CRM for equipment dealers

Demo, quote, financing, delivery. One board for the whole thing.

Equipment sales run from an inquiry through a demo, a quote that often carries a financing option, a negotiation on trade-in and terms, and then the part most CRMs forget: delivery and installation. Open quotes are where money sits, so they get the follow-up rule.

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What the copilot builds for you

• Pipeline stages: Inquiry → Qualified → Demo → Quote sent → Negotiation → Closed → Delivered → Lost
• Fields you track: Equipment model · New or used · Quote amount · Financing status · Delivery date
• Follow-up rule: Quote open for more than 10 days: create a follow-up task.
• Saved view: Open quotes, oldest first.

Works with

• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.

Say it in your own words

A prospect inquires, we qualify need and budget, schedule a demo, send a quote often with financing, negotiate trade-in and terms, close. Then we schedule delivery and install. Track model, new vs used, quote amount, financing status, delivery date.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

Compare

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Built for your kind of business

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The Open CRM · Pricing · CRM decision checklist · Source on GitHub (AGPL-3.0) · Terms · Privacy