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Description
An effective CRM system designed to keep track of all showroom visits, bookings, vehicle transactions, loans, and payment timelines is essential. You can establish revenue-based sales goals for various periods such as monthly, quarterly, or biannually. Additionally, it's possible to set, oversee, and evaluate sales targets for both your enterprise and the members of your banking sales team. This tool allows you to assess and enhance the sales performance of your business and sales personnel alike. You can easily check the status of every follow-up and prioritize leads to expedite the process of opening new accounts. Furthermore, by evaluating the condition of each lead follow-up, you can strategically prioritize efforts to boost sales more efficiently. Ultimately, this CRM empowers you to streamline operations and maximize your sales potential.
Description
REfindly's CRM automates all aspects of a sale, starting with the client's initial search and ending with the closing of the deal. After a prospect is registered, you can easily set up a follow-up program. REfindly will take care of the rest. You can schedule appointments, set reminders and track correspondence emails as well as phone calls. With the point-and click system, you can add viewings and prospect notes and send targeted listing alerts. REfindly's customer relations management solution streamlines your day. It keeps you informed and organized so that you can concentrate on growing and strengthening your business. REfindly also offers IDX sites for real estate agents or brokerages.
API Access
Has API
API Access
Has API
Integrations
Apple Mail
Gmail
Mailchimp
ProspectBoss
TestimonialTree
Pricing Details
No price information available.
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
Dquip
Founded
2009
Country
India
Website
www.dquip.com
Vendor Details
Company Name
REfindly
Founded
2013
Country
United States
Website
refindly.com
Product Features
Automotive CRM
Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Healthcare CRM
Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation