1. Powerful CRM with specific features and functions.
All your important contacts can be stored together in one place and organized according to your needs. This allows you to have complete control and have your customers/mostly used locations easy to find. – With CarShipIO CRM you can classify your contacts according to the type of business they are, for example: Customer, Dealer, Exporter, Terminal, Port, Auction, etc. – Next step you manage the specific details of a specific contact type. You can title/name all your contacts and add them into specific groups, depending on source, communication, priority, etc. – Save the general notes, pick-up or delivery instructions so the next time you select the contact it will be the auto-populated. – Set up a Credit limit for each customer, the system will warn you when the preferred limit is excited. This allows you to build confidence with your customers, it’s like building a credit line outside in a real world.
2. File import VIN decoder quick Vehicle details lookupWe support importing PDF files from Smart Auction, Gate Pass, Adesa. Since we have been working on adding new sources, you can now import an order using a Copart Lot number and many others are coming soon. All it takes is 3 clicks to create an order with all the information populated automatically. In vehicle details there are two clickable buttons that will allow you to view:
– Dimensions and specific details
4. Electronic signature
You don’t need to bother your customers to submit any additional forms or signatures, because it’s already built it in the quote acceptance process. If you have e-sign module enabled, it will generate a PDF file with electronically signed contract attached to the order automatically. This will avoid taking extra steps to acquire the signature with the contract above and all the details about the order. Charge-back is a common issue with broker’s business.