Feature Requests

Should have the option to add customer roles in the CRM. Other than just Sales 1, Sales 2, BDC, Service BDC and Closer. I also do not see a place to add a sales manager. Many deals will operate with custom roles such as a CSR, customer relations ect.

We have been integrating all of the apps our dealerships use into our Okta. DriveCentric is one of the bigger ones we have that doesn't have SSO. How can we help with an SSO integration?

It would be very helpful if admins could edit user signatures. We utilize custom signatures and our users aren't always on point when it comes to inputting the signature we have provided for them to use.

If user management could be overhauled to have a grid/display set up to drag and drop team members and assign team leads, it would be far more intuitive and easy to use instead of entering and exiting every individual user and checking to see that they updated correctly under the team leads.

inactive user

Our Sales BDC employee schedules change weekly. However, the schedule is made the prior month. I think it would be useful if we were able to schedule a month in advance. Example- I am going to be off next, so is another employee- I will not be able to adjust their schedule because I will not be here to do it.

It would be great if the admins for the store could upload the employee's profile photo in their CRM profile for them.

I would like to have the ability to clock users out of Drive if they are with a customer so that any leads go to available users.

When we have an employee on medical / maternity / paternity leave who will likely be returning, it would be great to have a way to reassign their open deals only and leave their closed client base still attached to them.

I want to be able to customize our team names in the system as opposed to relying solely on the team lead's last name. This will help add some fun to the system and help differentiate teams when I have team leads with similar last names.