crm123green

"Building customer rapport, tracking leads, and creating success."

In today's competitive environment, finding and keeping customers is more critical than ever. It is also less costly to retain existing customers than it is to find new ones. Our CRM module has been developed as a strategic tool for you to track prospect data. The prospect buys the unit? Instantly they are now a customer, no need to re-enter data and you have the history of their purchase for years to come. Now that's managing a relationship.

Peartree Dealership’s Customer Relations Management (CRM) module has been developed as a strategic tool for your business to approach customer relations systematically and efficiently.

  • Our integrated system makes finding and keeping customers easy, effective and efficient.
  • Match your customer’s needs with your product and service offerings.
  • Analyze the data to identify your best customers.
  • Enrich and individualize customer contact.
  • Manage marketing campaigns.
  • Reduce customer response times and serve wider geographical regions.

Central Database: All employees can access a central database to view and update prospect data, ultimately improving service, loyalty, and retention.

Lead Tracking: Track leads from start to close while analyzing closing probabilities and ratios. Proposals, products and pricing for each lead can be tracked. Track key customer information such as contacts, communications, accounts, buying histories and preferences.

The integrated nature of Peartree Dealership allows you to quickly get your customer through the sale, all while ensuring you have access to all relevent information so you know your costs, and margins right in front of you.

Lead to final sale, Peartree Dealership has you covered

Track leads

Follow up on potential prospects and interests in units and sales.  Have your sales force track these leads from a simplified screen.

Develop prospects

Work quotes and spark interest in potential prospects.  Turn a lead into a customer and establish that new relationship.

Create campaigns

Build customized marketing incentives to send out to leads or past customers.

Active follow ups

Maintain notes and actions on all leads, prospects and future clients.  Make the appropriate action through updated processes.

Relax, all of the accounting is done

No extra accounting work is needed since everything is completely integrated into the accounting systems. Automated AP/AR invoices flow through.

Like what you're hearing?

Try out Peartree Dealership for free! Dive in to see how Peartree Dealership can bring value to all areas of your dealership.