EFFECTIVE & EFFICIENT CUSTOMER FOLLOW UP

IdealTrack Customer Follow-up system

Features and Benefits

  • Manage your new customers more easily and effectively
  • Lookup customers using a multitude of filters
  • Maintain your customer information to stay on top of your sales
  • Automated email and letter generation
  • Reporting that provides you a better picture of your dealership perfomance
  • Employee management that ensures Customers are being worked and cars are being sold
  • Manage your dealer profile, with your branding on all correspondances. Tailor the IdealTrack CRM to meet your needs

How It Works

The IdealTrack customer follow-up program is a web-based program that allows dealers to better manage their customer base. The IdealTrack system is ideal for dealerships wanting to retain important customer information, purchase and finance history, and send automated emails to their customers.

Customer prospects are sent from CustomerFunding directly into the IdealTrack system, which makes managing your customers very simple. The Dashboard allow you to quickly see how you are performing with your customers, with quick lookup links to your customers based on important milestones. The dashboard also shows your follow up calendar to give you a quick look at your appointment schedules for the day, week and month. You can also see your favorite saved reports from the dashboard as well, without having to try and find your most useful reports each time upon login. One click an you have everything you need.

IdealTrack Dashboard

In addition to CustomerFunding prospects, you can also have prospects from other vendors imported into IdealTrack. Your account manager can assist in the setup of other providers.

Your account manager can assist you with the setup process, and have you up and running in as little as 10 minutes. Please contact your account manager at
(877) 784-1030 to obtain your login information to the IdealTrack CRM system.

Want To Know More?

Contact us to learn more about the IdealTrack CRM system and how you can start to grow and maintain your customer data. Call us at (877) 784-1030 for more information, or simply fill out our information request form and one of our qualified staff members will contact you shortly.