Work Truck Solutions introduced a new customer relationship management (CRM) platform designed specifically for commercial vehicle sales during Work Truck Week 2026.

The company said the new system was developed to address challenges that commercial departments face when using retail-focused CRM platforms built for single-vehicle consumer transactions rather than fleet sales.

Work Truck Solutions, which specializes in commercial vehicle data and digital tools for dealerships and fleets, positioned the platform as the first CRM designed to reflect the complexity of commercial truck sales.

“For years, commercial teams have been stuck using retail CRMs,” said Kathryn Schifferle, founder and chief vision officer of Work Truck Solutions. “Retail systems treat a lead as one person buying one car. Commercial teams need to manage their business customers with multi-unit deals, multiple stakeholders, long sales cycles, and upfitter timelines. These teams deserve a CRM that reflects the real world they operate in, so we built one.”

Designed for Commercial Fleet Sales Workflows

Work Truck Solutions said the CRM was structured around typical commercial vehicle sales processes, including multi-vehicle transactions and longer buying cycles.

The platform allows sales teams to build complex quotes that can include multiple VINs, varied upfits, financing options, and trade-ins within a single workflow. It also tracks multiple decision-makers within a single business account, reflecting how fleet purchases are often approved by several stakeholders.

The system’s sales pipeline includes commercial-specific statuses such as “waiting on upfit” and “in transit,” rather than traditional retail stages like “sold” or “unsold.”

“Commercial teams aren’t just selling trucks, they’re solving business problems,” said Aaron Johnson, CEO of Work Truck Solutions. “Now they’ll have a CRM that matches that mission.”

Data Insights and Fleet Replacement Planning

According to the company, the CRM aggregates leads from multiple sources and filters them through commercial-focused criteria designed to reduce retail inquiries that often create noise for fleet sales teams.

The system also incorporates functionality intended to support fleet cycling and replacement planning. When a vehicle sale is completed, units can be added to a customer’s profile and used alongside a fleet assessment tool to initiate future replacement conversations based on preferred configurations.

The platform also tracks metrics such as revenue by body type, inventory aging trends, and performance across specific vocational segments.

Mobile-First Design for Field Sales

Recognizing that many commercial sales representatives spend significant time outside the dealership, the CRM was designed with mobile functionality in mind.

Work Truck Solutions said the platform allows sales teams to log notes, check inventory, or begin building quotes while on a job site or walking a dealership lot. The system also syncs with Gmail and Outlook and automatically logs calls generated through Work Truck Solutions-powered tools.

“Cultivating commercial customer relationships and building out deals frequently happens away from the dealership, not behind a desk,” Johnson said. “We designed and built our CRM for that reality — it goes with you to meet your clients where they are.”

Work Truck Solutions debuted the new CRM platform during Work Truck Week 2026 in Indianapolis.