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Top-Banner-CRM

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.

INTERNET LEAD MANAGEMENT
PROSPECT MANAGEMENT
CREDIT BUREAUS
CLICK TO CALL & RECORDING
ROAD TO SALE
CAMPAIGN MANAGEMENT
FACEBOOK MESSENGER
EMAILS & TEXT
TASKS & WORKFLOW MANAGEMENT
MOBILE APP ENABLED
DASHBOARD & REPORTING
  • Receive leads from any source, including Cars.com, Autotrader, CarGurus, and 50+ others.
  • Dedupe leads and maintain a clean customer list.
  • Automatically assign leads to your sales reps.
  • Track all sales rep activity and ROI. 
  • Real-time dashboards track key performance metrics.
CRM Internet Lead Management
CRM Prospect Management
  • Create leads via Caller ID.
  • Capture your customer’s interested vehicles/wishlist.
  • Automate customer interaction with custom workflows.
  • Manage compliance for your customer base.
  • Receive notifications for appointments, pending tasks, untouched prospects, and more.
  • Experian, Equifax and TransUnion direct connect integrations.
  • Access credit profiles, FICO scores, OFAC and other bureau services.
  • Precise ID with KIQ fraud prevention and compliance solutions.
  • Automated Adverse Action Notices.
Credit-Bureau-&-Compliance-Services
CRM Click to Call
  • Make instant calls with a single click.
  • No complicated set-up.
  • Works with any phone including cell phones/desk phones.
  • Improve sales training by recording inbound & outbound phone calls.
  • Check customers into your dealership via mobile app.
  • Create a consistent experience for your customers through a customized checklist of action items for your sales team.
  • Allow managers to see real-time showroom floor/lot activity.
crm-road-to-sale-minfied
CRM-Campaign-Management
  • Create campaigns to re-engage your customer base.
  • Specify custom criteria to define your target audience.
  • Use email, SMS, and phone call marketing to reach your customers.
  • Measure the effectiveness of a campaign through key performance
    indicators (KPIs) and custom dashboards.
  • Lead integration.
  • Video call capability.
  • Transfer chat to manager.
  • Integrated messaging center with Facebook messenger integration.
CRM Facebook Messenger
CRM Email and SMS Messaging
  • Send bulk text messages (SMS) and emails.
  • Send text messages with vehicle images (MMS) and related media.
  • Create custom email and SMS templates.
  • Access a library of seasonal and special occasion emails & SMS templates.
  • Track email/SMS delivery.
  • Receive real-time read receipts.
  • Define custom workflows to maximize customer engagement.
  • Automate outbound emails and text messages.
  • Utilize task automation to keep sales reps focused.
  • Never miss an opportunity with mobile notifications and reminders.
CRM Task and Workflow
CRM Mobile App Enabled
  • Driver’s license scanning.
  • Customer check-in & check-out.
  • SMS text and email messaging.
  • Calendar, appointment, and task management.
  • Customizable notifications and alerts.
  • Customize your dashboards and analytics based on your business.
  • Quickly see month-over-month and year-over-year trends.
  • Monitor sales rep activity.
  • Gain insights on lead vendor performance.
  • Send scheduled reports.
CRM-Dashboard

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