Broker CRM

Broker CRM

Bespoke customer management tools

The CRM has been developed to support the end-to-end vehicle ordering process. Working with brokers and industry experts in CRM and sales funnel, every step of the customer's life cycle, from enquiry to order to renewal is seamlessly managed. Fully FCA compliant at all stages with auditing, permissions and team management built in.

Book a free demo
FCA and GDPR compliant data standards

FCA and GDPR compliant data standards

The MotorLease CRM is designed to complement the natural client sales process, from initial enquiry through to vehicle order and delivery. It's easy to set up and manage all required compliancy steps. All data is managed securely and in accordance with FCA, BVRLA and GDPR rules and guidance.

Xero integration

Xero integration

Xero is the leading invoicing and accounting system amongst UK brokers and MotorLease makes it trivial to raise invoices from within CRM. Invoice details are automatically kept in sync with customer records so CRM managers have full visibility of invoice and payment statuses.

Sales team and support staff management and controls

Sales team and support staff management and controls

MotorLease offers full sales team support for lead distribution and workload allocation. Flexible user management controls allow the broker to control which members of the team can carry out specific functions.

Included e-sign at no extra cost

Included e-sign at no extra cost

At key stages of the buying process where a client signature is required, MotorLease incorporates cryptographic e-signatures. Unlike other platforms, e-sign is native and operates without additional cost.

SMS and email support for all communications

SMS and email support for all communications

All outbound emails from MotorLease have been iterated and optimised for conversion and use the latest standards to look amazing everywhere. Every email within MotorLease also has an associated SMS message so users can be engaged on their phones and respond quickly to broker communications.

Auto quote feature

Auto quote feature

Auto quotes allows MotorLease to intelligently deal with a customer without the broker needing to be involved. The platform can take a customer all the way from enquiry to completed finance proposal and accepted quote, ready for the broker to take over.

Postcode integration

Postcode integration

MotorLease includes full postcode integration allowing the customer to easily and quickly find their correct address record. This reduces errors and is particularly important in support of the finance related credit searches.

Task management

Task management

MotorLease allows managers and staff to create and manage tasks across internal teams. Tasks can be categorised, viewed and allocated to help manage workloads and ensure that required units of work are carried out at the correct time.

Enquiry management

Enquiry management

CRM enquiries are generated from the broker’s MotorLease site where they can be managed and distributed. Enquiries can also be fed into the platform via our API from other systems if needed. This allows multiple broker sites to utilise the same MotorLease CRM system.

Quotes

Quotes

MotorLease quotes can be generated automatically or from the original enquiry with a click of a button, without any need for further data entry. Amended or multiple quotes can also be generated effortlessly, and all quote communications are optimised for acceptance by the end user on desktop or mobile devices.

Proposals

Proposals

MotorLease proposals are optimised for ease of use in support of conversion, whilst at the same time addressing the varying requirements of the different funders. The form includes full validation on all fields to ensure nothing is missed, and our native e-sign functionality makes it easy for legally binding customer agreements.

Mobile support

Mobile support

MotorLease allows the entire customer buying journey to take place on a mobile device, from viewing the car on-site to receiving all quotes, proposals, and orders via SMS. The full suite of contract management and e-sign tools also work flawlessly on mobile, so a customer can complete without ever changing device.

Get started with MotorLease today!

Find out how MotorLease can help your broker business.

Book a free demo