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.

Prospect Management

  • Reverse Phone/Email Lookup
  • Customer Vehicle Wishlist
  • Status and Activity Dispositiong
  • Call Recording & Click-to-Call
  • Sales Stage and Pipeline Reporting and Analytics

Emails and Text Messages

  • Bulk Short Message Services (SMS) & Email Campaigns
  • Multimedia Messaging Services (MMS)
  • Customer Emails and Branded Templates
  • Seasonal and Special Occasion Emails
  • Activity Reporting and Analytics

Tasks & Workflow Management

  • Define custom workflows to maximize customer engagement.
  • Automate SMS/text and email responses.
  • Utilize task automation to keep sales reps focused.
  • Never miss an opportunity with mobile notifications and reminders.

Mobile App Enabled

  • Driver’s License Scanning
  • Customer Check-In & Check-Out
  • SMS Text and Email Messaging
  • Calendar, Appointment & Task Management

Dashboard & Reporting

  • Customize your dashboards and analytics based on your business.
  • Quickly see year-over-year and month-over-month trends.
  • Monitor sales rep metrics with activity reports
  • Management reports with real-time data to drive sales and profitability.

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