The work
A custom ProDrive CRM connecting leads and quotations with vouchers, activity coordination and operational tracking.
Sales & operations CRM
ProDrive — DANA CRM
A custom ProDrive CRM connecting leads and quotations with vouchers, activity coordination and operational tracking. Driving-experience sales and operations meet in one workflow.
Internal portfolio draft — new material is pending publication approval.
- Client
- ProDrive
- Scope
- Sales & operations CRM
- Focus
- CRM / Workflow
- CRM
- Workflow
- Morning
- Google Drive
FIG. 16 / ProDriveDRAFT / FOR REVIEW
SYSTEM SIGNALSProDriveSales & operations CRMCRMWorkflow
A custom ProDrive CRM connecting leads and quotations with vouchers, activity coordination and operational tracking.
Lead, quotation, voucher and activity coordination.Discuss a similar projectCase study
What needed to work better.
Driving-experience sales and operations meet in one workflow.
How it works
Documentation covers leads, follow-up, expiring vouchers, customer coordination history and voucher-lead closure subject to completed activities and eligibility rules. Morning supplies payment status, while Google Drive folders organise internal material.
Scope and boundaries
Customer photo sharing is an explicit action. Automated customer renewal emails and an autonomous WhatsApp agent are not presented as delivered capabilities. Useful module screenshots are still missing from the supplied material.
Capabilities
The parts that make the work usable.
Sales and follow-up
Leads, quotations and next-action dates.
Vouchers and coordination
Expiry tracking, activity history and completion conditions.
Operational connections
Morning payment status and internal Google Drive folder organisation.