CRM Platform

Commercial CRM

Definitely the RIGHT TOOL for the job

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You aren’t just selling a vehicle; you’re solving your business customer’s problems.

In your world of finding a chassis, dealing with upfit pools/timelines, and multi-month sales cycles, you need a commercial vehicle CRM that works like you do. Just like the trucks and vans you sell, you need a solution that’s purpose-built for the way your commercial department runs. 

Holy %#!@, did someone actually build a better solution? YES, we did!   

Commercial vehicle departments have long been forced to use tools not suited to the job. Retail CRMs bury business customers in one-off marketing emails and can't handle anything beyond a single buyer purchasing a single vehicle. Spreadsheets barely work and don't scale. But this isn’t what a powerful, efficient, commercial department needs.

Built for multi-unit deals, not one-off sales

A native commercial solution structured for the complexity of business accounts and multiple trucks/vans in a single deal – no more reconfigured tools that “sort of” work.

Multi-Deal Desking: Build complex quotes with multiple VINs, varied upfits, and trade-ins – all in a single, professional flow.

Relationship-First Architecture: Track multiple stakeholders across one business account. No more fragmented data or lost contacts.

The Commercial Funnel: A pipeline that actually accounts for "Waiting on Upfitter" rather than just "Sold/Unsold."

Deal Intelligence That Turns Data Into Action

The commercial vehicle business is built on relationships, and the best way to cultivate those relationships is with data and insights others can’t offer.       

Work the deals that matter. Stop drowning in low-quality retail noise. With system aggregated leads from multiple sources that are filtered through a commercial lens, your team has full visibility into high-value opportunities that keep them focused on the accounts that move the needle. 

Proactive fleet cycling. Put your team in the driver’s seat by adding sold units to a customer’s profile, and remembering their preferred configurations with the Fleet Assessment tool. Then, when a vehicle is due for replacement, you’ll have the specs ready and the quote on the road to completion before they even pick up the phone.

Commercial department analytics. No more “manual math” to see the big picture. Track revenue by body type, monitor aged inventory turn rates, and identify your most profitable niches. Stop the guesswork and scale your department based on real-world demand.

Partners deliver for the real-world. Vendors do what’s easiest.

Ever seen a successful commercial salesperson glued to their desk all day? Neither have we. The ones who win the business meet customers where they are, and that’s why the CRM we built is a solution for the way you and your team work - in the real-world. 

Lot-Ready & Mobile-First: Start a quote on the lot, check inventory at a customer’s job site, and log notes before you even get back in your truck.

Zero-Effort Logging: With seamless Gmail and Outlook syncing, every email and all Work Truck Solutions powered calls are logged automatically. Your team spends time building relationships, not fighting with data entry.

What’s the difference? See for yourself.

Retail CRM vs. CRM from Work Truck Solutions

Feature
Typical Retail CRM
Our Commercial CRM
The Customer
The Individual: One person, one car.
The Business Account: Multiple stakeholders and decision-makers.
Sales Cycle
Days/Weeks: Optimized for "burn and turn" lead flow.
Months: Built for the long-haul, from chassis sourcing to delivery.
Marketing Cadence
Predetermined follow ups, 1:many messaging.
Tailored, personalized messaging to the customer during their journey.
Quoting
One VIN: Single vehicle deals only.
Multi-Unit: Structure dozens of VINs and upfits in one flow.
Upfitting
Afterthought: Usually a manual note or a separate spreadsheet, or nothing!
Native: Track upfitter status, costs, and timelines in the pipeline.
Inventory
Retail Only: Shows what’s on the lot today.
Fleet-Focused: Tracks chassis, aged stock, and body-type trends.
Lead Quality
Volume-Focused: High-churn Internet leads.
Quality-Centric: High ROI per customer on less volume; calls are important.
Mobility
Desktop-First: Designed for a salesperson at a desk.
Lot-Ready: Mobile-first for the yard, job site, or upfitter shop.