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.
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.
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.
Exploit sales leads and manage customer issues
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.
View lists of open threads so you know who is waiting on you
Keep you customers informed and up to date