Customer Relationship Management

What is Customer Relationship Management?

Nothing is more valuable than your customers! The CRM module has everything you need to ensure that each lead follows its defined sales process – from start to conversion and ongoing customer engagement.

• Lead management
• Prospecting management
• Click to call
• Road for sale
• Campaign management
• Integration with facebook messenger
• Emails and texts
• Tasks and workflow
• Mobile app
• Dashboards and reports

Internet lead management

• Receive leads from any source, including Cars.com, Autotrader, CarGurus and more than 50 others.
• Eliminate leads and keep a list of customers clean.
• Automatically assign leads to your sales reps.
• Track all sales representative activities and ROI.
• Real-time dashboards track key performance metrics.

Prospecting Management

• Crie leads via Caller ID.
• Capture your customer's vehicles/wish list.
• Automate customer interaction with custom workflows.
• Manage compliance for your customer base.
• Get notifications of appointments, pending tasks, untouched customers, and more.

Click to call and call recording

• Make instant calls with a single click.
• No complicated setup.
• Works with any phone, including cell phones/landlines.
• Improve sales training by recording inbound and outbound phone calls.

Road for sale

• Check customers at your dealership through a mobile app.
• Create a consistent experience for your customers through a custom checklist of action items for your sales team.
• Allow managers to see showroom/batch activity in real time.

Campaign Management

• Create campaigns to reconnect your customer base.
• Specify custom criteria to define your audience.
• Use email, SMS, and phone marketing to reach your customers.
• Measure the effectiveness of a campaign through key performance indicators (KPIS) and custom dashboards.

Integration with Facebook Messenger

• Lead integration
• Video calling capability
• Transfer chat to manager
• Message center integrated with Facebook Messenger integration

Emails and text messages

• Send text messages (SMS) and bulk emails.
• Send text messages with vehicle images (MMS) and related media.
• Create custom email and SMS templates.
• Access a library of seasonal emails and special occasions and SMS templates.
• Track email/SMS delivery.
• Receive real-time reading receipts.

Task and workflow management

• Define custom workflows to maximize customer engagement.
• Automate sent emails and text messages.
• Use task automation to keep sales reps focused.
• Never miss an opportunity with mobile notifications and reminders.

Mobile app enabled

• Driver's license scanning
• Check-in e check-out do cliente
• Text messages and SMS email
• Calendar, appointment, and task management
• Customizable notifications

Dashboard and reports

• Customize your dashboards and analytics based on your business.
• Quickly see trends year by year and month by month.
• Monitor sales representative activity.
• Gain insights into the performance of the leading vendor.
• Submit scheduled reports.

System requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD / SSD: 50 GB of free space on the main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported operating systems

Mac OS X 10.5 x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks) and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB of RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS