Shelby for Generator Dealers
From the first inbound inquiry to post-sale service coordination, Shelby automates the back-office work that slows your team down. No new software to learn. Works with the systems you already run.
A property manager calls asking for pricing on a 200kW Generac standby package. Your sales team is in the field. The quote request sits in an inbox for two days. By the time you respond, the customer has already called your competitor.
You close the deal. Now what? Install scheduling, warranty registration, first-service coordination, customer onboarding. It all falls on your office staff, who are already stretched thin. Things slip.
Leads come in from your website, trade shows, referrals, and cold calls. Without a structured follow-up system, warm leads go cold. Your sales pipeline leaks from the bottom.
Your quoting lives in one tool. Your CRM lives in another. Your service records are somewhere else. Nobody has a single view of the customer from first call to ongoing service.
Shelby answers every inbound call and web inquiry 24/7. Captures the prospect's name, site details, equipment requirements, timeline, and budget. Delivers a complete lead brief to your sales team within minutes.
Shelby generates quotes using your pricing, your OEM catalogs, and your margin rules. Quotes are formatted with your branding and sent to the prospect the same day. Your sales team reviews and approves. Shelby sends.
When a deal closes, Shelby automatically creates the service profile: equipment specs, site access info, warranty dates, PM schedule. Your install and service teams get what they need without anyone re-keying data.
Every unit sold is tracked with manufacturer warranty dates, registration status, and renewal deadlines. Shelby sends your team reminders before a warranty registration deadline passes.
Post-install check-in at 30 days. First PM reminder. Annual review outreach. Shelby runs the playbook you define and never skips a step.
One view of every active lead, pending quote, closed deal, and ongoing service relationship. Updated automatically from Shelby's activity. No manual CRM entry required.
Dealers using Shelby close quotes 40% faster and eliminate lost leads from slow follow-up.
Not a SaaS tool you have to learn. A full-service AI operations partner.
We map your systems and workflows. Find the leaks.
Less than 2 hours of your team's time. Free.
Your custom AI back office. Configured to your operation.
Typical build: 2 to 4 weeks.
Shelby runs 24/7. Monthly reports. Continuous improvement.
Measurable ROI within 30 to 60 days.
Free 30-minute audit. We show you exactly where time and revenue are leaking.
Book Your Free AuditNo contracts. No setup fees. Cancel anytime.