AUTOSherpa CRM

AUTOSherpa CRM is a business customer relationship management platform designed for authorized users of automotive sales and service organizations. The app helps organizations manage customer and lead information, workflows, follow-ups, appointments, test drives, bookings, forms, documents, communications and other business activities in one place. Key features include: • Manage customer, lead and dealer records • Track workflows, stages and assignments • Record follow-ups, remarks, notes and interactions • Complete organization-configured digital forms • Attach and manage images and documents • Capture location when enabled for a form • Receive business-related push notifications • Access communication and calling features when enabled by your organization • Work with workspace-specific records and permissions • Securely access your organization's CRM workspace AUTOSherpa CRM is intended for authorized business users. Access is provided through an organization-managed workspace; the app does not provide public consumer registration. Your organization determines the workflows, information collected, user permissions and business processes available within the app. Privacy and data AUTOSherpa CRM does not include advertising or advertising profiles, and we do not sell personal information. Information is processed to provide CRM functionality, authentication, notifications, communications, security and related platform services. Depending on your organization's configuration, the app may process business records, contact information, documents, images, location information, device information and interaction history. Camera, photo library and location permissions are requested only when the relevant functionality is used. The app does not continuously track your location in the background. For more information about how AUTOSherpa CRM handles information, please review our Privacy Policy.