Does DealerReach replace my DMS?
No. The DMS remains the system for invoices, accounting, transaction history, and customer records. DealerReach focuses on follow-up work and daily account action.
DealerReach is a follow-up platform, not a DMS replacement. The public demo is sample-data-only.
No. The DMS remains the system for invoices, accounting, transaction history, and customer records. DealerReach focuses on follow-up work and daily account action.
DealerReach can start from dealership-approved CSV or Excel exports from CDK reports. This site does not claim an official CDK integration.
Yes, if the dealership can provide approved CSV or Excel exports. No official Dealertrack integration is claimed here.
DealerReach can work from approved exports from Reynolds, Tekion, and other systems when the dealership provides the file.
No DMS login is needed to start. A dealership-approved CSV or Excel export is enough for an initial setup.
Yes. Excel and CSV files are practical starting points for cleaning, deduping, mapping, and assigning account records.
Yes. Accounts can have owners, routes, statuses, priorities, notes, and follow-up dates.
Yes. Route and territory codes can be assigned and filtered in the CRM.
Yes. The demo includes collision, fleet, diesel, towing, glass, commercial, and other sample account types.
Yes. Manager views can show untouched accounts, due follow-ups, owners, route activity, and high-priority targets.
A pilot can often begin after export review, column mapping, cleanup, owner setup, and training. Timing depends on file quality and workflow scope.
Duplicates can be flagged for review before records are created or merged in a production workflow.
Production deployments can include export options for cleaned working lists and reports.
Yes, for a small pilot you can manually add accounts, but an export gives the fastest path to broad account coverage.
No. The public demo uses fake sample records only.
Yes. DealerReach is positioned for wholesale parts first, with room for fixed ops, service outreach, fleet, collision, and broader account management.
DealerReach can still help. You can start with Customer Reach Data Build, where we research shops, fleets, and accounts within a selected radius and load them into the CRM.
Yes. DealerReach offers 25-mile, 50-mile, 100-mile, and custom market research packages.
No. Emails are included when available and reasonably verifiable. Some accounts may only have phone, address, website, or public contact information.
No. DealerReach provides the CRM and researched account database. Your team still needs to contact, follow up, quote, and build relationships.
Yes. DealerReach can import your existing customer list and add researched prospects around your market.
Yes. Customer Reach can focus on collision shops, fleets, diesel/truck repair, towing, municipal accounts, schools, or other target categories.
Yes. You can buy a Customer Reach Data Build by itself. In that case, the deliverable is an Excel/CSV spreadsheet with researched account information.
No. Customer Reach only is a spreadsheet deliverable. CRM access requires a DealerReach CRM subscription.
We provide the spreadsheet and load the researched accounts into your DealerReach CRM during setup.
No. Data Refresh is for Customer Reach data packages. You must purchase a Customer Reach Data Build or already be a Customer Reach customer.
No. Choose one radius per order. If you need a custom radius or multiple markets, request a custom quote.
No. Refresh radius must match the Customer Reach package.
Due Today includes the first month of any subscription selected, setup fees, one-time data build fees, and the first month of any refresh add-on if selected.
No. You can purchase Customer Reach as a one-time spreadsheet deliverable. Monthly CRM plans are optional if you want the website, dashboard, users, notes, follow-ups, and ongoing workflow.
Yes. You can later purchase a CRM plan and have the data imported into DealerReach.
No. Emails are included when available. Some accounts may only have phone, address, website, or other public/business contact details.
No. It provides researched account data and a follow-up workflow. Your team still needs to contact and build relationships.