SimpleCRM

Use our SimpleCRM to turn leads into loyal customers.

Connect. Cultivate. Convert. Designed for simplicity and for those with very little CRM experience, our SimpleCRM helps your dealership organize leads, keep follow-ups moving, and build customer relationships that last beyond the first sale.

  • Track every opportunity: Follow deals through five clear stages, from new lead to won sale.
  • Make follow-up easier: Automate outreach to follow up with prospects and customers, and send seasonal or timed service reminders.
  • Accountability built in: Clear responsibilities so your sales team never lets a lead slip.
SimpleCRM lead tracking interface
5-Stage
Pipeline Tracking
Sales team managing equipment deals
Process & Follow-Through

A clear process. A more accountable team.

Good software works best with a clear plan. Our SimpleCRM is simple, easy to use, and good for those shifting from pen, paper, and spreadsheets to using a CRM for the first time (or for those who are tired of expensive and extremely complicated CRM packages).

Regardless of your reasons for considering buying our CRM, we’ll help you through the process of setting up the CRM, defining who handles each lead, how quickly your team responds, and what happens next, so fewer opportunities slip through the cracks.

Keep Sales Moving

Less guesswork. More consistent follow-up. Stronger relationships.

SimpleCRM is engineered around the actual daily rhythm of an equipment dealership sales floor.

01

Useful customer records

Reduce duplicates and organize information so your sales and service staff can immediately find what they need without digging through note piles.

02

Learn from lost deals

Record why shoppers walk away and identify opportunities to improve pricing, stock availability, and floor sales presentations.

03

Connected after the sale

Use warranty milestones and service intervals to encourage repeat business. Give every task a designated owner and hold everyone accountable.

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