See Your Dealership at a Glance
- Switch between key applications like CRM, vehicle and web management, your Dashboard, and more.
- Use the tabs to view Dashboard modules and metrics for each application.
- Move modules to different positions on screen. Change the module size, decide how the data should display, and easily print or export.
- Save your favorite reports and run them with a click.
- Access your toolbar from any screen and see alerts, emails, text messages, and more.
- Customizable by user.
- Pick as few or as many modules as you like to view on your Dashboard.
Complete Activities with a Few Clicks
Daily Work Plan
- Plan your day with a rundown of tasks and activities that need completed.
- See a glimpse of the customer’s information in the Client Summary. Quickly text, email, and complete other activities with a few clicks.
- Access Client Care issues and statuses.
- Manage the day’s schedule and tasks quickly and easily.
- View overdue and future activities all in one location.
- Click the hyperlinks to view details.
Add and Update Customer Information
- Click on the tabs to toggle between sections and enter information into the different sections of the Client Profile.
- Directly enter credit application information. Save it in Contact Management, eliminating the need for rekeying.
- Enter and view a customer’s desired vehicle from your inventory.
- All client information is organized into tabs so you never have to open a separate window.
- On the Prospects tab, review prospect history and all details captured from their internet lead or during a visit in sales, service, and parts.
Manage Your Service Traffic
- Switch between day, week, and month views.
- Drill-down to appointment details with a click.
- Use color-coding to know if appointments and resources are available.
- View a snapshot of appointment totals for each advisor.
- Easily set, modify, and delete service appointments.
- Be aware of when previous customers are returning for service.
CRM Anytime, Anywhere
Access on any device with an internet connection.
- Any changes and updates you make are visible no matter what device you use.
- Looks good on your computer, iPad or tablet, and smartphone.
- Accessible through any browser (Internet Explorer, Google Chrome, Mozilla Firefox, Safari, etc.).