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Overview
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.
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Starting Price
Custom
Handle CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
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
Handle CRM Integrations
Handle CRM software supports integration with multiple enterprise resource planning (ERP) systems, such as:
- Microsoft Dynamics
- CAT
- Intellidealer
- Agco
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
CRM And Account Management
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.
Inventory And Order Management
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.
Pipeline And Lead Management
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.
Pre-Sales Communications And Surveys
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.
Pros And Cons of Handle CRM
Pros
Offers role-based access control for tailored permissions
End-to-end workflow for seamless project management
Impressively fast payment processing
Cons
Sales order invoices can be slower to process
Inability to delete old part numbers
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Frequently Asked Questions
Does Handle CRM have a mobile app?
Yes, it provides a mobile app for both iOS and Android that gives field teams access to work orders, customer data, and logistics information.
What languages does Handle CRM support?
Handle CRM is primarily available in English.
Who are the typical users of Handle CRM?
Businesses in the heavy equipment ecosystem, including equipment dealers, rental houses, and service providers, benefit from Handle CRM features.
Does Handle CRM offer an API?
Yes, Handle CRM offers an API.
What types of pricing plans does Handle CRM offer?
The vendor offers a custom Handle CRM price plan where costs are determined on a quote-by-quote basis depending on business requirements. Get in touch for a customized Handle CRM cost quote.
What other apps does Handle CRM integrate with?
Handle CRM integrates with industry ERPs like Microsoft Dynamics, Intellidealer, and CAT.
What level of support does Handle CRM offer?
Handle CRM offers support through active live sessions and a help center.