A vital part of the award-winning ProMax CRM is the Daily Workplan. Get the most productivity from your sales force and BDRs by enabling them to stay in contact with all assigned customers and prospects. Your dealership’s philosophy of attracting customers through targeted emails, letters, and phone calls flow into the workplan 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.
The Mobile Workplan makes it easy for your sales team to complete all of their daily tasks from any smartphone or tablet: