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

  • 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.

Emails and Text Messages

  • 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.

Tasks & Workflow Management

  • 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.

Mobile App Enabled

  • Driver’s license scanning
  • Customer check-in & check-out
  • SMS text and email messaging
  • Calendar, appointment & task management
  • Customizable notifications

Dashboard & Reporting

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

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