Customer Relationship Management (CRM)

ProMax award winning CRM

ProMax is proud to once again receive an Auto Dealer Monthly Dealers’ Choice Award for CRM.  For the fourth year in a row, dealers have recognized our CRM as an industry leader.  We are extremely lucky to work with such great dealers who know that our goal is their dealership’s success.

The ProMax Automotive CRM software is easy to use, customizable, and scalable depending on your dealership needs. Our goal is your dealership’s success!

ProMax Unlimited will increase your ability to find, attract, and sell new prospects, nurture and retain your current customers, and entice previous customers back in.

A fantastic feature of ProMax Unlimited is how seamlessly our software incorporates your internet, BDC, and sales departments. Our CRM/ILM capabilities work in conjunction with all other aspects of our software. We allow your dealership amazing capabilities to track every lead from any source, and customize tactics that most effectively convert those leads to sales. We provide your dealership cutting edge technologies like, smart phone integration, manufacturer certifications to “stop the clock”, auto responders, E-brochures (complete with pictures, similar vehicles and videos!), round robin leads by source, sales schedules, or logged in status.

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Email Campaigns

ProMax Email Campaigns give you everything you need to supercharge your email marketing efforts.

  • Advanced analytics- all the data you need to conduct effective email marketing.  From Bounces to Opens to Clicks and much more, all with drilldown reporting that enables you to get as granular as you like.
  • ROI tracking- clicks and opens are great, but how much gross did a campaign generate?  You’ll never have to wonder with our detailed ROI tracking.
  • A/B Testing- truly take your marketing to the next level with easy-to-use A/B testing.  Try different subject lines or special offers and see what gets results.
  • Responsive templates - lots of great, fully responsive templates pre-loaded in the system.  Just a few clicks and you’re ready to send.


Email 2.0 in ProMax Unlimited

ProMax Email 2.0 gives you all the tools you need to create great-looking, powerful messages to send to your customers. It's loaded with features that bring your correspondences to life:

  • Robust Web-Based HTML Editor- All the basic and advanced options you could want: text styles, images, tables, links, colors, and more, available with one click.
  • Fully Responsive Templates- A great selection of readymade templates for any occasion come pre-loaded in the system. Just drop in the variables you like, and in moments you can generate messages that look equally good on a desktop or a mobile phone.
  • Insert Vehicles- Search inventory and attach individual or multiple vehicles on the fly, including images from your cloud-based library.

Texting in ProMax

It’s easier than ever to stay in touch with your customers with Texting in ProMax.  Send and receive virtually unlimited messages for one low monthly rate.  Texting in ProMax enables you to:

  • Save time with readymade messages.  Choose from our selection or create your own for repeated use.  We provide professional messages for service reminders, appointments, and vehicle inquiries that are ready to go with just a few clicks. 
  • Schedule texts in Automated Follow-Up.  Insert variables for personalized messages that take no time at all to set up and send.
  • Send and receive all messages with ease.  Everything is configured in advance for ease of use.  Incoming messages pop up on the appropriate employee’s screen no matter where they are logged in.

Showroom Traffic Control

It’s your choice to either have one or several workstations in your showroom to log ups with EZ-Up; or each salesperson can have their own CRM module at their desks. Either way, the driver’s license scanner can be utilized to capture prospect information in one easy step.


  • Unlimited free usage with your ProMax CRM system
  • All data transfers directly into ProMax upon saving – no extra steps!
  • Capture all vital prospect information within seconds.

ProMax Prospecting & Follow-Up designed for your Sales Force


Also integrated into the ProMax software is a special module streamlined for your sales staff. This CRM tool is extremely easy to use for salespersons to manage and follow up with their prospects and customers for new and repeat sales. By minimizing the time that sales representatives need to spend on each phase of the sales process, ProMax makes the most of your advertising, leads, and customer databases for maximum ROI and showroom traffic.


  • Easily schedule any activity
  • Customizable data access restrictions
  • Handily print standard and custom forms

Daily Work Plan

Another vital part of the ProMax CRM solution is the Daily Workplan. Get the most productivity from your salespeople and BDR’s with robust CRM functionality. We offer simple daily work-plans that allow your sales force to stay in contact with all assigned customers and prospects. Your dealership’s philosophy of targeted emails, letters, and phone calls flow into the work-plan automatically, ensuring no opportunity slips through the cracks. There are also excellent tools for managers to ensure accountability from the personnel responsible for executing their follow up on a daily basis


  • Print scheduled letters and send emails with one click, and easily record results of all calls
  • Motivating “Heat Sheet” comparing results and activities to rest of sales force
  • Includes a manager report to track results

Salesperson Inventory & E-brochure

Another distinguishing CRM/ILM feature offered with ProMax Unlimited is a customizable Salesperson Inventory report and electronic E-brochure. Tailored specifically for Sales staff, the Salesperson Inventory report contains real-time inventory for quickly finding the right vehicle. The report offers multiple filters for narrowing down a list of specific inventory records. With a single click, the list can be printed or added to an electronic E-brochure.



  • Highly customizable to only show columns and data that adhere to your dealership’s sales philosophy (e.g. Price, Payment, Days in Stock)
  • Option to display inventory for an entire dealer group


After selecting up to 4 vehicles, a fantastic E-brochure is available for print or email. This is another example of why having your CRM/ILM integrated with your inventory and desking tools is priceless. With just a couple clicks, you can deliver a full color quote to highlight the features and benefits of the potential purchase.

  • Customizable - Show up to 3 payment options, rebates, price, book value, savings
  • Shows vehicle options
  • Select rate, term, and cash down for payment calculation
  • Specific comments displayed per vehicle
  • Include links to YouTube videos




Call today for a full demo on why our integrated CRM solution is the 1st choice for so many automotive dealers!