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.

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

Sample data from our live demo

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

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

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

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

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

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

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

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

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

Does it work with your website platform?

Yes. When you run both, we connect website enquiries, 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.

Book a demo, or click through Kellerby Machine Tools, a fictional dealer, right now.