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CRM Integrations

  • CRM
  • Accounting
  • Consulting

Integrate Fleet Management Software with Your Existing CRM Solution

Fleet Cost & Care knows how to help you use your preferred CRM in conjunction with our fleet management solutions to improve your operation. Our team will set your company up for success with seamless customer and operations management through CRM integration with our fleet management system.

Benefits of CRM for your business

  • Access and manage every aspect of your customer relationship in centralized location that is accessible to all your employees
  • Customize your CRM to the needs of your sales, management and operations teams
  • Tracking and reporting features within a CRM puts everyone on the same page. Setup contacts, view quotes, track customer communications and maintain all account information in one place easily
  • Know what is in your sales pipeline – methodically track every step of the sales process
  • Keep a wealth of business intelligence at your fingertips 24 hours a day, 7 days a week

Benefits of Integrating CRM with NexGen and Atom

  • Instead of using your CRM to just be a system that retains customer information based on manual entries, integrating it with NexGen and Atom enables you to have a centralized system for all operations
  • See the relational state of sales and operations in real-time. Having two highly effective tools integrated provides you with more of the business intelligence you need to be successful
  • Increase efficiency – crucial information like quoting a job, invoicing a customer and keeping track of all prospects and customer communications flow seamlessly from CRM to NexGen, eliminating duplicate entry
  • Joining mutually beneficial functionalities of NexGen and a CRM provides your staff with a powerful tool to drive sales and operational efficiency
  • Seamless workflow – see your sales team spending less time pushing existing jobs through to operations and more time on making the next sale
  • Reporting wins and losses, tracking drip campaigns and a plethora of other practical data are easily accessible for upper management to view

Fleet Cost & Care has performed many integrations with several different CRM systems including:

  • Salesforce
  • Sugar CRM
  • Sage CRM

Fleet Cost & Care is proud to bring the power and convenience of combining NexGen fleet management solutions with the improved customer communication and retention capabilities of CRMs to increase company profitability.

Ready to get started?

Our dedicated staff is ready to help you assimilate into NexGen Software Solutions. Click the button to begin a conversation with our team.

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