Customer Relationship Management Software “CRM” for Dealerships

Our Customer Relationship Management (CRM) Software Page explains how our user-friendly platform is designed to enhance customer interactions, streamline processes, and drive business growth.

Customer shaking hands over customer relationship management software screen mockup

Customer Relationship Management Software. Evolved.

Streamlining your dealership’s sales and marketing efforts can become much easier with Softbase Evolution.

Our system allows you to document customer information, rental history, and trends to support your sales, marketing and customer service teams in making informed decisions to better serve your customers. With the added bonus of team collaboration within Softbase Evolution, your dealership will be well- equipped to meet the needs of your customers.

Connect your sales, marketing, and customer service processes in one system to increase growth and productivity of your business.

Couple of professionals looking at a tablet screen

CRM Contact Management

Organize and manage customer and prospect information, including contact details and purchase/rental history.

Maintaining up-to-date and accurate customer information is crucial for effective communication and customer service. An organized and well-managed database of customer and prospect information can improve the overall efficiency of a business and increase customer satisfaction, retention, and loyalty.

CRM Opportunity Management

Boost business revenue using historical data to identify sales opportunities.

By leveraging historical data to identify sales opportunities, businesses can make data-driven decisions that are more likely to result in successful outcomes. This can ultimately lead to increased profitability, growth, and success for the business.

Business people shaking hands. Opportunity management made possible with customer relationship management software

CRM Salesperson Activity Management

Keep track of your sales staff performance and quotas to better manage and support your team.

By monitoring individual sales staff performance, you can identify strengths and weaknesses within your team and provide targeted training and support to help your sales staff reach their full potential. This not only helps improve overall team performance but can also increase employee satisfaction and retention.

Benefits of Our
Customer Relationship Management Software

Improved data management

Manage contact details, purchase history and customer queries more efficiently to improve overall customer experience.

Team collaboration

Allow your teams to work together to provide better service and resolve customer issues more efficiently.

Streamlined sales process

Keep track of your leads and where they are in your sales funnel to close more deals and increase overall revenue for your dealership.

male customer service rep over CRM screen mockup

The Best Dealership Management Software for Customer Service Representatives

As a customer service representative, optimizing customer experience through various touchpoints of your dealership is highly important.

Softbase Evolution offers a holistic view of customer data such as purchase history, service requests, and complaints, all in one central location. This allows your customer service representatives to manage customer inquiries, monitor service interactions, and ensure that customer requests and issues are resolved quickly and efficiently.


Scale Operations With Total Control

Softbase Evolution software logotype

Our team understands that operating a dealership is already challenging enough. So Softbase Evolution was developed to be THE solution that is easy to use, connects all processes, and plays a significant role in your dealership’s success.

Streamline accounting processes with our accounting management software making financial tasks easier and more accurate.

Get insights into sales performance, inventory, and financial metrics with a comprehensive reporting and analytics feature for dealerships.

Oversee equipment maintenance, usage, and inventory in one place with a robust rental equipment management software for dealerships.

Control and track equipment parts including ordering, receiving and issuing with our Parts Inventory Management Software.

Conveniently access to various services and customer information on the go with our mobile field service management software for dealerships.

Help your sales teams effectively manage and optimize their sales activities with our Sales Management Software for dealerships.

Oversee the rental process from booking to payment with our comprehensive Equipment Rental Management Software.

Our vendor management system for dealerships helps oversee relationships with suppliers and vendors for smooth procurement processes.

Simplify transactions with our Point of Sale feature. Process payments, track inventory, and generate receipts—all in a single interface optimized for dealerships.

Go paperless, stay organized, and excel in customer service with our document management feature. Transform your dealership today!

Our Leadership

Softbase was able to organize what we do for our customers. We track a lot of forklift assets and since Softbase our efficiency started to improve and we could provide better answers and support.”

Russ Wilkins

President | Frontier Forklifts & Services

See Softbase Evolution in Action

Schedule a free demo of our dealer management system to see how it can work for your dealership.

Female driving a forklift in a warehouse