We offer user friendly, efficient and affordable CRM solutions for individuals and dealerships
of all sizes ranging from independent sales consultants to dealerships with a sales team as
well as a dedicated BDC department.
Our cloud based, industry leading CRM is designed to assist you and your sales team in
closing more deals. It combines manual and automated actions for customer follow up,
making sure no customer goes untouched. We help track emails, SMS and phone calls, all
in one place.
HOW DOES IT WORK?
1. LEAD GENERATION
We integrate with all lead providers including your website, so when a prospect contacts
your dealership, their information is automatically imported into your CRM. Based on your
preference, we can automatically initiate first contact, or let your team handle that manually.
2. LEAD ASSIGNMENT
You can build lead assignment rules in our CRM to assign leads to your sales people based
on the lead source, the specific vehicle they are interested in, day of the week, or round
robin. If you prefer your team manually pick up the leads, you can do so as well.
3. APPOINTMENT SCHEDULING
Your sales or BDC team can track appointments using our CRM to make sure you have a
steady flow of customers walking through that door.
4. LEAD SEGMENTATION
Dealers can segment the lead data and important information within the CRM to have a
clear view. The salesperson can also track progress on which step of the sales funnel the
leads are in.
5. CLOSURE
You can track details of the deal in our CRM to create automated actions for unsold/declined
services during closing.
WHY DEALER CRM ?
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Users can track emails, SMS, and phone calls, all in one place.
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Build lead assignment rules in our CRM to assign leads to your salespeople
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Track appointments using our CRM to make sure you have a steady flow of customers
- Segment the lead data and important information within the CRM to have a clear view
PRODUCT FEATURES
DASHBOARD
The CRM offers a consolidated dashboard where dealers can have a complete view of
leads, sales, customers, and more.
PLANNER
The planner allows a sales person to view their upcoming activities for the day, week or
month. This helps them plan and track their tasks on a daily basis.
LEAD SEGMENTATION
Lead attributes that you can use for automated follow ups.
LEAD ASSIGNMENT RULES
Assign leads automatically or leave them in the bull pen.
APPOINTMENT TRACKING
Keep track of your appointment, shows and no-shows within the CRM.
AUTOMATION
Automate SMS and email follow ups for new and old leads.
REPORTING
Get detailed reports of your leads and use filters to get the data you want to scope from the
CUSTOM LEAD DATA FIELDS
Add custom information of customers in custom lead data fields apart from the usual data.
Send and track customer emails from within the CRM.
SMS BLAST
Get a complete view of SMS received from customers and use the in-built templates to send
SMS in bulk.
CALL LOG
Track calls made by your team and offer them templated scripts to use when calling
customers.
TASK
Use the in-built task templates to create and send tasks to different employees within the
CRM.
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