CRM - Customer Relationship Management

Protractor provides you with many options for your business' CRM solution. We provide an in-house solution that is completely automated where you simply book the next appointment and the system does the rest. We provide integration with third party vendors such as CustomerLink and MechanicNET. We also provide you with the tools to completely use your database by exporting the necessary data to drive your own custom solution.

Protractor's 360 Degree Customer Contact

We provide a completely integrated, email based, CRM solution for free to every Protractor customer. The idea behind the 360 system is to keep the service cycle going and customer retention high. At the post service routing, or checkout, the system informs you when the vehicle will be due for its next service. At this time, you can pre-book the appointment with the customer. That is when Protractor takes over using your parameters.

The 360 Degree Cycle:
  • Book the appointment
  • Customer is reminded in advance of their appointment
  • After they complete their appointment, they are sent a thank you message with a customer survey option
  • If they don't show up they are sent a no show message asking them to reschedule
  • You book the next appointment during the post service routine
  • The cycle continues
Other Features:
  • Send messages for deferred work
  • Send messages to inactive customers
  • Tracking and analysis

Protractor's 360 Degree Customer Contact Postcards

The email program described above can also be done with postcards. However, a fee is charged for each postcard sent. The cycle and parameter works the same as the email program and can be run as a replacement to the email program or in conjunction with it.

Customer Relationship Management Tour


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