Feature Requests

It would be nice to have a QR Code you could just show a customer to submit a credit app or lead. Have a printable version for the whole store or a mobile version that leads directly into the sales persons name. I get the license scan is easy but when you're working an event at a booth talking to 10 different people this makes it quick and easy so no one is waiting.

We switched from VINsolutions where when scanning a drivers license, it would upload a picture of the front of license so you can print it out. Saves time from having to scan and still copy on the printer. That way when I had a customer that bought multiple vehicles a year, I didnt have to copy it everytime.

Please add the ability to save a picture of DL during scan for reprinting during the sale.

It would be beneficial if the unit # and/or Apt # transferred over when you scanned the DL.

i need more good leads please assign me more good leads

"As we shift to Meta's (Facebook) new AI-driven ad targeting ('Andromeda'), it is critical that our CRM has a bi-directional integration with Meta Ads Manager. The Request: Direct Lead Ingestion: Native ability to parse Facebook Instant Forms into ADF/XML without requiring a paid third-party tool like LeadsBridge. Conversions API (CAPI) Support: The ability to send 'Offline Events' (e.g., 'Sold', 'Appointment Set') back to Meta automatically. Why this matters: Without sending sales data back to Facebook, the ad algorithms cannot optimize for buyers, only clickers. We are currently forced to pay for middleware (LeadsBridge) or lose significant ad efficiency. This is becoming a standard feature in other automotive CRMs."

Leads that stay open for long term follow up but the customer puts in A duplicate lead, can we have a list or report available for all duplicate leads that come in as they do not currently show up under " leads" for the current month even if they just re engaged with us by putting in a lead.

once part of the address is entered, the rest should populate on its own, city, state zip

How is this not an option when reactivating a lead?

Can we have the "add deal" slider default to off rather than on?