Ideal Mobile vs Lizzy CRM

Ideal is proud to introduce a mobile app that will allow your service and parts employees to perform key daily tasks from anywhere within your dealership. Key features: • Check-in a unit for service. • Take customer’s signature electronically*. • Conduct an inventory count & instantly upload data into the Ideal system. • Take pictures and instantly attach to specific work orders, units and customers in Ideal*. • Access whole goods inventory and pricing on the go. Benefits: • Provide faster & better customer service. • Streamline inventory counting and save time. • Keep records for warranty purposes and improve communication between employees. • Expedite parts receiving process. * Requires Free Document Management subscription “We are thrilled with Ideal’s new mobile app! By having the ability to handle important store operations directly from a mobile device, we’re able to save time and get more done without having to go back to the computer all of the time. My employees love the fact they can provide customers service right on the spot with their phone, and love how easy it is to relay that information back into the Ideal system. We couldn’t be happier with its capabilities and we look forward to its future developments.” Andy Tallman Philbrick Farm and Garden Equipment

This application works in conjunction with the Lizzy CRM product and seamlessly integrates with the Lizzy Calendar app to provide full access to your Lizzy Customer Relations Information. It also provides access to integrated texting and call logging that can be viewed in app as well as inside the Lizzy BMS System. Features: Call logging, customer lookup, track customer interests, unit lookup, quick quote calculator, ...