Stay Ahead of the Curve
Electronic Signatures - Maximizing your business reach
Print, E-Sign, and E-Send your document packages to customers, lenders, or other business entities
- 1000+ forms included plus ANY your business needs
- Easy to Manage electronic contracts via Dashboard
- Legal Forms, Contracts, and Risk Management documents
- Electronic signatures, E-document receipt/delivery, and Printing
- Enables Dealership to choose a single foundation for business operations and processes across many locations
- Send documents for signature to Buyers and Co-Buyers
- Print, E-sign, or E-Deliver your document packages with ease. Maintain customer documents and stipulations with security.
Marketing Automation Feature Breakdown
Automated Workflows for Sales, Service & Operations — build repeatable, scalable execution processes for every team
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Integrated CRM + Messaging — seamlessly connect tasks, conversations, and campaigns in one system
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Digital Marketing Suite — reach the right audience with built-in email campaigns
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Smart Follow-Ups & Lead Nurturing — schedule personalized communications and convert more leads
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Drive Accountability with Workplan Views — managers and staff stay aligned with real-time task tracking
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Create Customers for Life — keep clients engaged post-sale with automated follow-up sequences
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Boost Closing Rates with Guided Sales Processes — use workflow automation to ensure timely touches and next steps
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Schedule Automated Service Reminders — re-engage customers after completed service orders
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Trigger Customer Review Requests Automatically — generate more reviews without manual follow-up
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Create & Assign Tasks by Workflow Phase — automate handoffs and responsibility across departments
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One-View Staff Management — assign, monitor, and coordinate tasks by individual or location
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Efficient Task Execution via Groups & Roles — simplify multi-role coordination through dynamic workflows
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Reduce Manual Labor with Automation — save time and eliminate repetitive task creation
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Prospect Workflow Templates — guide sales reps through proven follow-up strategies
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Built-In Operational Plans — deliver installation, onboarding, and execution steps automatically
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Maintain Brand Consistency — ensure every customer touchpoint follows the same process
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