Shared CRM for dealership accounts
Organize current customers, prospects, inactive accounts, and target lists in one working system.
A daily operating layer for dealership account follow-up.
DealerReach can start with wholesale parts and expand into fixed ops, service outreach, fleet, collision, outside sales, and B2B dealership account management.
Status-based work tracking
Use Status to see which accounts are untouched and which ones already have call, email, quote, or follow-up activity.
Owner assignment
Assign each account to a rep, manager, or team queue so ownership is visible.
Route and territory codes
Filter accounts by route, territory, out-of-range status, or unknown routing.
Follow-up dates
Keep due and overdue work visible for reps and managers.
Timestamped notes
Capture call outcomes, voicemail notes, quote details, and next steps.
Add new account
Create new prospect records during calls, visits, or manager reviews.
Duplicate warnings
Flag likely duplicates before demo users create another account record.
DMS export import
Start with dealership-approved CSV or Excel exports from existing reports.
Bulk assignment
Update owners, routes, status, and priorities across filtered account lists.
My Accounts / My Follow-Ups
Focus each rep on assigned accounts and follow-ups that need action.
Manager dashboard
Review untouched accounts, high-fit opportunities, due follow-ups, and coverage by owner.
Audit history
Production deployments can track who changed account fields and notes.
Export reports
Share cleaned working lists and manager reports outside the app when needed.
Mobile-friendly call workflow
Use call, email, website, and map actions from a phone or tablet.
Roles
Clear access levels for dealership teams.
Admins control the system, managers guide workflow, sales users work assigned accounts, and viewers get read-only visibility.
Admin
Full system control across users, roles, settings, imports, dropdowns, exports, account data, notes, and reports.
Manage usersManage rolesImport dataChange settings
Manager
Manages workflow, assignments, team activity, reports, follow-ups, and approved workflow settings.
Assign ownersView reportsBulk updateEdit accounts
Sales
Works assigned accounts, adds notes, updates statuses, creates accounts when allowed, and sets follow-ups.
My AccountsQuick notesFollow-upsStatus updates
Viewer
Read-only visibility for leadership, support users, or anyone who should see reports without changing records.
View accountsView reportsRead-only