CRM & Machinery Sales
One connected sales flow – everything in one system.
Track leads, configure machines, generate quotes, manage rentals, and publish listings – all tailored for machinery dealers.
Explore our CRM & Machinery Sales tools
Pipeline Tracking
Pipeline Tracking
Built-in CRM for machinery dealers – from lead to deal
DSM’s integrated CRM system gives you full control of your sales pipeline. Manage contacts, leads, tasks, and opportunities in one place – with real-time visibility from first contact to signed order.
Task management
Create and assign tasks like phone calls or meetings, individually or to a team
Rich contact profiles
Build contact records with interaction history, interests, and segmentation
Targeted marketing
Filter contacts by criteria like machine interest and send campaigns directly from DSM – or export to platforms like Mailchimp
Newsletter integration
Track sent newsletters on the individual contact card for full transparency
Lead and opportunity tracking
Follow up on leads and track your sales pipeline from first contact to closed deal
Link leads to offers
Connect leads to machine offers and sales opportunities
Pipeline visualisation
Get an overview of offers by status and value with clear diagrams
Win/loss insights
See why offers are lost or won – and compare across competing brands and models
Excel export
Export lead and pipeline data for internal reports or OEM sharing
Custom role centres
Tailor your dashboard with KPIs, sales figures, machine orders, and active leads – all in one view
CRM & Pipeline Tracking