Feature Requests

I would like to remove the ability to of clicking "Ignore" on a conversation from sales people. It would be a good restriction option to make available similar to not being able to delete a task.

I'd love to limit the number of leads someone can grab from the Up for Grabs per day. We have a odd set up for our distributions. Our BDC manually distributes the leads to certain teams on certain days. Up for Grabs starts at 5PM and ends at 9PM Monday - Thursday, then it is Up for Grabs from Friday at 5PM until Sunday at 7 PM. I'd like to be able to limit the number of grabbed leads per day a sales person can grab. I have some individuals grabbing almost 100 leads a month and can't handle them. We know that talking with the sales person doesn't help and putting them on Vacation Mode is too tedious. Having this feature would really help!

At this time "Customer Notes" are only able to be removed/deleted by the user who created the notes. This is not helpful as some notes are not actually "Customer Notes" and the user may no longer work here. We do not want unnecessary notes to be stuck on files forever. This needs to updated at least allow management to delete these notes.

I wanted to share an experience I had this morning and suggest a feature that I think would be extremely beneficial for dealerships using DriveCentric. A duplicate lead came in for a customer who was already marked as Sold but had not yet been Delivered. When I merged/killed the duplicate lead, it unexpectedly removed the sold status as well. Unfortunately, when I went back to mark the deal as sold again, the system automatically used today's date (August 1) instead of allowing me to keep the original sale date of July 31. Because this happened on the first day of a new month, we were unable to accurately reflect that the vehicle was sold on July 31. For many dealerships, month-end sales reporting is critical, and not being able to backdate a legitimate sale could result in inaccurate reporting or lost credit for a deal that was actually sold the previous month. I've worked with several other CRM platforms that allow managers or users with the appropriate permissions to edit or backdate the sold date when necessary. Having a permission-based feature like this in DriveCentric would be incredibly valuable and would help prevent situations like the one we experienced today. Would DriveCentric consider adding this as a future enhancement? I believe it would be a great addition for dealerships, especially when handling duplicate leads or correcting legitimate data-entry issues around month-end. Thank you for taking the time to consider this suggestion. I appreciate everything your team does and look forward to hearing your thoughts.

Hello, Currently, to Mine the whole database, the user needs to have "Store" access in the "Data Access" category. This "Store" access is linked to seeing all leads in the lead bucket currently on the clock, all unanswered messages, and all showroom activity. (the tiles in the left sidebar) This Mining tool access is crucial for a salesperson to find somebody looking for an opportunity to work and cultivate deals from the store's database. However, it is not necessary to see the unanswered messages of the whole store. Can we separate the more access to mining the database from the other permissions it grants? Make mining access its own category when granting permissions. Thanks! Hope this makes sense to others as well.

I would love to be able to see the appointments that are in the store as a whole not just my appointments so I do not have one of my guests coming in on the same vehicle when someone already has a guest here on it. This also goes along with being able to see who everyone else has in the store

It would be helpful for the store managers to be able to clock in/ clock out sales reps. So that the rep that went to lunch/for the day and forgot to punch out, does not keep on getting leads and therefore fumbling.

I would like the ability to delete notes in the Customer Card. Incorrect, inappropriate or confusing notes can be a hindrance

The ability to limit sales associates access to only be able to impersonate the AI and not their other team members

There should be a way to toggle from manager view to a personalized view. With manager access our notifications are extremely cluttered. It's easy for things to get lost in the shuffle. I should be able to switch from seeing EVERYTHING to being able to just see the messages, notifications and leads that are ASSIGNED TO ME from the main dashboard. example: instead of every unanswered text/email in the CRM being visible I should be able to just filter out mine, through the main dashboard.