What's new for January 2022

01 January 2022

2021 was a massive year for MotorLease and we would like to thank all of you who have joined us on our journey.

Of course it goes without saying, if you are reading this and not yet a customer, please get in touch to arrange a demo. We promise you won't be disappointed.

So, what's new for January 2022? Despite the festive period we managed to get a lot delivered, including some cool major features, and the smaller things you requested.

Native rate book integrations

This is a biggie! We are really pleased to say that you can now integrate rate books directly from Santander, ALD and Hitachi, with no editing required. This will make adding your offers a lot quicker and smoother, reducing the potential for errors.

Xero integration

We launched our Xero integration in December for personal leases, but we have now added business finance leases, and include the customer's address. You can control which users are able to access this feature. For more information, watch our video.

Address look ups

Customer facing forms now include an address lookup feature, making it quicker and easier for them to complete their finance applications, and reducing drop-off.

Enhancements to Tasks

We have made several enhancements to the first release of Tasks, including an 'Add task' button, shortcuts from other CRM sections, easier task editing and an improved user experience to assign an opportunity to a task.

Other new features

  • A new settings section in the CRM for super users and improved access to user settings in the CMS
  • The ability to add custom content and metadata to manufacturer list pages
  • A webhook has been added for Lease Fetcher, so enquiries are automatically added to your CRM
  • Auto assignment of opportunities where only one salesperson exists
  • Alert the user when there is a potential duplicate enquiry in CRM
  • A link on the finance proposal screen in the CRM, so you can get to the customer proposal form easily
  • Option to add a link to the online customer quote on PDF quote downloads
  • Links on notification banners can now open on a new tab
  • Usability improvements to the CRM including tips when adding a new contact, and prompts to encourage using the company picker rather than free text