Feature Requests

It would be great to have the ability to create customer tags directly within Mining, rather than having to navigate to Store Settings to create the tag first. For example, I may spend time building a highly targeted Mining set and be ready to apply a new customer tag, only to have to leave Mining, open another window, create the tag in Store Settings, and then return to Mining. Being able to create a new tag directly from the tagging interface in Mining would make the process much more seamless and save unnecessary steps, especially when building multiple targeted campaigns.

Some of my customers have other incomes such as seconds jobs or VA disability, etc. It would be nice to be able to put that extra income somewhere for a higher chance of approval

give a list of similar priced vehicles when the unit they inquired on is marked sold

It would be extremely helpful if there was a quick way to visually see if a customer is opted in or out text/email. Currently the only way to see if a customer had opted out is to either click into the conversations, texts or scroll down to see if they opted out/Stop. I believe is there was perhaps a Green Check Mark (opted in), Empty Square (not opted in but not opted out, even have a number inside showing how many opt-in texts sent) or a Red Stop Sign (opted out by opting out/Stop) next to the number/email or under them (see attachment) it would same a huge amount of time and confusion from sending people who opted out previously from being sent more opt-ins by other users.

Saw that there was a note that should of generated for a credit application being completed but there is not. We are not getting any notification at all.

Saw that there was a note that should of generated for a credit application being completed but there is not. We are not getting any notification at all.

Currently the vehicle tab just shows model year and brand for us, name is too long to see after that. Have a client that is deciding between 2 trims and another that is deciding between colors. Currently have to open each vehicle to see what it is and would like more details like in Socket that showed us the full details. It also allowed us to easily select which one is priority for the deal to work on. Right now, I have to delete the vehicle and then re-add it to make it the top on the list. Ran into this issue penciling between 2 models for a client and it kept pulling the top car on the list.

I would like a feature that provides real-time visibility into which DriveCentric users are actively working with a customer or deal. When a customer record is open, DriveCentric should show who is currently working with that customer and what they are doing. For example: Chase is viewing this customer Angela is composing a text Josh is currently desking this deal Josh just updated the deal Angela contacted this customer 30 seconds ago This would solve a major communication issue in dealerships. Salespeople, BDC agents, and managers can all be working the same customer without knowing what someone else is doing. That can lead to duplicate messages, conflicting information, wasted time, and a confusing experience for the customer. The desking visibility would be especially valuable. A salesperson could immediately see that Josh is currently desking the deal instead of interrupting him, duplicating work, or trying to track down where the deal stands. A simple real-time activity indicator—or warning when another user is actively working the customer—would create a shared awareness system across the dealership. This feature could reduce duplicate customer contacts, improve sales/BDC/management coordination, save time, and create a more professional customer experience. Instead of DriveCentric only showing what has already happened, this would allow the entire team to see what is happening right now.

Would like to have the option of printing all the customer information along with the information of the vehicle they are interested in.

Would like to add another catagory to the DEAD lead Icon: