Quick Overview
- 1#1: HBS DealerSystem - Comprehensive dealer management system with integrated CRM for sales, service, parts, and inventory tailored to heavy equipment and construction dealers.
- 2#2: PQ Labs - Specialized CRM and marketing automation platform designed specifically for commercial truck dealerships to manage leads, sales, and customer relationships.
- 3#3: CDK Global - Integrated dealer management software with CRM features for commercial vehicle and heavy truck dealers, covering sales, service, and operations.
- 4#4: Fullbay - All-in-one digital shop management platform with CRM capabilities for heavy-duty truck and equipment repair shops to streamline customer service and workflows.
- 5#5: Reynolds and Reynolds ERA - Robust dealer management system including CRM modules for automotive and commercial heavy equipment dealers to handle customer interactions and business processes.
- 6#6: Point of Rental Software - Rental management software with CRM features for heavy equipment rental companies to manage customers, reservations, and fleet operations.
- 7#7: IFS Applications - Enterprise service management software with CRM for heavy equipment service, maintenance, and field operations in commercial sectors.
- 8#8: Epicor - ERP and CRM solution for equipment distributors and dealers, supporting inventory, sales, and customer management in heavy equipment industries.
- 9#9: DealerSocket - End-to-end dealership platform with CRM tools adaptable for commercial and heavy equipment sales, service, and customer engagement.
- 10#10: Microsoft Dynamics 365 - Configurable CRM and ERP system customizable for commercial heavy equipment businesses to manage sales, service, and supply chain.
Tools were ranked based on industry-specific functionality (including sales, service, and inventory management), user experience, integration capabilities, and overall value in enhancing customer engagement and operational efficiency.
Comparison Table
This comparison table examines top commercial and heavy equipment CRM software, featuring HBS DealerSystem, PQ Labs, CDK Global, Fullbay, Reynolds and Reynolds ERA, and more. It breaks down key capabilities, usability, and tailored functionalities to help readers identify solutions that align with their business goals for managing client relationships and streamlining operations.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | HBS DealerSystem Comprehensive dealer management system with integrated CRM for sales, service, parts, and inventory tailored to heavy equipment and construction dealers. | enterprise | 9.7/10 | 9.8/10 | 8.5/10 | 9.2/10 |
| 2 | PQ Labs Specialized CRM and marketing automation platform designed specifically for commercial truck dealerships to manage leads, sales, and customer relationships. | specialized | 9.1/10 | 9.5/10 | 8.7/10 | 8.9/10 |
| 3 | CDK Global Integrated dealer management software with CRM features for commercial vehicle and heavy truck dealers, covering sales, service, and operations. | enterprise | 8.7/10 | 9.2/10 | 7.5/10 | 8.0/10 |
| 4 | Fullbay All-in-one digital shop management platform with CRM capabilities for heavy-duty truck and equipment repair shops to streamline customer service and workflows. | specialized | 8.7/10 | 9.2/10 | 8.0/10 | 8.3/10 |
| 5 | Reynolds and Reynolds ERA Robust dealer management system including CRM modules for automotive and commercial heavy equipment dealers to handle customer interactions and business processes. | enterprise | 8.4/10 | 8.8/10 | 7.6/10 | 7.9/10 |
| 6 | Point of Rental Software Rental management software with CRM features for heavy equipment rental companies to manage customers, reservations, and fleet operations. | specialized | 8.2/10 | 9.0/10 | 7.1/10 | 7.8/10 |
| 7 | IFS Applications Enterprise service management software with CRM for heavy equipment service, maintenance, and field operations in commercial sectors. | enterprise | 8.4/10 | 9.2/10 | 7.6/10 | 8.0/10 |
| 8 | Epicor ERP and CRM solution for equipment distributors and dealers, supporting inventory, sales, and customer management in heavy equipment industries. | enterprise | 8.1/10 | 8.6/10 | 7.2/10 | 7.7/10 |
| 9 | DealerSocket End-to-end dealership platform with CRM tools adaptable for commercial and heavy equipment sales, service, and customer engagement. | enterprise | 7.6/10 | 8.1/10 | 7.2/10 | 7.0/10 |
| 10 | Microsoft Dynamics 365 Configurable CRM and ERP system customizable for commercial heavy equipment businesses to manage sales, service, and supply chain. | enterprise | 8.2/10 | 9.3/10 | 7.1/10 | 7.5/10 |
Comprehensive dealer management system with integrated CRM for sales, service, parts, and inventory tailored to heavy equipment and construction dealers.
Specialized CRM and marketing automation platform designed specifically for commercial truck dealerships to manage leads, sales, and customer relationships.
Integrated dealer management software with CRM features for commercial vehicle and heavy truck dealers, covering sales, service, and operations.
All-in-one digital shop management platform with CRM capabilities for heavy-duty truck and equipment repair shops to streamline customer service and workflows.
Robust dealer management system including CRM modules for automotive and commercial heavy equipment dealers to handle customer interactions and business processes.
Rental management software with CRM features for heavy equipment rental companies to manage customers, reservations, and fleet operations.
Enterprise service management software with CRM for heavy equipment service, maintenance, and field operations in commercial sectors.
ERP and CRM solution for equipment distributors and dealers, supporting inventory, sales, and customer management in heavy equipment industries.
End-to-end dealership platform with CRM tools adaptable for commercial and heavy equipment sales, service, and customer engagement.
Configurable CRM and ERP system customizable for commercial heavy equipment businesses to manage sales, service, and supply chain.
HBS DealerSystem
enterpriseComprehensive dealer management system with integrated CRM for sales, service, parts, and inventory tailored to heavy equipment and construction dealers.
Seamless OEM data integrations providing real-time access to manufacturer parts catalogs, warranty info, and service bulletins directly within the CRM.
HBS DealerSystem is a comprehensive dealer management system (DMS) tailored for commercial and heavy equipment dealerships, offering robust CRM functionalities integrated with sales, service, parts, inventory, and accounting modules. It streamlines customer interactions from lead management to post-sale service, leveraging OEM integrations for real-time data on parts and warranties. Designed for multi-location operations, it enhances efficiency, reporting, and profitability in the heavy equipment sector.
Pros
- Deep OEM integrations (e.g., Caterpillar, John Deere) for accurate parts lookup and service data
- All-in-one CRM with 360-degree customer views, service history, and automated follow-ups
- Mobile apps for field service, sales, and inventory access, boosting on-the-go productivity
Cons
- Steep initial learning curve due to extensive features
- Custom quote-based pricing lacks transparency
- Fewer native third-party app integrations compared to generalist CRMs
Best For
Mid-to-large heavy equipment dealerships needing a specialized, end-to-end DMS with strong CRM for customer retention and operational control.
Pricing
Custom quote-based pricing starting at approximately $500-$1,500 per user/month depending on modules, dealership size, and customizations.
PQ Labs
specializedSpecialized CRM and marketing automation platform designed specifically for commercial truck dealerships to manage leads, sales, and customer relationships.
Deep, bidirectional integrations with industry-leading DMS platforms like CDK Global and Reynolds & Reynolds for real-time data synchronization
PQ Labs is a specialized CRM platform tailored for commercial and heavy equipment dealers, enabling efficient management of customer relationships, sales pipelines, service scheduling, rentals, and inventory tracking. It integrates deeply with dealer management systems (DMS) like CDK and Reynolds, providing a unified view of operations across sales, service, and parts departments. The software emphasizes mobile accessibility and customer self-service portals to enhance dealer-customer interactions in the heavy equipment industry.
Pros
- Industry-specific features for heavy equipment dealers including rental management and service workflows
- Robust DMS integrations that streamline data flow between CRM and back-office systems
- Mobile app and customer portal for on-the-go access and improved customer engagement
Cons
- Pricing can be steep for smaller dealers without high volume
- Initial setup and customization require dedicated IT support
- Fewer out-of-the-box third-party app integrations compared to generalist CRMs
Best For
Mid-to-large commercial and heavy equipment dealerships seeking a CRM deeply integrated with their DMS for sales, service, and rental operations.
Pricing
Subscription-based pricing starts at around $150/user/month, with custom enterprise plans scaling based on modules, users, and integrations.
CDK Global
enterpriseIntegrated dealer management software with CRM features for commercial vehicle and heavy truck dealers, covering sales, service, and operations.
OEM-specific integrations for real-time inventory, pricing, and service data from major heavy equipment manufacturers like Volvo and Mack Trucks
CDK Global offers a comprehensive CRM solution within its dealership management system (DMS) ecosystem, specifically designed for commercial truck and heavy equipment dealerships. It enables dealers to manage customer relationships, track leads and sales pipelines, schedule services, and handle parts inventory tailored to heavy-duty vehicles. The platform integrates CRM with back-end operations like finance, service, and reporting to streamline dealership workflows and improve customer retention.
Pros
- Deep integration with DMS for end-to-end dealership operations
- Robust OEM connectivity for trucks and heavy equipment manufacturers
- Advanced analytics and reporting for sales and service performance
Cons
- Steep learning curve due to complex interface
- High implementation and ongoing costs
- Occasional reports of system slowdowns during peak usage
Best For
Mid-to-large commercial truck and heavy equipment dealerships needing a fully integrated CRM-DMS solution with strong manufacturer ties.
Pricing
Custom enterprise pricing, typically $400-$800 per user/month depending on modules, dealership size, and integrations; requires quote.
Fullbay
specializedAll-in-one digital shop management platform with CRM capabilities for heavy-duty truck and equipment repair shops to streamline customer service and workflows.
Parts Matrix for intelligent, automated parts quoting and procurement across multiple vendors
Fullbay is a specialized shop management and CRM platform tailored for heavy-duty truck, trailer, and commercial equipment repair businesses. It handles everything from customer intake, digital inspections, service scheduling, parts inventory, and invoicing to real-time reporting and warranty management. The software emphasizes efficiency in high-volume repair shops with features like mobile tech apps and customer portals for transparent service updates.
Pros
- Industry-specific tools like Parts Matrix and digital driver inspections optimized for heavy-duty repairs
- Strong mobile app for technicians enabling real-time updates from the shop floor
- Seamless integrations with QuickBooks, OEM parts catalogs, and warranty providers
Cons
- Pricing can be steep for smaller shops with fewer bays or lower volume
- Initial setup and learning curve require dedicated training time
- Limited flexibility for non-truck/equipment repair workflows
Best For
Mid-to-large heavy-duty truck and equipment repair shops needing an integrated CRM and operations platform.
Pricing
Custom quotes based on shop bays and repair order volume; typically starts at $200-$400/month for small shops, scaling up.
Reynolds and Reynolds ERA
enterpriseRobust dealer management system including CRM modules for automotive and commercial heavy equipment dealers to handle customer interactions and business processes.
Advanced OEM integration that automatically syncs inventory, pricing, and incentives for commercial vehicle sales
Reynolds and Reynolds ERA is a comprehensive dealership management system (DMS) with embedded CRM functionalities, primarily tailored for automotive dealerships but offering adaptable modules for commercial truck and heavy equipment dealers. It manages customer relationships through lead tracking, sales pipelines, service scheduling, parts inventory, and detailed reporting. The platform emphasizes seamless integration with OEM systems to streamline operations from sales to post-sale support in equipment-heavy environments.
Pros
- Deep integration with OEMs and third-party tools for real-time data syncing
- Robust reporting and analytics for sales and service performance
- Proven reliability with high uptime in high-volume dealerships
Cons
- Dated user interface requiring training for modern users
- High implementation and customization costs
- Less specialized features for heavy equipment telematics or lifecycle tracking compared to niche tools
Best For
Commercial truck and heavy equipment dealerships needing a battle-tested, all-in-one DMS with strong CRM for integrated operations.
Pricing
Quote-based pricing with upfront implementation fees often exceeding $50,000 and monthly subscriptions starting at $5,000+ depending on modules and dealership size.
Point of Rental Software
specializedRental management software with CRM features for heavy equipment rental companies to manage customers, reservations, and fleet operations.
Counter Intelligence analytics dashboard for predictive inventory and revenue insights
Point of Rental Software is a robust, cloud-based rental management platform tailored for commercial and heavy equipment rental businesses, integrating CRM capabilities with inventory control, scheduling, and billing. It enables efficient customer relationship management through detailed contact databases, quote generation, contract handling, and service history tracking. The system supports multi-location operations and real-time visibility into fleet utilization, making it suitable for scaling rental operations.
Pros
- Comprehensive rental lifecycle management from quoting to invoicing
- Strong CRM tools with customer history and service ticketing
- Mobile app for dispatch and real-time inventory updates
Cons
- Dated user interface with a learning curve
- Custom pricing lacks transparency
- Limited native integrations compared to newer competitors
Best For
Mid-sized to large commercial and heavy equipment rental companies seeking an all-in-one CRM and operations platform.
Pricing
Custom quotes starting around $500/month for small operations, scaling with users and features; annual contracts common.
IFS Applications
enterpriseEnterprise service management software with CRM for heavy equipment service, maintenance, and field operations in commercial sectors.
AI-powered Intelligent Asset Management that seamlessly integrates predictive maintenance with CRM for proactive customer service and uptime optimization
IFS Applications (now IFS Cloud) is a robust ERP platform with integrated CRM capabilities designed for asset-intensive industries like commercial and heavy equipment. It excels in managing customer relationships through service contracts, field service operations, maintenance scheduling, and parts management. The software supports end-to-end lifecycle management of heavy assets, from sales and installation to predictive maintenance and decommissioning, leveraging IoT and AI for enhanced efficiency.
Pros
- Comprehensive asset and service management tailored for heavy equipment
- AI-driven predictive maintenance and IoT integration for proactive CRM
- Scalable cloud deployment with strong mobile field service tools
Cons
- Steep learning curve and complex implementation
- High enterprise-level pricing
- Overkill for smaller operations needing only basic CRM
Best For
Large enterprises in heavy equipment manufacturing, rental, and service industries seeking integrated ERP-CRM for asset lifecycle management.
Pricing
Custom enterprise subscription pricing, typically starting at $100,000+ annually based on users, modules, and deployment scale.
Epicor
enterpriseERP and CRM solution for equipment distributors and dealers, supporting inventory, sales, and customer management in heavy equipment industries.
Epicor Field Service Management with real-time dispatching, technician scheduling, and mobile access integrated directly with CRM and inventory
Epicor is a robust ERP platform with integrated CRM functionality designed for manufacturing, distribution, and service industries, including commercial and heavy equipment dealers. It streamlines customer interactions, sales processes, service management, and parts inventory through modules like sales automation, field service dispatching, warranty tracking, and customer portals. The solution excels in providing end-to-end visibility from quote to service fulfillment, tailored for equipment rental, sales, and maintenance operations.
Pros
- Deep ERP-CRM integration for seamless data flow across sales, service, and inventory
- Industry-specific tools for heavy equipment lifecycle management including warranties and field service
- Advanced analytics and reporting for equipment utilization and customer insights
Cons
- Steep learning curve and complex implementation requiring significant customization
- High upfront and ongoing costs unsuitable for small businesses
- Interface feels dated compared to modern SaaS CRM tools
Best For
Mid-to-large commercial and heavy equipment dealers needing integrated ERP-CRM for complex sales, service, and parts operations.
Pricing
Quote-based pricing; cloud subscriptions typically start at $175-$300/user/month with enterprise customizations often exceeding $100K initial setup.
DealerSocket
enterpriseEnd-to-end dealership platform with CRM tools adaptable for commercial and heavy equipment sales, service, and customer engagement.
OneView unified dashboard that consolidates CRM, sales desking, and service data for real-time dealership oversight
DealerSocket is a robust CRM platform primarily designed for automotive dealerships but adaptable for commercial vehicle and heavy equipment dealers through its sales, service, and customer management tools. It streamlines lead capture, nurturing, deal management, and post-sale follow-ups with integrated digital marketing and inventory tools. While strong in general dealership operations, it offers customizable workflows to handle equipment-specific sales cycles and service scheduling.
Pros
- Comprehensive integration with DMS and digital retailing for seamless workflows
- Advanced lead management and automation tailored to high-value sales
- Strong analytics and reporting for inventory and customer insights
Cons
- Interface can feel dated and overwhelming for new users
- Limited out-of-the-box customization for heavy equipment-specific needs like parts catalogs
- High cost structure with custom pricing that may not suit smaller operations
Best For
Mid-sized commercial truck and heavy equipment dealerships seeking an all-in-one CRM with strong marketing automation.
Pricing
Custom enterprise pricing via quote, typically starting at $100-200 per user/month plus setup fees, scaled by dealership size and modules.
Microsoft Dynamics 365
enterpriseConfigurable CRM and ERP system customizable for commercial heavy equipment businesses to manage sales, service, and supply chain.
Dynamics 365 Field Service with IoT integration for real-time equipment monitoring and predictive maintenance scheduling
Microsoft Dynamics 365 is a comprehensive cloud-based CRM and ERP suite designed to manage customer relationships, sales pipelines, field service, and supply chain operations across industries. In the commercial and heavy equipment sector, it excels with modules like Dynamics 365 Field Service for scheduling technician visits, managing equipment maintenance contracts, and tracking parts inventory. It leverages AI-powered insights via Copilot and integrates seamlessly with Microsoft tools like Power BI and Teams for enhanced analytics and collaboration.
Pros
- Highly customizable modules tailored for field service and inventory management in heavy equipment
- Seamless integration with Microsoft ecosystem for productivity and data analytics
- Scalable AI capabilities like Copilot for predictive maintenance and sales forecasting
Cons
- Steep learning curve and complex implementation requiring significant training
- High licensing costs that may not suit smaller operations
- Overly broad feature set can feel bloated for CRM-only needs
Best For
Large enterprises in commercial and heavy equipment dealing with complex service contracts, inventory, and integrated ERP requirements.
Pricing
Subscription starts at $65/user/month for Sales Enterprise, $110+ for Field Service; full suites often exceed $200/user/month with custom enterprise quotes.
Conclusion
When assessing the best commercial and heavy equipment CRM software, the top contenders offer specialized solutions tailored to unique business needs. HBS DealerSystem stands out as the clear leader, excelling with its integrated management of sales, service, parts, and inventory for heavy equipment and construction dealers, making it a standout choice for comprehensive operations. PQ Labs and CDK Global follow closely as strong alternatives—PQ for truck dealerships and CDK for integrated workflows—ensuring there is a top-tier option for nearly every focus or requirement.
Don’t wait—explore HBS DealerSystem today to streamline your processes, strengthen customer connections, and elevate your business performance.
Tools Reviewed
All tools were independently evaluated for this comparison