Manage and track communication with your customers

Contact Details

Record and manage your customer contact details as well as maintain a complete contact history.

Each account can have multiple contacts recording Name, Position, Department, Phone, Mobile and Email address.

Contact details can also be used for marketing activities and keeping you customers up to date with new models, services, news and events.


Start a new thread to keep track of each communication topic with your customer, whether it’s a follow-up or a sales lead.

A thread allows you to record details of every contact with you customer.

Threads can be closed and allocated a predefined resolution, allowing you to track the outcome of sales enquires and ensure all issues are resolved to the customers satisfaction.

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Schedule Follow-ups

Threads can be scheduled for a future date, allowing you to book a sales call or a follow-up. Closed threads can also be scheduled to automatically reopen on a specified date.

A list of open and pending threads can be displayed at any time. This allows each user to see which calls they need to make. Opportunities to follow up on, or problems to resolve.

Good CRM will ensure you maximise every sales opportunity and keep you customers happy and informed.

SMS & Email

Send notifications directly to your customers mobile phone with 1 click. Allowing your workshop manager to inform a customer that their vehicle is ready for collection.

Automatically email or text customers when their backordered parts have come in, or when their order has been dispatched.

Email copy invoices to your customer with 1 click. No more printing, scanning and attaching.

All email and SMS contacts are automatically logged in the customers contact history.

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CloudDMS Contact Management

Exploit sales leads and manage customer issues

Contact Details

Record phone, mobile and email details


Keep track of what was said, by who, when.


Schedule follow-up contacts


Notify you customer via SMS directly from the DMS


Sent the customer updates, copy invoices via Email directly from the DMS


Track how sales opportunities and complaints are handled and closed.

To Do

View lists of open threads so you know who is waiting on you


Keep you customers informed and up to date

Try CloudDMS now and take your business to a new level