Customers and contacts
Golf courses, municipalities, property companies and other customers with their contacts. Import a customer list from Excel, and duplicates are found before anything is added.
Product 04 · In development
MGX CRM. Sales support for vehicle dealers.
A CRM for those who sell vehicles to businesses and organisations. Customers, deals, quotes, follow-up and a network of dealers in one place. MGX CRM is being built right now together with GolfService, which sells Yamaha golf cars and utility vehicles.
- Status
- In development, built together with GolfService
- For
- Vehicle dealers selling to businesses, and their resellers
- Connected to
- Outlook and Microsoft 365: meetings and email
- Markets
- Sweden and Finland
What it does
From first contact to won deal.
Vehicle deals with businesses take time and involve many people. MGX CRM keeps track of who you have spoken to, what the next step is and who should take it.
A sales board for every deal
See every deal as a card in seven stages, from new contact to won. Move a card as the deal progresses, and it is saved in the history.
Nothing falls through the cracks
Meetings, emails, notes and tasks are gathered per customer. Customers nobody has contacted for five days are flagged, and overdue tasks are highlighted.
Quotes with margin
Build the quote from the product and price list, with a discount per line. You see the margin before the quote is printed, for Sweden or Finland.
The vehicles at every customer
Which vehicles the customer has, whether they are in use, warranty and service history. Good to know when it is time to replace them.
A network of resellers
Hand out leads to resellers, who accept or decline. They only see their own customers, and you see everything they do. Commission is calculated when the deal is won.
Connected to Outlook
Meetings are booked in the Outlook calendar with an invitation to the customer, and emails to and from the customer are logged on the customer record.
Reports and mailings
See how many deals are won, the forecast and what each salesperson does. Send newsletters to selected customers and see who opens them.
Where it stands
Built in a real sales organisation.
Just as MGX ERP grew out of a workshop, MGX CRM is built together with the people who use it.
Today it is being developed together with GolfService, which sells Yamaha golf cars and utility vehicles to golf courses, municipalities and businesses in Sweden and Finland. Do you also sell vehicles to businesses and want to be involved early? Get in touch.
See MGX in a working workshop.
Book 30 minutes and we’ll show you how it works for real, with real work orders.