DMS
- customer records
- invoices
- transaction history
- accounting
- parts sales history
DealerReach CRM
Grow Wholesale and Fixed Ops Follow-Up Without Losing Track of Accounts
DealerReach helps dealership teams turn DMS exports, route sheets, customer lists, and prospect files into one shared CRM for owners, follow-ups, notes, routes, and daily action.
Total Accounts100
Untouched18
Due Follow-Ups31
R1R2R3OUT
Summit Collision CenterDonFollow-UpA - Call First
Hoosier Fleet RepairEmmaCall NextB - Good Target
Metro Diesel ServiceDonFollow-UpB - Good Target
River City CollisionEmmaCall NextB - Good Target
Your DMS shows what happened. DealerReach shows what to do next.
DealerReach does not replace CDK, Dealertrack, Reynolds, Tekion, or the dealership DMS. It gives the team a focused daily operating layer.
DealerReach
- who owns the account
- who needs called
- what happened last time
- what route they are on
- what the next step is
- when to follow up
- which accounts are untouched
Pain points
Built for the follow-up work that falls between reports, routes, and busy counters.
Customer and prospect lists are stuck in spreadsheets
DMS reports show history but not daily next actions
Outside sales follow-ups get missed
Managers cannot easily see who owns each account
Untouched accounts and inactive customers fall through the cracks
Routes are disconnected from prospecting
Notes live in too many places
New opportunities are not worked consistently
Solution
One shared place for account activity, owner accountability, and daily next actions.
Shared Account List
One working view for customers, prospects, owners, routes, statuses, and follow-up dates.
Daily Follow-Up
Track status-based work, due follow-ups, A-tier targets, route, source, and owner-focused action.
DMS Export Ready
Start from dealership-approved CSV or Excel exports without needing direct DMS access.
Route Visibility
Keep route codes connected to prospecting, account ownership, and manager review.
Notes and Next Steps
Timestamped notes, quick actions, and follow-up dates keep the next move visible.
Manager Reporting
See account coverage, untouched lists, owner activity, and pipeline health.
What you get
Three buying paths, clearly separated.
CRM is the working system. Customer Reach is a researched spreadsheet deliverable. Buying both means DealerReach provides the spreadsheet and loads it into the CRM during setup.
DealerReach CRM Only
Best for: Dealerships that already have a DMS export, spreadsheet, or customer list.
What you get
- DealerReach CRM website
- user logins
- account list
- owners
- statuses
- follow-ups
- notes
What is not included
- researched prospect list
- Customer Reach Data Build
- guaranteed emails, leads, or sales
Customer Reach Data Build Only
Best for: Dealerships that do not have a clean list or want us to research accounts around their market.
What you get
- researched Excel/CSV spreadsheet
- shop/account names
- account types
- phone numbers when available
- emails when available
- websites when available
- addresses
What is not included
- CRM website access
- user logins
- live dashboard
- ongoing notes/follow-ups
- ongoing CRM subscription
If you buy Customer Reach without a CRM plan, the deliverable is an Excel/CSV spreadsheet.
Buy Data BuildCRM + Customer Reach
Best for: Dealerships that want us to research the market and load the accounts into DealerReach.
What you get
- everything in Customer Reach Data Build
- researched spreadsheet
- CRM setup
- imported accounts
- owner/status/priority setup
- filters and dashboards
- follow-up workflow
What is not included
- guaranteed emails, leads, or sales
If you buy Customer Reach with a CRM plan, we provide the spreadsheet and load the researched accounts into your DealerReach CRM.
Build CRM + Data PackageImplementation Timeline
See the simple path from demo, export collection, cleanup, CRM setup, training, and go-live.
See Implementation TimelineSample DMS Export
Preview the fake sample columns DealerReach can import from a DMS report, spreadsheet, or CSV file.
View Sample DMS ExportNo clean list?
Customer Reach Data Build can research accounts around your market and deliver a spreadsheet, or load it into CRM when purchased together.
See Customer ReachStart with wholesale parts. Expand across fixed ops, fleet, collision, and account management.
DealerReach is broad enough for outside sales, service outreach, route management, B2B dealership follow-up, and manager visibility across departments.
No clean list? We can build one.
If your customer data is stuck in a DMS report, spreadsheet, or old account list, DealerReach can clean and import it. If you do not have a usable list, we can research shops, fleets, collision centers, repair accounts, phone numbers, websites, addresses, and available emails within your market radius.