Northstar

The Web Based Dealer Management System

A Custom Built Quote Tracking System

Getting leads is one thing, handling them efficiently is another. The system I built included a large number of systems focussed on making quoting and maintaining a customer's lead quicker, simpler and paper-free.

Efficiency driven systems

Automatic Quote Assignment

Quote Versioning

Automatic Promotion Linking

Export Price Requests

Job Card Generation

Built In Finance Calculator

CRM Integration

WhatsApp Integration

Live view of each staff members assigned quote requests and on going sales.

A single page quote generator that is automatically saved as a draft. Once published the quote will become active and can be sent to the customers preffered method

Easily add from the searchable components list (or add a custom item)

Compatible at all screen sizes, for on-the-go checkups

Sales

Once the quote has progressed to a sale, being in control is arguably even more important. Centralising the process allowed Lady Bailey Caravans to successfully reduce the tension points and therefore reduce potential errors dramatically.

For the office administrators, a succinct summary of the current status of a sale, with access to the live contract, terms and conditions, reviews, camping bookings and more