Customer Profile Management

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.