Product Diagram

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Lead Management

Lead Management

CALMS includes sophisticated lead management tools that help customer-facing teams perform tasks at the right time, so they can drive maximum value from their client relationships.

It is possible to set lead triggers that flag vehicle lease contracts based on specific business rules, such as their approaching maturity, or when the value of a vehicle compared to the cost to early settle the contract reaches the point where it could be renewed for the same monthly price (i.e. Equity Parity).

There are also powerful lead routing capabilities, where a lead might be automatically passed onto a call center for follow-up if it were not suitable for a dealer, or if a service guarantee had been missed.

Another key feature is the concept of the One-Click Lead Conversion, which is designed to make the process of arranging asset finance as fast and simple as possible for dealers.