For F&I: the same customer, the whole story.
We started in F&I, so we know the box sees the customer last and hears about problems first. F&I gets its own daily goal (10 to start) and the full contact history.
What it does
- Its own daily goal, starting at 10 activities.
- The full contact timeline before the customer reaches the box: visits, test drives, calls, appointments.
- Follow-up tasks after delivery for paperwork, product questions and cancellations.
- F&I activity types: calls, texts, appointments and post-sale follow-ups, like every department
- On the roadmap: deals, F&I and inventory on the same data, in the last phase.
How it works, day to day
F&I sees the whole customer: every call, text and appointment from sales before the deal, and every follow-up after it. That context makes the menu conversation easier and keeps post-sale follow-ups from slipping.
Elite FI Partners, a dealer F&I and reinsurance firm, is our first channel partner.
See how it would work at your store.
Book a 30-minute walkthrough of the CRM with sample data and, if you want, a look at your website.