Equipment dealer CRM software

The CRM That Turns Follow‑Ups Into Sales

Flyntlok's CRM lives inside the DMS. Every follow-up, text, call, and quote sits on the same record as the customer's machines and service history. AI builds the call list and drafts the text, and new CRM features ship every two weeks.

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Running dealerships across four countries

US
United States
CA
Canada
AU
Australia
NZ
New Zealand
John Deere
Kubota
AGCO
Bobcat
STIHL
John Deere
Kubota
AGCO
Bobcat
STIHL
John Deere
Kubota
AGCO
Bobcat
STIHL
Salesperson shaking hands with a customer across a desk, with a Flyntlok follow-up task and text conversation open on his laptop
12
Releases in a row with new CRM features
1
Customer record for sales, parts, service, and rental
25
Replies from about 100 trade-in texts at one dealership
$0
Extra for the CRM and Smart Campaigns AI
Why it matters

Sticky notes don't sell equipment. Follow-ups do.

Most dealerships still track callbacks on Post-it notes, in notebooks, and on personal phones, and every one that slips is a sale that walks. Flyntlok puts each follow-up on the customer's record, with the machine, the quote, and the conversation attached.

One day at a dealership running on Flyntlok

Follow one sales team from the first follow-up to the month-end review.

  1. 7:30 am

    The sales desk

    Tasks Command Center

  2. 8:45 am

    The front counter

    Two-way texting

  3. 10:30 am

    The yard

    Quotes and trade-ins

  4. 12:15 pm

    On the lot

    Flyntlok Mobile

  5. 2:00 pm

    The showroom

    Smart Campaigns

  6. 3:30 pm

    The service desk

    One customer record

  7. 5:00 pm

    The GM's office

    Pipeline review

7:30 am at the sales desk

Fourteen follow-ups are due today and two are overdue. Which customer gets the first call?

CRM Tasks Command CenterLive

Every follow-up in one list, tied to the customer.

Tasks put every callback, quote follow-up, and promise to a customer in one list that sorts itself by what's due. Each task carries the customer, their contacts, the machine, and the lead, so you can call, text, or turn it into a deal without opening another screen.

9

Releases in a row with new Tasks features, June to October 2026

2

Assignees on every task, so a follow-up is covered when someone's out

Release count from Flyntlok's public release notes, June 25 to October 15, 2026.

Hear Ep.9: CRM Command Center→Read the Tasks guide→Read the September 3 release notes→
Flyntlok Tasks list on a large display, showing each follow-up's status, priority, owner, contact, customer, and linked lead or work order

What a task can carry

One follow-up, with everything attached:

  • The customer, their contacts, and who's primary
  • The machine, or a make and model to quote
  • The lead, sales orders, work orders, and POs

Promote it to a lead when the follow-up turns into a deal.

  1. 01

    Jot it down in seconds

    A new task needs only a name. Add the due date, priority, and customer when you have them.

  2. 02

    Attach the whole story

    Link the customer, contacts, machine, and lead, so whoever picks it up knows exactly what's going on.

  3. 03

    Call or text from the task

    Click to call and the activity log opens already filled in. Texts land in the task's Conversations tab.

  4. 04

    Promote it when it's real

    When a follow-up turns into a deal, promote it to a lead that carries the contact, the machine, and the history.

Shaped by sales teams, release by release

See every release note→

  1. Mar 2024

    Tasks launch inside the CRM, linked to leads

  2. Jun 2026

    A customer on every task

  3. Jul 2026

    My Tasks first, and call or text from the list

  4. Aug 2026

    Machines on tasks, mobile tasks, and promote to lead

  5. Sep 2026

    A details page for every task, with linked records

Watch the demo

See the Tasks Command Center in action

See how the task list works: sort it, call or text from it, log the call, and promote a task to a lead. Then bring your own follow-up list to a walkthrough.

Book a walkthrough→
Salesperson showing a customer a push mower at the counter, beside a phone with a Flyntlok text conversation
“If my people put the information in there, it's findable and it's trackable.”

Bob Jennings, Owner, RJ's Outdoor Power, on documenting customer conversations

8:45 am at the front counter

A customer texted the store's number last night about a new push mower. Who answers him, and where does that lead go?

Two-way texting, built in

Text customers without leaving the DMS.

Every dealership gets its own texting number in Flyntlok. Texts go out from tasks, leads, work orders, and the counter, replies come back to the right salesperson, and every message lands on the customer's record. No separate texting app to log into or keep in sync.

  • Replies reach the right person

    When a customer texts back, their primary salesperson gets the alert, and the SMS Inbox filters by anyone in the conversation.

  • Turn a text into a lead

    Create a lead straight from a conversation in the SMS Inbox, so the inquiry doesn't sit in someone's phone.

  • Templates and photos

    Shared templates fill in the customer's name, and you can send photos and PDFs right in the thread.

  • Delivery you can see

    Delivery statuses show whether each text went through, so nobody assumes the customer got it.

  • Leads from your website

    The Text Us widget turns messages from your website into new leads, routed to the right branch and department.

  • Consent handled

    STOP, START, and HELP replies are handled for you, and texting and email permission are tracked separately for each contact.

Read: Texting consent and opt-ins in Flyntlok→Read the October 15 release notes→
Salesperson going over a quote with a farmer next to a disc harrow on the lot

10:30 am in the yard

A farmer wants a number on a new disc today, with his old one as a trade-in.

Quotes, trade-ins, and deals

Quote it, trade it, sell it, without retyping a thing.

Quote models and options from the lead, then swap in the serial-numbered machine when the deal closes. Trade-ins, reservations, and OEM registrations happen in the same system, so nothing gets keyed twice.

  • Quote straight from the lead

    Create sales orders and work orders from a lead in one step, and the lead's machines carry onto the quote.

  • Models now, machines later

    Quote several models and options at once, then swap in the actual machine when it sells.

  • Trade-ins that add up

    Take a machine in trade with its hours and payoff, and Flyntlok works out the net trade value and overallowance.

  • Quotes that don't go quiet

    You're notified 7 days, 3 days, and the day a quote expires, and lost quotes land on the win/loss report.

  • Hold the machine

    Reserve a machine on a deal and it goes On Hold for 7 days, so nobody sells it out from under you.

  • Registered and on record

    Ownership updates the moment the sale completes, and STIHL, Toro, and Exmark registrations are done from Flyntlok.

Read the trade-ins guide→See every OEM integration→
Salesperson checking a tablet with two customers next to a Kubota tractor on the lot
“That's where, on the sales side, we've been able to see a tremendous amount of improvement.”

Chris Weems, Dealer Principal and Owner, TraxPlus, on machine photos taken from a phone

12:15 pm on the lot

A customer wants to know what his tractor has been in for, and the salesperson is nowhere near a desk.

Flyntlok Mobile for sales

The whole customer, in your pocket.

Salespeople spend the day on the lot, in the truck, and in customers' yards. Flyntlok Mobile puts leads, tasks, texts, and machine details on their device, and every call gets logged before it's forgotten.

  • Leads on the go

    Find, filter, and create leads from a phone, and start a work order right from a mobile lead.

  • Tasks in your pocket

    Create, update, and mark tasks done from a phone, with the same saved layouts you use on the desktop.

  • Click to call, then log it

    Tap a contact's number to call, then log the activity so the conversation is on the record in seconds.

  • Texts follow you

    Your Conversations shows every text thread you're part of, right on your phone.

  • Photos from the machine

    Snap a photo beside the machine, and sales sees exactly what's on it before quoting.

  • Margin before you quote

    The price calculator on the mobile machine page shows margin and gross profit before you give a number.

Read: Why sales needs a CRM built into the DMS→Read the TraxPlus story→
Two men looking over a riding mower in a showroom, with Smart Campaigns totals for campaigns, messages, leads, and audience
One dealership sent about 100 trade-in texts and got 25 replies.

As shared on Flyntlok Unlocked Ep.6

2:00 pm in the showroom

Late spring this year. Who bought a riding mower and hasn't had it serviced?

Smart Campaigns, AI built in

Describe the customers. AI builds the list and the text.

Type who you want to reach in plain English, like customers who own a snow blower and haven't had it serviced. Smart Campaigns searches your own customer, machine, and service records, drafts the text, and turns replies into scored leads for your team.

  • Lists from your own data

    Target by machines owned, service history, warranty status, location, tags, and Google review ratings.

  • The text, drafted for you

    AI writes the message from a short description and checks it for typos and tone. You review it before anything goes out.

  • Replies become scored leads

    AI sends one friendly hand-off reply, then creates a lead with a score and a summary of the conversation.

  • Send now or schedule it

    Schedule a campaign for later, send yourself a test first, and start the next one from a past list.

  • Results you can count

    See campaigns sent, people reached, and leads generated, plus an estimated revenue figure.

  • Included with your account

    Smart Campaigns comes with every Flyntlok account. Texting costs depend on your dealership's needs.

Hear Ep.6: Turn customer data into revenue→
Campaign ideas

Every campaign starts with one sentence.

Snow blower clearing a path after a storm

Pre-season tune-ups

“Customers who bought a snow blower in the last three years and haven't had it serviced.” Send a tune-up offer before the first storm.

See Flyntlok for OPE dealers

→
Worker clearing fall leaves with a backpack blower

Parts and accessories

“Customers who bought a leaf blower in the last two years and haven't bought parts since.” Offer a fall maintenance kit.

See parts and inventory

→
Kubota hay rake on a dealer lot

Haying season

“Customers tagged as hay producers who own a rake or baler.” Book their inspections before the first cutting.

See Flyntlok for ag dealers

→
Row of new SANY excavators on a dealer lot

Warranty check-ins

“Excavators with a warranty ending in the next 90 days.” Offer an inspection while the machine is still covered.

See Flyntlok for construction dealers

→
Row of white Kenworth trucks parked on a lot

Mileage milestones

“Fleet customers with trucks past 100,000 miles.” Offer the fleet manager a preventive maintenance package.

See Flyntlok for truck and trailer dealers

→

Your customers, your words

Write your own campaign

Describe any group of customers in plain English. Smart Campaigns builds the list and drafts the text for you to review.

Read the Smart Campaigns guide

→

3:30 pm at the service desk

A customer picking up his mower mentions he's pricing a new zero-turn. Who in sales should know?

One customer record

Every department sees the whole customer.

Because the CRM is part of Flyntlok, sales, parts, service, and rental work from the same customer, the same machines, and the same task list. When a follow-up changes hands, the context goes with it.

Flyntlok task details on a laptop, with the linked customer, lead, and machine beside a two-way text conversation

Sales

Sees the customer's machines, orders, rentals, and every text, call, and note before picking up the phone.

Service

Links a task to the work order or the machine, so sales sees the whole job when they pick it up.

Parts

Searches tasks by PO number, so a special order's follow-up is one search away.

Managers

See every open task by owner and due date, and step in before a follow-up goes stale.

Flyntlok CRM

$0

Extra for the CRM

Leads, tasks, texting tools, and Smart Campaigns come with every Flyntlok account, with no separate app or login. Texting costs depend on your dealership's needs.

See Flyntlok AI for dealers
Two dealership managers reviewing a Flyntlok Sales Forecast and Performance Dashboard on a large screen
“We had tried in the past bolt-on capabilities for CRM and other functions, but the integration cost and lack of functionality did not deliver the ROI we were looking for. Flyntlok offers us a truly integrated platform.”

Nick Jacobs, Sr. Director of Finance & Operations, STS Truck & Trailer

5:00 pm in the GM's office

Month-end is Friday. What's quoted, what's close, and who hasn't heard back from us?

Leads and pipeline

Every lead, from first text to signed deal.

Leads come in from the website, the phone, texts, campaign replies, and the front counter, and they all land in one CRM. Managers see what every deal is worth, when it should close, and when someone last reached out, without building a separate report.

  • Every source in one place

    Website forms, the Text Us widget, phone calls, texts, and campaign replies all create leads in the same CRM.

  • No duplicates, no lost leads

    Flyntlok checks for open leads and matching customers before a new lead is saved.

  • Statuses that mean something

    Set your own lead statuses and sources, and require a note whenever a status changes.

  • Pipeline value at a glance

    All Leads adds up expected revenue, with close dates, last contact, and the latest note on every lead.

  • Shared deals, clear owners

    Assign a lead to more than one person, attach several machines, and get an alert when your leads change.

  • Clean up in bulk

    Update up to 20 leads or tasks at once, and archive the ones that went cold.

Read: DMS vs. CRM, what owners need to know→
Shipped, not promised

Something new for sales, every two weeks.

New CRM features shipped in each of the last 12 releases. Here's what the last nine delivered, straight from the release notes. Each one reached every Flyntlok dealer the day it shipped.

  1. Jun 25

    A customer on every task

    Link, change, or remove the customer on any CRM task, and Out-the-Door pricing now counts shipping.

    Release notes →

  2. Jul 9

    Smart Campaigns for every dealer

    AI campaigns opened to all dealers, with scheduling, tag and review filters, and SMS delivery statuses.

    Release notes →

  3. Jul 23

    Click to call from leads and tasks

    Call the primary contact with one click, and tasks marked done log an activity on the customer.

    Release notes →

  4. Aug 6

    Promote a task to a lead

    Tasks link to machines and make and model, and sales can work tasks and leads from a phone.

    Release notes →

  5. Aug 20

    Archive leads that went cold

    Lead archiving, a permission for changing the salesperson, and a Toro and Exmark sales registration report.

    Release notes →

  6. Sep 3

    A details page for every task

    Tasks open on their own page with conversations and inline editing, plus Create Task on customer and machine pages.

    Release notes →

  7. Sep 17

    Texts reach the right salesperson

    Primary salespeople get alerts for incoming texts, and tasks show linked sales orders, work orders, and POs.

    Release notes →

  8. Oct 1

    Bulk edit tasks and leads

    Update up to 20 at once, catch duplicate contacts, and see linked tasks right on the work order.

    Release notes →

  9. Oct 15

    Turn a text into a lead

    Create a lead from any SMS conversation, and linked contacts stay in sync everywhere.

    Release notes →

Every update reaches every Flyntlok dealer at no extra cost. See every release note.

Before you buy

Five questions to ask any DMS vendor about CRM.

Plenty of DMS vendors list a CRM. These five questions show whether it's built into the system your team already uses, or one more app to log into.

1

Is the CRM part of the DMS, or a separate app that syncs?

A separate CRM means another login, a sync to watch, and salespeople who stop using it.

Part of the DMS. Leads, tasks, texts, and quotes live on the same customer record as parts, service, and rental.

2

Can we text customers from the DMS, and do replies reach the right person?

When texting runs through a separate service, conversations end up outside the customer's record.

Yes. Two-way texting is built in, replies alert the customer's primary salesperson, and every text is saved to the customer's record.

3

Does a follow-up carry the customer, the machine, and the quote with it?

A reminder that only says “call Jane” sends your rep hunting through three screens.

Yes. Every task links the customer, contacts, machine, lead, and orders, and can be promoted to a lead.

4

Is there AI that finds the right customers and drafts the text, and is it included?

A list pulled into a spreadsheet is out of date before the first text goes out.

Yes and yes. Smart Campaigns builds the list from plain English and drafts the text, and it comes with every account.

5

How often does the CRM get better?

A CRM that changes once a year can't keep up with how your sales team works.

About every two weeks. Each of the last 12 releases added new CRM features, with public release notes.

Comparing systems? The DMS Buyer's Guide Checklist covers the rest.

Get the buyer's checklist→
CRM by industry

One CRM, built for how you sell.

Every dealer gets the same tasks, texting, and Smart Campaigns, working on the machines and customers in your industry.

Technician working on the rear hitch of a large tractor

Agriculture

Reach every customer who owns a planter or baler before the season starts, and track the trade-in on the deal.

Explore Agriculture

→
Excavator and wheel loader on a job site

Construction & Heavy Equipment

Keep owners, foremen, and fleet buyers on one account, with every machine and quote attached.

Explore Construction

→
Operator mowing leaves on a Grasshopper zero-turn mower

Outdoor Power Equipment

Turn walk-ins and website messages into leads, and text customers before mowing and snow season.

Explore OPE

→
Volvo truck hauling an excavator on a lowboy trailer

Heavy Truck, Trailer & Bus

Track fleet customers with several contacts and many units, and see every truck they run.

Explore Heavy Truck

→
Field service technician working on a forklift with a tablet

Material Handling

Keep every forklift, contact, and follow-up on one customer, so service visits turn into sales leads.

Explore Material Handling

→
Connected to every department

Sales, parts, service, and rental, on one customer record.

The CRM is part of Flyntlok, not bolted onto it, so a parts sale, a work order, and a customer text show up where your salespeople need them. No exports and no add-on tools.

Smart Receive reading a vendor invoice in Flyntlok on a laptop

Parts & Inventory

Live stock at every store

Search once to see what's on hand at every location, and keep 400+ brands priced right without loading a file.

See parts & inventory

→
Flyntlok service schedule and work order screens on a tablet, laptop, and phone

Service Management

Work orders from the bay or the field

Techs clock in, request parts, and check out from a phone, and AI writes up the repair.

See service management

→
Flyntlok rental availability and utilization screens on a laptop, monitor, and phone

Rental Management

Rentals signed from a phone

Send rental contracts to sign by text, and bulk check-ins keep dates and billing in sync.

See rental management

→
Flyntlok Smart Campaigns and a machine record on a laptop, phone, and tablet

Flyntlok AI

AI that does the work

Smart Campaigns in sales works alongside Smart Receive in parts and Smart Tech Notes and AI Review in service, all included.

See Flyntlok AI

→
Also connected:Point of SaleAccounting & FinanceCloud-Based DMS
Go deeper

Proof from real dealers, and the team that builds the CRM.

Hear how dealers put the CRM to work and from the people who build it, then run your own numbers.

RJ's Outdoor Power storefront with STIHL and Toro signs, on the cover of the RJ's customer story
Customer story
RJ's Outdoor Power, STIHL and Toro dealer

From a $400 truck to a dealership that tracks every conversation.

Bob and Judy Jennings started RJ's with a $400 bread truck in 1996. Today the team logs customer conversations as Activities in Flyntlok, new hires find their way around within a week, and Smart Campaigns is next on the list.

“That activity tool is gospel for us.”

Bob Jennings, Owner, RJ's Outdoor Power

1996

Started with a $400 service truck

~$1.5M

Average annual revenue today

1 week

For a new hire to find their way in Flyntlok

Read the RJ's story→
From Clicks to Customers webinar with Jason Henderson of True Radius Marketing and Jenny Moebius of Flyntlok

On-demand webinar

From Clicks to Customers

How dealers connect their website, CRM, and AI-powered marketing so website inquiries reach the right salesperson, with True Radius Marketing.

Watch the webinar

→
Flyntlok Unlocked Ep.9: CRM Command Center

Unlocked Ep.9

CRM Command Center

With Michael Sharp and Ula Lapkus, Flyntlok engineering

How Tasks turn sticky notes into follow-ups that chase the salesperson, with the customer and machine attached.

Listen

→
Flyntlok Unlocked Ep.6: Turn Customer Data into Revenue

Unlocked Ep.6

Turn Customer Data into Revenue

With Brandon Weaver, Customer Success Lead

A full Smart Campaigns walkthrough, from a plain-English search to replies your team can follow up on.

Listen

→
Flyntlok Unlocked Ep.3: Growing Service Revenue

Unlocked Ep.3

Growing Service Revenue

With Alex Clementi, Senior Pre-Sales Consultant

How a Smart Campaign reply becomes a CRM lead and rolls straight into a service work order.

Listen

→

Buyer tool

ROI Calculator

Run your dealership's numbers and see what Flyntlok could give back.

Run your numbers

→

Article

Why sales teams need a CRM built into the DMS

Native CRM vs. standalone, what to look for, and the questions to ask before you buy.

Read

→

Article

DMS vs. CRM: what owners need to know

What each one does, where they overlap, and what to ask before you choose software.

Read

→
The Flyntlok team outside the Flyntlok office in Anchorage
The Flyntlok team in Anchorage
Who's behind it

Built by a former dealer. Shaped by sales teams.

Flyntlok was designed inside Craig Taylor Equipment, an Alaska dealership that ran on a green-screen IBM system when founder Sean McLaughlin bought it. A $36 million growth investment from Mainsail Partners in 2025 added developers and support, and dealers help shape each CRM release through office hours, betas, and focus groups.

  • Former dealer

    Founded by one, built for the sales floor

  • Every 2 weeks

    New product updates

  • 8/8 support

    Response in 8 minutes, solved in 8 hours

Meet the team→
See it in your browser

See Flyntlok's CRM work your own follow‑up list

Book time with our team. We'll walk through the Tasks Command Center, two-way texting, and Smart Campaigns, using the machines and customers you actually sell to.

  • A walkthrough built around your brands and your sales team

  • Tasks, texting, and Smart Campaigns on a laptop and a phone

  • Implementation and migration at no cost, plus plain answers on switching

The Flyntlok team standing in front of a tractor
The people you'll talk to
CRM FAQ

Common questions about Flyntlok's CRM.

Straight answers on tasks, texting, Smart Campaigns, leads, and cost.

Is Flyntlok's CRM built into the DMS?

Yes. Leads, tasks, texting, and Smart Campaigns are part of Flyntlok, not a separate app that syncs. Every task, text, call, and quote sits on the same customer record that parts, service, and rental use.

Does the CRM cost extra?

No. The CRM, including Tasks and Smart Campaigns, comes with every Flyntlok account at no extra cost. Texting costs depend on your dealership's needs.

What is the Tasks Command Center?

It's one list of every follow-up, sorted by what's due. Each task can carry the customer, contacts, machine or make and model, the lead, and linked sales orders, work orders, and POs. You can call or text from the task, log the activity, add a backup assignee, and promote the task to a lead when it turns into a deal.

Can we text customers from Flyntlok?

Yes. Each dealership gets its own texting number. You can text from tasks, leads, work orders, and the point of sale, use shared templates, and send photos and PDFs. Replies alert the customer's primary salesperson, and every conversation is saved to the customer's record.

What are Smart Campaigns?

Smart Campaigns is Flyntlok's AI tool for targeted texting. Describe who you want to reach in plain English, and it searches your customer, machine, and service records, drafts the text for your review, and turns replies into scored leads for your team.

Where do leads come from?

Leads can come from your website through the Text Us widget or a web form connection, from phone calls, from texts in the SMS Inbox, and from Smart Campaign replies. Anyone on your team can also add one at the counter, from a phone, or from a customer or machine record.

Can salespeople use the CRM on a phone?

Yes. Flyntlok Mobile lets salespeople find and create leads, work their tasks, call contacts and log the activity, read and answer their text conversations, and check machine pricing from a phone.

Can managers see the whole pipeline?

Yes. The All Leads view totals expected revenue and shows each lead's status, close date, last contact, and latest note. Managers can filter, group, and save layouts, see every task by owner and due date, and update up to 20 leads or tasks at once.

How does Flyntlok handle texting consent?

Flyntlok tracks texting and email permission for each contact, handles STOP, START, and HELP replies automatically, and keeps a consent history for each customer and phone number, to help your dealership follow TCPA and carrier rules.

How often does the CRM get new features?

About every two weeks. Each of the last 12 Flyntlok releases, from April to October 2026, added new CRM features, and every release comes with public release notes at no extra cost.

flyntlok features

Put Flyntlok to work for your sales team

Book time with our team. We'll show you the Tasks Command Center, two-way texting, and Smart Campaigns on your own customers and machines.

Get a Demo
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