Customer Profile Management
Keep customer data synced and transform your customer check-in experience.
Customers expect seamless, hassle-free interactions, and capturing customer credentials early in the process is pivotal. It not only speeds up the check-in experience but also keeps customer data secure, up-to-date, and synced across platforms.
Key Features
Keep Customer Data Secure and Updated
- Create or update customers in Dealerware using secure endpoints.
- Retrieve customer profile information from Dealerware to match to internal systems.
Accelerate Customer Credentialing
- Automatically trigger SMS to the customer with a link to complete their profile via Mobile Check-in.
- Retrieve customer profile information to verify driver’s license and insurance details.
Reduce No-Shows and Wasted Trips
- Early engagement with customers through the API encourages commitment to appointments and reduces the likelihood of no-shows.
- Where changes are necessary, customers can easily reschedule, preventing inconvenience for both parties.
Recipes
Explore the recipes below for guidance on leveraging our endpoints to enable this feature.
Updated 3 months ago