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.
You can track details of the deal in our CRM to create automated actions for unsold/declined
services during closing.