Inventory ManagementSystem Features
Inventory ManagementDealer Tailored Tools
Inventory ManagementCross-Platform Sync
Inventory ManagementAdvanced Features
CRMMailchimp Integration New
Link your contacts with Mailchimp, no more manually exporting and importing.
Lead ManagementSystem Features
Lead ManagementSupercharged Tools
Lead ManagementComprehensive Dashboard
Lead ManagementAdvanced Features
Deal ManagementSystem Features
Deal ManagementDeal Management Tools
Deal ManagementDocusign IntegrationNew
Deal ManagementDeal Jacket ChecklistsNew
Deal ManagementAdvanced Features
Leave no detaile unaccounted for with detailed digital deal jacket checklists-a feature built into every system.
Dealer WebsitesSystem Features
Dealer WebsitesSearch Engine Optimized
Dealer WebsitesCompetitive Advantage
Social Media MarketingSolution Features
Social Media MarketingIndustry Expertise
Social Media MarketingAdvanced Features
Leveraging relationships is the lifeblood of your commercial trucking or heavy equipment dealership. This leverage is weakened by scattered details and clunky systems. For this reason, Dealer Technology Solutions have developed a suite of Customer Relationship Management (CRM) tools to centralize and streamline your team's contact management.
Each of Dealer Technology Solutions' CRM tools are designed to make it easy to record and edit crucial details about your contacts for future use—all from one place. Whether updating existing details, retrieving important information, or quickly creating lists of similar contacts, contact management for dealers in the heavy equipment, commercial truck, or trailer sales industries has never been this simple.
The sky's the limit on your number of contact and company records. Import and maintain even the largest contact databases in no time.
Use custom tagging for easy contact segmentation and list-building for use in campaigns, assigning tasks, and more.
Connect certain contacts with your inventory listings to track interest, previous ownership, and the like.
Secure phone and email system integration with your CRM keeps all contact correspondence at your fingertips.
The secure browser-based platform means that your team can easily access their full CRM from any device.
Set up call-back reminders or task assignments across your company to maximize potential sales opportunities.
Using custom tags, quickly create contact list segmentation for remarketing campaigns based on customer interest.
Your data belongs to you. Freely export any contact data from your CRM for use on other platforms.
Enjoy a central note log for your team to manage contact preferences, correspondence, internal notes, and more.
Utilize aggregated account views to view task listings, team notes, and sales across company contact records.
Quickly find any contact by name, email address, phone number, tags, location, and more using powerful search capabilities.
Easily connect contacts with inventory items for sales record tracking made simple. See the full story of every sale.
Whether you're using your phone, tablet, laptop, or desktop computer to work in your CRM system, the same dashboard works across devices—keeping your contacts accessible and tidy.
Enable automated tagging based on contact behaviors and interests
Customize list segmentation and tagging
Find any contact in seconds with robust search capabilities
Create segmented contact lists on the fly with advanced filtering
Call, email, or even text message contacts from within the system
See the full story of any contact at a glance thanks to system automation
No more manually exporting and importing contacts and engagement records thanks to Mailchimp integration with your Dealer Technology Solutions CRM system.
See contact detail updates in real-time between your CRM and Mailchimp
Utilize CRM tags to create segmented lists for Mailchimp campaigns
Enjoy automated contact subscription status updates between Mailchimp and your CRM
Pull-in or push out contacts between Mailchimp and your CRM in seconds
As a company that has worked alongside heavy equipment and commercial truck dealers since 1958, one of our secrets to success has been our ability to listen and respond to our customer's needs. The following advanced features of our Customer Relationship Management (CRM) system are a few examples of such responses.
See the full story of any customer or vendor with detailed contact fields, leaving no detail unaccounted for.
Find any contact in seconds by searching by name, company, phone number, custom tags, location, and more.
Filter and segment contacts using any range of similar details—from location to search behaviors, and beyond.
Create custom tags for precise grouping segmentation for task assignments, email marketing, and more.
Link items in your heavy equipment, truck, trailer, or parts inventory to any contact to document the full story of any transaction.
Auto-association with incoming calls or emails makes it easy to keep a single contact's correspondence in one place.