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What is Easy CRM?

Viewing transactions from your customer's perspective significantly improves their experience and fosters deeper brand loyalty. By leveraging intuitive CRM software, you can integrate data from multiple departments, creating a holistic, real-time overview of each customer’s journey. This system also empowers you to manage and invoice projects efficiently, thanks to its advanced project management features. Furthermore, it allows for meticulous tracking of the time spent on tasks, ensuring that clients are billed accurately for services rendered. The software facilitates collaboration by enabling several team members to be assigned to different tasks while keeping track of individual timers to maintain accountability. You can generate professional, visually striking invoices, attach pertinent documents, and send them directly to clients, enhancing convenience. Additionally, the platform streamlines both subscription and audience management, automating essential processes like accounting and fulfillment. It also kickstarts the sales process by identifying potential leads and swiftly generating sales forecasts, allowing for quick deal closures. This innovative approach ultimately ensures that you secure more business while expediting payment processes, thus alleviating the challenges of prolonged sales cycles. By focusing on customer insights and experiences, your business lays the groundwork for sustained success and growth in the competitive marketplace. In doing so, you create a more responsive and adaptive organization that can thrive in changing environments.

What is DealerPilot?

DealerPilot operates as an all-encompassing dealer management platform that consolidates key functions like vehicle inventory management, customer relationship management, sales operations, and workflow processes into one cohesive interface. This software ensures meticulous tracking of vehicles from the moment they are purchased until they arrive at the showroom, and it integrates effortlessly with DVLA to streamline data entry. Additionally, it features a workflow pipeline designed to monitor vehicle status and identify potential delays in the process. The sales and invoicing capabilities facilitate the easy creation of VAT invoices, while the CRM feature centralizes all customer interactions and follow-up tasks. Users can also leverage analytics to gain critical insights into revenue sources, sales trends, and employee performance metrics. Beyond these core functionalities, DealerPilot includes tools for managing battery health, scheduling appointments, sending MOT reminders, and utilizing task management boards. A valet mode is offered to limit access for staff responsible for vehicle prep, ensuring operational security. Moreover, the platform supports natural language queries and conversational commands, which enhances the user experience by simplifying navigation and providing timely updates. With these robust features, DealerPilot transcends being merely a management tool and becomes an essential asset for enhancing the efficiency of dealership operations. Ultimately, it empowers dealerships to streamline their processes and improve overall productivity.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Pricing Information

£49/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Shoppias

Date Founded

2016

Company Location

Argentina

Company Website

www.easycrmsystem.com

Company Facts

Organization Name

DealerPilot

Date Founded

2026

Company Location

United Kingdom

Company Website

dealerpilot.co.uk

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Dealership Management

Accounting
Auto Dealerships
Collections Management
Contact Database
Customer Database
Document Management
Equipment Dealerships
F&I Management
Financing Management
Form Printing
Lease Management
Marine Dealerships
Online Inventory
Parts Management
Powersports Dealerships
RV Dealerships
Service Department
Trailer Dealerships
Used Car Dealerships
Website Integration

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