Customer Relationship Management Module

We offer a full-featured CRM module that is seamlessly integrated into the DSI software. As with the other modules, the CRM is designed just for commercial vehicle dealers, making it easy to use.

MODULE COMPONENTS
  • Manage all sales and accounts receivable collection activity.
  • Track and manage customer and prospect interactions, including meetings, phone calls, emails and marketing touches.
  • Quick and easy access to all important customer information:
    • Parts sales, down to invoice detail
    • Service sales, down to invoice detail
    • Vehicle sales, down to unit specification detail
    • Lease and rental sales
    • Customer fleet information
    • Service history detail
  • Sell parts directly from the CRM.
  • Open Repair Orders from the CRM.
  • View and search your new and used vehicle inventory, which includes photos.
  • Download vehicle information onto a smartphone or tablet.