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 19 days ago