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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Sales and F&I Compliance Software and Services are essential in reducing your liability from the initial customer interaction to the finalization of the deal. Your goal is to have customers purchasing vehicles from your showroom rather than facing legal actions in court. KPA Sales and F&I consultants are skilled auditors who can assist you in making sure that your F&I procedures are both compliant and streamlined. The Vera F&I software and services cater specifically to vehicle dealerships, including those in the automotive, truck, RV, marine, and power sports sectors. Our compliance solutions in F&I are designed to help you create compliant sales strategies, educate your sales and finance teams, protect consumer data, and keep deal jackets organized—all aimed at reducing risks and enhancing profits. We offer a range of resources that can be accessed online, on-site, or via phone to deliver a comprehensive compliance program that evaluates risk and aids in the creation and implementation of policies, programs, and training initiatives. By utilizing these resources, you can ensure that all personnel interacting with customers are held accountable and that your programs operate effectively, ultimately leading to a more successful and trustworthy dealership.

Description

Dynamic and focused on results, XRM is an all-encompassing CRM solution specifically designed for dealers, allowing you to enhance your profits while minimizing vendor costs. Whether you're on the sales floor or engaging with customers online, you can effortlessly track all showroom activities in real time. By integrating with external lead providers, you ensure that no sales opportunities slip through the cracks. Manage customer interactions and complete essential tasks directly from your mobile device, enabling you to maintain a seamless workflow. Effortlessly handle customer data and interactions wirelessly to streamline processes. Speed up deal processing with features like license plate and driver's license scanning, ensuring efficiency at every step. Keep track of internet leads in real time and manage follow-up tasks from anywhere. Gain insights into available incentives and factory programs tailored to vehicle choices and customer credit profiles. Fine-tune payment options with flexibility in retail, leasing, and balloon arrangements. Reduce deal times significantly by utilizing professional electronic paperwork, ensuring a smoother transaction experience. With XRM, you can always stay informed about showroom activities as they unfold in real time.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dealertrack DMS
Pam
RouteOne

Integrations

Dealertrack DMS
Pam
RouteOne

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

KPA

Founded

1986

Country

United States

Website

www.kpa.io/verafi

Vendor Details

Company Name

Affinitiv

Country

United States

Website

www.affinitiv.com/sales/xrm/

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Product Features

Auto Dealer

Accounting
Buy-Here-Pay-Here
Collections Management
Contact Database
Customer Database
Document Management
F&I Management
Financing Management
Form Printing
Inventory Management
Lease Management
New Car Dealer
New Car Lot
Online Inventory
Parts Management
Sales Management
Service Department
Used Car Lot
Website Integration

Alternatives

XRM Reviews

XRM

Affinitiv

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