Work Truck Solutions Commercial CRM
PromotionCommercial Vehicles
*Ford dealers who sign by 10/31/26
Vendor Communication Options:
Work Truck Solutions Commercial CRM
Sale price$797.50
*/month
Regular price$1,595.00
*/month
MSRP
A CRM Your Commercial Team Will Work With, Not Work Around
The chassis is in the DMS. The body quote is in an email thread. The customer's last four trucks are in a spreadsheet. Multi-unit quotes get rebuilt from scratch. Getting the upfit status takes a phone call. And nobody can say which configurations actually make money.
Your dealership has been absorbing the cost of a CRM built for retail, but forced on the commercial team.
The CRM from Work Truck Solutions is built for the commercial sales cycle — chassis sourcing, upfit management, and final delivery in one system. No more square peg, round hole.
Built for the Deal - and the Lead
Manage commercial vehicle complexity in one professional flow—no workarounds needed.
- Account records built for a business, not a single shopper. Stakeholders, fleet specs, and communication history in one record. New company leads auto-merge, instead of creating another duplicate.
- Commercial quoting engine. Chassis, upfit, rebates, fees, and FET auto-populate into multi-unit, multi-scenario quotes — cash, lease, or finance — with alerts when a price or quote window changes.
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A true commercial funnel. A pipeline that mirrors commercial reality, instead of retail stages that simply don’t work, with native timeline tracking, upfitter status and cost.
Turn Data Into Dollars with Deal Insights
Know they’re ready to replace before they do, and act before competitors call.
- Fleet cycling you see coming. Get notified ahead of the cycle, so you're quoting before they start shopping.
- Total pipeline command. Full visibility across every deal and VIN, with stalled transactions flagged to proactively keep revenue flowing.
- Body-type intel. Turn rate and gross by upfit configuration, plus close rates and lead sources, means ordering and forecasting are based on your numbers, not last year's guess.
- Focused lead filtering. Focus your week on high-ROI commercial opportunities.
Chained to a Desk? Not Here!
Work the way you already work. No system to feed. Your emails, calls, and notes land on the account record whether you're at a job site, with an upfitter or at your desk.
- Your inbox remains your inbox. Keep emailing customers from the address they already reply to. Threads sync to the account record automatically, capturing the relationship without getting in the middle of it.
- Calls log themselves. Every Work Truck Solutions–powered call is recorded in the right account, with no note-taking necessary.
- Full visibility, with no manual effort. Activity, follow-ups, and deal movement hit the pipeline without typing in updates, making sales effort visible, while eliminating extra data entry.
- Real-world mobility. Start quotes, log notes and check inventory from anywhere.
How We Stack up
Capability
Typical retail CRM
Work Truck Solutions Commercial CRM
Customer Record:
Single individual, single VIN with lack of visibility.
Business account record with multi-contacts, fleet size, tax ID, SIC code, and multiple OEM fleet IDs.
Data Integrity:
Fragmented across inboxes, cell phones, and spreadsheets.
Unified platform with automatic email & call* sync providing data continuity
Quoting Workflow:
Manual re-keying with VIN-by-VIN process.
Auto-populated data, plus multi-VIN, multi-rooftop quote capabilities.
Quote Status Notification:
Non-existent.
Real-time notifications the moment a quote is opened
Account Management:
Reactive -waiting for inbound opportunities.
Proactive fleet cycle alerts trigger replacement quotes automatically.
Pipeline Visibility:
"Sold" vs. "Unsold" only.
Full pipeline visibility with deal stage tracking and stalled deal alerts.
Reporting and Insights:
VIN-level retail metrics.
Body-type profitability, turn rates, and sales execution metrics.
* Automatic call logging of all Work Truck Solutions powered calls.
Ready for the solution your commercial vehicle department deserves?
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