Features
CRM & Sales
Everyone who showed interest, what they were told, and what has to happen next.
What the module covers
Leads arrive on their own
Website forms, trade-in evaluations, financing applications, calls and texts all become leads, with the source they came from kept on them.
Automatic assignment
Assignment rules send the lead to the right salesperson based on its source, without a manager having to hand them out.
Opportunities and pipeline
One opportunity per vehicle under consideration, with its stage. A completed sale closes the opportunity by itself.
Activity log
Calls, emails, texts, visits and notes, in order, on the customer record. A colleague can pick the file up without asking anyone anything.
Programmable reminders
A three-day follow-up, a nudge before delivery, a call on the purchase anniversary. They fire on their own.
Driver's licence scanner
Scan the licence and the customer record fills itself in - name, address, date of birth and licence number, with no typos.
Sales commissions
Plans per salesperson or per team, worked out at the point of sale rather than in a spreadsheet at month end.
Internal notes and mentions
Team notes stay internal, and an @ mention tells the person concerned.
Sales IQ deal scoring
Every open opportunity gets a score worked out by the software, not guessed by a model. Analyse adds a summary, the next step and what could sink the deal.
Catch me up summaries
A short summary of where a client, lead or opportunity stands, flagged when the record has changed since. It never regenerates on its own.
Lead contact details
Finds a lead's phone, email and website on the web, one lead or a batch. Each value carries its source, and nothing is applied until a person reviews it.
Sales coach
Ask in plain language about clients, leads, the pipeline and contact history. It can hand the answer back as a spreadsheet.
First contact to delivery
-
1
The lead comes in
From the site, the phone, a text or a portal, with its source attached.
-
2
It gets assigned
Automatically, to whoever your rules point it at.
-
3
The follow-up happens
Reminders, emails and calls, every one logged on the record.
-
4
The sale closes
Quote, contract and commission, tied to the same opportunity.
Included in
- Starter
- Growth
- Pro
- Elite
Sales commissions start on the Growth plan. The licence scanner, Sales IQ, the summaries and the sales coach come with the AI features: an add-on on Starter and Growth, included on Pro and Elite.