Quotevine’s CRM is an easy-to-use but powerful Customer Relationship Management system developed specifically for asset finance businesses. It provides a rich toolkit to manage existing customers more efficiently and increase pipeline conversions: and once your customers and leads are in the system, you can use our other modules to further enhance your business.
Producing Quotes & Managing Orders
Our next-generation quotation and order-management tools link to your Quotevine CRM, adding the ability to configure asset and create attractive quotations (optionally including Whole Life Cost) straight from your customer database.
We even have the entire CAP database, updated nightly, baked right in to the vehicle configuration module.
Close deals up to 5x faster with Quotevine’s e-signature solution. Stay ahead of your competition with the solution that makes slow, manual contract processes a thing of the past.
Send, track and get documents e-signed directly from your CRM, plus every sales document is stored securely and automatically online making it easy to find files fast.
Fleet Management: Internal or Customer Self-Serve
Quotevine Fleet Management gives you the ability to record and manage your customers’ company car schemes, fuel policies and driver records to provide a full Fleet Management service: all in the same web-based software suite.
If desired, you can allow your customers’ Fleet Manager(s) and drivers to self-serve using the system: quickly, easily and securely.
Calculate payments for any popular automotive finance product. Create templates and set parameters, use CAP RVs and SMR data^, modify it or upload your own RV and SMR data.
Improving Business Insight
With Quotevine, you can begin to reap the reward of having all your data: customers, vehicles, quotations, orders, terms, tasks, etc. in a single repository. With tabular reporting offered as standard, and graphical dashboarding on desktop and iOS as an option, Quotevine can help you spot the patterns that will give you that competitive edge.