CRMSuite

Start your shift with a clean, prioritized queue instead of a maze of tabs. CRMSuite pulls new leads, returning shoppers, and service customers into a single view. The built-in assistant flags who to call first, drafts an email or text you can approve in seconds, and summarizes the last conversation so you never hunt for context. Every call, message, and note is attached to the right record automatically, including recordings from your dedicated lines. You can switch from phone to SMS to email without opening another tool, and the thread stays unified for the whole team.

When you need to nurture demand, open the campaign workspace. Build audiences by make, model interest, payment range, geography, service history, or engagement level. Set triggers such as no reply after 24 hours, viewed VDP but didn’t submit a form, or service due next month. The automation designer handles follow-ups, reminders, and handoffs to reps. Lead scores update as people engage, so hot prospects bubble up while cold ones enter long-term drips. Use the assistant to generate subject lines, ad copy, and templates that match your tone, then track conversion and ROI by channel with live dashboards.

For trade-ins and inventory sourcing, launch the appraisal flow. Scan a VIN, add photos, and get market comps, days-to-turn insights, and a reconditioning estimate in one step. Turn that into a ready-to-send offer and a payment scenario without exporting data. If the shopper prefers online, create a shareable quote that supports taxes, fees, accessories, and warranties from your product catalog, then collect a deposit and e-signatures directly. Order and delivery steps are tracked automatically, and if you connect vehicle telematics or service history, the system flags owners nearing the ideal time to upgrade based on mileage and payoff position.

Managers can monitor the pipeline at a glance: stages, probabilities, and aging are live and filterable by rooftop, team, or territory. Reassign opportunities, set goals, and forecast with reports that update as reps work. Collaboration is built-in—mention a teammate, request a desk manager review, or attach documents to keep approvals moving. Customize fields, screens, and permissions without code, and rely on real-time sync to keep your DMS, phones, website forms, and marketing lists aligned. Whether you’re at your desk or on mobile, you get one place to work deals, run campaigns, and support customers—from first touch to sold and serviced.