Advanced Phone Filtering
Effortlessly integrate relevant calls and phone-ups.
Automatically sort calls based on their subjects.
Only the calls you want will make it into the CRM.
Analyze your phone-up performance.
Easy-to-read reports in real time.
| Advisor | Call answered | Appt | Visit | Sales | Delivered |
|---|---|---|---|---|---|
| Luke Reynolds | 21 | 9 (43%) | 7 (78%) | 4 (57%) | 3 (75%) |
| Khloe Fraser | 19 | 7 (37%) | 5 (71%) | 2 (40%) | 2 (100%) |
| Olivia Taylor | 17 | 8 (47%) | 5 (78%) | 3 (63%) | 3 (100%) |
| Hugo Davis | 16 | 6 (38%) | 6 (100%) | 3 (50%) | 2 (67%) |
| Aleena Ross | 16 | 3 (19%) | 3 (100%) | 2 (67%) | 1 (50%) |
| Ayden Reeves | 14 | 5 (36%) | 4 (80%) | 2 (50%) | 2 (100%) |
| Total | 103 | 38 (37%) | 30 (79%) | 16 (53%) | 13 (81%) |
Call Reports
On average, 10 to 15% of sales come from your phone-ups. Make sure you understand your data to make the best decisions.
- Automatically integrated into the CRM.
- Performance by advisor and source.
- Call forwarding by priority.
Rich Data
Elevate your performance by accessing all communications made with clients, letting you identify elements to refine.
- Record your incoming sales & service calls.
- Access all communication history.
- Detailed notes, audio or video calls.
- Know who participated in the calls.
- Coach your sales, BDC and service teams.
Advisor
Jaimeson parks
BDC Agent
Leira Emma Arcega
David Willis
Reached
Created
2021/01/21
Updated
2024/03/07
Notes
Jaimeson Parks Sales advisor
Oh that's good news! I'll call later today to try upgrading to a Q5, pretty sure he's going to like it. 🔥
4 hours ago
Leira Emma Arcega BDC agent
I spoke with the client yesterday, he seems interested to upgrade to a SUV. He said he would feel more safe on the road and make it easier to travel with his grandchildren. How cute is that?! 😌
6 hours ago
Communication history
Video call
"Client is very interested, wants an appointment to further discuss modalities and final details."
1 hour ago
Phone call
"Reached the client, talked about the possibility of a virtual car demo via video chat."
7 hours ago
SMS
"Asked for his availability, client never replied to the SMS."
Yesterday
Redefining the automotive industry one feature at a time.
We don’t have enough room to list all the features our platform has.
Industry-first
Exclusive to Activix, it is the only module capable of advanced phone filtering. This keeps your CRM clean of unwanted calls.
Advanced Reporting
Unique live results reporting on every dashboard. Everything you and your dealership need to know to make informed business decisions.
Open API
Open API for those who want to connect their phone system creating an advanced integration with the CRM.
Compatibility
Integrate with all mobile phones and most IP and analog landline systems. This allows your incoming calls to be integrated in the CRM.
No limits
Unlimited call recording and listening. You can listen back to every conversation to ensure the quality you strive for.
Any phone number
Whether it's a local or toll-free phone number, phone-ups and service calls will be integrated into the CRM automatically.