CRM built for equipment and machinery sales
Track leads, prospects and customer relationships across the full equipment sales lifecycle, from first call to repeat purchase.
What CRM for Equipment Dealers is for
MDMS gives equipment and machinery dealers a CRM built around the way capital goods actually sell. Track leads, prospects and customer relationships across the full sales lifecycle, from the first phone call through to repeat purchase. Leads captured from the web, by phone or from walk-ins move along a visual kanban pipeline, while an activity timeline keeps every call, note and follow-up against each contact in one place.
Because the CRM is part of the same platform as your quoting and service tools, it does the work other systems leave to spreadsheets. Qualify a lead, progress it through your pipeline stages, then convert it to a customer and a quote in a single click. Every record is tied to its quotes, sales orders and service history, and there is no separate CRM subscription to pay for or sync. Customer numbers such as CUS-000001 give every customer one unique reference that shows in search and on the invoice PDF.
What’s included
- Lead and prospect kanban
- Activity timeline per contact
- Automatic lead to customer conversion
- Tied to quotes, sales orders and service history
How it works
- Capture leads from web, phone and walk-ins
- Qualify and progress through pipeline stages
- Convert to customer and quote in one click
Feature packs for CRM
Optional features for this module that an administrator switches on in Admin > Features.
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.
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.
Inside CRM for Equipment Dealers
Real screens from MDMS — captured from the live application, not mock-ups.
