Astute RM 1.1

David Swanson – Freeware – iOS
aus 3 Bewertungen

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The Astute RM mobile app serves as a comprehensive tool for professionals seeking efficient communication and lead management while mobile. Its user-friendly interface facilitates prompt notifications regarding new leads and messages from both customers and colleagues, allowing for timely responses.

A standout feature is the quick setup option, enabling users to create customer records for walk-in clients in mere seconds. Additionally, the app allows for the seamless sending of a link to customers' phones, inviting them to complete their profiles independently or offers the convenience of scanning a driver's license to generate the customer record instantaneously.

The included appointment calendar provides a clear overview of the sales pipeline for the upcoming week, essential for effective time management. Furthermore, the instant messaging capability enhances collaboration with coworkers, streamlining communication within the team.

The "My Customers" view offers insights into various customer segments, including the latest leads, those due for follow-up, and recent interactions. By selecting a specific customer, users gain access to a holistic view of all dealership communications related to that individual, encompassing notes and events such as showroom visits, consolidated into one accessible location.

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