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
