World-Class CRM System

A Customer Experience Solution that redefines the meaning of CRM

Features

Increase Sales. Save Time. Manage World-Class

Intergrated Lead Management

Whatever the source we can accept the lead into our CX Portal for your team to manage.

By pro-actively managing actions you can focus all your attention on closing that final deal for the month.

SMART Lead Allocation

Multiple lead allocation controls can be assigned to put your sales team in contact with the customer in the shortest time.

Appointment Management

With a comprehensive appointment management system your staff will never miss that crucial call-back or test drive.

Full Diary and Appointment Management System available for both Sales Appointments and Aftersales Bookings.

Call Tracking

Never miss an opportunity again.

Multiple call tracking, allocating and recording options available, which can be managed and reviewed within the CX Portal.

Automated Communication

Failure to keep in touch with your customer is the main reason for losing their loyalty.

We have you covered with our automated reminder and communication systems built into the CX Portal.

Manage World-Class

Our advanced Sales Steering Tools, Virtual Sales Board and Deal Dashboards allows management to drive their teams to the next level.

Deal Builder

Build your deal the way you want.

Manage Quotes & OTPs and easily integrate with existing or our own accounting solution.

Integration with Financial Systems also available.

Advanced Segmentation

Manage your customer database in the cloud.

Advanced filters allow you to segment your customer database into lists for marketing campaigns.

Marketing Campaigns

Build customer SMS and E-Mail campaigns and send them to your own segmented data lists.

Full reporting available.

Aftersales

Drive a more efficient and productive workshop with our AI Driven Workshop Tools including the Digital Workshop Controller & Advanced Job Scheduling

Tailored Experience

With a full control panel you can adjust the CX Portal exactly the way you want.

Flexibility and Automation is our Focus.

Concise Reporting

Manage your team on the go with static and custom reporting options.

All the information that you need is available on Mobile and Desktop.

Add-On Functionality

Do you need lead-to-call functionality or WhatsApp integration?

What about Automatic Credit Checks on potential customers?

Our solution is flexible and we can adapt to any need you may have.

White Label

Custom whitelabel solutions for our complete software suite are available on request.

We can integrate with your current DMS and adapt to your CI.

Data Security

Your business and customer data is our 1st priority.

Therefore we ensure that your data is securely stored and will belong only to you.

Control

Full Control At Your Fingertips

Gain full control of how the CX Portal operates within your work environment.

Multiple lead allocation methods to choose from ensure that your staff receive the right information in the fastest time possible - focusing only on making the sale.

Every aspect of our Software Solution can be tailored through the control panel, to promote synergy with your current processes.

Dashboard & Reporting

One Central Dashboard

Holistically monitor all data and activity from one centralised reporting dashboard. Through advanced scanning of your users' activities on CX Portal, we can showcase driven BI Analytics.

Your day-to-day decisions are made easier and more informed.

Data & Lead Management

Take Control Of Your Data & Leads

Our advanced lead capturing systems automatically feed from multiple lead sources or advertising platforms to enable your dealer to have a 1-stop solution to prompt actioning of new leads.

Your data is securely stored and can be segmented within the CX Portal. Easily save your customer segmentation to a list and send them SMS or E-Mail Campaigns from within our CX Portal Software Solution.

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