Stay Ahead of the Curve
Workplans - Managing the Modern Dealership Worker
Build the workflow business process and drive your staff to success
- Automated and recurring messaging can be built into workflows for continuous follow-up
- Alert staff with Text and Email messaging for critical tasks automatically
- Build solid workplans for staff to execute and automatically deliver those tasks via workflows and groups
- Create tasks for each phase of your operations and assign them by workflow
- Build implementation, installation or any execution processes with our Workflow management system. Fully integrated with messaging, and CRM.
- Build workflow tasks for sales, operations, and service
- Drive accountability for individuals and managers through the Workplan and Priority views
- Apply operationally excellent business processes to reduce errors, and improve results for commodity product selling.
Workplan Feature Breakdown
Multi-day sales and service calendar — daily, 3-day, and 5-day snapshots
✅
Flexible scheduling views — filter by team, location, or user
✅
Customizable task filtering — show calls, texts, service, or appointments
✅
Rollover past-due tasks — never miss a follow-up opportunity
✅
Personalized mass messaging — automate holidays, birthdays, reminders
✅
Professional Message Helper — build polished messages with ease
✅
Centralized staff oversight — manage task lists per user or per location
✅
Asset management for media — organize forms, videos, and images by customer
✅
Workplan control by team — assign, review, and measure productivity
✅
Mobile-first communication tools — collect docs and message on the go
✅
Secure message and document history — archive every interaction automatically
✅
Unified contact and messaging hub — engage customers and prospects from one place
✅
Automated task scheduling — create recurring tasks by contact, group, or campaign
✅
Smart follow-up alerts — stay on top of sales, service, and collections
✅
Dynamic lead routing — assign leads by source, user, or workflow rules
✅
Integrated notes, tasks, and messaging — manage all actions from a single timeline
✅
End-to-end sales activity tracking — from first contact to final delivery
✅
CRM tied to every business process — deals, service, website, BHPH, reporting
✅
Instant web-to-CRM capture — credit apps and web leads auto-load into contact records
✅
Workflow automation — trigger task sequences across departments
✅