DealerReach
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DMS imports

Works with CSV or Excel exports from your existing DMS reports.

DealerReach does not need direct DMS access to start. A dealership-approved CSV or Excel export is enough.

Request Import ReviewOpen Demo CRM

Two ways to start

Dealer-Provided Export

  • Lower setup cost
  • Faster start
  • Uses dealer's existing customer/prospect data
  • Best when the dealer can export data from DMS or spreadsheet

Customer Reach Data Build

  • Higher setup cost
  • DealerReach researches the market
  • Best when the dealer does not have a usable list
  • Best for prospecting new shops/fleets/accounts
  • Can be purchased by itself as an Excel/CSV spreadsheet deliverable
  • Can also be loaded into DealerReach CRM when a CRM plan is purchased

No official integration claim required.

DealerReach can work from exports from CDK, Dealertrack, Reynolds, Tekion, other DMS systems, Excel files, and existing spreadsheets. This public site does not claim an official integration with those systems.

Onboarding flow

Step 1

Export customer / parts / account report from DMS

Step 2

Upload CSV or Excel

Step 3

Map columns

Step 4

Clean duplicates

Step 5

Identify current, inactive, and untouched accounts

Step 6

Assign owners and routes

Step 7

Start working daily follow-ups

Example export columns

Customer NumberCustomer NamePhoneEmailAddressCityStateZIPLast Invoice DateSales Last 12 MonthsSales Last 24 MonthsCustomer TypePrice LevelSales RepRouteNotes if available

Fake import preview

A production import review would use dealership-approved files in a private deployment.

New Records42

Accounts not found in the current working list

Matched Existing318

Accounts that can refresh current CRM records

Possible Duplicates19

Names, phones, or addresses that need review

Missing Phone27

Records that need cleanup before calling

Missing Email84

Good targets for email enrichment

High-Value Inactive Accounts16

Past buyers with no recent activity

Lost Customers11

Accounts that appear to have dropped off

Untouched Accounts73

No assigned recent action in DealerReach

Private customer deployments should isolate every dealership's import data.

Uploaded files, mapped columns, cleaned records, audit history, and owner assignments should be stored under the correct organization's access rules.

Public demo uses no real dealership data