CRM for Forklift Dealers
GoHighLevel set up for forklift and equipment dealers: past customers moved in from your old invoicing tool, a web chat bot for new leads, and follow-up for parts, service and repeat sales.
A call with Ritch. Tell him where your customer list lives and who should get new leads.
What should forklift dealer software do?
Forklift dealer software should keep every past customer in reach, answer new inquiries quickly and remind buyers when service or a replacement is due. Softlink IQ builds that in GoHighLevel for US forklift and equipment dealers: past customers moved in from an old invoicing tool, a web chat bot for new leads, and workflows for follow-up.
Past buyers are often stuck in an invoicing or accounting tool that cannot send a text or an email. We move them into GoHighLevel so they can get service reminders and offers, and so their replies reach your team.
New inquiries need a fast answer. A Harvard Business Review study of 2,241 US companies found only 37% answered an online lead within an hour, and the average wait was 42 hours. A web chat bot answers straight away, asks what equipment the buyer needs and gets the phone number to a salesperson.
Past customers moved in
Customers from your old invoicing or accounting tool, imported into GoHighLevel after a matching dry run.
Web chat bot for new leads
A chat bot on your site answers questions, asks what equipment they need and gets the phone number.
Hot leads to a salesperson
When a buyer shares a phone number, a named salesperson is alerted.
Service and repeat sales
Reminders and offers to past buyers, based on what they bought and when.
How do you move customers out of an old invoicing tool?
Carefully, because a bad import is hard to undo. This is how we do it.
Export what you have
Customers, contact details and what they bought, from your invoicing or accounting tool, as a spreadsheet.
Dry run the matching
A GoHighLevel import matches contacts on phone or email whatever the deduplication settings say, so two buyers who share a phone number can end up as one. We check every match before the real import.
Import and tag
Customers come in tagged by what they bought and when, so follow-up can go to the right people.
Keep a way back
We keep the original export and a record of each change, so any mistake can be put right.
How does the web chat bot handle a new lead?
It answers on your website day and night, to your rules.
Answers the common questions
New or used, rent or buy, delivery and service, using the answers you give us.
Asks what decides the quote
The equipment, the capacity, how they will use it and when they need it.
Gets the phone number
Once the buyer is engaged, it asks for a phone number and saves it to the contact.
Hands over to a person
A named salesperson is alerted, and the bot steps back once a person replies in GoHighLevel.
What do we need from you to start?
A call with Ritch covers it. These are the things we ask for.
Your customer export
A spreadsheet export from your invoicing or accounting tool.
What you sell and service
New and used equipment, rentals, parts and service, and what the bot may say about price.
Who takes the leads
The salesperson or team who should be alerted, and how: text, email or both.
Forklift dealer CRM questions
Still not sure?Ask Ritch directly on a call.
What is the best software for a forklift dealer?
Software that keeps past customers in reach, answers new inquiries quickly and follows up on service and repeat sales. We build this in GoHighLevel, which puts contacts, the inbox, texting, email and chat bots in one account.
Can you move customers from our invoicing or accounting software?
Yes. We import them into GoHighLevel from a spreadsheet export, after a dry run that checks which rows would merge. Nothing is merged until you have seen the list.
Will the chat bot quote prices?
It follows your rules. It can share starting prices, or collect what the buyer needs and leave the quote to a salesperson.
Does it work for equipment rental and service?
Yes. The questions and follow-up change to fit rentals, parts and service.
Do I need A2P registration to text customers?
Yes, if you text US customers from a local 10DLC number. Carriers filter business texts from unregistered numbers. We prepare the registration with you.
How much does it cost?
It depends on how many customers we move, your channels and how many workflows you need. You get a quote before any work starts. GoHighLevel and messaging fees are separate.
Put your customer list to work
Tell Ritch where your customers live today. He will walk you through the move and the follow-up for your dealership, and you get a quote before anything is built.