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.