Your solution for business, inventory, customer management
and contract printing. It finally has gotten easier
to get all that information on all those deals fast.
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| Even the most
inexperienced computer user will be productive right out of the box.
Fleetwise will reduce the time required to enter customer information and
printing contracts down to minutes and keep your sales staff doing what
they should be, selling. |
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F leetwise
is an integrated application suite designed to allow you to
manage all aspects of your business in one, easy to use
interface. Fleetwise will integrate with your accounting
system too.
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Features
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- Administration
- Maintain data consistency and eliminate typographical errors
- Print paperwork for multiple company names
- Provide a set list of fees and costs and dictate how they are taxed and calculated
- Specify default deal types and terms
- Enforce the entry of required information to be entered on invoices
- Maintain a list of frequently used insurance companies and agencies
- Maintain a list of frequently used financial institutions
- Maintain a list of frequently used wholesalers
- Track referral sources
- Manage and distribute data from and to central and remote installations
- Automatically implement a marketing plan and letters
- Maintain a list of frequently used taxes and set defaults
- Maintain a list of frequently used vendors
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- Deals
- Create and Track Retail and Wholesale purchases.
- Create and Track Open and Closed endedleases.
- Terminate Leases to back to Inventory, a wholesaler or the customer
- Calculate payments using monthly or daily interest calculations or lease payments
- Capitalize interest, or not, for calculating “no payments until” deals
- Pending and completed deal status’s
- Track the deal signer, spouse and co-signer
- Fully describe the vehicle, options, associated costs, originating dealer, lien holders, end value, images, warranties and service agreements
- Fully describe trade vehicles including allowance, acquisition costs, pay off, MSRP, lien holder information
- Automatically post trade vehicles to inventory
- Specify and track and verify vehicle insurance
- Sell and track credit life and disability insurance
- Provides disclosure information for deal costs
- Automatically provides deal profit
- Automatically provides rep commission
- Import and export deals between remote and central locations
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- Document Retention
- Electronically acquire and store printed documents (no boxes or floor space required), indefinitely.
- View retained documents simultaneously with other users.
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- Inventory
- Fully describe vehicle and options
- Document acquisition costs and set selling price
- Invoice repairs orders to job cost against the vehicle
- Track depreciation
- Acquire vehicle images
- Inventory aged and price reporting
- Inventory cost reporting
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- Management Reports
- Track and report on deals by location
- Track and report on deals by marketing type
- Track and report of deals by representative
- Track and report pending deals
- Inventory aged, costs and sales price reports
- Invoices entered reporting
- Invoice and vendor reporting
- Sales log
- Lease log
- Production summaries by make, rep and location
- Profit and loss reporting
- Termination reporting
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- Marketing
- Automatically generate marketing letters and call lists for current and past customers
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- Other
- Integrated email from multiple sources and accounts
- Month to date, year to date and all time production overview
- Contact list
- Calendaring, appointment scheduling and task list
- In-Out board
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- Prospecting
- Track prospective customers and vehicle searches
- Automatically generate marketing letters and call lists
- Provide other sales representatives with a tentative list of trades
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- Security
- Restrict usage for enforcing users to log in
- Restrict module usage by user
- Force users to change passwords
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- Staff
- Employment Information
- Salary Information
- Contact Information
- Schedule drivers for vehicle deliveries
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- Web
- Web ready inventory
- Central control of private inventory
- Web ready testimonial data
- Web ready specials
- Web ready pending trade list
- Web ready vehicles wanted data
- Remote synchronization of data
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| Pricing |
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Description |
Single User |
Each Additional User |
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| Software |
$1695.00 |
$95.00 |
| Annual Maintenance |
$495.00 |
$40.00 |
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| Note: |
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| Annual maintenance is
required on all purchases. |
| All funds listed in US
Dollars. |
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