MyCRM has been working with several Fleet Management companies including private car-hire firms and large corporate with their own Fleet Management capacity.

This is a complex process to manage which can involve credit checks, financing options, vehicle choice and selection, location of selected vehicle through to delivery and invoicing. Insurance, road tax, relevant customer/personnel driving licence status and driving records are all part of the process which must be completely managed and can change on an ongoing basis.

MyCRM has developed a vertical product aimed at Fleet Management companies and companies with their own vehicle fleet which incorporates all of the above features and more. With remote access and easy to use interface we have developed powerful workflow which streamlines the process making it easier for users of the system and giving the customer a much easier and pleasant experience.

• Familiar, user friendly interface.
• Full integration with Outlook and other Microsoft products.
• Easy and accurate migration from any existing data.
• Powerful search and data management.
• Multi-lingual functionality.
• Extensive list and campaign management facilities.
• Powerful reporting features.

• Credit check facility integration.
• Links to financial services options.
• Vehicle listings and pricing.
• Vehicle location and dealership information.
• Individual driving licence details.
• Vehicle MOT and Tax tracking.
• Delivery management.
• Automatic invoice generation.
• Pre-defined Reports.

All our vertical solutions are available on our hostedLive CRM platform at the standard rates advertised under contract.

If you’re looking for a particular vertical solution using hosted Microsoft Dynamics CRM that is not listed here, we would be more than happy to discuss your requirements and work in partnership with your organisation to realise your requirements, contact us to find out more.