Work Truck Solutions has launched its new commercial-native customer relationship management (CRM) solution, which it calls the first CRM platform developed specifically for the complexity of commercial vehicle sales.
Introduced Wednesday at Work Truck Week 2026 in Indianapolis, Work Truck Solutions says the product marks a major shift away from retail-oriented tools which commercial departments have long been forced to “make work.”
“For years, commercial teams have been stuck using retail CRMs,” says Kathryn Schifferle, founder and CVO 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.”
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The new mobile friendly CRM is structured around the realities of commercial vehicle sales, including:
- Building complex quotes with multiple VINs, varied upfits, diverse financing options and trade-ins within a single, professional flow.
- Tracking multiple decision-makers and influencers within a single business account.
- A sales pipeline that incorporates statuses such as “waiting on upfit” and “in transit” instead of only the retail-standard “sold/unsold.”
“Commercial teams aren’t just selling trucks, they’re solving business problems,” says Aaron Johnson, CEO of Work Truck Solutions. “Now they’ll have a CRM that matches that mission.”
Additionally, Work Truck Solutions states the new CRM platform brings together key components and insights that enable a commercial team to focus on the opportunities that matter most. The company says among them are:
- Commercial-filtered leads: System-aggregated leads from multiple sources are viewed through a commercial lens that eliminates low-quality retail noise.
- Functionality that drives fleet cycling: Sold units added to a customer’s profile and preferred configurations incorporated via a Fleet Assessment tool proactively initiate replacement conversations.
- Commercial-centric metrics: Tracking revenue by body type, monitoring aged inventory turn rates and identifying profitable niches to scale commercial business.
Finally, recognizing that successful commercial salespeople often spend much of their time on lots and at job sites, this new CRM is designed for real-world mobility. The company states it is:
- Lot-ready and mobile-first: Since commercial salespeople aren’t tethered to a desk, their solutions shouldn’t require it. Logging notes and checking inventory while on a job site or starting a quote on the lot is easy.
- Zero-effort logging: Syncing with Gmail, Outlook and other email providers, plus automatic logging of Work Truck Solutions-powered calls, equates to fostering relationships and capitalizing on opportunities.
“Cultivating commercial customer relationships and building out deals frequently happens away from the dealership, not behind a desk” says Johnson. “We designed and built our CRM for that reality — it goes with you to meet your clients where they are.”
