CRM Features

"It helps me keep track of everything!"

Corey Evans

Sales Account Representative, Jay Industrial Repair, AL

A streamlined approach to Customer Relationship Management

Access your CRM from anywhere with cloud-based connectivity—whether on Wi-Fi or mobile. Designed with a responsive interface that works seamlessly across all screen sizes.

Capture and view all customer data in one place

  • Contacts
  • Activities
  • Appointments
  • Calls
  • Opportunities
  • Quotes
  • Jobs
  • Sales

Clean user-friendly interface designed for mobile devices

  • Drag-&-Drop technology
  • Set goals
  • Track progress
  • Dashboard reports for at-a-glance information
  • Map views
  • Sales Pipeline
  • Calendar

Quick and Simple Reporting – The Insights You Need

Quick simple reporting provides the data you want to see

  • Appointment and activity calendars
  • Shared company calendar
  • Google Maps integration for appointments
  • Built-in team messaging
  • Role based user access
  • Seamless integration with Office 365 and SharePoint
  • Email marketing integrations with MailChimp and Constant Contact

CRM & integrated data technology

  • Update MotorBase quotes from the CRM
  • Update info available on the Customer Web Portal
  • See Job status updates from MotorBase, Time Clock and QM Wizard
  • Access real time Job information
  • Sales Rep and shop/office personnel share customer related info:
    - Contact info
    - Location info
    - History
    - Log entries
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