Customer Relationship Management (CRM) helps dealerships learn about customer behaviors and modify business operations to improve customer service and marketing. We custom tailor CRM configurations for your dealership to meet your specific needs and provide extensive, professional training for your associates.

Our CRM Customization Includes:

  • 120-day follow up process
  • Adjusting teams, roles, & permissions
  • Creation of custom email signatures
  • Set-up of alerts and text messages
  • Email and text templates
  • Telephone scripts
  • Sold deal reconciliation
  • 4 CRM training sessions
  • Workflows and processes: inbound call, internet leads, lease renewals, unsold showroom traffic, lost customers, equity mining, after purchase, etc.
  • Scheduled reports
  • Automated survey creation
  • Orphan owner reassignment
  • Video email & text templates additional
  • Collaboration with CRM Vendor
CRM Customization Analysis
Free30 minutes
CRM Customization
Starting at $5,995Discounts for multiple rooftops