Nothing is more valuable than your customers! Our CRM module has everything you need to ensure every lead follows your defined sales process—from inception to conversion to ongoing customer engagement.

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CRM 4 Prospect Management

Prospect Management

  • ico-arrow-minCreate leads via Caller ID.
  • ico-arrow-minCapture your customer’s interested vehicles/wishlist.
  • ico-arrow-minAutomate customer interaction with custom workflows.
  • ico-arrow-minManage compliance for your customer base.
  • ico-arrow-minReceive notifications for appointments, pending tasks, untouched prospects, and more.

Click to Call and Call Recording

  • ico-arrow-min Make instant calls with a single click.
  • ico-arrow-min No complicated set-up.
  • ico-arrow-min Works with any phone including cell phones/desk phones.
  • ico-arrow-min Improve sales training by recording inbound & outbound phone calls.
CRM 3 Click to Call
CRM 4 Road to Sale

Road to Sale

  • ico-arrow-min Check customers in to your dealership via mobile app.
  • ico-arrow-min Create a consistent experience for your customers through a customized checklist of action items for your sales team.
  • ico-arrow-min Allow managers to see real-time showroom floor/lot activity.
CRM-3
CRM-4

Emails and Text Messages

  • ico-arrow-minSend bulk text messages (SMS) and emails.
  • ico-arrow-minSend text messages with vehicle images (MMS) and related media.
  • ico-arrow-minCreate custom email and SMS templates.
  • ico-arrow-minAccess a library of seasonal and special occasion emails & SMS templates.
  • ico-arrow-minTrack email/SMS delivery.
  • ico-arrow-minReceive real-time read receipts.

Tasks & Workflow Management

  • ico-arrow-min Define custom workflows to maximize customer engagement.
  • ico-arrow-min Automate outbound emails and text messages.
  • ico-arrow-min Utilize task automation to keep sales reps focused.
  • ico-arrow-min Never miss an opportunity with mobile notifications and reminders.
CRM Task and Workflow
CRM-6

Mobile App Enabled

  • ico-arrow-minDriver’s license scanning
  • ico-arrow-minCustomer check-in & check-out
  • ico-arrow-minSMS text and email messaging
  • ico-arrow-minCalendar, appointment & task management
  • ico-arrow-minCustomizable notifications

Dashboard & Reporting

  • ico-arrow-min Customize your dashboards and analytics based on your business.
  • ico-arrow-min Quickly see year-over-year and month-over-month trends.
  • ico-arrow-min Monitor sales rep activity.
  • ico-arrow-min Gain insights on lead vendor performance.
CRM 9 Dashboard

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