Sidekick for Dealerships and Equipment Sales
Manage the whole account around the machine—not just the deal.
Connect leads, organizations, equipment, quotes, trade or rental context, parts, service, financing steps, delivery, and long-term account activity.
Start with Sidekick for Dealerships and Equipment Sales
Where the day gets stuck
Equipment context fragmented
Sales and post-sale teams lose the handoff
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
Money and commerceSidekick Commerce
Sell across channels without splitting inventory or customers.
Rental operationsSidekick Rentals
Know what is available, where it is, and what happens next.
Business operationsSidekick ERP
Finance and operations on the same record.
CommunicationsSidekick Voice
Business calling with real phones and real help.
Money and commerceSidekick Payments
Take payment wherever the work happens.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Seller manages stakeholders
- 02Operations prepares delivery
- 03Service sees equipment history
Workflow 1
build an equipment opportunity
A practical Sidekick workflow that helps the team build an equipment opportunity.
- Map account and stakeholders
- Capture equipment need
- Configure quote
- Schedule follow-up
Workflow 2
coordinate delivery and acceptance
A practical Sidekick workflow that helps the team coordinate delivery and acceptance.
- Confirm inventory and prep
- Schedule delivery
- Capture acceptance
- Open service relationship
Workflow 3
surface the next account opportunity
A practical Sidekick workflow that helps the team surface the next account opportunity.
- Review owned and rented fleet
- Identify lifecycle signals
- Prepare recommendation
- Assign seller action
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize account fleet
- Draft configuration options
- Identify lifecycle opportunities