Management CRM

Management CRM is an automotive CRM and DMS tool that helps car dealerships and brokers manage their entire business. It streamlines operations from lead capture and opportunity management to customer data storage and expense tracking.

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At a glance

Pricing

Likely Not Free

Free tier

API

Skill level

Mixed

About

What is Management CRM?

Management CRM is a comprehensive automotive business management solution designed specifically for car dealerships and brokers. This advanced CRM and DMS platform helps manage every aspect of a dealership's operations, including lead capture, opportunity organization, secure customer data storage, and company expense tracking. Key features include multi-product capabilities for new and pre-owned vehicles, integrated financials for sales management, and marketing channel integration for client outreach via email and texting. The platform also offers secure cloud-based document storage, custom reporting, and a 'Deal Screen' for managing all information related to customer and car purchases. Management CRM aims to streamline workflows, increase customer retention, and convert more leads into sales efficiently.

Best used for

Ideal for car dealerships and brokers who need to manage new and pre-owned vehicle sales, streamline financial tracking, and automate customer communication. Especially valuable for businesses looking to consolidate lead management, sales processes, and customer data into a single, intuitive platform.

Common actions

manage dealership operations

track automotive sales

automate client outreach

store customer data

generate sales reports

mobile_appios

Capabilities

Key features

Multi-product vehicle tracking
Integrated financial management
Email and text marketing
Secure cloud document storage
Customizable reporting
Opportunity management
Deal Screen for purchases

Target Audience

car dealership ownersautomotive sales managerscar brokersdealership finance managers

Integrations

google-ads

Pricing & Plans

Likely Not Free

Free

FAQs

What is a Dealership Management System (DMS) in the context of Management CRM?

A DMS, or Auto Dealership Management System, is a comprehensive information platform specifically for the automotive industry. Management CRM integrates DMS functionalities to manage finance, sales, parts, inventory, and administrative components of a dealership or brokerage.

How does Management CRM help with client marketing and outreach?

Management CRM integrates email and texting functionality to increase outreach to prospects and existing customers. Users can schedule communications and set up automated outreach for events like birthdays and holidays, all from within the dashboard.

What is a 'Deal Screen' in Management CRM?

A 'Deal Screen' is a digital dealer jacket that allows users to store all information related to a customer and car purchase. It helps track financial receivables and payables, store deal structures, and provides cloud-based document storage for efficient lookup of current and past sales.

Does Management CRM offer training and support?

Yes, Management CRM provides training for each user on the basics of the application, typically via phone and screen-sharing. They also offer an online support system where users can submit questions to be answered via email.

What kind of storage capacity does Management CRM provide?

The basic usage package for Management CRM includes 100GB of cloud storage, which is estimated to cover 8-9 years of customer storage for an average company. Additional upgrades for cloud storage are available.

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