We’ve Made It Simple. And Flexible.

The Customer Base Manager is a very simple service relationship that lets you choose how much (or how little) work you want us to do for you.

You can have The Customer Base Manager service working for your dealership in a very short time and for very little money.

However, you may want to receive extra services in certain areas and inevitably these will incur extra charges.

All services and costs are precisely presented in our Customer Base Manager Action Plan that we give you after our needs analysis session..


Up And Running. Your Way.

It’s easy to get up and running on Customer Base Manager. All you have to do is link into your private server module through your internet connection.

The scale of your file installation is entirely dependent on what you think is most efficient (or realistic) for your situation.

The simplest and lowest cost way to get started is a "Zero Base" system. This means you link into the Customer Base Manager without building previous history and simply enter your customer information from there on.

However, most dealerships want to maximize their existing information. Usually this entails recording 6 years of sales history, plus I year of service and other departments.

We can very quickly download most of the key transactional information from your dealership management system, if historical files are available. Additional data can be keypunched, if necessary.

If you don’t want to do it yourself, the on-line input of non-digitized historic information by Customer Base Manager agents is a one-time cost .

Included is an intensive on-line training session for all users, so everyone understands how to use the Customer Base Manager (it’s easy) and how to get the most out of it.


The Basic 24/7 Service.

The following are services that the Customer Base Manager performs 24/7 as part of its basic service.

The digital organization and storage of your customer information.

Secure, user access (see privacy statement)

Secure digital back-up of all information

Daily issue of daily agendas and management reports.

Extra Services

The Customer Base Manager provides additional services if required

Extra downloading

Inputting of daily file changes

Extra training sessions

Marketing packages (direct mail and email campaigns)