Dealer CRM

The CRM that knows every machine your customers run.

Built for machine-tool sales: installed base, test cuts, trade-ins, leases and year-end deadlines.

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Dealer CRM home on a phone: the morning briefing and the start of who to call today — Sample data from our live demo

Dealer CRM home on a phone: the morning briefing and the start of who to call today — Sample data from our live demo

Who to call today

One ranked list from real buying signals: brochure downloads, quote re-opens, open-house scans.

Who to call today

Today

Cascade Tool & Mould
Open-house scan, follow-up due today
88 warm score out of 100
Skyway Aerostructures
Brochure downloaded 4 times in 9 days
84 warm score out of 100
Thornfield Precision
Service report: 3 VMCs over 12 years old
71 warm score out of 100
Bellcrest Fabrication
Re-opened the laser quote twice
64 warm score out of 100

Sample data

What your reps work in every day

Sample data from our live demo

Every inquiry in one inbox

Website, chat, trade show and phone. Junk and fraud flagged, a response clock on each.

Inquiries inbox on a phone: each inquiry with its source, quality flag and response clock

Inquiries inbox on a phone: each inquiry with its source, quality flag and response clock

Customers recognized on arrival

An inquiry from an existing customer goes to their rep, not into a cold campaign.

Inquiry matched to an existing customer on a phone, routed to their rep

Inquiry matched to an existing customer on a phone, routed to their rep

The installed base

Model, control, serial, spindle hours, warranty and PM dates for every machine. Replacement windows flagged.

A customer's installed machines on a phone: machine count, average age and replacement signals

A customer's installed machines on a phone: machine count, average age and replacement signals

A pipeline shaped like your sale

Shop visit, time study, test cut, quote, financing and PO. December 31 deals flagged.

Pipeline on a phone: opportunities with their sales stage, value, machine category and close date

Pipeline on a phone: opportunities with their sales stage, value, machine category and close date

The whole deal on one screen

Application, cycle time, test cut, trade-in and the monthly lease payment.

Deal on a phone: application, cycle-time gain and test cut

Deal on a phone: application, cycle-time gain and test cut

Your territory on a map

Filter customers by machine age or brand, then plan the week's route.

Territory map on a phone with customer pins grouped by area

Territory map on a phone with customer pins grouped by area

Ask your pipeline a question

“Which deals must be in service by December 31?” Answered from your own records.

AI assistant: the question about deals that must be in service by December 31 and the start of its answer

AI assistant: the question about deals that must be in service by December 31 and the start of its answer

Quotes built like machine quotes

Base machine, options, trade-in credit and the monthly lease on one quote.

Machine quote on a phone: line items with options and trade-in credit

Machine quote on a phone: line items with options and trade-in credit

Why not Salesforce or HubSpot?

They track accounts and deals. A dealer also tracks machines, test cuts, trade-ins and service dates.

Delivered set up for your lines, territory and customers
We import your customers and machines from spreadsheets or your current system
Each rep sees their own territory
Works on a phone, in the truck

Questions about the CRM

Does it work with your website platform?

Yes. When you run both, we connect website inquiries, chats and brochure downloads to the CRM inbox during setup.

We sell in the US. Does it handle that?

Yes. Yours is set up for your states, currency and sales tax. The demo dealer is Canadian.

How do our customers and machines get in?

We import them from your spreadsheets or current system before your team starts.

See the CRM, then a plan for your territory.

Click through Kellerby Machine Tools, a fictional dealer, right now, or book a demo.

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