Advent Resources 1.1.97289

Advent CRM streamlines the management of customer interactions by replacing traditional tools such as sticky notes, paper calendars, and reliance on memory with an automated system designed to enhance efficiency and effectiveness. This platform supports users through each phase of the customer lifecycle—from initial inquiry to closing sales—and at every touch point in between, facilitating better capture, management, conversion, and retention of clients.

Its integration with Sale Control, Vehicle Management, Service/Parts, and Accounting platforms ensures that data entered once is immediately accessible across all systems, promoting consistency and reducing duplication. Notable features include:

• Work to capture "ups" from diverse sources including driver’s license scans, telephone inquiries, internet leads, manufacturer referrals, and manual entries.
• Tools to locate existing customers, update client information, process credit applications, and monitor client status.
• Management of internet leads with capabilities to capture, assign, track, and oversee leads as they progress through your dealership’s sales funnel.
• Provision of daily work plans for staff members, enabling prompt responses to clients via email, text messaging, or integrated click-to-dial technology—all accessible within the application.