Texada’s Equipment Dealer CRM gives you everything you need to find, track, and close deals, whether you’re in the office or out in the field.
View every customer touchpoint in one place, automate follow-ups, and connect to your existing ERP, OEM data, and other tools you already use. Use the mobile app to access leads and machines nearby with our Around Me feature, update info on the go, and get more done, faster.
What You Get: Clear, centralized visibility into every customer’s journey.
Why It Matters: Build stronger relationships, personalize every interaction, and close more deals by knowing exactly who you’re selling to and what they need.
How It Works
What You Get: On-the-go access to customers, machines, and insights, anytime, anywhere.
Why It Matters: Stay productive in the field, log activity, access data, and manage your territory without slowing down.
How It Works
What You Get: The tools to sell smarter, coach better, and hit revenue targets.
Why It Matters: Make your sales team more efficient and effective, every call, every visit, every quote.
How It Works
What You Get: Make every customer feel like your top priority.
Why It Matters: Turn customer data into action, improve experiences, uncover opportunities, and grow loyalty.
How It Works
Log every customer touchpoint to ensure consistent follow-up and understand what drives sales.
Create data-driven sales plans based on past results. Launch targeted marketing and sales campaigns and hit your goals.
Organize your pipeline in customizable views. Quote faster and track every opportunity.
Focus on key customers with tailored account plans that improve retention and drive revenue.
What You Get: Faster response times, less manual work, and a smoother sales process from start to finish.
Why It Matters: Speed and consistency set you apart. Stay organized, eliminate delays, and make every customer interaction count.
How It Works
What You Get: A flexible CRM that adapts to your team, your data, and your dealership’s growth, no matter the size.
Why It Matters: As your dealership expands, your tools should keep pace. Texada CRM scales with you, keeping teams aligned and data connected.
How It Works
“The biggest reward is seeing the team use [Equipment CRM] effectively. We’re on the right path.”
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Yes, our Equipment Dealer CRM solution offers extensive integration capabilities (including Microsoft AX and CDK), enabling access to a wide range of tools and resources that enhance your business operations through efficient customer data management.
In addition to equipment dealer software, Texada’s suite of Equipment Business Management software solutions includes Texada’s modern rental management solution. It is our mission to equip your business with an equipment dealer software that empowers you to effectively manage your sales, service, and rental operations within a unified platform.
Yes, our CRM for equipment dealers is highly configurable to meet the unique requirements of your dealership.
Equipment CRM provides out-of-the-box reporting capabilities, creating valuable insights into performance and customer interactions. Additionally, integrating equipment dealer software with other Texada products further expands the available analytics tools available.
Yes, Texada’s Equipment Dealer CRM is compatible with many industry leading ERPs.
