Your dealership running like clockwork.
ProSuite CRM was designed with one thought in mind –
“How can I run my business more efficiently?”
Staying on top of daily operations is a breeze with our automations and workflows.
ADT Integration
Fully integrated with ADT's system and the flexibility to control who sees what data.
Flexible Calendar
Users can review and update their own calendar while managers see all scheduled appointments.
Notifications
Email or SMS notifications can be set up for just about any scenario in our workflow module.
Marketing Campaigns
Send email marketing campaigns directly from the CRM. Mautic integration also available.
Auto Calculations
Calculate funding and payroll based on multiple factors unique to each User.
Signable
Instantly merge info into documents and email for signature by customers and users.
Job Costing
Line item job costing so you can view every cost associated with every job.
Inventory Control
ProSuite CRM tallies all invoices, purchase orders and equipment transfers to deliver effective inventory control.
Inventory Audit
Need to track an item? Inventory audit generates a list showing the technician, purchase order date and invoice date for any item in seconds.
Groups and Roles
Set up views for users according to groups and roles. Owner, Office, Sales, Branch, Techs etc.
Data Access
Automatically remove access to records based on status or time.
Data Security
256-bit Secure Socket Layer encryption to keep your business and customer data secure.
Virtual Admin
VAs answer calls, schedule technicians and proactive call at a fraction of the cost for full-time admin.
Virtual Support
VSs log into the dealer portal, download reports then upload to the CRM. Funding, Aging, Dlr/mvr...
Job Comments
Communication is essential! User comments ensure that all relevant parties stay informed.
