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Take a tour of some of Equipment CRM Mobile’s key functionality with interactive demos!
Click on the image to start the demo, and click the X in the top right corner of your screen (or use the esc key) to exit.
Table of Contents
Navigating Customer Accounts
Contact Customers & Create Activities
Sales Assistant
Manage Opportunities
Inventory Search
Using “Around Me”
Sharing Contacts with Equipment CRM
Manage Issues
See who your customers are and what they’re doing.
Contacting customers and activity creation made easy.
Voice-powered activity creation with a smart assistant powered by AI.
Opportunity creation and pipeline management at your fingertips.
Quickly find and browse dealership inventory to address your customer’s needs.
Maximize your time on the road by quickly viewing customers and equipment “Around Me”.
Quickly track a call you just took by sending the contact to CRM.
A centralized system to triage customer issues powered by every user.