Stay Ahead of the Curve
CRM and Messaging Key Features
Win more Business with our Digital Customer Engagement
- Contact Management and Messaging in One
- Mobile conversations with history and Message Helper
- Collect Stipulations and other documents directly into CRM
- Customer solution sharing and brand recognition power
- Messaging and Document Collection from phones
- Customers, Lenders, and Suppliers will benefit from working with you.
- CRM integrated with Credit Reporting, Website, Credit Applications, Service, BHPH and Deals
Digital Retailing Feature Breakdown
Electronic Signatures — Send, sign, and store forms electronically or print as needed
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Send Receipts Instantly — Via TEXT or Email with automatic logging
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E-Send Dashboard — Manage electronically sent forms, see statuses, and resend with a click
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Push Deals to Funding Platforms — Integrated with AppOne, Dealertrack, CUDL, and RouteOne
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Unified contact and messaging hub — engage customers and prospects from one place
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Automated task scheduling — create recurring tasks by contact, group, or campaign
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Smart follow-up alerts — stay on top of sales, service, and collections
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BHPH Collections Automation — Trigger reminders, payment links, and past-due notices automatically
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Auto-Collections for Leases & Loans — Set it and forget it with recurring payment tools
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Parts Lookup with Instant Add-to-Order — search and insert parts directly into service tickets
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Online Quoting & Ordering from 50,000+ Suppliers — eliminate manual part quotes and ordering
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Dynamic lead routing — assign leads by source, user, or workflow rules
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Built-in text messaging — two-way texting with history per contact
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CRM tied to every business process — deals, service, website, BHPH, reporting
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Instant web-to-CRM capture — credit apps and web leads auto-load into contact records
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Workflow automation — trigger task sequences across departments
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Send contracts and forms — deliver via email or text in seconds
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Professional Message Helper — build polished messages with ease
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