A Web-based Organizing Engine.

The Customer Base Manager is an organizing engine designed to help you take your automobile dealership’s customer information to a new level.

No matter where you are in North America you can link your dealership into the Customer Base Manager and it will quickly (and securely) organize your present customer information into a more controllable, comprehensive and infinitely more usable form that you own and control.

It’s a simple and inexpensive thing to do. You don’t have to buy software. You don’t need another server or complex networking. You shouldn’t need any more computers.

All you really need is an internet connection.


A Consolidated Digital Record Of Your Entire Customer Base.

The Customer Base Manager consolidates the complete relationship history of every customer of the dealership into a single digital source that is under your direct control.

It is automatically compiled from all the different types of information presently dispersed across the dealership’s departments (administration, finance, service, and sales traffic).

Establishing this new digital structure enables you to see and use your customer information in powerful new ways.

The Customer Base Manager’s independence from your central dealership management system (DMS) ensures the information can be organized exclusively for the use of the sales people - uncompromised by the needs of other departments.

It also ensures a stability in the building of your customer information undisrupted by any change in your DMS system.


A Customer Overview Interface
Specifically For Selling.

Key to the success of any system intended for the use of salespeople is that the salespeople actually use it and that they clearly see the benefits. Because without their participation the dealership will never build the information base it needs.

That’s why the Customer Base Manager presents its wide range of information and sales opportunities through a simple interface that is clear, concise, extremely fast and easy to navigate. (You don’t even have to know how to type).

The interface is designed specifically to fit into the needs and capabilities of your salespeople (including service agents) to help them sell more vehicles and service. On-screen is the full-picture of each individual customer and their relationship with all areas of the dealership.

Here is the key overview information about the car, the finances, the service records and the person. Everything you want to know is just a key stroke away.


A 3–Window Business Development Cycle.

Actively managing your customer base is about controlling all aspects of managing and maintaining sales contact through the sales cycle.

The Customer Base Manager provides your sales people, Business Development Center and managers with a clear view of customer status in the three key stages of sales development.

Prospect Management – Hunting Down the Opportunities

What are the key opportunities in the inactive part of your customer base today? The successful reactivation of customers requires that you have a very good reason for contact. This window’s agenda shows you whom to call, when and why.

The information displayed includes basic Renewal Management information - Active Desk Prices , Bank expiries 210 – 30 days out., Lease expiries 210-30 days out etc.

Also there is opportunity profile information including – car anniversaries, warranty expiries, high K service customers, etc.

Activity Management- Following the Progress of Traffic

This window provides a consolidated view of each stage of the dealership’s interaction with active customers.
It allows you to see that nothing slips through the cracks.

The information displayed includes:

1. Appointments/missed
2. Phone-ins .
3. Phone-outs
4. Emails
5. Walk-ins
6. Be-backs.
7. Desk price
8. Appraisals
9. Wants
10. Sold deals.
11. Deferred deals

Relationship Management - Following-Up Sold Customers

This window consolidates an agenda of contact points necessary to reaffirm the customer relationship after the sale.

The information displayed provides structure for complete after-sale follow-up and customer satisfaction appraisal.