Equipment CRM has evolved significantly since its original development to meet the needs of modern businesses. Originally designed to streamline sales and CRM processes for equipment dealers around the world, we have expanded the features based on our user feedback & market needs. Whether it’s our powerful mobile app or integrations with business critical tools & systems we are continuously improving.
Transitioning to a cloud-based platform allowed for greater flexibility and more frequent updates. Configuration options and scalability became key focuses, ensuring the software could grow with any business size. With robust security measures and strong customer support, Equipment CRM continues to evolve maintaining its status as a leading sales management solution.
Equipment CRM has been used by nearly 100 equipment dealers around the world to manage their Agriculture, Compact Construction, Crane, Heavy Equipment, Lift Truck, Prime Power and Backup Power Systems business units.
Welcome to Equipment CRM. This user-friendly application allows you to easily perform the daily tasks of selling and renting equipment, and gives you valuable insights into sales performance and metrics across your dealership.
There are three different Equipment CRM modules, targeted to your user type:
This onboarding program focuses primarily on the sales representative, with a high level overview of sales executive functions and features showcased and applicable for a sales representative to understand on how their manager may review their performance.
For an introduction into Equipment CRM, let’s watch two informative videos. The first video will provide a detailed overview of Equipment CRM for a sales representative and the second is a fantastic overview of Equipment CRM for the perspective of a sales executive or manager.
