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.

  • 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.