Customer Relationship Management

Streamline deal management to fuel growth

78%

of customers buy from the first company to respond to their inquiry

47%

say their CRM significantly boosts customer retention and satisfaction

92%

of businesses report their CRM is vital to achieving revenue goals

Optimized Customer Management

Effortlessly manage customer interactions with tools designed to provide a seamless experience and keep deals moving forward.

Strengthen connections with lead source visibility; know where they’re coming from for your best next steps

Manage and nurture leads based on their status to drive timely, personalized engagement

Optimize your workflow to prioritize key deals and increase conversions

Lead Status

Keep deals advancing and stay aligned internally with a visual pipeline to monitor every stage.

Activity Management

Assign leads and tasks, schedule follow-ups and reminders, send text blasts, and more.

Reporting

Gain insights on team performance and identify missed opportunities.

Lead sources

Keep your focus on deals that matter with lead source attached to all incoming prospects.

Marketing

Extending your reach and targeting customers effectively can help you increase your wins.Build effective marketing campaigns with in-app text blasts and email blast integration.

Automations

Auto-assign leads round-robin for seamless and timely interactions.Generate custom reports to gain insights and continuously drive improvements.

Tailored Integrations

Unlock tools and functionality that compliment and connect your systems. Easily connect to 1000’s of other applications based on your use case.

Fully connected and integrated

allowing you to do more without additional effort

Take the first step.
Start your journey now.

Transax is the only customer engagement platform built to help non-auto dealers sell more. Get started today!

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Customer Relationship Management

“We got several online reservations in our first week.”