A CRM (Customer Relationship Management) software platform is critical to staying organized and managing communications with customers both potential and current. A CRM streamlines the sales process of flowing your customers through the sales funnel from leads to quotes to orders effectively and strategically. CRMs also feature lead reports so you can easily assess how well your lead providers are performing. Don’t try to get by sending your leads to and managing them with just e-mail.
Auto Transport Lead providers send leads directly to your CRM. jTracker was the leading CRM platform up until COX Automotive unfortunately and forcefully pulled the plug on it in late 2021 early 2022. Activating lead providers was seamless and fully automated with jTracker (DISCONTINUED). Nowadays, auto transport lead providers need to be manually activated by contacting their CRM provider. A step backwards in productivity. In most cases, activating auto transport lead providers is relatively quick. However, some CRM providers may take a WEEK or longer to get leads coming in properly. Can you afford the downtime?
Be advised, the majority of CRMs are secretly owned and operated by other brokers and auto transport lead providers. How comfortable are you with your books, data, and customer information in the hands of your competition or lead providers that may abuse that data? Read the reviews to find out who you are doing business with.
- Megabee – CarrierSoft
- BATS – Ibility Media
- jTracker – DISCONTINUED
Free Open Source CRM Providers
You can try free open source CRMs as well, however most need to be hosted, installed, configured, and maintained. You may need to hire a professional web developer and server administrator to set this up for you. The pro here is your data is indeed your data. The main con is Open Source CRMs are DIY for the most part, and customer support often requires a fee.