Stay Ahead of the Curve
Digital Retailing Key Features
Meet your Customer Expectations with Mobility, Simplicity, and Speed
- Advanced Contracting: Print, Electronically Sign, or Send Documents
- Easy to Manage electronic contracts via Dashboard
- Long term access to digitally signed documents
- Legally binding contracts
- Messaging and Document Collection from phones
- Add your documents to it for E-Signing or Printing
- eCRM and Messaging integrated with solution
Digital Retailing Feature Breakdown
Electronic Signatures — Send, sign, and store forms electronically or print as needed
✅
Send Receipts Instantly — Via TEXT or Email with automatic logging
✅
E-Send Dashboard — Manage electronically sent forms, see statuses, and resend with a click
✅
Push Deals to Funding Platforms — Integrated with AppOne, Dealertrack, CUDL, and RouteOne
✅
Unified contact and messaging hub — engage customers and prospects from one place
✅
Automated task scheduling — create recurring tasks by contact, group, or campaign
✅
Smart follow-up alerts — stay on top of sales, service, and collections
✅
BHPH Collections Automation — Trigger reminders, payment links, and past-due notices automatically
✅
Auto-Collections for Leases & Loans — Set it and forget it with recurring payment tools
✅
Parts Lookup with Instant Add-to-Order — search and insert parts directly into service tickets
✅
Online Quoting & Ordering from 50,000+ Suppliers — eliminate manual part quotes and ordering
✅
Dynamic lead routing — assign leads by source, user, or workflow rules
✅
Built-in text messaging — two-way texting with history per contact
✅
CRM tied to every business process — deals, service, website, BHPH, reporting
✅
Instant web-to-CRM capture — credit apps and web leads auto-load into contact records
✅
Workflow automation — trigger task sequences across departments
✅
Send contracts and forms — deliver via email or text in seconds
✅
Professional Message Helper — build polished messages with ease
✅