list of features.
Everything you need to automate, deliver, and manage new leads.Book a demo
Finance & Insurance
120+ lender/broker integrations for HP, PCP, PCH & personal loans. No more re-keying data onto multiple lender systems, now you can use one simple system to propose to all of your lenders.
Two-way lender communications
See when lenders accept, decline or request more information after sending proposals. Get detailed breakdowns.
Constant feature checking
Working closely with lenders to keep up to date with their latest integration features as soon as they are available.
E-sign lender documents
Handle and quickly complete the customer journey by using the lenders e-sign technology.
Increase your lender efficiencies by using a myriad of filtering options (credit profile, demographics, rates & ranges).
Products & accessories
Manage insurance, warranties, GAP, accessories all under one system.
Future values (RV/GFV)
When dealing with PCP, receive accurate quotes by using lender RVs.
Ability to filter credit searches based on lender rules.
Ability to filter on any of the customer's credit file characteristics using Equifax.
Broker credit searches
Subject to permissions, ability to full credit profile within the platform.
Dealer credit searches
Ability to filter on any of the customer credit file characteristics.
Manage your enquiries and staff efficiently using one system and benefit from the rich features you would expect from a leading automotive platform.
A chronological feed of all combined activity related to a customer.
Single customer view
View a customers historical applications and dealings all linked within a single area.
All leads are different, which is why you can categorise them accurately to suit your business.
Create, book, re-schedule send confirmation/reminders of appointments.
Quickly capture and validate addresses.
Email & mobile validation
Increase your contact rates by validating email addresses and mobile numbers.
Centralised location for all business contacts featuring audits, dealings and direct calling.
Option to convert existing offline order forms to modern e-sign equivalents helping with compliance.
2 way SMS, email and call centre (with call recording) all built in, enabling an efficient full sales cycle of a consumer under one platform.
Inbound & outbound email
Send and receive emails messages from the customer view.
Inbound & outbound SMS
Send and receive SMS messages from the customer view.
Call centre functionality
Make, receive, hold and transfer calls. Welcome and queue messages, plus ringtones are all customisable.
Never miss a call if your agents are busy or not available. Out-of-office hours are also automatically covered.
Use your existing business numbers. Redirect calls to other numbers.
Define workflows that best suit your business and maximise each step of your pipeline potential.
Task based workflows
Start working more efficiently by working from automated tasks, defined by your business goals and workings.
Reflect your sales process and create tailor-made journeys for your enquiries and teams.
Create automated, compliant and bespoke workflows that help determine how staff work and manage enquiries. Set up rules to trigger commands that will perform specific actions when a certain condition is met.
Automate every manual action
Vastly improve your time efficiencies by replacing manual tasks and processes with custom automation.
24/7 out-of-hours lead management
Our system never sleeps. Use automation to handle new and existing enquiries outside of office hours.
Custom rules & triggers
Everyone handles enquiries differently. Define your business rules and create custom triggers to define tasks.
Integrate your system with Facebook, Google, Mailchimp and many more!
Complete reporting suite and report builder empowering management to make informed and revenue-generating decisions.
Utilise our reporting area with built in reports to help you gain an understanding straight away.
Advanced report builder
Build advanced, detailed and multi-layered reports.
Visualise live, custom defined goals in real-time against business targets.
User & agent reporting
Empowering management through detailed live reporting to make positive business impact.
Improve ROI, increase engagement and integrate quickly with our plug-and-play style website solutions.
A high converting, customisable, user-friendly application form which can help increase ROI.
Get real time calculations and guide your customers with accurate payment examples.
Turn credit checks into enquiries.
3rd party integrations
Benefit from a range of 3rd party integrations all under one roof.
Search for vehicles and append them to proposals with the exact information.
Retail value lookup
Option to use the CAP retail value to suppress lender sends out of LTV ranges.
Quickly validate your customers reported banking details to help reduce fraud/claw backs.
Perform your vehicle finance checks instantly and assign certificates to enquiries.
Have confidence knowing that we are here for you at every step, 24 hours a day. We also provide tailored management plans that meet your business needs.
Should anything arise, we're always on hand to offer technical support through email, phone or chat.
Account management plans
Start working efficiently straight away with our custom management and automation plans tailored to your business.
Create professional and visually appealing emails.
System knowledge base
Learn how to use existing and new features with our frequently updated user guides.