SalesMaster

FLEETBASE

Fleet Focused CRM and Order Management.

 

DESIGNED FOR FLEET

FLEETBASE structures vital fleet CRM data in a way that mirrors the real world. Flexible workflows and contact statuses allow you to effectively manage the sales funnel across multiple teams and locations. The complexities of trying to manage a fleet business with a normal CRM system melt away.

BUILT TO SCALE

Fleet business can often be complex. How can your team collaborate on competitive and sensitive accounts? A single customer may have multiple fleets, each with it’s own set of vehicle and purchasing policies. Different or multiple account managers and decision makers, different service and maintenance requirements, cycle times, mileage limits, acquisition methods, prefered manufacturers, RFOs, restrictions, business segment and type, funding, VAT status, credit terms... FLEETBASE can handle it all and more.

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Key features

Live Sales Activity

Manage your fleet sales team with high level grouping by sites and activity types.

Fleet Customer Database

Customer view of CRM activity including category, status and fleet size. Create custom views based on activity.

Salesperson Calendars

Drag and drop calendar view makes it really easy to create and update events. Our powerful timeline view provides lightning fast search and filtering.

Fleet Quotations

Quotations are simpler to create than ever before with integrated factory order pricing and optional feeds from STOCKBOOK. Designed specifically for fleet use with multiple customer relationships for end-users, funders and drivers.

ORDER BANK

Full cycle order management, automatic status updates, digital signatures and profitability reporting.

BRANDED PDFs

Professional documents are automatically created to provide consistency and branding.

Busy fleet department running on a generic CRM?

Find out more about FLEETBASE, our fleet focused CRM solution.

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