CDK Modern Retail CRM
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4.36.0for iPhone, iPad and more
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CDK Modern Retail CRM 螢幕截圖
About CDK Modern Retail CRM
CDK Modern Retail CRM is a fully portable, interactive Customer Relationship and Dealership Management toolset available on a mobile tablet. This allows dealership sales staff to complete much of the process via a mobile device – at any time, from anywhere, without ever accessing sales tools through a traditional PC
The CDK Modern Retail CRM App provides access to all CRM sales functionality to log prospects, search inventory, quote customers, track test drives, and follow up. CDK Modern Retail CRM provides ability to manage showroom, phone and internet leads no matter their location, and respond using phone, email or text tools to capitalize on every business opportunity. Real-time integration features with the in-store CRM ensures up-to-date data is available to authorized users at all times. These features include:
· Search engine of customers and prospects.
· Vehicle VIN scanner to instantly upload trade information.
· Full vehicle walk-around to note damage with text, picture or video
· Dual-sided drivers license scanner.
· My Day page feature to keep track of contact info of potential customers.
· Organizer page to consolidate calendar dates, phone numbers, and email addresses.
· Vehicle Inventory search engine to find the desired vehicle through the dealership’s inventory.
· Detailed vehicle descriptions and photos
· Two-way text messaging platform to communicate with car shoppers
· Sales Process management with Real-Time quoting tools
· Mapping of the test drive
· Fully Secured Credit application
· Digital Documentation
The CDK Modern Retail CRM App provides access to all CRM sales functionality to log prospects, search inventory, quote customers, track test drives, and follow up. CDK Modern Retail CRM provides ability to manage showroom, phone and internet leads no matter their location, and respond using phone, email or text tools to capitalize on every business opportunity. Real-time integration features with the in-store CRM ensures up-to-date data is available to authorized users at all times. These features include:
· Search engine of customers and prospects.
· Vehicle VIN scanner to instantly upload trade information.
· Full vehicle walk-around to note damage with text, picture or video
· Dual-sided drivers license scanner.
· My Day page feature to keep track of contact info of potential customers.
· Organizer page to consolidate calendar dates, phone numbers, and email addresses.
· Vehicle Inventory search engine to find the desired vehicle through the dealership’s inventory.
· Detailed vehicle descriptions and photos
· Two-way text messaging platform to communicate with car shoppers
· Sales Process management with Real-Time quoting tools
· Mapping of the test drive
· Fully Secured Credit application
· Digital Documentation
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最新版本4.36.0更新日誌
Last updated on 2024年04月30日
歷史版本
The Elead CRM Mobile app is now the CDK Modern Retail CRM app!
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Version History
4.36.0
2024年04月30日
The Elead CRM Mobile app is now the CDK Modern Retail CRM app!
4.35.0
2024年02月21日
FIXED
- Click-To-Call not working for some users
- New Leads showing answered leads
- Click-To-Call not working for some users
- New Leads showing answered leads
4.34.0
2024年01月24日
- Bug fixes
4.33.1
2023年11月16日
FIXED
Incorrect Home Page loading
Incorrect Home Page loading
4.33.0
2023年10月24日
NEW
- In Person Visit replaces Showroom Up in Opportunity Information for HE dealers
- In Person replaces Showroom Up on MY Day and Desking Statics for HE dealers
- In Person Visit replaces Showroom Up in Opportunity Information for HE dealers
- In Person replaces Showroom Up on MY Day and Desking Statics for HE dealers
4.31.1
2023年10月16日
Bug fixes
4.32.0
2023年09月26日
Bug fixes
4.31.0
2023年09月07日
FIXED
- Duplicate New and Used Vehicles display on Inventory Filters
- Edit the credit score saving quote
- Dimension Details displays dimensions using inches
- Add Me to sales team for a customer
- Duplicate New and Used Vehicles display on Inventory Filters
- Edit the credit score saving quote
- Dimension Details displays dimensions using inches
- Add Me to sales team for a customer
4.30.0
2023年07月25日
NEW
- Forgot password removed from login
FIXED
- Lead Acceptance toggle matches CRM
- Forgot password removed from login
FIXED
- Lead Acceptance toggle matches CRM
4.29.0
2023年06月20日
FIXED
- Reports not loading when using CDK SSO
- Reports not loading when using CDK SSO
4.28.1
2023年06月01日
NEW
- Additional SSO Support
- Additional SSO Support
4.28.0
2023年05月23日
FIXED
- State displays when Relationship is added or edited
- Send text with video
- State displays when Relationship is added or edited
- Send text with video
4.27.0
2023年04月26日
NEW
- Single Sign On (SSO) button
FIXED
- Main Menu and Settings more accessible
- Send email with videos attached
- Edit Scheduled Task
- Open sales quote, change plans, and submit
- Single Sign On (SSO) button
FIXED
- Main Menu and Settings more accessible
- Send email with videos attached
- Edit Scheduled Task
- Open sales quote, change plans, and submit
4.26.0
2023年03月22日
NEW:
- Upload Worksheets to Document Cloud
- View Documents on Document Cloud
- Do Not Share/Sell
FIXED:
- License Scanner Canadian Postal Code
- Lead Light not matching CRM
- Co-buyer License Scan not saving
- Search Customers not returning Business Customers
- Upload Worksheets to Document Cloud
- View Documents on Document Cloud
- Do Not Share/Sell
FIXED:
- License Scanner Canadian Postal Code
- Lead Light not matching CRM
- Co-buyer License Scan not saving
- Search Customers not returning Business Customers
4.25.0
2023年02月21日
NEW
- Add search bar to Prospects page
- Elead CRM Mobile Logo Update
FIXED
- Driver License Scan displays the State for new customer
- Save changes to Appraisal vehicle
- Add search bar to Prospects page
- Elead CRM Mobile Logo Update
FIXED
- Driver License Scan displays the State for new customer
- Save changes to Appraisal vehicle
4.24.0
2023年01月18日
FIXED
- Used Vehicle of Interest displays as Used
- Used Vehicle of Interest displays as Used
4.23.0
2022年12月15日
NEW
- eBrochure Optimization
- Edit Schedule Tasks
FIXED
- Acquisition Sales Status displays as active
- eBrochure Optimization
- Edit Schedule Tasks
FIXED
- Acquisition Sales Status displays as active
4.22.0
2022年11月17日
NEW
- New workflow to update existing customer with driver's license scan
FIXES
- Other Activity History not displaying
- State not population when editing
- Login issues with case sensitivity
- New workflow to update existing customer with driver's license scan
FIXES
- Other Activity History not displaying
- State not population when editing
- Login issues with case sensitivity
4.21.0
2022年10月18日
FIXED
- White Screen crash
- White Screen crash
4.20.1
2022年10月06日
* Bug Fix *
4.20.0
2022年09月29日
NEW
- Carfax Optimization
- Add a generic vehicle of interest for a new prospect
- Add generic vehicle of interest for an existing prospect
- Add generic vehicle of interest from Customer Journey
- Support for Canadian zip codes.
FIXES
- Typical List Price displays the price from the CRM
- Carfax Optimization
- Add a generic vehicle of interest for a new prospect
- Add generic vehicle of interest for an existing prospect
- Add generic vehicle of interest from Customer Journey
- Support for Canadian zip codes.
FIXES
- Typical List Price displays the price from the CRM
4.19.0
2022年08月30日
NEW:
- Create prospects with or without wanted vehicle/trade-in
- Filter Prospects page by Status and Date Range
FIXED:
- All Notification switch not showing on
- Create prospects with or without wanted vehicle/trade-in
- Filter Prospects page by Status and Date Range
FIXED:
- All Notification switch not showing on
4.18.0
2022年07月27日
NEW:
- J.D. Power displays on Appraisal
- Cancel Appointment
- J.D. Power displays on Appraisal
- Cancel Appointment
4.17.0
2022年06月23日
NEW:
- Recently Actioned Dashboard
- Sold Vehicle Alerts
- Heavy Equipment: Default Phone/Email to Work
- Labels Added to Email Inbox Icons
- Added Trade In Button on Customer Details
FIXES:
- Duplicate Click-To-Call calls
- Recently Actioned Dashboard
- Sold Vehicle Alerts
- Heavy Equipment: Default Phone/Email to Work
- Labels Added to Email Inbox Icons
- Added Trade In Button on Customer Details
FIXES:
- Duplicate Click-To-Call calls
4.16.0
2022年05月04日
FEATURES:
- Sold Amount/Percent changed to MTD
- View Task Activities with no/inactive opportunities
- Option to remove Saved/Unsaved Videos on device
Fixes:
- All phone numbers display for C2C
- Drivers License Scanner updated
- Sold Amount/Percent changed to MTD
- View Task Activities with no/inactive opportunities
- Option to remove Saved/Unsaved Videos on device
Fixes:
- All phone numbers display for C2C
- Drivers License Scanner updated
CDK Modern Retail CRM FAQ
點擊此處瞭解如何在受限國家或地區下載CDK Modern Retail CRM。
以下為CDK Modern Retail CRM的最低配置要求。
iPhone
須使用 iOS 12.0 或以上版本。
iPad
須使用 iPadOS 12.0 或以上版本。
iPod touch
須使用 iOS 12.0 或以上版本。