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ease
features
design
support

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Description

Thanks to the innovative structure of this module, it allows seamless integration with any third-party accounting software that offers a public Windows API, eliminating the need for modifications to the primary application framework, which ensures that the module can evolve alongside customer requirements and the increasing adoption of various accounting software solutions. The Desk Manager will have a comprehensive overview of all active “Ups,” enabling straightforward selection of which one to address next. Furthermore, all relevant information about the client, including their profile, the current deal in progress, trade details, and the most recent discussions about the deal, is conveniently consolidated in one location. The traffic and desking module also empowers users to jot down notes regarding the visit, update the Status/Result, and log the Lead Source that directed the customer to the dealership. For a busy desk manager, the ability to have multiple prospect up cards open simultaneously facilitates quick transitions between "Up" cards and quotes, thereby enhancing efficiency and productivity. This streamlined approach not only saves time but also improves the overall customer experience by ensuring that all information is readily accessible.

Description

Dynamic and focused on results, XRM is an all-encompassing CRM solution specifically designed for dealers, allowing you to enhance your profits while minimizing vendor costs. Whether you're on the sales floor or engaging with customers online, you can effortlessly track all showroom activities in real time. By integrating with external lead providers, you ensure that no sales opportunities slip through the cracks. Manage customer interactions and complete essential tasks directly from your mobile device, enabling you to maintain a seamless workflow. Effortlessly handle customer data and interactions wirelessly to streamline processes. Speed up deal processing with features like license plate and driver's license scanning, ensuring efficiency at every step. Keep track of internet leads in real time and manage follow-up tasks from anywhere. Gain insights into available incentives and factory programs tailored to vehicle choices and customer credit profiles. Fine-tune payment options with flexibility in retail, leasing, and balloon arrangements. Reduce deal times significantly by utilizing professional electronic paperwork, ensuring a smoother transaction experience. With XRM, you can always stay informed about showroom activities as they unfold in real time.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AutoRaptor CRM
Dealertrack DMS
Pam
RouteOne

Integrations

AutoRaptor CRM
Dealertrack DMS
Pam
RouteOne

Pricing Details

$29 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Car-Ware

Founded

2006

Country

United States

Website

www.car-ware.com

Vendor Details

Company Name

Affinitiv

Country

United States

Website

www.affinitiv.com/sales/xrm/

Product Features

Auto Dealer

Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration

Product Features

Auto Dealer

Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration

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