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CUSTOMER INTELLIGENCE CRM
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MASTERMIND
Customer Intelligence CRM
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Active Deals
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Follow-Ups Due
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Equity Alerts
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📊 DEAL PIPELINE
👥 CUSTOMERS
📅 FOLLOW-UP QUEUE
💰 EQUITY MINING
📈 REVENUE SNAPSHOT
➕ ADD CUSTOMER
ACTIVE DEAL PIPELINE
➕ NEW DEAL
🔄 REFRESH
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ALL STATUS
Lead
Searching
Match Found
Deposit
In Process
Delivered
Follow-Up
Lost
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CUSTOMER
PHONE
VEHICLE INTEREST
BUDGET
STATUS
LAST CONTACT
NEXT ACTION
ACTIONS
FOLLOW-UP QUEUE
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🔵 UPCOMING
EQUITY MINING RADAR
Customers with positive equity position — ready for upgrade outreach
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Equity Alerts
REVENUE SNAPSHOT
RECENT DEALS
CUSTOMER
VEHICLE
CLOSE DATE
REVENUE BUCKET
GROSS
STATUS
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CUSTOMER INFO
First Name
Last Name
Phone
Email
VEHICLE INTEREST
Year (From)
Year (To)
Make
Model
Max Budget
Max Mileage
TRADE-IN (IF APPLICABLE)
Trade-In Vehicle
Trade-In VIN
Trade-In Mileage
Est. Trade Value
DEAL STATUS & NOTES
Status
Lead
Searching
Match Found
Deposit
In Process
Delivered
Follow-Up
Lead Source
Website — Trade-In Form
Website — Vehicle Finder
Referral
Direct Call
Walk-In
Social Media
Assigned Rep
Next Follow-Up Date
Notes
✅ SAVE CUSTOMER
🗑 CLEAR
✅ CUSTOMER SAVED SUCCESSFULLY!
Customer Profile
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❓ WHY IS CUSTOMER NOT IN MARKET?
✕ CLOSE
Primary Reason
— Select Primary Reason —
No Documents
Negative Equity
Vehicle Unavailable
Waiting on Co-Buyer
Buying Car By Force
Bought Elsewhere
Bought Auction / Private Party
Lost — No Contact
Budget Constraints
Needs Time — Not Ready
Credit Issues
Insurance Issues
Family / Life Event
Waiting on Trade Payoff
Just Browsing
Other
Additional Details
— Select Details —
Will return in 30 days
Will return in 60 days
Will return in 90 days
Needs to sell current vehicle first
Waiting on tax return / bonus
Needs co-signer
Dispute on credit report
Do not contact
Refer to another EVL client
Notes
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Call Direction
📤 OUTBOUND
📥 INBOUND
Call Result
✅ CONNECTED
📬 LEFT VOICEMAIL
❌ NO ANSWER
🔄 REQUESTED CALLBACK
Duration
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1
2
3
4
5
10
15
20
30
minutes
Call Notes
Next Action
— No follow-up needed —
Follow-up call in 24 hours
Follow-up call in 3 days
Follow-up call in 1 week
Send vehicle options via email
Schedule appointment
Send service agreement
Submit to wholesale pipeline
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Task Description
Due Date
Priority
🔴 URGENT
🟡 NORMAL
🟢 LOW
Linked Customer (optional)
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❓ NOT IN MARKET
🖨️ PRINT FORMS
💳 CREDIT APP
📋 NEW DEAL
📊 OPPORTUNITY TIMELINE
Inquiry
Qualified
Searching
Vehicle Found
Negotiating
Contracting
Closed
✅ OPEN TASKS
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