The deal closes. The data dies.
A generic CRM marks the opportunity won and moves on. Nobody records the serial number, the warranty clock, the installed options or the seven-year parts stream that follows the truck out of the yard.
For equipment dealers & specialty distributors
The machines you sold
are still earning.
Your CRM stopped watching.
Apexum is the revenue platform for serialized equipment. Install base, machine-grade quoting, service-contract renewals and aftermarket parts — in one system built for how mid-market dealerships actually make money.
- Live in 9 days
- No ERP rip-out
- Partnership architect included
apexum / renewal radar
live1,284
Units tracked
$2.41M
Renewal pipeline
68%
Attach rate
11
At risk
- $18,400/yrRenew nowKX-4471-AKestrel LX-90 Scissor Lift
Ridgeline Facilities · Warranty ends in 19 days
- $26,900/yrAt thresholdTP-8802-CTorren P-Series Press
Vega Metalworks · Run-hours at 91% of service band
- $12,750/yrForecastHB-1140-FHalberd Flow-Wrap 300
Northmark Foods · Contract ends 04 Nov
- $9,300/yrChurn riskKX-3390-BKestrel LX-60 Scissor Lift
Bracken Logistics · Service overdue 22 days
Contract value coming due
next 180 days
Aug
Sep
Oct
Nov
Dec
Jan
Sample data shown for illustration.
Eight partner dealerships across three continents
Kestrel Lift SystemsTorren Industrial GroupHalberd PackagingNorthmark FoodsVega MetalworksBracken LogisticsRidgeline FacilitiesSolvent & Kay MachineryKestrel Lift SystemsTorren Industrial GroupHalberd PackagingNorthmark FoodsVega MetalworksBracken LogisticsRidgeline FacilitiesSolvent & Kay Machinery
The gap
Your CRM was designed for software deals.You sell steel.
Horizontal platforms model a contact, a deal and a pipeline. A dealership’s real asset is the fleet in the field — and almost none of it is represented in the systems sold to you as “the source of truth”.
Quotes live in spreadsheets.
Configured machines, option dependencies, trade-in credits, freight, rigging and install labour do not fit a flat line-item quote — so your best sales engineer rebuilds the same workbook every week.
Renewals are found, not forecast.
Service contracts lapse quietly because no system watches run-hours, warranty expiry and last-service date together. You learn about the gap when a competitor's technician is already on site.
The platform
Six capabilities the horizontal platforms leave to consultants.
Each one is bespoke to how equipment moves through a dealership — configured, delivered, serviced, renewed and eventually traded back in.
Serialized install base
Every unit you have ever sold, rented or serviced — with its configuration, warranty clock, run-hours, site location and current owner — from first invoice through resale.
Unit-level history, not account-level guesswork
Machine-grade CPQ
Model configurators with real option dependencies, trade-in valuation, freight and rigging, install labour and finance terms priced inside a single quote your customer can sign.
Quote a configured machine in minutes
Renewal radar
Warranty expiry, run-hour thresholds, contract end dates and service history roll into one forecast that tells you which contracts come due — and which are quietly slipping away.
180-day forward view, automatically
Parts & consumables autopilot
Reorder cadence modelled per machine and duty cycle, so filters, belts, blades and consumables get scheduled outreach instead of a phone call after the customer already sourced elsewhere.
Aftermarket revenue on a calendar
Field service margin view
Labour, travel, parts and warranty recovery measured against each contract — per job, per technician, per branch — so you can price the next agreement from evidence.
Know which contracts actually pay
Dealer-grade integrations
Two-way sync with the systems you already run — QuickBooks, NetSuite, Sage, OEM dealer portals and telematics feeds — with no rip-and-replace of your ERP.
Fits your stack, not the other way around
How a partnership starts
01
Import the iron
We ingest your invoice history, OEM registrations and service tickets, then reconcile them into one serialized record per unit — including the machines that only exist today in a technician's notebook.
02
Model your economics
Your partnership architect encodes your real option trees, service bands, labour rates and contract templates. Apexum matches how your dealership sells, not a generic pipeline template.
03
Compound the base
Renewal radar, parts cadence and margin reporting go live. Every machine sold from that day forward adds to a forecast that keeps earning long after the sale closes.
Where we differ
Built for the gaps the incumbents leave open.
Salesforce and HubSpot are excellent at what they were designed for. Neither was designed for a serial number with a warranty clock. Here is the honest comparison.
| Capability | Apexum | Salesforce | HubSpot | Vertical incumbent |
|---|---|---|---|---|
| Serialized install base as a first-class object | Included | Only with custom build | Not available | Only with custom build |
| Configured-machine quoting with option dependencies | Included | Only with custom build | Not available | Only with custom build |
| Service-contract renewal forecasting from run-hours | Included | Not available | Not available | Not available |
| Aftermarket parts cadence modelling | Included | Not available | Not available | Only with custom build |
| Field-service margin per contract | Included | Not available | Not available | Only with custom build |
| Time to first forecasted renewal | 9 days | 3–9 months | Not supported | 6–12 weeks |
| Implementation model | Partner architect included | Paid SI partner | Self-serve | Paid onboarding |
Native capability Possible with custom development Not addressed
Results
Transforming businesses, one partnership at a time.
+31%
Aftermarket attach rate
within two quarters
9 days
To first forecasted renewal
from kickoff call
$2.4M
Install-base value surfaced
average per dealership
4.7 hrs
Saved per sales engineer
every week on quoting
Illustrative figures from fictional design-partner scenarios, shown as placeholders.
“We had eleven years of machines in the field and no idea which warranties were about to expire. Apexum turned that fog into a renewal list I can hand to a rep on a Monday morning.”
“Our quotes used to take two days because every configuration had to be checked by hand. Now a sales engineer builds a compliant, priced machine before the customer leaves the call.”
“The margin view was the surprise. We found two service agreements that had been losing money for three years and repriced them at the next renewal without losing either account.”
Sample testimonials from fictional companies, shown as placeholders.
Pricing
One offering. One retainer price.
Apexum is a premium B2B lead generation agency, not self-serve software. Every engagement is the same managed retainer — a full outbound team running LinkedIn and email campaigns for you, priced transparently.
Our only plan
Managed Outbound Retainer
Managed LinkedIn and email outbound campaigns, run end to end by our team, delivering qualified sales meetings into your calendar.
$4,000/ month
Monthly retainer · our only offering
Get startedTalk to a strategist first — nothing is charged until the retainer is agreed.
Everything included, every month
- Managed LinkedIn outbound — connection, conversation and follow-up sequences run for you
- Managed email outbound — domains, warm-up, deliverability monitoring and sending handled end to end
- ICP research and list building, rebuilt and refreshed every month
- Campaign copywriting with continuous A/B testing across both channels
- Qualified sales meetings booked straight into your calendar
- Weekly pipeline reporting and a named campaign strategist
We take on a limited number of retainers at a time so every client keeps a dedicated campaign strategist.
FAQ
Questions dealers ask first.
Still unanswered? Join the waitlist and a partnership architect will walk your specific setup with you — no scripted demo.
Talk to an architectNo. Apexum is designed to sit beside the systems you already run. We sync two ways with QuickBooks, NetSuite, Sage and OEM dealer portals so invoices and parts orders stay where your finance team expects them, while the install base, quoting and renewal intelligence live in Apexum.
Those platforms model a deal, a contact and a pipeline. They do not model a serial number with a warranty clock, an option tree, a run-hour band and a seven-year parts stream. You can bolt that on with a six-figure consulting project — or start with a platform where it is the core object.
A named partnership architect works directly with your team. We import invoice history, OEM registrations and service tickets, reconcile them into serialized records, and encode your real option trees and service bands. Most dealerships see their first forecasted renewal inside nine days.
That is the size we build for. Apexum is aimed at small and mid-sized dealers and specialty distributors — typically 500 to 25,000 units in the field — who feel every lapsed contract but cannot justify an enterprise implementation programme.
One price, one offering: a $4,000 per month retainer covering managed LinkedIn and email outbound campaigns. Onboarding, ICP research, copywriting and your named campaign strategist are all included — there is no separate setup invoice, and we do not offer a free, trial or self-serve tier.
You do, entirely. Your install base, customer records and pricing logic remain your property, exportable in full at any time in open formats, and we never share or resell them.
Make the fleet in the field your best sales channel.
Join the waitlist for the next cohort of eight dealerships. You’ll get a working renewal forecast from your own data before you commit to anything.