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.