Reach a new lead by mail, SMS, phone or video.
BDC agents and advisors notes
Access detailed notes, actions and follow-ups completed.
Schedule an appointment with the client.
Automated or manual appointment confirmation sent to the client.
Know who's next available to greet a client with our Who's Next module.
Calendar & Guest care
An informed receptionist and advisors will create a better customer experience by using our appointment & delivery calendar.
Driver's license scan
Quickly get the data you need by integrating the drivers license scan into the client card.
Easily take notes on desired vehicles, options and preferences.
Present the vehicle at the dealership or by video presentation.
Ensure your vehicle is in stock before a test drive.
VIN decoder & trade-in
Enter all of the information for a trade in evaluation.
Integrate the sales director for vehicle trade-ins and helping with finalizing transactions.
Push to your Desking tools without creating double entries and receive quotations directly into the CRM.
Deposit & Sold
Take the customer's deposit, update their status directly in the sales board.
Automatically notify advisors, F&Is and directors in the digital sales board.
Automatically confirm delivery dates with customers.
Prepare the contract; make sure everyone is on the same page.
Plan the delivery service & delivery specialists to ensure the vehicle is ready.
Make sure all details are checked: Gas tank full? Inspection done?
Ensure a smooth delivery with client's details in the CRM.
Report the sale to your manufacturer using our advanced sales data reporting.
Mark the vehicle as reported in the client card.
Prepare the customer for satisfaction surveys.
First service appointment
Ensure the customer has their first service appointment at your dealership.
Service appointment confirmations
Save time with automatic SMS confirmations.
Client portfolio management
Efficiently manage your client list & increase chances of renewal.
With everything centralised in one tool, easily manage your sales processes from first contact up until delivery.
Involve all players and departments at your dealership, thus ensuring the participation of everyone in the sales process.
Unique daily activity and task reporting. Everything you need to know to make informed business decisions.
Our CRM makes it easy for everyone to stay informed on transactions. It ensures a smooth transition within all steps of the sales process.
All your business processes centralised in one tool. Avoid mistakes like working twice on the same task, and even prevent data loss.
Easily identify problematic areas by having an overview of your transactions and quickly rectify them.
200-4965, rue Ambroise-Lafortune
Boisbriand (Québec) J7H 0A4