Your whole pipeline, tied to every deal you write.
Companies, contacts, and an opportunity pipeline in one place — with win-rate and stage analytics — where every quote, rental, and invoice links straight back to the customer.
- Every quote, rental, and invoice links back
- Win-rate and stage analytics, not a gut feel
- Overdue follow-ups surfaced for you
CRM · Pipeline
Opportunities
Win rate
38%
Harbor Freight Co.
$84k
Ridgeline Paving
$52k
Delta Earthworks
$196k
Coastal Utilities
$71k
Summit Steel
$240k
Vale Logistics
$63k
What's moving, and what's stuck.
Opportunities move through stages you name yourself. The value isn't the list — it's seeing the shape of the funnel and knowing your real close rate.
A sales pipeline by stage: Qualifying, 18 deals; Quoted, 11 deals; Negotiating, 6 deals; Won, 4 deals.
The whole relationship, on one record.
This is what a dealer CRM has that a general-purpose one doesn't: the machine, the contract, and the money all point back to the same company.
The company record at the center, linked to Contacts, Locations, Opportunities, Quotes, Rentals & work orders, Invoices & aging.
Everything on the customer.
Companies, contacts & locations
The businesses you sell to, the people you deal with, and the sites you deliver to — organized instead of buried in a phone or a shared inbox.
Opportunity pipeline
Track every deal by stage so you can see what's moving and what's stuck, rather than guessing at the end of the month.
Win-rate & stage analytics
Know your close rate and where deals stall — a real number instead of a gut feel.
Overdue follow-up flags
The system surfaces the customers you've gone quiet on, before the deal quietly dies.
Activity history
Calls, meetings, and notes log against the company and the contact, so the whole relationship reads in one place.
Find anything in a keystroke
⌘K jumps to companies, contacts, invoices, quotes, rentals, and work orders — limited to what your role is allowed to open.
From a contact list to a pipeline.
Most dealers aren't replacing a CRM — they're replacing a spreadsheet, a phone's contact list, and the salesperson who remembers everything.
| Today | On Calibrate |
|---|---|
| Customers live in a spreadsheet, a phone, and the owner's head. | One company record with every contact, quote, rental, and invoice attached. |
| Nobody knows which deals are still alive without asking around. | A pipeline with win rate and value by stage, updated as deals move. |
| A follow-up gets missed and the deal quietly goes cold. | Overdue follow-ups flag themselves before the customer goes quiet. |
| The salesperson leaves and takes the relationship history with them. | Every call, note, and quote stays on the customer record. |
Your customers, in this afternoon.
No implementation project and no data-migration invoice. You import a spreadsheet and start working.
- 1
Import your customer list
Export companies and contacts from whatever you use now, map the columns once, and preview what lands before anything is written.
- 2
Set your stages
Rename the pipeline stages to match how you actually sell. An admin does it in Settings — no support ticket.
- 3
Work the pipeline
Log activities, quote from the customer record, and let win rate and overdue follow-ups compute themselves.
Common questions about the CRM.
- What can a dealer CRM do that a generic one can't?
- The difference is that everything links back to the customer. In Calibrate a quote, a rental contract, a work order, and an invoice all tie to the company they belong to, so one record tells the whole relationship's story — what they bought, what they rent, what's in your shop, and what they owe. A general-purpose CRM tracks the deal but has no idea the machine exists.
- Can I see my win rate and where deals stall?
- Yes. Opportunities move through stages you control, and the CRM reports your win rate along with stage analytics that show where deals are sitting. Because stage reporting reads a code-owned role rather than the label, you can rename stages to match how your shop talks without breaking the numbers.
- Will it tell me who I've gone quiet on?
- Yes. Calibrate flags overdue follow-ups, surfacing the customers you haven't touched in a while so they don't quietly go cold. That's usually the practical difference between a pipeline and a list of names.
- Can I track multiple sites for one customer?
- Yes. Locations are their own record under a company, so a customer with several yards or job sites is modeled properly — and a rental or a delivery can point at the specific site rather than the head-office address.
- Do quotes and invoices show on the customer record?
- Yes. Every quote, rental, work order, and invoice links back to the company, so opening a customer shows you the full commercial history rather than requiring you to search three modules to reconstruct it.
- Can I import my existing customer list?
- Yes, and the import wizard is included on every plan at no charge. It loads companies, contacts, and equipment from spreadsheets, so you're not retyping a customer list to get started. You can also export everything you have at any time, self-serve.
Every plan includes every module — they’re built to work together, so the record you need is already there.
See crm in action.
It’s included on every plan, and pricing is published — so there’s nothing to pry out of us on a call.