Features
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.
Overview
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.
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
Inside CRM for Equipment Dealers
Real screens from MDMS — captured from the live application, not mock-ups.
The CRM leads table: weighted pipeline value across the top, then every lead scored and ranked with its status, source and value — so your team works the deals most likely to close first.