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CRM & Showroom

Supercharge Your Sales Team with Data

CRM & Showroom module allows your sales team to access all the data they need right when needed. Manage your client database and contact them in the best way possible.

Fortuna comes with full CRM capabilities for your dealership. The mobile app ensures that your salespeople will always have all the information they need to close the deal—right at their fingertips. The primary function of the module is to streamline the production of professional quotations and sales order forms.

However, it delivers so much more. CRM and Showroom give you access to all quotes, sales orders, purchased vehicles, service histories, finance details, accessories, trade-ins, discounts and deposits.

The module includes an electronic diary for timekeeping and time-stamping quotations, with follow-up notifications, appointments, and events. It also boasts stock-searching functionality.

Your sales team will even be notified when previous customers visit the dealership for a service, allowing them to maximise further sales opportunities and promote customer relations.

All Showroom Details
At Your Fingertips

  • Desk Deals

  • Generate Sales Orders

  • F&I Forms

  • Manage Meetings, Calls, Tasks and Team Targets

CRM Capabilities

  • Manage Leads and Pipelines

  • Analysis, Reports and Forecasts

  • Calendars, Activities and To-Do-Lists

CRM Integrations

Dealership Performance 360 CRM Logo
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