offerings.

Team and customer communication so you can stay in touch wherever you are

Sales collaboration software team collaboration screenshot

Having access to all your saved customer data in one place is critical for communicating effectively with your team—and building the loyalty that encourages repeat business.

Whether you need to share notes with another sales rep or reach out to a potential buyer, Nutshell has the tools to make collaboration seamless:

  • Collaborate with team members by @-mentioning in your Nutshell timeline and enabling mobile alerts.
  • Sync your email account to send and receive emails directly from Nutshell.
  • Make unlimited phone calls directly from Nutshell with click-to-call, plus record your conversations and generate transcriptions of Zoom meetings to share with your team.
  • Use Nutshell’s mobile app to quickly scan and upload business cards and update customer information on the go.

Efficient email marketing so your team can turn contacts into customers


Email marketing is an effective way to get the word out about your dealership’s offerings. Whether you’re stocking a new type of equipment, running special financing offers, or sharing seasonal deals, a powerful email marketing platform can improve your reach.

Nutshell’s built-in email marketing platform, Nutshell Campaigns, connects to your CRM data so you can easily generate audiences, automate professional emails, and track engagement. Nutshell Campaigns gives you the power to:

  • Quickly segment contacts and create audiences from your past customers, contacts you met at a trade show, current buyers, and more.
  • Easily design eye-catching email messages using our drag-and-drop email builder.
  • Automate multi-email drip sequences to target contacts at specific times and move them toward a goal.
  • Track the performance metrics of each email over time so you can optimize your messaging.

Sales reporting so you can keep an eye on the numbers and make data-driven decisions

a screenshot of a sales dashboard showing the number of leads per month

To drive revenue, your heavy equipment dealership needs insight into how your current processes and strategies are working so you can make improvements. That goes for sales and marketing.

Nutshell’s reporting and analytics features enable easier performance tracking so you get the hard data you need to make more informed decisions. With Nutshell’s CRM for heavy equipment dealers, you can:

  • Track your total equipment sales from any timeframe and filter down by attributes like product, sales rep, or lead source to see how each segment is contributing to your equipment dealership business.
  • Notice developing trends over time and get to the bottom of what’s causing them.
  • Forecast future sales and plan ahead.
  • Analyze lost deals to improve your strategies.

The Best Heavy Equipment Next-Action Sales & Marketing CRM

Nutshell is the best value for the money. The versatility and functionality make it a very easy and powerful product to use.

Mark M. Southwestern Scale Co.

I have used Act, Goldmine and Salesforce in the past, and I have found that Nutshell was the easiest to get started with and to set up custom fields. I would recommend Nutshell to others that are interested in an easy to learn and navigate CRM.

Craig C. Thermal-Tec

We left Hubspot for Nutshell because Hubspot was too complex. Nutshell makes software for humans.

Daniel H. EOS

When we were evaluating CRMs, the one deciding factor between Nutshell and Salesforce came down to spin up time and price. Nutshell wins on both counts (by a huge margin). Salesforce was 10 times as much per month for what we wanted.

Jason C. Arrow Container Corp

Boost your equipment dealership’s efficiency with CRM integrations

When all your dealership’s software is working together seamlessly, your team saves time and energy on time-consuming data entry. Plus, you ensure all your data is synced across your platforms.

Heavy equipment dealerships need a range of software solutions, from document management platforms to accounting software. When you need it most, Nutshell’s integrations are there to support your team. With dozens of native integrations, thousands more through third-party solution Zapier, and our own integration solution AppConnect, the sky is the limit when it comes to your integration needs.

  • Document management integrations: Keep track of crucial documents, like proposals, quotes, and contracts, right in your CRM. Nutshell integrates with Box, PandaDoc, Dropbox, and many more.
  • Accounting integrations: Simplify invoicing, data entry, and customer profiles with accounting software like QuickBooks, FreshBooks, Sage Intacct, and Xero.
  • Communication integrations: Staying connected is easier than ever with Nutshell’s communication integrations. Sync with apps like Zoom, CallHippo, RingCentral, Skype, and many others.
  • Email and calendar integrations: By connecting Nutshell with your GSuite apps, Microsoft apps, and more, you can keep all your appointments and communications organized.
a graphic showing various logos connected to one for Nutshell

Why use Nutshell to manage your heavy equipment customer relationships?

To push past the competition, heavy equipment dealers need the right solutions to manage customer interactions, marketing campaigns, and sales pipelines. And Nutshell CRM is just the tool you need for the job.

Nutshell comes with all the features mentioned above, plus free customer support on every plan. And with our intuitive design, your team will find it easy to get up and running.
With Nutshell as your CRM for heavy equipment dealers, you empower your team with:

a screenshot of a Nutshell review by a verified user in construction that says "complete change for our business, for the better"

But don’t just take our word for it

Thousands of businesses and organizations across industries use Nutshell to close more deals, manage their contact data, and build customer loyalty.

Take a look at how Nutshell has been helping companies thrive in the heavy equipment industry:

Read customer stories

Explore our plans

All plans include unlimited CRM contacts, unlimited data storage, and technical support from real human beings.

Billed Annually
Billed Monthly
a logo for Nutshell Foundation with an orange acorn

Simple, flexible CRM that helps teams organize their contacts, leads, and conversations.

$16 per user per month

Included in all plans…

  • Unlimited Data, People, Company & Leads
  • Contact management and communication timelines
  • Email and calendar sync
  • Customizable single sales pipeline
  • Sales and lead reporting
  • Drag-and-drop pipeline board and interactive lead map
  • Embeddable web forms
  • Activity reminders
  • Free onboarding white glove imports
  • Free live support
  • And more
Compare plans
See More
a Nutshell Pro logo with an orange acorn on a blue background

CRM, sales automation, and advanced reporting to help your team maximize every opportunity.

$42 per user per month

Everything in Foundation, plus…

  • Sales automation
  • Multiple pipelines
  • Personal email sequences
  • Sales quotas and activity quotas
  • Full reporting suite, including Activity, Funnel, and Forecast reports
  • Click tracking notifications
  • Up to 5 Teams
  • Unlimited in-app phone dialing and recording
  • Connected form set up
  • And more
Compare plans
See More
Nutshell Power AI logo

Harness the power of artificial intelligence to improve efficiency, effectiveness and revenue in your CRM.

$52 per user per month

Everything in Pro, plus…

  • 50 AI timeline summarizations per user each month
  • Zoom transcription summarization
  • Click tracking notifications (also in Pro)
  • Connected form set up (also in Pro)
  • Unlimited in-app phone dialing and recording (also in Pro)
  • And more
Compare plans
See More
a blue and orange logo for Nutshell Enterprise

No limits. No caps. No breaking the bank. Our tier that gives your team the most firepower without costing a fortune.

$67 per user per month

Everything in Power AI, plus…

  • Unlimited pipelines and custom fields
  • 100 AI timeline summarizations per user each month
  • API support, Audit log, Changelog and read-only SQL access
  • Enterprise SSO, User/Group provisioning & other SCIM provisioning: Microsoft Azure & ADFS, Google Workspace SAML, Okta, Auth0, OneLogin, & PingFederate
  • Multiple currencies
  • Free scheduled phone support
  • Dedicated success strategist (5 user minimum)
  • And more
Compare plans
See More
an illustration of a group of people gathered around a laptop with a light bulb above them

When you choose Nutshell as your Heavy Equipment Dealership CRM, you have the option to partner with 500+ digital marketing experts to help drive leads to your sales team. Learn More

Improve contact management and expand your business with the best CRM for heavy equipment dealers

Ready to grow your heavy equipment company? Nutshell can help!

Our all-in-one CRM for heavy equipment dealers gives you and your team all the tools you need to sell more of your products so you can achieve your business goals.

And our friendly team is there to help you every step of the way, whether you need help maximizing your sales with one of our features or run into a technical glitch.

Try Nutshell free for 14 days, or contact our team to discover how Nutshell can transform the way you do business.

Start Your Free Trial

Join 30,000+ other sales and marketing professionals. Subscribe to our Sell to Win newsletter!