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Daily Workplan

Daily Workplan

INTEGRATED SELLING TOOLS AND PROFESSIONAL PROPOSALS

A vital part of the award-winning ProMax CRM is the Daily Workplan. Get the most productivity from your sales force and BDRs by enabling them to stay in contact with all assigned customers and prospects. Your dealership’s philosophy of attracting customers through targeted emails, letters, and phone calls flow into the workplan automatically, ensuring no opportunity slips through the cracks. There are also excellent tools for managers to ensure accountability from the personnel responsible for executing their follow up on a daily basis.

Mobile Workplan

The Mobile Workplan makes it easy for your sales team to complete all of their daily tasks from any smartphone or tablet:

These are just some of the great closes and proposals available to you at the click of a mouse. We also feature a number of classic proposals that have been industry favorites for years, such as the 4 Square, the 9 Pay, and the Ziegler.