Full Service Dealerships
EverLogic is a complete dealer management software platform that consists of 7 integrated modules and hundreds of business functions:
Customer Relationship Management (CRM)
Sales & Financing
Inventory Management
Parts
Service
Back Office and Document Management
Accounting
CRM
- Customer Form
The Customer Relationship Management module or CRM is a cornerstone module available in all versions of EverLogic. From the customer data-entry screen you can access all pertinent information about the prospect or customer including demographics, buying preferences and all interactions with the customer or prospect.
From the customer screen you can start most business processes to make it easier and faster for you. You can start sales quotes for serialized inventory, start repair orders, cash out customers at the point-of-sale, run credit checks, send email and much more. Customer information is transferred directly to the business process you initiate so that redundant data-entry or looking up information is unnecessary. And all of the activity that you have with your customer is automatically logged and is viewable from the history tab located prominently on the customer screen.
In addition, there is a vehicle locate feature that automatically searches for serialized inventory based on the preferred year, make or model that the customer is looking for. This will save your salespeople time and produce the best list of possible vehicles to show the customer.
There are also customer loyalty features which can be set to provide automatic reminders to follow-up with sold customers and prospects and provide automatic discounts on parts and accessories.
EverLogic has excellent search tools to find specific customers or produce segmented customer lists based on more than 10 parameters. And if that is not enough, there is advanced filtering capability that allows you to segment lists to exactly what you want. All of this is done easily and quickly with the click of a mouse.
- Capture leads and track opportunities through several sales stages.
- Increase revenue by increasing visibility into your sales pipeline and enhancing sales lead conversion.
- Provide an effective tool for the salespeople to manage their call activity and funnel.
- Share customer, sales and marketing information across your organization.
- Insure consistent and repeatable follow up process with automated reminders.
- Records all customer purchases and activities like phone, email, and face-to-face.
SALES & FINANCING
- Sales Quote Form
The Sales & Financing module provides you with excellent tools to help you sell more and produce the paperwork necessary for financing.
There are tools to help manage your sales team. You can set objectives for salespeople, measure their performance and identify strengths and weaknesses in your salespeople or sales process.
The sales quoting system allows you to calculate sales quotes and manipulate variables including selling price, trade allowance, down-payment, interest rate and term. You can quickly add customer and vehicle information, attach additional implements, motors, trailers, etc. to accommodate the heavy equipment and marine verticals. If a quote is evaluated as a potential opportunity, you can add it to an electronic sales board to elevate the opportunity so it can be given more attention. You can change a sales quotes status so that it flows through a simple 4 step sales process from quote, finance pending, finance approved and delivered status.
There is a delivery calendar where salespeople can set appointments and they can also initiate a repair order for the service department. When scheduling a delivery appointment, all pertinent information is transferred directly to the appointment record such as customer and vehicle information.
- Calculates/prints accurate sales quotes
- Determines profitability
- Calculates payments for different terms and APRs
- Roll-back wizards for desired payment or bottom-line
- Accounts for split deals and commissions
- Sales tax lookup
- Copy a deal
- Email a deal to a prospect
- Elevate deals to a sales board
- Schedule delivery appointments
- Accommodate multiple trade-ins
INVENTORY
- Inventory Form
EverLogic inventory management is the solution for dealers that sell RVs, boats, motors, trailers, heavy equipment, ATVs, motorcycles and cars. Anything that has a serial number is managed by the Inventory module. Cost accounting of inventory is simple and accurate. Inventory and Service modules are completely integrated so that service writer’s can expense internal repairs directly to inventory.
Get complete control over your ordering and receiving process. Place orders with your manufacturers and suppliers quickly and easily via email or fax.
Multi-location lookup of inventory is built in to EverLogic. Because of the technology platform used by EverLogic, you will experience greater flexibility than you would with all other systems.
Vehicle characteristics
- Aging
- Itemization
- Dealer holdback
- Floor plan – line of credit tracking
- Potential buyers list
- Window sticker
PARTS
- Purchase Order Form
Get complete control of your parts department with EverLogic. You can rely on EverLogic to provide you with all the tools and automation to manage and maintain accurate inventory with complete confidence.
Point-of-service bar-code scanners and magnetic stripe readers make retail operations efficient. Impress your customers with a state-of-the-art POS system that will speed up check-out and improve accuracy in your parts inventory.
Be more profitable by updating your pricing information from your distributors. EverLogic supports all distributor and supplier catalogs and we update parts pricing using catalog information at your request.
Save time using automated and online ordering. EverLogic gives you the capability of threshold level ordering and will allow you to send orders over the internet with participating suppliers. Thresholds can be set up based upon seasonality to give you the level of control you need to be more profitable.
Replenish stock with hard information that tells you what sells and when. EverLogic has analysis capabilities that will tell you when and how much of a particular item to order.
Have confidence in your inventory assets by simplifying the inventory counting process using EverLogic’s unique cycle counting feature. You can count bin locations over a period of time to ensure that your inventory stays in sync.
Track activity on each and every item. Purchase, sale and adjustment history is maintained and is available for your auditing at any time. This detailed analysis will ensure that you can find the answers you want when you need them.
- Uses barcode technology (optional)
- Improves speed and accuracy
- Helps cashiers
- HP Point-of-sale hardware available
- OPOS compliant peripherals supported
SERVICE
- Repair Order Form
Get complete control of your service department with EverLogic. You can rely on EverLogic to provide you with all the tools to manage your technicians and customers with complete confidence.
Schedule appointments for your customers and assign technicians to repairs using EverLogic’s familiar Microsoft Outlook-style calendar with enhanced features for service departments.
Explore service history for your customers and improve the level of service you give your customers. Help troubleshoot recurring problems and solutions.
Prepare estimates and convert to work orders for customer approved work. Assign labor, parts, sublet and shop supplies to any type of work order.
Measure technician productivity based on completed work. Statistics will uncover your most profitable and hardest working technicians.
BACK OFFICE & DOCUMENT MANAGEMENT
- Back Office Deal Check-in Form
Go paperless, EverLogic provides you with a document management solution that will give you the ability to archive and recall any document. Imagine the time and money you will save when you no longer have to store, hunt, or mail documents between locations.
Administration As you know, service after the sale is critical for repeat and referral business. EverLogic has a back office administration module that ensures that all administrative tasks are completed and will help you to provide total satisfaction to your customers. Common tasks tracked are funding, tag and title work, and customer satisfaction.
Customizable features. EverLogic recognizes that all dealers operate differently. And we have many customizable features that will allow you to tailor EverLogic to suit your needs. At EverLogic we listen to our dealers and if a requested feature is not available we will often add it in an upcoming release.
TOP
ACCOUNTING
- Accounting Deal Posting Form
QuickBooks integration. Choose the only dealership software package that is GOLD certified by QuickBooks to work with QuickBooks. We have been tested and proven to work with QuickBooks. You are guaranteed to be more productive with EverLogic.
Eliminate redundant data-entry using EverLogic’s simple and straight-forward interface for reviewing and sending transactions to QuickBooks.
With QuickBooks integrated accounting, EverLogic delivers complete accounting controls for your dealership. QuickBooks is the #1 accounting software used by business of all types and sizes. If you want the security, scale-ability and flexibility that QuickBooks delivers, then EverLogic is the perfect fit to run your dealership operations.
EverLogic provides operational controls to help frontline dealership staff in the sales, F & I, parts and service departments complete their daily work. The accounting module limits access to those personnel who do not need to operate accounting software with sensitive information. With EverLogic frontline personnel have the tools to better do their jobs and with QuickBooks accounting personnel have the best tools available to do their jobs.
- QuickBooks Gold Certified
- EverLogic and QuickBooks is the perfect fit for your dealership.
- Eliminates data-entry
- Captures all fees and charges
- Creates Invoices
- Tracks payments (deposits)
- Receives Inventory
- Sends transactions directly to QuickBooks
- Uses Item-Account mapping to allow integration with existing Chart of Accounts
