Keep the customer context together
CRM Base includes customer contact records and notes, lead status and priorities, team member assignments, activity history and next-action tracking. Your team can review the information associated with a lead and identify who is responsible for the next step.
Evaluate your actual follow-up workflow
Use a demo to walk through how your team records a new inquiry, assigns it, adds context and plans another conversation. Bring your current process and the handoffs that are difficult to manage. Discuss setup, staff access and data requirements as part of the quote.
Start with the available product
CRM Base is available now as a standalone product. CRM Plus and Premium are coming soon; their future availability should not be assumed when evaluating today's purchase. Ask for the current Base scope and pricing that apply to your dealership.