Equipment Lead Management (ELM) is a SaaS CRM platform designed specifically for truck and heavy equipment dealerships. It centralizes customer, equipment, and service data into one system, transforming real-time telematics, fault codes, inspection reports, and diagnostics into actionable sales and service leads. ELM integrates seamlessly with existing dealership management systems (DMS), ERP, accounting, and telematics platforms to streamline workflows across sales, service, parts, and rentals, enabling dealerships to optimize operations and maximize revenue.

Key Features

Purpose-Built CRM Platform A CRM designed exclusively for truck and equipment dealerships that consolidates customer interactions, equipment data, and service histories into a unified, easy-to-use interface.

• Tailored workflows fitting dealership operations
• Centralized data from multiple sources

Patented Lead Generation Engine Transforms connected asset data such as telematics, fault codes, and inspection results into qualified sales and service leads automatically.

• Eliminates manual data entry
• Surfaces hidden revenue opportunities

Multi-OEM Integration Dashboard Aggregates machine data, fault alerts, and maintenance triggers from various OEM telematics and third-party retrofit systems into one dashboard.

• Enables comprehensive equipment monitoring
• Simplifies data management

Automated Follow-Up Workflows Rules-based notifications that automatically alert the right team members when new leads are created from inspections, diagnostics, or customer inquiries.

• Streamlines communication
• Improves lead response time

Sales and Service Alignment Shared access for sales and service teams to full machine histories, past quotes, and open opportunities to ensure coordinated customer engagement.

• Reduces information silos
• Enhances team collaboration

Inspection-Driven Upsells Technicians can flag wear issues, missing parts, or safety concerns during inspections, instantly creating and routing leads for sales or service follow-up.

• Converts service moments into sales opportunities
• Increases revenue per job

Real-Time Alerts and Analytics Instant updates on equipment health and customer needs, enabling proactive engagement and maximizing customer satisfaction.

• Predictive sales insights based on equipment usage and condition
• Data-driven decision making

Integrated Communication Platform (Engage) Automates customer updates and internal collaboration to streamline communication across the dealership.

• Centralized messaging
• Improves customer experience

Augmented Reality (AR) Powered Support Real-time AR support connects technicians and customers for faster, more accurate problem resolution, reducing downtime and costs.

• Enhances remote diagnostics
• Supports less-experienced technicians

Fleet Management and Maintenance Tools Consolidates telematics data with predictive parts, labor, and maintenance capabilities to optimize fleet operations.

• Proactive maintenance scheduling
• Boosts operational efficiency

Benefits

Maximized Revenue from Connected Data ELM converts equipment data into actionable sales and service leads, uncovering high-margin opportunities that traditional systems miss.

• Increases sales and service revenue
• Improves lead conversion rates

Streamlined Operations and Workflows Automated workflows and integrated systems reduce manual tasks, improve scheduling, and align sales and service teams.

• Saves time and reduces errors
• Enhances operational efficiency

Improved Customer Satisfaction and Retention Proactive alerts, timely service offers, and transparent communication keep customers engaged and loyal.

• Reduces equipment downtime
• Enhances service quality

Enhanced Technician Productivity Tools like AR support and optimized dispatch increase job completion rates without needing to grow the workforce.

• Faster issue resolution
• Higher technician utilization

Seamless Integration with Existing Systems Works alongside existing DMS, ERP, accounting, and telematics platforms without disruption.

• No rip-and-replace needed
• Preserves existing IT investments