Don’t let any opportunity slip through the cracks! Our fully integrated CRM allows you to track prospects, respond to internet and OEM leads, plus create and implement all the follow-up plans you need to connect to your customers. Customer/Mate also has CarFax®, AutoCheck®, and NADA Book Out® integrations.
Desking deals has never been easier than with Desk/Mate™. You can present A/B comparisons, Multi-Quotes or one-payment worksheets or Four Squares. You can also run all your credit and compliance in Desk/Mate™ as well as push to RouteOne® and DealerTrack®. The best part is that everything is in ONE screen so you don’t have to be go from tab to tab to quickly get your customers accurate payment information.
Rates, Rebates, & Residuals seamlessly integrate within the system so you are quoting the latest information quickly. You have the ability to qualify by Credit Tier, VIN, and zip code.
Enhance your F&I profits by using our advanced menu selling system Option/Mate™. Customizable menus allow you to present your products to your customers in a variety of ways. Whether you want to show product only payment, total payment or multiple payments you can easily navigate through the menu. Service contract ratings allow you to get the latest cost information in real-time; plus you have the ability to e-contract them. You can easily set-up your toolbox so you have instant access to all your documents and charts, like gas savings and VSC.
Option/Mate allows you to do detailed, customizable F&I product menu selling
Have a customer waiting to sit with F&I? Why not allow them to pre-qualify on any tablet what products they are interested in. Mobile menu offers customizable questionnaires and videos which allows your customers to give you the information to upsell based upon their wants and needs. The interactive mobile menus gets your customers involved.
Printing paperwork has never been simpler than with our forms package building. Now you can group all the forms you need to print for any type of deal. Name them what you want and now each time you select that package all your forms are automatically selected. No more making sure you have all your forms because you’ve built your packages. All of your forms are in an easy to read menu and allow you to have an unlimited number of packages. No matter what bank, terms, or state, you can build the package so you are always guaranteed to get the right forms.
Our real time integration with RouteOne™ for eContracting offers you the ability to streamline your contract process which insures quicker funding and less errors!