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
Cloud-based access from anywhere with a Wi-Fi or cell connection. Mobile friendly responsive design for any size screen.
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 simple reporting
Quick simple reporting provides the data you want to see
- Calendars for scheduling and viewing appointments and activities
- Shared company calendar
- View appointments on Google Maps
- Built-in messaging
- Role based user access
- Office 365 and SharePoint integration
- MailChimp integration
- Constant Contact integration
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
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Sales Rep and shop/office personnel share customer related info:
- Contact info
- Location info
- History
- Log entries
Our Business
is Making Yours Better
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