MDMS for equipment dealer sales teams
Equipment sales is not like SaaS sales or retail sales. A single deal involves identifying the unit in stock, configuring the options, valuing a trade-in, arranging finance, revising the quote multiple times, and eventually capturing a formal sign-off before an order goes to the workshop. MDMS gives sales teams a single workspace for every step of this process — visible in real time to sales managers and dealer principals.
Outcomes
Faster quote turnaround
Higher conversion through pipeline visibility
Margin visibility on every deal
Capabilities
CRM pipeline with lead scoring
CPQ quoting with configurator
Trade-in handling on quotes
Sales order and build order creation
One platform, one data flow
When a sales order is created, MDMS automatically creates a build order for workshop and a set of draft purchase orders for the required options. The salesperson sees live build progress on the sales order — which tasks are done, which parts are still on order, what the target delivery date is. When the build is complete and commissioned, the SO moves to ready-to-invoice and Finance can generate the invoice with one click.
Feature packs that fit this work
Optional features an administrator switches on for the business.
Ask in plain English. Confirm it yourself.
MDMS AI is built into the ERP, not bolted on. Every change is shown as a preview, and nothing is saved until you confirm. Questions are free. Each change you confirm uses 1 Action; a change that fails is returned.
CRM
Ask about leads, deals and follow-ups, or have a new lead, a deal task or a quote raised from a deal prepared for you to confirm.
Sales & Quoting
Ask where a deal stands, start a draft quote, turn a quote into an order or take a deposit, each shown as a preview before anything is saved.
Equipment & Inventory
Look up equipment and stock, and have equipment tasks prepared for you to review and confirm.
Try asking
- “Which deals do we have in the Selling pipeline and what are they worth?”Read
- “Create a CRM lead for Sample Haulage Pty Ltd, interested in a fleet service plan”Prepares a change
MDMS AI is an optional add-on with its own price and an AI seat for each user who uses it. What is available depends on your modules and each user’s role.
Frequently asked questions
- Does MDMS have a CRM for equipment dealers?
- Yes. MDMS includes a built-in CRM pipeline designed for equipment sales cycles — with lead management, a kanban pipeline board, CPQ quoting with live margin visibility, trade-in handling, and digital e-signature for quote acceptance. No separate CRM subscription required.
Ready to see MDMS in your dealership?
Start a 14-day free trial — no credit card, no implementation fee, no sales call required. Or see how it works with our demo walkthroughs or by getting in touch with our team.