Target CRM

A unified dealer communication platform combining two-way messaging, video calls, text-to-pay, and deal tracking—enabling faster customer responses, streamlined sales pipelines, and much more from any device.

Key features:
• Messaging/Communications - Two-way text messaging, video calls, conversation management with audio notes, pdf attachments and templates
• Customer Management - Customer profiles, contacts, categories, tags, opt-in/opt-out tracking, and phone number management
• Deal/Lead Management - Sales pipelines, deal stages, assignments, attachments, tags, lost reasons, and favorites
• Task Management - Task creation, assignment, outcomes, and multi-task updates
• Inventory - Whole goods and parts inventory lookup with filters by manufacturer, condition, location, and status
• Payments - Text-to-pay functionality with invoice integration and payment cancellation
• Surveys - Customer feedback collection
• Multi-location Support - Dealer locations and department-based user assignments
• Real-time Updates - SignalR integration for live notifications

Benefits:
• Increase sales through better lead tracking and faster follow-up
• Reduce voicemails and phone traffic
• Manage lead interaction
• Empower mobile workforce with full CRM access on any device
• Reduce missed revenue with real-time notifications and task reminders
• Improve team productivity significantly