Daily Workplan

A vital part of the award-winning ProMax CRM is the Daily Workplan. Get the most productivity from your sales force and BDRs by enabling them to stay in contact with all assigned customers and prospects. Your dealership’s philosophy of attracting customers through targeted emails, letters, and phone calls flow into the workplan automatically, ensuring no opportunity slips through the cracks. There are also excellent tools for managers to ensure accountability from the personnel responsible for executing their follow up on a daily basis.

• ​Print scheduled letters and send emails with one click, and easily record results of all calls and texts
• Motivating “Heat Sheet” comparing results and activities to rest of sales force
• Includes a manager report to track results
• And much more!

Mobile Workplan

The Mobile Workplan makes it easy for your sales team to complete all of their daily tasks from any smartphone or tablet:

• Manage all of your work from anywhere!
• Complete your Scheduled Activities and make notes
• See all of your Daily Tasks and drill down to individual customers’ Mobile Workscreens