Visual bid pipeline
Track every opportunity from first quote to signed contract.
Stop managing deals in spreadsheets and email chains. Nutshell gives transportation and logistics teams one place to track bids, manage client relationships, and automate follow-ups — so you spend less time on admin and more time winning contracts.
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In transportation and logistics, winning contracts takes time, follow-through, and a clear view of where every opportunity stands. Nutshell gives your team exactly that — one place to manage every bid, contract, and client relationship with full history always visible.
Custom pipeline stages mirror your exact sales process from initial RFP to signed contract, so every rep always knows what’s happening and what needs to happen next.
Your reps do their best work building shipper and carrier relationships — not updating spreadsheets and manually chasing unanswered quotes. Nutshell handles the repetitive work so your team stays focused on selling.
Follow-up sequences run automatically, calls are logged without manual entry, and AI drafts first-touch emails in seconds — so your team moves faster and closes more without adding headcount.
Whether your account managers are visiting shipper locations, your reps are working across terminals, or your team spans multiple regions, everyone needs to be working from the same information.
Nutshell’s mobile CRM and territory management tools keep distributed teams aligned. Full account history is available on any device, territories can be organized by region or carrier type, and team notifications ensure every handoff goes smoothly.
Transportation and logistics sales leaders need clear visibility into what’s working — from top-performing lanes to lead source ROI — so they can make faster, more confident decisions and focus their team’s energy where it counts.
Nutshell’s real-time dashboards, sales forecasting, and lead attribution reporting make it easy to spot trends, double down on what’s working, and course-correct before deals stall.
Try Nutshell free for 14 days or let us show you around before you dive in.
🎉 No credit card required!
Most small to mid-sized transportation companies can implement Nutshell in 2-4 weeks. This includes data migration, customization, and team training. Nutshell’s intuitive interface requires minimal training, and our free customer support team helps you get up and running quickly so you can start managing leads and customer relationships right away.
Yes. Nutshell makes data migration simple. You can import contacts, companies, and deals from spreadsheets (CSV files) or migrate from other CRMs. Our support team provides free guidance to ensure your customer data, shipment history, and carrier relationships transfer smoothly without losing critical information.
Nutshell integrates with 6,000+ apps through Zapier, including many transportation and logistics platforms. You can connect your TMS, dispatch software, and other tools to automatically sync data between systems. Nutshell also offers a robust API for custom integrations to fit your unique operational needs.
Absolutely. Nutshell offers native mobile apps for iOS and Android, giving your drivers, dispatchers, and field teams full CRM access on the go. They can update customer information, log calls, check shipment details, and manage tasks from anywhere—keeping your entire team connected and productive.
Nutshell’s territory management features let you organize leads and customers by location, region, or service area. You can assign specific territories to sales reps, track performance across multiple terminals or hubs, and generate location-specific reports. Higher-tier plans offer unlimited territories for growing operations.
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