Processes & Deliveries
Create engagement by managing your processes and departments; all in one place.
Industry-leading process tracking.
The most complete process management, from the lead to the delivery, and every step in between.
Client intentions
Client communications
Reach a new lead by mail, SMS, phone or video.
BDC agents and advisors notes
Access detailed notes, actions and follow-ups completed.
Appointment aquisition
Schedule an appointment with the client.
Appointment confirmations
Automated or manual appointment confirmation sent to the client.
In the dealership
Walk-in
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.
Customer qualification
Easily take notes on desired vehicles, options and preferences.
Walk-around
Present the vehicle at the dealership or by video presentation.
Road test
Ensure your vehicle is in stock before a test drive.
VIN decoder & trade-in
Enter all of the information for a trade in evaluation.
Turn-over
Integrate the sales director for vehicle trade-ins and helping with finalizing transactions.
Desking
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.
Approval process and delivery schedule
F&I approbation
Automatically notify advisors, F&Is and directors in the digital sales board.
Delivery scheduling
Automatically confirm delivery dates with customers.
File preparation
Prepare the contract; make sure everyone is on the same page.
Vehicle preparation
Plan the delivery service & delivery specialists to ensure the vehicle is ready.
Vehicle inspection
Make sure all details are checked: Gas tank full? Inspection done?
Delivery
Ensure a smooth delivery with client's details in the CRM.
OEM registration
Report the sale to your manufacturer using our advanced sales data reporting.
Reported
Mark the vehicle as reported in the client card.
Client Retention
CSI
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.
Redefining the automotive industry, one feature at a time.
We don't have enough room to list all the features our platform has.
Efficiency & Simplicity
With everything centralised in one tool, easily manage your sales processes from first contact up until delivery.
Create Engagement
Involve all players and departments at your dealership, thus ensuring the participation of everyone in the sales process.
Organically Generate Data
Unique daily activity and task reporting. Everything you need to know to make informed business decisions.
Enhanced customer service
Our CRM makes it easy for everyone to stay informed on transactions. It ensures a smooth transition within all steps of the sales process.
Process centralization
All your business processes centralised in one tool. Avoid mistakes like working twice on the same task, and even prevent data loss.
Bottleneck spotting
Easily identify problematic areas by having an overview of your transactions and quickly rectify them.