EXTRA CRM for Parts makes it easy for you to track and grow your business with a robust relationship management platform, designed to integrate with EXTRA.
In addition to complete order and delivery information, you’ll also now have traditional CRM information such as contact name, details, and activity notes, along with any other notations you might need.
By meeting or exceeding governmental goals for compliance, you’ll ensure the safety of your drivers and equipment, and avoid any potential fines or liability for having either non-inspected or DVIR-failed vehicles out on the road.
- Manage leads, prospects and customer information
- Log calls, emails and visits in real-time
- Create and capture sales leads from all touch-points
- Assign leads to salespersons automatically or manually
- Have customer order history at your fingertips
- See customer activity history all in one place
- Set alerts to make customer contact
- Build and manage sales forecasts
- Implement and track sales strategy
- Identify sales opportunities
- Complete activity tracking