Heavy Equipment Dealer CRM
CRM designed to manage any heavy equipment distributor.
If your dealer sells or supports any heavy equipment brand, you need crmSeries!
Feature Packed
Custom Dashboard
Dashboards are available for Sales Quotes, Parts Quotes, PM Service, Opportunities, Deal Tracker, and more.
Easily Customizable
No matter if you quote list down or cost up, crmSeries can handle it. crmSeries is set up based on how your dealer works.
iOS & Android Apps
For your reps on the go, they can have crmSeries in the palm of their hand.
Trusted Integrations
crmSeries works well with other vendors that you trust, DocuSign, Avalara, EDA, FluidLife, OEM Telematics, and more.
Simple Notifications
Built-in notifications to keep your dealer informed about expiring warranties and sales quote approvals.
Always Expanding
Constantly enhancing the power of crmSeries to keep your dealer ahead of the competition.
Dashboards & Analytics
crmSeries allows your users to create dashboards by selecting from a list of widgets. Mutiple dashboards are available for analyzing sales processes, machine inspections, field services, inventory, rental machines, and more.
Custom Layouts
Easy to build custom dashboards by selecting predefined widgets.
Simple Machine Management
Customer owned machines and dealer owned inventory can easily be managed with integrated OEM telematics, crmSeries undercarriage wear calculator, machine component tracker, Custom Inspections, FluidLife Integration, GET profiler, and more.