Smart Memos
A Client Relationship Manager

Tracking all communication that has occurred with each vehicle owner is critical Create and assign tasks to any user in your business, and set a due date to ensure it gets completed on time, every time.

  • Create memos for a vehicle, and assign them to be completed by any employee
  • Set Due Dates to automatically enable status tracking
  • One-click Emails are automatically logged as a memo

Memo Management let's you see the status of every memo in your business

  • Sort Memos by Status, to see what is due
  • See who created the memo, and when
  • See who is assigned to complete each memo
  • Add any number of comments to any memo
  • See all memos for a specific Vehicle
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