Handle CRM is purpose-built for heavy equipment dealers and rental companies. It connects sales, service, and rental operations into one intuitive system. While best suited for equipment-focused businesses, it may be more than needed for general use, making it ideal for industry specialists seeking control.

Handle CRM Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

View All Specifications

What Is Handle CRM? 

Handle CRM is a specialized customer relationship management platform, now integrated into Texada Softwar,. It is designed specifically for heavy equipment dealers and rental companies. The platform moves beyond generic customer relationship management (CRM) functions by providing an ‘equipment-aware' system that tracks the entire asset lifecycle.

Handle CRM Pricing 

The vendor provides custom pricing based on the specific needs of a business, including the number of users, required modules, and integration complexity. Contact us for a personalized Handle CRM pricing plan.

Handle CRM Integrations 

Handle CRM software supports integration with multiple enterprise resource planning (ERP) systems, such as:

  • Microsoft Dynamics
  • CAT
  • Intellidealer
  • Agco
Watch the Handle CRM demo to learn more about its integration arrangements.

Who Is Handle CRM For? 

It is ideal for a wide range of industries and sectors, including:

  • Heavy equipment dealership
  • Construction
  • Machinery

Is Handle CRM Right For You? 

Handle CRM is the right fit for businesses in the heavy equipment industry that feel constrained by generic software. Its standout capability is its unified ‘Equipment Business Management’ approach, which seamlessly connects sales, service, and rental operations on a single, industry-specific platform.

Unlike one-size-fits-all systems, it provides an inventory-aware CRM that offers deep insights into the entire asset lifecycle. If your dealership or rental house is struggling with disconnected systems and needs a tool that understands its unique complexities, Handle CRM may be a worthwhile investment.

Still doubtful if Handle CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Handle CRM Features

This platform provides a centralized view of every customer interaction, consolidating purchase history, service spend, and lead activity. It equips sales teams with tools for territory planning and account management, enabling them to build stronger relationships and close more deals effectively.

how it worksSee How It Works

The system offers real-time, serialized asset tracking, giving businesses complete visibility into their sales and rental inventory across multiple branches. It manages the entire equipment lifecycle, from procurement to maintenance, helping to maximize fleet utilization and streamline order fulfillment.

how it worksSee How It Works

Handle CRM offers full visibility into the sales pipeline to prioritize high value leads and track opportunities from initial contact to close. The system streamlines lead nurturing with customizable pipeline views and automates follow-ups to ensure no opportunity is missed, accelerating the sales cycle.

how it worksSee How It Works

This solution enhances pre-sales engagement with powerful tools designed for complex equipment configurations. It also tools to gather customer feedback, allowing teams to tailor outreach and improve service quality proactively.

how it worksSee How It Works

Handle CRM Reviews

Overall Rating

0

0 Review(s)

Rating Distribution

5

star

4

star

3

star

2

star

1

star

Frequently Asked Questions

Yes, it provides a mobile app for both iOS and Android that gives field teams access to work orders, customer data, and logistics information.