Features

Provide a detailed look at specific tools and features offered by Captis CRM.

Get Started Today

Feature Breakdown

  • Sales pipeline tracking.
  • Integrated payment reminders.
  • Built-in communication tools (phone, text, email).

Workflow Automation

  • Customizable workflows to reduce manual efforts.
  • Examples of specific dealership automation scenarios.

AI Integration

  • Predictive analytics for customer retention.
  • AI-generated insights for better decision-making.

Analytics and Reporting

  • Dashboards with metrics like lead conversion rates and customer retention.

Interactive Demos

  • Short video clips demonstrating key functionalities.

Features That Save Money

  • 2-Way Texting & Emailing: Centralize customer communication and eliminate the need for third-party messaging platforms, reducing costs.
  • Voicemail Drop: Automatically leave prerecorded voicemails to save time on outbound calls, improving outreach efficiency without needing extra staff.
  • Reputation Management: Automate review requests and monitor online feedback, saving on traditional advertising costs and building trust for free.
  • Lead Capture Forms & Surveys: Streamline lead collection without manual entry, saving time and reducing errors.
  • Automated Lead Scoring & Nurturing: Use automation to score and prioritize leads, focusing resources on the most promising customers, cutting down wasted effort.
  • Task Automation & Workflows: Reduce the need for additional staff by automating routine tasks, lowering operational costs.
  • Training Videos for Employees: Onboard new staff with training videos instead of costly in-person training, reducing training expenses.
  • Knowledge Base: A self-service support center reduces the need for manual customer support and repetitive answers to common queries.

Features That Increase Sales

  • Lead Scoring & Automation: Automatically prioritize high-value leads, ensuring your sales team focuses on the best opportunities.
  • Email & SMS Marketing Campaigns: Run consistent, automated marketing campaigns that engage and nurture leads, promoting special offers and upcoming deals.
  • Drip Campaigns: Set up long-term lead nurturing sequences that build trust and drive repeat sales, without extra effort from your team.
  • Funnel Builder: Create targeted sales funnels for car buyers, helping convert leads into sales through automated messaging and follow-up.
  • Upsell & Referral Programs: Automate upselling (e.g., warranties or service packages) and referral requests, increasing revenue without additional sales force.
  • Automated Appointment Scheduling: Allow customers to easily book appointments (test drives, service, etc.), boosting conversion rates by reducing friction.
  • Customer Surveys & Feedback Forms: Gauge customer satisfaction and gather feedback for improving offerings and identifying opportunities for additional sales.
  • Employee AI Assistant: AI helps employees prioritize tasks, follow up with leads quickly, and respond to customer queries, increasing close rates.

Features That Improve Efficiency & Customer Service

  • Power Dialer: Enhance outbound calling by automatically queuing leads and reducing the time spent dialing, improving call efficiency.
  • Missed Call Text Back: Automatically send follow-up texts to missed calls, reducing customer frustration and ensuring a seamless customer experience.
  • Call Recording & Tracking: Record calls for training, quality control, and compliance purposes, ensuring you consistently maintain excellent customer service.
  • Training Videos for Customers: Provide self-service customer education to reduce service inquiries and help customers navigate the buying process efficiently.
  • Visual Workflow Builder: Create customized workflows to streamline internal processes and customer engagement, reducing manual intervention.
  • Follow-Up Sequences: Automatically send follow-ups via email/SMS, ensuring consistent communication and engagement with leads and customers.
  • Real-Time Reporting & Custom Dashboards: Monitor and optimize team performance, track conversion rates, and analyze sales data to streamline decision-making and improve customer experiences.
  • Team Task Management: Assign specific tasks to team members and ensure everyone is on the same page, eliminating confusion and improving internal communication.
  • User Roles & Permissions: Control access to sensitive customer data, ensuring data privacy and improving compliance across the dealership.
  • Employee AI Assistant: AI-powered suggestions and workflow recommendations enhance staff productivity, eliminating bottlenecks and enabling faster decision-making.
  • Appointment Reminders: Automated appointment reminders reduce customer no-shows, enhancing your ability to manage time and deliver excellent service.
  • Mobile App: Our Captis mobile app allows the staff to respond to leads more quickly which stats have shown increase closing ratio’s
  • IVR: Automatically route calls to the appropriate department to increase customer service levels and closing %’s

Features That Save Money

2-Way Texting & Emailing

  • Centralize customer communication and eliminate the need for third-party messaging platforms, reducing costs.

Voicemail Drop

  • Automatically leave prerecorded voicemails to save time on outbound calls, improving outreach efficiency without needing extra staff.

Reputation Management

  • Automate review requests and monitor online feedback, saving on traditional advertising costs and building trust for free.

Lead Capture Forms & Surveys

  • Streamline lead collection without manual entry, saving time and reducing errors.

Automated Lead Scoring & Nurturing

  • Use automation to score and prioritize leads, focusing resources on the most promising customers, cutting down wasted effort.

Task Automation & Workflows

  • Reduce the need for additional staff by automating routine tasks, lowering operational costs.

Training Videos for Employees

  • Onboard new staff with training videos instead of costly in-person training, reducing training expenses.

Knowledge Base

  • A self-service support center reduces the need for manual customer support and repetitive answers to common queries.

Features That Increase Sales

Lead Scoring & Automation

  • Automatically prioritize high-value leads, ensuring your sales team focuses on the best opportunities.

Email & SMS Marketing Campaigns

  • Run consistent, automated marketing campaigns that engage and nurture leads, promoting special offers and upcoming deals.

Drip Campaigns

  • Set up long-term lead nurturing sequences that build trust and drive repeat sales, without extra effort from your team.

Funnel Builder

  • Create targeted sales funnels for car buyers, helping convert leads into sales through automated messaging and follow-up.

Upsell & Referral Programs

  • Automate upselling (e.g., warranties or service packages) and referral requests, increasing revenue without additional sales force.

Automated Appointment Scheduling

  • Allow customers to easily book appointments (test drives, service, etc.), boosting conversion rates by reducing friction.

Customer Surveys & Feedback Forms

  • Gauge customer satisfaction and gather feedback for improving offerings and identifying opportunities for additional sales.

Employee AI Assistant

  • AI helps employees prioritize tasks, follow up with leads quickly, and respond to customer queries, increasing close rates.

AI Integration

  • Predictive analytics for customer retention.
  • AI-generated insights for better decision-making.

Features That Improve Efficiency & Customer Service

Power Dialer

  • Enhance outbound calling by automatically queuing leads and reducing the time spent dialing, improving call efficiency.

Missed Call Text Back

  • Automatically send follow-up texts to missed calls, reducing customer frustration and ensuring a seamless customer experience.

Call Recording & Tracking

  • Record calls for training, quality control, and compliance purposes, ensuring you consistently maintain excellent customer service.

Training Videos for Customers

  • Provide self-service customer education to reduce service inquiries and help customers navigate the buying process efficiently.

Visual Workflow Builder

  • Create customized workflows to streamline internal processes and customer engagement, reducing manual intervention.

Follow-Up Sequences

  • Automatically send follow-ups via email/SMS, ensuring consistent communication and engagement with leads and customers.

Real-Time Reporting & Custom Dashboards

  • Monitor and optimize team performance, track conversion rates, and analyze sales data to streamline decision-making and improve customer experiences.

Team Task Management

  • Assign specific tasks to team members and ensure everyone is on the same page, eliminating confusion and improving internal communication.

User Roles & Permissions

  • Control access to sensitive customer data, ensuring data privacy and improving compliance across the dealership.

Employee AI Assistant

  • AI-powered suggestions and workflow recommendations enhance staff productivity, eliminating bottlenecks and enabling faster decision-making.

Appointment Reminders

  • Automated appointment reminders reduce customer no-shows, enhancing your ability to manage time and deliver excellent service.

Mobile App

  • Our Captis mobile app allows the staff to respond to leads more quickly which stats have shown increase closing ratio’s.

IVR

  • Automatically route calls to the appropriate department to increase customer service levels and closing %’s.

Workflow Automation

  • Customizable workflows to reduce manual efforts.
  • Examples of specific dealership automation scenarios.

Analytics and Reporting

  • Dashboards with metrics like lead conversion rates and customer retention.

Interactive Demos

  • Short video clips demonstrating key functionalities.

Get Started with Captis CRM Today!

Boost efficiency, engage customers, and drive growth with Captis CRM. Start today!
Schedule an On Demand Demo