Abcoa Deal Pack Review

Abcoa Deal Pack is a business management solution that helps auto dealers and finance companies manage leads, financing, campaigns, workflows, payments, complaints and more on a centralized platform. The built-in accounting functionality allows staff members to manage balance sheets, income statements, cash flows, trial balances, and general ledger. The software allows team members to keep inventory records with details, such as repair history, model, color, brand, stock date, location, retail price and other relevant information. It allows employees to manage loan maintenance, repair invoices, insurance, payment receipts and collection assignments. In addition, the leasing module allows supervisors to monitor lease purchases, returns, depreciation of assets and the allocation of sales taxes.

ABCOA DEAL PACK – TUTORIAL

Here is a tutorial introducing this loan loan management software:

ABCOA DEAL PACK – FEATURES

  • Lead Management: receive leads from any source. Automatically merge duplicates to maintain a clean customer list. Automatically assign leads to your sales reps. Track all sales rep activity and ROI. Real-time dashboards track key performance metrics. Capture your customer’s interested vehicles/wishlist. Automate customer interaction with custom workflows. Manage compliance for your customer base. Receive notifications for appointments, untouched prospects, and more.
  • Accounting: fully automated and integrated so you can print your Balance Sheet, Income Statement, Statement of Cash Flows, Trial Balance and Chart of Accounts in real time to monitor financials.
  • Reporting: hundreds of reports, direct export to Excel. Using DMS Dashboard, critical reports and financial statements are automatically archived, providing users a complimentary cloud-based backup
  • Email & text messages: send bulk text messages (SMS) and emails. Send text messages with vehicle images (MMS) and related media. Create custom email and SMS templates. Access a library of seasonal and special occasion emails & SMS templates
  • Payment process: the eAP platform handles fully integrated ACH and credit card payment processing by way of phone-in, walk-in, recurring, online portal, IVR, AutoIVR, and Pay-by-text payment processing. eAP also sends automatic text message and email payment reminders.

Conclusion

Abcoa Deal Pack is a loan origination software that allows companies to integrate the platform with various third-party solutions, such as DealerTrack, AutoCheck and Carfax.

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ACCU-RATE:
Usability: 9 /10 Speed: 9 /10 Features: 9 /10 Support: 9.5 /10 Pricing: 7 /10

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