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.
FAQStraight answers for dealership teams.
DealerReach is a follow-up platform, not a DMS replacement. The public demo is sample-data-only.
Can DealerReach work with CDK?
DealerReach can start from dealership-approved CSV or Excel exports from CDK reports. This site does not claim an official CDK integration.
Can DealerReach work with Dealertrack?
Yes, if the dealership can provide approved CSV or Excel exports. No official Dealertrack integration is claimed here.
Can DealerReach work with Reynolds or Tekion?
DealerReach can work from approved exports from Reynolds, Tekion, and other systems when the dealership provides the file.
Do you need my DMS login?
No DMS login is needed to start. A dealership-approved CSV or Excel export is enough for an initial setup.
Can we import from Excel?
Yes. Excel and CSV files are practical starting points for cleaning, deduping, mapping, and assigning account records.
Can we track outside sales reps?
Yes. Accounts can have owners, routes, statuses, priorities, notes, and follow-up dates.
Can we assign routes?
Yes. Route and territory codes can be assigned and filtered in the CRM.
Can we track collision shops and fleet accounts?
Yes. The demo includes collision, fleet, diesel, towing, glass, commercial, and other sample account types.
Can managers see what reps are working?
Yes. Manager views can show untouched accounts, due follow-ups, owners, route activity, and high-priority targets.
How long does setup take?
A pilot can often begin after export review, column mapping, cleanup, owner setup, and training. Timing depends on file quality and workflow scope.
What happens to duplicates?
Duplicates can be flagged for review before records are created or merged in a production workflow.
Can we export our data?
Production deployments can include export options for cleaned working lists and reports.
Can we start without an export?
Yes, for a small pilot you can manually add accounts, but an export gives the fastest path to broad account coverage.
Is the public demo using real dealership data?
No. The public demo uses fake sample records only.
Can this work outside parts departments later?
Yes. DealerReach is positioned for wholesale parts first, with room for fixed ops, service outreach, fleet, collision, and broader account management.
What if we cannot export data from our DMS?
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.
Can you build a list of shops around our dealership?
Yes. DealerReach offers 25-mile, 50-mile, 100-mile, 200-mile, and custom market research packages.
Why did Customer Reach pricing change by radius?
Larger radiuses require more account discovery, cleanup, deduplication, categorization, and review. Each package includes up to a set number of relevant researched accounts.
Does 200-mile mean every account within 200 miles?
No. It means DealerReach researches up to 1,500 relevant accounts within approximately 200 miles, prioritized by fit, available business data, and your target account categories.
Do you guarantee every shop has an email?
No. Emails are included when available and reasonably verifiable. Some accounts may only have phone, address, website, or public contact information.
Do you guarantee these accounts will buy from us?
No. DealerReach provides the CRM and researched account database. Your team still needs to contact, follow up, quote, and build relationships.
Can we combine our DMS export with your researched accounts?
Yes. DealerReach can import your existing customer list and add researched prospects around your market.
Can you research only certain account types?
Yes. Customer Reach can focus on collision shops, fleets, diesel/truck repair, towing, municipal accounts, schools, or other target categories.
Can I buy Customer Reach without buying the CRM?
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.
If I buy Customer Reach only, do I get a CRM login?
No. Customer Reach only is a spreadsheet deliverable. CRM access requires a DealerReach CRM subscription.
If I buy Customer Reach and CRM together, what happens?
We provide the spreadsheet and load the researched accounts into your DealerReach CRM during setup.
Can I buy a data refresh with just the CRM?
No. Data Refresh is for Customer Reach data packages. You must purchase a Customer Reach Data Build or already be a Customer Reach customer.
Can I choose multiple radiuses?
No. Choose one radius per order. If you need multiple markets or custom territories, request a custom quote.
Can my refresh radius be different from my data build radius?
No. Refresh radius must match the Customer Reach package.
What does Due Today include?
Due Today includes the first month of any monthly subscription selected, setup fees, one-time data build fees, and the first full quarter of any quarterly refresh add-on if selected.
Can I cancel anytime?
Yes. Cancellation stops future renewals. Monthly plans remain active through the current paid month. Quarterly refresh remains active through the current paid quarter.
Does cancel anytime mean I get a refund?
No. Cancel anytime means future renewals stop. Amounts already paid are generally not refunded unless required by law, caused by a confirmed billing error, or agreed in writing.
Are quarterly plans prorated if I cancel early?
No. Quarterly refresh is billed for a full 3-month period. If you cancel during a quarter, service stays active through the paid quarter and unused months are not prorated.
What happens if I cancel a monthly plan?
Monthly service remains active through the end of the paid monthly billing period, then future renewals stop.
What happens if I cancel a quarterly refresh?
Quarterly refresh remains active through the end of the paid quarter. The unused months in that quarter are not refunded or credited unless required by law or separately agreed in writing.
Are Customer Reach Data Build fees refundable?
Customer Reach Data Build fees are generally non-refundable after research begins because the work involves manual research, cleanup, categorization, and spreadsheet preparation.
Do I have to buy a monthly plan?
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.
Can I upgrade later from spreadsheet-only to CRM?
Yes. You can later purchase a CRM plan and have the data imported into DealerReach.
Does Customer Reach guarantee emails for every account?
No. Emails are included when available. Some accounts may only have phone, address, website, or other public/business contact details.
Does Customer Reach guarantee sales?
No. It provides researched account data and a follow-up workflow. Your team still needs to contact and build relationships.
What if I need direct decision-maker names and verified emails?
Enhanced contact verification is available by quote and starts around $25 per account depending on depth.
Is this just a lead list?
No. It is cleaned, categorized, import-ready account data built around your dealership's market and workflow. If paired with DealerReach CRM, it becomes the working account database inside the CRM.