160+ Features of Automotive CRM

sales-target-module

Sales Target Module

  • Set, track and monitor sales targets for your business and sales people respectively.
  • Monitor your financial growth.
  • Monitor & manage the sales performance of your business and sales teams.

  • Sales Target
    Data is for representation purpose only.

    Things that you can do in sales target module.

    • You can set sales targets revenue-wise for any desired duration by filling in the current form fields.
    • You can set touchpoint wise targets and define the incentives applicable for your sales people in any time frame.
    • You can view the targets achieved & pending with the exact number of days left for target completion.
    • You can view the touchpoints assigned to sales people, know the achieved and balance target in real time and the incentives applicable.
    • You can create a salary justification for your sales employees with desired start & end dates.
    • You can view the monthly salary justifications of all your sales employees.
    • You can edit & delete a respective sales target in the Revenue-wise Sales Target, Touchpoint wise Sales Target & User wise Salary Justification modules.

    View 2 Sales Target reports

    For information on Sales Target Module in Automotive CRM, contact!

    Amit

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    (+91) 92 0909 6855
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leads-module

Lead Module

  • Add multiple leads.
  • See the status of each lead follow-up and prioritize leads to close more deals quicker.
  • Categorize and allocate leads as per your desire.

  • Lead Management
    Data is for representation purpose only.

    Things that you can do in lead module.

    • You can add the basic details of the lead as per current form fields given.
    • You can add the source of the lead & the loan / service the lead has enquired for.
    • You can assign leads manually or automatically.
    • You can categorize leads and add tags.
    • You can prioritize leads and also add remarks.
    • Directly insert leads from your website into the CRM and auto allocate leads to respective sales people in a round-robin way.
    • You can have customized tags according to leads.
    • You can have customized stages and priorities.
    • You can allocate leads to sales people product / service wise.
    • You can view leads allocated to sales people product / service wise.
    • You can import leads from your excel sheet.
    • You can view lead data imported from the excel sheet.

    30+ Lead reports

    For information on Lead Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
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followup-module

Follow-up Module

  • Make follow-up calls, emails, sms and meetings with leads.
  • Schedule follow-up calls, emails, sms and meetings with leads.
  • Set reminders for follow-ups, calls and meetings.

  • Call
    Data is for representation purpose only.

    Things that you can do in Calls module.

    • You can select a date & time to schedule follow-up calls with leads and clients.
    • You can add reasons and assign tags to calls. Eg: important, very important, etc.
    • You can get an sms or email reminder for calls so that you or your sales people do not miss to follow-up with leads and clients.
    • You can also assign calls to sales people under you.
    • You can view your entire teams today’s calls, pending calls, scheduled calls, calls done.
    • You can update what’s discussed on call and delete calls.
    • You can update the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
    • You can schedule a call / meeting / email as discussed over the call.
    • You can keep a track of calls made by sales people / users to know what’s exactly going on in sales follow-up.

    2 Calls reports

    For information on Calls Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
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    Sms
    Data is for representation purpose only.

    Things that you can do in SMS module.

    • You can do a quick search of messages by entering the name, email ID, company name, team, department, category.
    • You can schedule follow-up sms to leads, clients, contacts and vendors for respective reasons.
    • You can send sms to multiple groups as per their tags. For e.g.: You can sms hot leads, warms leads, etc.
    • You can select a template from the existing templates created by you.
    • You can view your entire teams today’s sms, scheduled sms, sms sent.
    • You can view the number of sms sent, status of sms (sent/scheduled) sms with their respective timings and subjects.

    For information on SMS Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    emails
    Data is for representation purpose only.

    Things that you can do in Emails module.

    • You can do a quick search of mails by entering the name, email ID, company name, team, department, category.
    • You can select a date & time to schedule follow-up emails for leads, clients, contacts and vendors for respective reasons.
    • You can select an email template from the existing ones created by you.
    • You can manually type emails with desired font format options and attach files.
    • You can view your entire team's today’s emails, scheduled emails, emails sent. Respective people can see their own scheduled emails.
    • You can view the number of emails sent, read, unread, bounced, sent and scheduled with their respective timings.

    For information on Emails Module in Automotive CRM -, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
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    meeting
    Data is for representation purpose only.

    Things that you can do in Meeting module.

    • You can select a date & time to schedule meetings with leads and clients.
    • You can add reasons for meeting and assign tags to a meeting such as: important, very important, etc.
    • You can get an sms or email reminder so that you or your sales people do not miss a meeting.
    • You can also assign meetings to people under you.
    • You can view your entire teams today’s meetings, pending meetings, scheduled meetings and meetings done. Respective people can see their own meeting schedule.
    • You can update what’s discussed at the meetings.
    • You can update the status of the meeting for e.g.: Meeting was positive, client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
    • You can add remarks / information which was discussed in the meeting.
    • You can keep a track of meetings done by sales people / users to know what’s exactly going on in sales follow-up and meetings in general.
    • You can tag multiple internal employees for a client meeting or internal meeting.
    • You can keep a track of internal meetings.
    • You can send 'Schedule a meeting' link to leads and clients.
    • You can view all the meetings, calls, sms, emails, etc. that are scheduled, done and pending.

    2 Meeting reports

    For information on Meeting Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

showroom-module

Showroom Module

  • Add and manage details of cars sold from your showrooms.
  • See the status, priority and details of insurance / loan taken by the showroom car owners.

  • Showroom
    Data is for representation purpose only.

    Things that you can do in showroom module.

    • You can add basic details of cars, car owners, respective showroom, insurance details and know their status of loan requirement.
    • You can attach documents in different formats.
    • You can assign car buyers as leads to sales people by filling the respective field.
    • You can view the car, car buyer contact details, status, loan requirement and know if the insurance copy is attached.
    • You can import car details.

    For information on Showroom Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

workshop-module

Workshop Module

  • Add and manage details of all the cars coming into your workshop.
  • Create discount booklets for car servicing.

  • workshop
    Data is for representation purpose only.

    Things that you can do in workshop module.

    • You can enter basic details of cars bought from other showrooms coming to your workshop.
    • You can feed in details of car owner's contact, existing insurance and loan requirement by filling in the respective fields.
    • You can attach relevant documents in different formats.
    • You can view the car owner details, existing insurance provider & premium particulars.
    • You can know their status Eg: Insured, Need Insurance, etc.
    • You can create discount booklets for cars coming to your workshop.
    • You can verify car details to avail discounts at the Workshop.
    • You can view all the discount coupon booklets created and know if they're approved.
    • You can add coupons to discount booklets, add terms & conditions and categorize them Eg: Car Wash, Car Painting, etc.
    • You can view the coupons created.

    For information on Showroom Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

insurance-module

Insurance Module

  • Add & manage multiple insurance details.
  • View and update their status and perform relevant actions like follow-ups, etc.

  • insurance
    Data is for representation purpose only.

    Things that you can do in Insurance module.

    • You can add Insurance policy details, premium, Covernote No., period, etc. by filling in the respective fields.
    • You can attach documents in different formats.
    • You can view all insurances assigned to your Agents & Sales people, insured & policy details and know if required documents are attached.
    • You can import Insurance details.

    For information on Insurance Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
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    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

reconciliation-module

Reconciliation Module

  • Add discrepancy details of multiple policy vendors.
  • See all discrepancies categorically and resolve them.

  • reconciliation
    Data is for representation purpose only.

    Things that you can do in Reconciliation module.

    • You can add discrepancy details of multiple vendors, policy no., etc. by filling in the respective fields.
    • You can categorize the discrepancy according to type.
    • You can do a quick search to find a respective discrepancy.
    • You can view the policy no., type, discrepancy details & know the sales person handling that client.
    • You can view the exact number of discrepancy according to OD Premium, Zero Dep, Loan, Insurance, etc.
    • You can resolve a discrepancy.
    • You can import vendor payout statements.

    For information on Reconciliation Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

quotation-module

Quotation Module

  • Create and send multiple quotations with comparative pricing charts.
  • Know the quotation status, add closing dates, save versions and payment collection details.
  • Users can share quotations with other users in the CRM.

  • quotation
    Data is for representation purpose only.

    Things that you can do in Quotation module.

    • You can create winning quotations in 3 quick steps by adding the car details & insurance policy specifications in the current fields.
    • You can quote the pricing and specifications for multiple vendors by selecting the respective fields.
    • You can have an internal approval flow before sending quotations when a new discount is added / exceeded.
    • You can add terms & conditions to quotations, add taxes, tags & any extra notes if needed.
    • You can view all the quotations sent, know their policy details, expiry dates and status eg: approved, negotiating, etc.
    • You can view the payments to be done and cheque details once the quotation is approved.

    20+ Quotation reports

    For information on Quotation Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

loan-module

Loans Module

  • Add multiple loans and details of documents required.
  • Know the loan and document collection status.

  • loans
    Data is for representation purpose only.

    Things that you can do in Loans module.

    • You can add multiple Loan details by filling in the respective fields.
    • You can attach required documents required for Loans.
    • You can categorize Loans as per to the type & bank.
    • You can view details of all the loans ( in totality and categorically), know the loans disbursed and status of documents provided & pending.

    For information on Loans Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

agent-module

Agents Module

  • Add and manage multiple agents' details.
  • View the commission details, payment dates and status.

  • agents
    Data is for representation purpose only.

    Things that you can do in Agents module.

    • You can add multiple agents, agency and bank transfer details to the respective fields.
    • You can attach documents in different file formats.
    • You can view agent details, know who they're reporting to, commission type i.e fixed or variable and commissions paid & payable.

    For information on Agents Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

incentive-commission-module

Incentive / Commission Module

  • Add and manage incentive details and payments of sales people

  • incentive-commission
    Data is for representation purpose only.

    Things that you can do in Incentive Commission Module.

    • You can add the incentive percentage for multiple users and car brands.
    • You can view and modify these incentives.
    • You can do the same from List Commissions / Incentives
    • You can define incentives for each sales person for desired durations.
    • You can view & edit all the targets assigned and applicable to incentives for each sales team member.
    • You can add Incentive Rollover for sales people.

    For information on Incentives / Commission Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

payment-module

Payment Module

  • Add and manage incentive and commission payments via NEFT, cheques, etc.

  • payment
    Data is for representation purpose only.

    Things that you can do in Payment Module.

    • You can add payments for agents & sales people, mode of payment, reasons for additions / deductions, etc. by filling the current fields.
    • You can attach documents in different formats, scanned copies of the cheques issued, etc.
    • You can view incentive / commission details, their status of payment eg: Cleared, bounced, etc. and know if the scanned copy is attached.
    • You can update the status of the payment.
    • You can import payment details.

    For information on Payment Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

payment-collection-module

Payment Collection Module

  • View client's payments, cheque & courier details.
  • Send sms & email reminders to clients.

  • payment-collection
    Data is for representation purpose only.

    Things that you can do in Payment Collection Module.

    • You can view all the payments that are to be collected from Clients.
    • You can know the person assigned to collect the payment.
    • You can send payment collection reminders to clients via sms & / or email.

    For information on Payment Collection Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

renewals-module

Renewals Module

  • View all the policies.
  • Know & prioritize policies to be renewed.

  • renewals
    Data is for representation purpose only.

    Things that you can do in Renewals Module.

    • You can view all the insurance policies added in sequence of their dates.
    • You can view all the policy renewals in priority of their expiry date.
    • You can view the insurance details, concerned sales person, source & quotation status.
    • You can import Policy renewals details.

    For information on Renewals Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

client-module

Client Module

  • You can add contact details of clients.
  • Assign, categorize, and communicate seamlessly with your clients via calls, emails and sms.

calendar-module

Calendar Module

  • Serves as a calendar.
  • Let's you mark important dates relevant to your business, employees, leads and clients.

  • calendar
    Data is for representation purpose only.

    Things that you can do in Calendar Module.

    • You can view important tasks and important dates relevant to your business, employees, leads and clients.
    • You can view & update tasks, calls, SMS, emails scheduled in your calendar.

    For information on Calendar Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

vendor-payout-grid-module

Vendor Payout Grid Module

  • Add & view multiple vendors' details.
  • Know the payout for vendors as per the policy type.

  • payout-grid
    Data is for representation purpose only.

    Things that you can do in Vendor Payout Grid Module.

    • You can add multiple vendor details by filling in the current fields.
    • You can view, modify & delete the details of the vendors and know the concerned sales person handling the vendor.
    • You can create a payout grid for multiple loan / insurance vendors with specifications of the policy / loan type sold by your company, start date, end date, percentage commission, etc.

    For information on Vendor Payout Grid Module in Automotive CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

For information on Automotive CRM, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600