DMS importsDealerReach does not need direct DMS access to start. A dealership-approved CSV or Excel export is enough.
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.
Best for: Dealerships that already have a DMS export, spreadsheet, or customer list.
Best for: Dealerships that do not have a clean list or want us to research accounts around their market.
If you buy Customer Reach without a CRM plan, the deliverable is an Excel/CSV spreadsheet.
Buy Data BuildBest for: Dealerships that want us to research the market and load the accounts into DealerReach.
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 PackageDealerReach 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.
DealerReach can preserve DMS customer/account numbers so your team can connect CRM follow-up back to the original DMS account.
Pricing codes such as Cost +10%, List -32%, Fleet, Wholesale, or Matrix A can be imported or edited manually so the team understands the account's pricing relationship.
Book a demo and we will review the export shape, required fields, and implementation path.
Fake mapping examples only. Production imports should use dealership-approved private files.
| DMS export column | DealerReach field | Purpose |
|---|---|---|
| Customer Number | Account Number | Preserves the DMS account/customer number as text. |
| Customer Name | Account Name | Loads the working CRM account name. |
| Price Level / Price Code | Price Code | Keeps rules such as Cost +10%, List -32%, Fleet, Wholesale, or Matrix A. |
| Sales Rep | Owner | Maps account responsibility to the right user or team. |
| Route | Route Code | Keeps delivery or outside-sales route groupings visible. |
| Last Invoice Date | Last Contact / Last Sale | Helps identify inactive or recently active accounts. |
| Sales Last 12 Months | Account activity metric | Supports prioritization and manager review. |
A production import review would use dealership-approved files in a private deployment.
Accounts not found in the current working list
Accounts that can refresh current CRM records
Names, phones, or addresses that need review
Records that need cleanup before calling
Good targets for email enrichment
Past buyers with no recent activity
Accounts that appear to have dropped off
No assigned recent action in DealerReach
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