Leasing

Provide efficient operational and financial leasing opportunities.

Leasing

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The leasing module in the automotive retail system DealerBox covers all aspects of operational and financial leasing - from standard CRM capabilities to specially created functionalities. The four main areas covered include the CRM/sales process, quotation, contract management, and settings. Find a detailed overview below.

CRM and sales processes

Keep track of the different types of opportunities you've received
Check on an opportunity's stage - identification of needs, test drive, quotation, etc.
Create an offer - for a sale, trade-in or auction
Register a win or loss (of client’s opportunity)

Quotation management

Search for vehicles - new, used, corporate
Generate and change default leasing plans
Fill in information in leasing plans - type of leasing, mileage, tires, installments, interest, etc.
Define and evaluate different fees based on the contract, length of the term and chosen mileage, with or without regular service
Approve changes and contracts through a streamlined process with reminders, emails and levels of approval

Contract management

Check up on a contract's status
Create and define delivery protocols
Manage and change contract parameters, keep an archive of any changes made
Generate invoices
Start a subrogation procedure or cease it
Find out information about buildup

Settings

Create and calculate monthly payments based on a residual value matrix
Advanced fee settings
Set matrices to define packages based on brand, car model, engine, tires, period, mileage, regular, irregular services etc