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CRM

Customer Relationship Management

Manage leads, communicate across channels, automate follow-ups, and close more deals. One platform built for trailer dealerships that handles every customer touchpoint.

app.dealerpro.io/crm
CRM Dashboard โ€” Sales Pipeline 47 Active Leads
$284K
Pipeline Value
23
Deals This Month
94%
Response Rate
New (12)
Mike Torres
Enclosed 7x16 ยท Web lead
Sarah Chen
Flatbed 20ft ยท Walk-in
Contacted (8)
J. Rodriguez
Dump trailer ยท Called 2h ago
Negotiation (5)
Fleet Co.
3x Utility ยท $42K quote
Won (22)
B. Wallace
Car hauler ยท $18,500
DealerPro CRM Dashboard
CRM Dashboard Live Preview
19
modules
24/7
AI coverage
98%
open rates (SMS)
60s
lead response

Every tool your sales team needs

19 integrated modules that manage leads, communication, and deals from first contact to signed contract.

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Dashboard

Real-time KPIs at a glance โ€” deals closed, revenue, pipeline value, and team activity all on one screen.

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Pipeline

Visual sales pipeline with customizable stages and drag-and-drop management. See every deal's status instantly.

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Unified Inbox

All emails and SMS in one inbox with smart rules, segments, and AI-powered responses. Never miss a lead message.

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Campaigns

Email and SMS marketing campaigns with bulk send and audience targeting. Reach the right buyers at the right time.

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Workflows & Flow Creator

Visual drag-and-drop automation builder with multi-step, event-triggered flows. Automate follow-ups without lifting a finger.

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Smart Views

Saved customer segments with dynamic filters. See the right leads instantly โ€” hot prospects, stale deals, VIP buyers.

Complete Customer Management

360-Degree Customer Profiles

Every detail about your customers and their trailers in one place. Smart filters, tags, and bulk actions let you manage thousands of contacts without breaking a sweat.

  • Full customer profiles โ€” contact info, purchase history, communication log
  • Smart filters and tags for instant segmentation and bulk actions
  • Call history with recordings, duration tracking, and analytics
๐Ÿ‘ค
Marcus Johnson
3 trailers purchased ยท Last call 2 days ago
VIP
๐Ÿข
Apex Hauling LLC
Fleet account ยท 12 units ยท $186K lifetime
Hot
๐Ÿ‘ค
Linda Park
Enclosed trailer inquiry ยท Website lead
Warm
๐Ÿ“ž
Tom Bradley
Called 3x this week ยท Dump trailer quote sent
Hot
Communication Hub

Every Channel, One Platform

Direct messaging, email management with template support, drip sequences, and calendar scheduling โ€” all connected so nothing falls through the cracks.

  • Messages and mailbox with template support and AI-assisted replies
  • Scheduled drip sequences and reusable email & SMS templates
  • Calendar with Calendly integration for follow-ups and online bookings
๐Ÿ“ง

Email Sent

Quote for 7x16 Enclosed ยท Auto-template applied
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SMS Follow-Up

Drip Day 2 ยท "Still interested in that trailer?"
๐Ÿ“…

Appointment Booked

Calendly ยท Test drive scheduled for Thursday 2pm
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AI Response Sent

After-hours inquiry ยท Answered specs question in 60s

Three steps to closing more deals

1

Capture

Leads from your website, phone calls, and walk-ins flow into one unified pipeline automatically.

2

Engage

AI-powered multi-channel follow-up via email, SMS, and calls โ€” within 60 seconds, 24/7.

3

Close

Pipeline management, contracts, and payments โ€” move deals from handshake to signed paperwork fast.

Ready to close more deals?

Stop letting leads slip through the cracks. DealerPro CRM keeps every prospect engaged from first click to final signature.

AI-Powered Responses Twilio SMS & VoIP SendGrid Email Bulk Actions Role-Based Access

Explore more DealerPro features