Customer Relationship Management (CRM)

Manage all of your customers, vendors, prospects, and correspondence in one place, accessible on any type of device, at DealershipDrive.com. One central CRM where your sales team and staff can manage customer relationships, segment and categorize contacts, view phone and email activity, manage notes and sales history, schedule upcoming tasks, and remarket to customers.

Get Started Features

Keep all of your contacts together.

Centralize your leads and customer account information from all your marketing channels and sources so your sales team has all the information at their fingertips to close more deals. CRM software can be complex so we've worked hard with construction and heavy equipment dealers, commercial truck and trailer dealers, and parts dealers, to make our dealer CRM suite easy for you to manage all your accounts, contacts, and tasks in a single location.

Unlimited Contacts & Organizations

Manage and integrate as many contacts and organizations as you want in one place, with no limitations, or extra fees.

Custom Tagging

Segment contacts with custom tags to quickly identify and access groups of contacts for remarketing and more.

Contact-Inventory Associations

Connect your contacts with your inventory to track prior ownership, sales, interests, and more.

Automated Email & Call Integration

Our system automatically links incoming calls, emails, and text messages with contacts so you have a complete view.

No App Required

Manage your customer relationships via a secure user-friendly web-based interface, using your phone, tablet, or computer.

Reminders and Tasks

Create call back reminders and tasks across your organization to never miss a potential sale or meeting.

Remarket

Use your custom tags and segements to quickly remarket new inventory that past buyers may be interested in.

Export API

You always own your contacts and accounts and have the ability to export, sync, or take your data anywhere.

Team Notes

One central location for your team to keep a log of contact preferences, past communications, comments, or anything else.

Aggregated Account View

View all notes, tasks, correspondence, and sales across organization contacts with aggregate account views.

Powerful Search

Quickly search by name, address, email, phone numbers, interests, tags, location, and more.

Track Sales History

Quickly link inventory to contacts to track sales history, past ownership, associated sales reps, and more.

Manage Your Contacts

Our customer relationship management system is designed to keep all of your contacts and communications together in the same easy-to-use dashboard, whether you're on a laptop, phone, or tablet.

Automation auto-interest tags your contacts based on incoming leads

Create custom tags and segments

Quickly search and access all of your contacts with a powerful search engine

Advanced filtering and sorting empowers you to quickly create call or email lists

Instantly click to call, email, or send a text message

Automation keeps all contact communications together

Real-Time Integration with Mailchimp

Up your marketing game by automatically syncing your contacts with Mailchimp. Don't let your contacts get stale. Know what contacts are opted into your communications and send out beautiful marketing emails, without having the hassle of creating your contacts in multiple places.

Newly created contacts or updated contact information is automatically synced with Mailchimp

Contact interests and tags can optionally be synced with Mailchimp

Contacts created directly within Mailchimp are automatically created in your CRM

Unsubscribes and contact preference updates from Mailchimp are synced back to your contacts

Perform one-time push or pull of all contacts either to or from Mailchimp to sync all your contacts

Advanced management features

At My Little Salesman we pride ourselves in working alongside our customers to create the tools and systems that they need to succeed. Our customer relationship management system was specifically designed with input from truck dealerships, trailer dealerships, heavy equipment, and parts dealers, to provide the suite of tools and software you need to quickly and easily operate your business online.

Detailed Contact Fields

Keep all of your valuable customer information together in one dashboard including notes, reminders, and more.

Quickly Search Contacts

Find the contacts you’re looking for quickly by organization, name, location, tags and much more.

Advanced Filter Functionality

Filter your contacts using whatever criteria you choose to quickly access specific organizations, groups, and more.

Custom Tagging

Group contacts however you choose with unique fields to manage common associated tags.

Inventory Sales Linking

Link contacts to products including sales details, notes, and more.

Call & Email Associations

Contacts are auto-associated with incoming calls and emails to keep all of your communication accessible in one place.

Schedule a virtual demonstration

Schedule a demo