An Equipment Dealer CRM, Built for Trailer and Equipment Dealers
Unit inventory, leads, quotes, trade-ins, financing paperwork, and after-sale service in one system that matches how your yard actually runs, whether you sell trailers, equipment, or both. Tailored exactly to your dealership, hosted and supported in Canada.
The prototype is free. You describe your business, you see your system.
Sound familiar?
Generic CRMs make you work their way. Spreadsheets make you work twice. Neither was built for how a trailer & equipment dealers business actually runs.
Inventory lives in a spreadsheet
Which units are on the lot, on order, or sold-pending-financing exists in one person's spreadsheet. When they are away, the answer is a walk around the yard.
Walk-in leads evaporate
A Saturday walk-in looks at a tandem axle, leaves a number, and is forgotten by Tuesday. Without a pipeline, follow-up depends on memory and slow weeks.
The sale does not end at the sale
Financing paperwork, delivery, safety certificates, warranty questions, service. Each one is a loose end tracked on paper, and each dropped one is a customer who buys their next unit elsewhere.
What your system includes
A complete operations system, not a contact list. Every piece is tailored to your terminology, your workflow, and your paperwork.
Unit inventory
Every unit with photos, specs, cost, price, and status: on lot, on order, hold, sold. The whole team sees the same truth without radioing the yard.
Lead-to-sale pipeline
Every walk-in, call, and website lead lands in one pipeline with a next step. Nothing depends on whoever happened to answer the phone remembering.
Quotes and invoices
Quote a unit with options and trade-in in minutes, convert to invoice on the handshake. Consistent paperwork on every deal.
Trade-in tracking
Trade-ins are appraised, recorded against the deal, and land in inventory automatically when the deal closes.
Customer and service history
Every customer record shows what they bought, what they were quoted, and every service touch since. The next sale starts warmer.
Follow-up automation
Financing document chasers, delivery reminders, and after-sale check-ins fire on schedule. Loose ends stop depending on sticky notes.
Equipment dealer workflows, shaped around your yard
Equipment dealers run on serialised units, long sales cycles, and service that continues for years. This is how the system is shaped around those workflows.
Serialised unit inventory
Each machine or trailer is one record with its serial or VIN, specs, photos, cost, price, and status. Quotes, orders, and invoices draw from that record. The trailer dealership build already runs unit inventory this way.
Quote to order to invoice
A quote becomes an order and then an invoice on one money model, so totals agree from quote to invoice without re-keying. The trailer dealership build already runs this.
Pipeline tied to unit status
Long equipment sales cycles stay visible: every open deal with its stage, its unit of interest, and its next step, wired to the same unit records so the pipeline reflects what is actually available.
Trade-ins
Trade-ins are appraised, recorded against the deal, and land in inventory when the deal closes, so a heavy-equipment trade does not live on a notepad.
Parts and service history
Customer records carry what they bought, what they were quoted, and each service touch since. If you run a parts counter or service department, we shape parts and work-order tracking around how you run it during the build.
Rentals versus sales
If you rent as well as sell, we can shape rental terms, availability, and returns around your business. Rentals are scoped in your build; they are not a standard shipped feature.
The trailer dealership build is the live reference. Workflows beyond it, such as parts, work orders, and rentals, are tailored to your operation as part of your scoped build.
How it works
See your system first, free
Describe your business in plain language and Blue, our AI builder, produces a working prototype of your CRM. Not a slide deck. A system you can click through.
We tailor it to your business
A one-time build fee from $2,500, sized to your scope, covers making it exactly yours: your terminology, your fields, your pipelines, your documents, your branding. Builds typically go live in two to six weeks.
We run it for you
$49 per user per month covers hosting, security, backups, and support from a Canadian team. No servers to manage, no IT project to babysit.
Straightforward pricing
From $2,500 one-time build + $49/user/month
Prices in CAD, five-user minimum on licensing. Compare: generic industry SaaS runs $50 to $150 per user per month and never fits exactly; conventional custom development starts around $25,000 and takes months.
Built on a platform that already runs real businesses
ClayGen's platform already runs a live sales and operations system for an Ontario trailer dealership, in production today. This is not a concept page; it is the same system category, tailored to your lot.
ClayGen is a Guelph, Ontario team. Your system is hosted in Canada (AWS Canada), your support calls get answered by the people who built it, and the same team also handles managed IT and security for Ontario businesses.
Frequently Asked Questions
Do you build a CRM for equipment dealers, not just trailer dealers?
What should a CRM for heavy equipment dealers cover?
Is there commercial and heavy equipment CRM software that fits a small dealer?
Can the CRM handle equipment rentals as well as sales?
We already use spreadsheets and a whiteboard. Why change?
What does it cost?
Is this a generic CRM with our logo on it?
How long does it take?
Where is my data stored?
See your CRM before you spend a dollar
Describe your business. Watch Blue build your system. Then decide.